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AMERICAN TORCH TIP COMPANY 401(K) PLAN 401k Plan overview

Plan NameAMERICAN TORCH TIP COMPANY 401(K) PLAN
Plan identification number 001

AMERICAN TORCH TIP COMPANY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

AMERICAN TORCH TIP COMPANY has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN TORCH TIP COMPANY
Employer identification number (EIN):592297860
NAIC Classification:332900

Additional information about AMERICAN TORCH TIP COMPANY

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1983-05-27
Company Identification Number: G41197
Legal Registered Office Address: 6212 29TH ST. EAST

BRADENTON

34203

More information about AMERICAN TORCH TIP COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN TORCH TIP COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012019-07-01
0012019-07-01
0012018-07-01
0012017-07-01JOHN WALTERS JOHN WALTERS2018-11-13
0012016-07-01JOHN WALTERS JOHN WALTERS2017-10-27
0012015-07-01JOHN WALTERS STUART JETT2017-01-17
0012014-07-01STUART JETT STUART JETT2016-04-07
0012013-07-01JOHN WALTERSIII JOHN WALTERSIII2015-04-15
0012012-07-01JOHN WALTERSIII JOHN WALTERSIII2014-04-15
0012011-07-01CYNTHIA CIOFFI CYNTHIA CIOFFI2013-04-12
0012010-07-01JOHN WALTERSIII JOHN WALTERSIII2012-01-23
0012009-07-01JOHN WALTERSIII JOHN WALTERSIII2011-02-10
0012009-07-01JOHN WALTERS JOHN WALTERS2011-01-24

Plan Statistics for AMERICAN TORCH TIP COMPANY 401(K) PLAN

401k plan membership statisitcs for AMERICAN TORCH TIP COMPANY 401(K) PLAN

Measure Date Value
2021: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01114
Total number of active participants reported on line 7a of the Form 55002021-07-01100
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0121
Total of all active and inactive participants2021-07-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01121
Number of participants with account balances2021-07-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-017
2020: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01118
Total number of active participants reported on line 7a of the Form 55002020-07-0190
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0122
Total of all active and inactive participants2020-07-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01112
Number of participants with account balances2020-07-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-016
2019: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01126
Total number of active participants reported on line 7a of the Form 55002019-07-0196
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0119
Total of all active and inactive participants2019-07-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01115
Number of participants with account balances2019-07-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-016
2018: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01131
Total number of active participants reported on line 7a of the Form 55002018-07-01104
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0120
Total of all active and inactive participants2018-07-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01124
Number of participants with account balances2018-07-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0110
2017: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01140
Total number of active participants reported on line 7a of the Form 55002017-07-01109
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0117
Total of all active and inactive participants2017-07-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01126
Number of participants with account balances2017-07-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0112
2016: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01198
Total number of active participants reported on line 7a of the Form 55002016-07-01124
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0117
Total of all active and inactive participants2016-07-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01141
Number of participants with account balances2016-07-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-019
2015: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01201
Total number of active participants reported on line 7a of the Form 55002015-07-01179
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0116
Total of all active and inactive participants2015-07-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01195
Number of participants with account balances2015-07-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0110
2014: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01186
Total number of active participants reported on line 7a of the Form 55002014-07-01178
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-019
Total of all active and inactive participants2014-07-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01187
Number of participants with account balances2014-07-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-018
2013: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01161
Total number of active participants reported on line 7a of the Form 55002013-07-01157
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0110
Total of all active and inactive participants2013-07-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01167
Number of participants with account balances2013-07-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0110
2012: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01149
Total number of active participants reported on line 7a of the Form 55002012-07-01143
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0111
Total of all active and inactive participants2012-07-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01155
Number of participants with account balances2012-07-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0112
2011: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01138
Total number of active participants reported on line 7a of the Form 55002011-07-01128
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0110
Total of all active and inactive participants2011-07-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01138
Number of participants with account balances2011-07-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0110
2010: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01136
Total number of active participants reported on line 7a of the Form 55002010-07-01127
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-019
Total of all active and inactive participants2010-07-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01136
Number of participants with account balances2010-07-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-014
2009: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01134
Total number of active participants reported on line 7a of the Form 55002009-07-01118
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0111
Total of all active and inactive participants2009-07-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01129
Number of participants with account balances2009-07-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-015

Financial Data on AMERICAN TORCH TIP COMPANY 401(K) PLAN

Measure Date Value
2022 : AMERICAN TORCH TIP COMPANY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-871,153
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$269,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$265,923
Value of total corrective distributions2022-06-30$11
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$464,154
Value of total assets at end of year2022-06-30$5,752,123
Value of total assets at beginning of year2022-06-30$6,892,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$3,592
Total interest from all sources2022-06-30$4,067
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$9,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$9,096
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$403,502
Participant contributions at end of year2022-06-30$55,808
Participant contributions at beginning of year2022-06-30$52,270
Other income not declared elsewhere2022-06-30$562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,140,679
Value of net assets at end of year (total assets less liabilities)2022-06-30$5,752,123
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$6,892,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$761,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$869,598
Value of interest in pooled separate accounts at end of year2022-06-30$4,885,001
Value of interest in pooled separate accounts at beginning of year2022-06-30$5,901,190
Interest on participant loans2022-06-30$3,356
Interest earned on other investments2022-06-30$711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$50,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$69,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-224,317
Net investment gain/loss from pooled separate accounts2022-06-30$-1,124,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$60,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$265,923
Contract administrator fees2022-06-30$3,592
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30SUPLEE SHEA CRAMER & MILLER, PA
Accountancy firm EIN2022-06-30592213319
2021 : AMERICAN TORCH TIP COMPANY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,308,536
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$273,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$270,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$370,781
Value of total assets at end of year2021-06-30$6,892,802
Value of total assets at beginning of year2021-06-30$4,857,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$2,417
Total interest from all sources2021-06-30$4,599
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$4,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$4,193
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$326,072
Participant contributions at end of year2021-06-30$52,270
Participant contributions at beginning of year2021-06-30$65,458
Other income not declared elsewhere2021-06-30$-486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,035,268
Value of net assets at end of year (total assets less liabilities)2021-06-30$6,892,802
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$4,857,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$869,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$580,783
Value of interest in pooled separate accounts at end of year2021-06-30$5,901,190
Value of interest in pooled separate accounts at beginning of year2021-06-30$4,142,239
Interest on participant loans2021-06-30$3,808
Interest earned on other investments2021-06-30$791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$69,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$69,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$233,051
Net investment gain/loss from pooled separate accounts2021-06-30$1,696,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$44,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$270,851
Contract administrator fees2021-06-30$2,417
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30SUPLEE SHEA CRAMER & MILLER, PA
Accountancy firm EIN2021-06-30592213319
2020 : AMERICAN TORCH TIP COMPANY 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$0
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets to this plan2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$532,523
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$577,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$574,876
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Value of total corrective distributions2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$364,947
Value of total assets at end of year2020-06-30$4,857,534
Value of total assets at beginning of year2020-06-30$4,902,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$3,085
Total income from rents2020-06-30$0
Total interest from all sources2020-06-30$7,086
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$4,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$4,471
Administrative expenses professional fees incurred2020-06-30$0
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Amount of non-exempt transactions with any party-in-interest2020-06-30$0
Contributions received from participants2020-06-30$312,324
Participant contributions at end of year2020-06-30$65,458
Participant contributions at beginning of year2020-06-30$116,600
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$0
Other income not declared elsewhere2020-06-30$1,073
Administrative expenses (other) incurred2020-06-30$0
Liabilities. Value of operating payables at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-45,438
Value of net assets at end of year (total assets less liabilities)2020-06-30$4,857,534
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,902,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
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 year2020-06-30$0
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-06-30$0
Investment advisory and management fees2020-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$580,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$720,725
Value of interest in pooled separate accounts at end of year2020-06-30$4,142,239
Value of interest in pooled separate accounts at beginning of year2020-06-30$3,997,418
Interest on participant loans2020-06-30$6,232
Income. Interest from loans (other than to participants)2020-06-30$0
Interest earned on other investments2020-06-30$854
Income. Interest from US Government securities2020-06-30$0
Income. Interest from corporate debt instruments2020-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$69,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$68,229
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$78,555
Net investment gain/loss from pooled separate accounts2020-06-30$76,391
Net investment gain or loss from common/collective trusts2020-06-30$0
Net gain/loss from 103.12 investment entities2020-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$52,623
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$0
Income. Dividends from preferred stock2020-06-30$0
Income. Dividends from common stock2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$574,876
Contract administrator fees2020-06-30$3,085
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$0
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$0
Aggregate carrying amount (costs) on sale of assets2020-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30SUPLEE SHEA CRAMER & ROCKLEIN, PA
Accountancy firm EIN2020-06-30592213319
2019 : AMERICAN TORCH TIP COMPANY 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$0
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$555,380
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,111,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,106,574
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Value of total corrective distributions2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$407,580
Value of total assets at end of year2019-06-30$4,902,972
Value of total assets at beginning of year2019-06-30$5,459,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$5,379
Total income from rents2019-06-30$0
Total interest from all sources2019-06-30$8,448
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$4,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$4,321
Administrative expenses professional fees incurred2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Amount of non-exempt transactions with any party-in-interest2019-06-30$0
Contributions received from participants2019-06-30$316,895
Participant contributions at end of year2019-06-30$116,600
Participant contributions at beginning of year2019-06-30$126,581
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$36,499
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$0
Other income not declared elsewhere2019-06-30$1,507
Administrative expenses (other) incurred2019-06-30$0
Liabilities. Value of operating payables at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-556,573
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,902,972
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$5,459,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
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 year2019-06-30$0
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-06-30$0
Investment advisory and management fees2019-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$720,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$657,157
Value of interest in pooled separate accounts at end of year2019-06-30$3,997,418
Value of interest in pooled separate accounts at beginning of year2019-06-30$4,613,976
Interest on participant loans2019-06-30$7,704
Income. Interest from loans (other than to participants)2019-06-30$0
Interest earned on other investments2019-06-30$744
Income. Interest from US Government securities2019-06-30$0
Income. Interest from corporate debt instruments2019-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$68,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$61,831
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$48,362
Net investment gain/loss from pooled separate accounts2019-06-30$85,162
Net investment gain or loss from common/collective trusts2019-06-30$0
Net gain/loss from 103.12 investment entities2019-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$54,186
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$0
Income. Dividends from preferred stock2019-06-30$0
Income. Dividends from common stock2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,106,574
Contract administrator fees2019-06-30$5,379
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$0
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$0
Aggregate carrying amount (costs) on sale of assets2019-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30SUPLEE SHEA CRAMER & ROCKLEIN, PA
Accountancy firm EIN2019-06-30592213319
2018 : AMERICAN TORCH TIP COMPANY 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$0
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,077,303
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$481,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$475,927
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Value of total corrective distributions2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$399,628
Value of total assets at end of year2018-06-30$5,459,545
Value of total assets at beginning of year2018-06-30$4,863,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$5,754
Total income from rents2018-06-30$0
Total interest from all sources2018-06-30$9,140
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$7,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$7,521
Administrative expenses professional fees incurred2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$462,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Amount of non-exempt transactions with any party-in-interest2018-06-30$0
Contributions received from participants2018-06-30$337,357
Participant contributions at end of year2018-06-30$126,581
Participant contributions at beginning of year2018-06-30$147,811
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$0
Other income not declared elsewhere2018-06-30$-887
Administrative expenses (other) incurred2018-06-30$0
Liabilities. Value of operating payables at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$595,622
Value of net assets at end of year (total assets less liabilities)2018-06-30$5,459,545
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,863,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
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 year2018-06-30$0
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-06-30$0
Investment advisory and management fees2018-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$657,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$615,191
Value of interest in pooled separate accounts at end of year2018-06-30$4,613,976
Value of interest in pooled separate accounts at beginning of year2018-06-30$4,035,896
Interest on participant loans2018-06-30$8,653
Income. Interest from loans (other than to participants)2018-06-30$0
Interest earned on other investments2018-06-30$487
Income. Interest from US Government securities2018-06-30$0
Income. Interest from corporate debt instruments2018-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$61,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$65,025
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$68,012
Net investment gain/loss from pooled separate accounts2018-06-30$593,889
Net investment gain or loss from common/collective trusts2018-06-30$0
Net gain/loss from 103.12 investment entities2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$62,271
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$0
Income. Dividends from preferred stock2018-06-30$0
Income. Dividends from common stock2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$475,927
Contract administrator fees2018-06-30$5,754
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$0
Aggregate carrying amount (costs) on sale of assets2018-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30SUPLEE SHEA CRAMER & ROCKLEIN, PA
Accountancy firm EIN2018-06-30592213319
2017 : AMERICAN TORCH TIP COMPANY 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$0
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$972,065
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$417,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$411,457
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Value of total corrective distributions2017-06-30$1,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$373,167
Value of total assets at end of year2017-06-30$4,863,923
Value of total assets at beginning of year2017-06-30$4,309,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$3,878
Total income from rents2017-06-30$0
Total interest from all sources2017-06-30$7,652
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$5,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$5,530
Administrative expenses professional fees incurred2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$462,000
If this is an individual account plan, was there a blackout period2017-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Amount of non-exempt transactions with any party-in-interest2017-06-30$0
Contributions received from participants2017-06-30$309,632
Participant contributions at end of year2017-06-30$147,811
Participant contributions at beginning of year2017-06-30$139,888
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$2,218
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Other income not declared elsewhere2017-06-30$-946
Administrative expenses (other) incurred2017-06-30$0
Liabilities. Value of operating payables at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$554,841
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,863,923
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,309,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
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 year2017-06-30$0
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-06-30$0
Investment advisory and management fees2017-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$615,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$556,879
Value of interest in pooled separate accounts at end of year2017-06-30$4,035,896
Value of interest in pooled separate accounts at beginning of year2017-06-30$3,535,378
Interest on participant loans2017-06-30$7,157
Income. Interest from loans (other than to participants)2017-06-30$0
Interest earned on other investments2017-06-30$495
Income. Interest from US Government securities2017-06-30$0
Income. Interest from corporate debt instruments2017-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$65,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$74,719
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$82,818
Net investment gain/loss from pooled separate accounts2017-06-30$503,844
Net investment gain or loss from common/collective trusts2017-06-30$0
Net gain/loss from 103.12 investment entities2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$63,535
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$0
Income. Dividends from preferred stock2017-06-30$0
Income. Dividends from common stock2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$411,457
Contract administrator fees2017-06-30$3,878
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$0
Aggregate carrying amount (costs) on sale of assets2017-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30SUPPLEE SHEA CRAMER & ROCKLEIN,PA
Accountancy firm EIN2017-06-30592213319
2016 : AMERICAN TORCH TIP COMPANY 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$0
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$291,383
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$437,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$431,366
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Value of total corrective distributions2016-06-30$1,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$429,955
Value of total assets at end of year2016-06-30$4,309,082
Value of total assets at beginning of year2016-06-30$4,455,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$4,661
Total income from rents2016-06-30$0
Total interest from all sources2016-06-30$6,682
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$7,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$7,216
Administrative expenses professional fees incurred2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$462,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Amount of non-exempt transactions with any party-in-interest2016-06-30$0
Contributions received from participants2016-06-30$358,398
Participant contributions at end of year2016-06-30$139,888
Participant contributions at beginning of year2016-06-30$133,513
Participant contributions at end of year2016-06-30$2,218
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$1,201
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$0
Other income not declared elsewhere2016-06-30$822
Administrative expenses (other) incurred2016-06-30$0
Liabilities. Value of operating payables at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-146,517
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,309,082
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,455,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
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 year2016-06-30$0
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-06-30$0
Investment advisory and management fees2016-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$556,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$504,328
Value of interest in pooled separate accounts at end of year2016-06-30$3,535,378
Value of interest in pooled separate accounts at beginning of year2016-06-30$3,735,634
Interest on participant loans2016-06-30$6,089
Income. Interest from loans (other than to participants)2016-06-30$0
Interest earned on other investments2016-06-30$593
Income. Interest from US Government securities2016-06-30$0
Income. Interest from corporate debt instruments2016-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$74,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$82,124
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-20,480
Net investment gain/loss from pooled separate accounts2016-06-30$-132,812
Net investment gain or loss from common/collective trusts2016-06-30$0
Net gain/loss from 103.12 investment entities2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$71,557
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$0
Income. Dividends from preferred stock2016-06-30$0
Income. Dividends from common stock2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$430,165
Contract administrator fees2016-06-30$4,661
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$0
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$0
Aggregate carrying amount (costs) on sale of assets2016-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SUPLEE SHEA CRAMER & ROCKLEIN, PA
Accountancy firm EIN2016-06-30592213319
2015 : AMERICAN TORCH TIP COMPANY 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$0
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$604,080
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$764,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$761,342
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Value of total corrective distributions2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$302,418
Value of total assets at end of year2015-06-30$4,455,599
Value of total assets at beginning of year2015-06-30$4,616,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$3,532
Total income from rents2015-06-30$0
Total interest from all sources2015-06-30$7,850
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$7,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$7,328
Administrative expenses professional fees incurred2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$350,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Amount of non-exempt transactions with any party-in-interest2015-06-30$0
Contributions received from participants2015-06-30$247,711
Participant contributions at end of year2015-06-30$133,513
Participant contributions at beginning of year2015-06-30$173,359
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$0
Other income not declared elsewhere2015-06-30$-280
Administrative expenses (other) incurred2015-06-30$0
Liabilities. Value of operating payables at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-160,794
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,455,599
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,616,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
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 year2015-06-30$0
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-06-30$0
Investment advisory and management fees2015-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$504,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$485,235
Value of interest in pooled separate accounts at end of year2015-06-30$3,735,634
Value of interest in pooled separate accounts at beginning of year2015-06-30$3,882,731
Interest on participant loans2015-06-30$7,161
Income. Interest from loans (other than to participants)2015-06-30$0
Interest earned on other investments2015-06-30$689
Income. Interest from US Government securities2015-06-30$0
Income. Interest from corporate debt instruments2015-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$82,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$75,068
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$30,011
Net investment gain/loss from pooled separate accounts2015-06-30$256,753
Net investment gain or loss from common/collective trusts2015-06-30$0
Net gain/loss from 103.12 investment entities2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$54,707
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$0
Income. Dividends from preferred stock2015-06-30$0
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$761,342
Contract administrator fees2015-06-30$3,532
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$0
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$0
Aggregate carrying amount (costs) on sale of assets2015-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30SUPLEE SHEA CRAMER & ROCKLEIN, PA.
Accountancy firm EIN2015-06-30592213319
2014 : AMERICAN TORCH TIP COMPANY 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$0
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,099,760
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$96,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$92,896
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Value of total corrective distributions2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$271,154
Value of total assets at end of year2014-06-30$4,616,393
Value of total assets at beginning of year2014-06-30$3,613,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$3,764
Total income from rents2014-06-30$0
Total interest from all sources2014-06-30$6,778
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$6,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$6,438
Administrative expenses professional fees incurred2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$350,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Amount of non-exempt transactions with any party-in-interest2014-06-30$0
Contributions received from participants2014-06-30$225,057
Participant contributions at end of year2014-06-30$173,359
Participant contributions at beginning of year2014-06-30$99,600
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$-590
Administrative expenses (other) incurred2014-06-30$0
Liabilities. Value of operating payables at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,003,100
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,616,393
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,613,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
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 year2014-06-30$0
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-06-30$0
Investment advisory and management fees2014-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$485,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$393,199
Value of interest in pooled separate accounts at end of year2014-06-30$3,882,731
Value of interest in pooled separate accounts at beginning of year2014-06-30$3,045,831
Interest on participant loans2014-06-30$5,948
Income. Interest from loans (other than to participants)2014-06-30$0
Interest earned on other investments2014-06-30$830
Income. Interest from US Government securities2014-06-30$0
Income. Interest from corporate debt instruments2014-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$75,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$74,663
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$67,692
Net investment gain/loss from pooled separate accounts2014-06-30$748,288
Net investment gain or loss from common/collective trusts2014-06-30$0
Net gain/loss from 103.12 investment entities2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$46,097
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$0
Income. Dividends from preferred stock2014-06-30$0
Income. Dividends from common stock2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$92,896
Contract administrator fees2014-06-30$3,764
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$0
Aggregate carrying amount (costs) on sale of assets2014-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30SUPLEE SHEA CRAMER & ROCKLEIN, PA
Accountancy firm EIN2014-06-30592213319
2013 : AMERICAN TORCH TIP COMPANY 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$0
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$755,138
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$337,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$335,259
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$236,156
Value of total assets at end of year2013-06-30$3,613,293
Value of total assets at beginning of year2013-06-30$3,195,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,839
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$6,217
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$6,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$6,144
Administrative expenses professional fees incurred2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$350,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Amount of non-exempt transactions with any party-in-interest2013-06-30$0
Contributions received from participants2013-06-30$192,451
Participant contributions at end of year2013-06-30$99,600
Participant contributions at beginning of year2013-06-30$110,629
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$-625
Administrative expenses (other) incurred2013-06-30$0
Liabilities. Value of operating payables at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$418,040
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,613,293
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,195,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
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 year2013-06-30$0
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-06-30$0
Investment advisory and management fees2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$393,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$301,487
Value of interest in pooled separate accounts at end of year2013-06-30$3,045,831
Value of interest in pooled separate accounts at beginning of year2013-06-30$2,713,950
Interest on participant loans2013-06-30$4,805
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$1,412
Income. Interest from US Government securities2013-06-30$0
Income. Interest from corporate debt instruments2013-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$74,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$69,187
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$38,613
Net investment gain/loss from pooled separate accounts2013-06-30$468,633
Net investment gain or loss from common/collective trusts2013-06-30$0
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$43,705
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$0
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$335,259
Contract administrator fees2013-06-30$1,839
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$0
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30SUPLEE & SHEA, P.A.
Accountancy firm EIN2013-06-30592213319
2012 : AMERICAN TORCH TIP COMPANY 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$250,792
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$131,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$129,247
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Value of total corrective distributions2012-06-30$140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$240,854
Value of total assets at end of year2012-06-30$3,195,253
Value of total assets at beginning of year2012-06-30$3,075,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,871
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$7,147
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$5,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$5,454
Administrative expenses professional fees incurred2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$350,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Amount of non-exempt transactions with any party-in-interest2012-06-30$0
Contributions received from participants2012-06-30$189,144
Participant contributions at end of year2012-06-30$110,629
Participant contributions at beginning of year2012-06-30$82,354
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$8,033
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Other income not declared elsewhere2012-06-30$278
Administrative expenses (other) incurred2012-06-30$0
Liabilities. Value of operating payables at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$119,534
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,195,253
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,075,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
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 year2012-06-30$0
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-06-30$0
Investment advisory and management fees2012-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$301,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$292,515
Value of interest in pooled separate accounts at end of year2012-06-30$2,713,950
Value of interest in pooled separate accounts at beginning of year2012-06-30$2,626,325
Interest on participant loans2012-06-30$5,138
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$2,009
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$69,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$74,525
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-92
Net investment gain/loss from pooled separate accounts2012-06-30$-2,849
Net investment gain or loss from common/collective trusts2012-06-30$0
Net gain/loss from 103.12 investment entities2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$43,677
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$0
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$129,247
Contract administrator fees2012-06-30$1,871
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30SUPLEE & SHEA, PA
Accountancy firm EIN2012-06-30592213319
2011 : AMERICAN TORCH TIP COMPANY 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$831,717
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$141,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$119,046
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Value of total corrective distributions2011-06-30$20,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$221,421
Value of total assets at end of year2011-06-30$3,075,719
Value of total assets at beginning of year2011-06-30$2,385,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,425
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$6,201
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$2,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$2,796
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$350,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Amount of non-exempt transactions with any party-in-interest2011-06-30$0
Contributions received from participants2011-06-30$180,153
Participant contributions at end of year2011-06-30$82,354
Participant contributions at beginning of year2011-06-30$71,310
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$-233
Administrative expenses (other) incurred2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$690,459
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,075,719
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,385,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
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 year2011-06-30$0
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-06-30$0
Investment advisory and management fees2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$292,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$159,025
Value of interest in pooled separate accounts at end of year2011-06-30$2,626,325
Value of interest in pooled separate accounts at beginning of year2011-06-30$2,083,773
Interest on participant loans2011-06-30$3,947
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$2,254
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$74,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$71,152
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$40,082
Net investment gain/loss from pooled separate accounts2011-06-30$561,450
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$41,268
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$0
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$119,046
Contract administrator fees2011-06-30$1,425
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30SUPLEE & SHEA, P.A.
Accountancy firm EIN2011-06-30592213319
2010 : AMERICAN TORCH TIP COMPANY 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for AMERICAN TORCH TIP COMPANY 401(K) PLAN

2021: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedYes
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: AMERICAN TORCH TIP COMPANY 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429013
Policy instance 1
Insurance contract or identification number429013
Number of Individuals Covered121
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $15,025
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,025
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429013
Policy instance 1
Insurance contract or identification number429013
Number of Individuals Covered112
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $12,218
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,218
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429013
Policy instance 1
Insurance contract or identification number429013
Number of Individuals Covered115
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $10,081
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,081
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429013
Policy instance 1
Insurance contract or identification number429013
Number of Individuals Covered124
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $11,200
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,200
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429013
Policy instance 1
Insurance contract or identification number429013
Number of Individuals Covered126
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $10,782
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,782
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBENJAMIN F EDWARDS & COMPANY INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429013
Policy instance 1
Insurance contract or identification number429013
Number of Individuals Covered195
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $8,458
Total amount of fees paid to insurance companyUSD $177
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,458
Amount paid for insurance broker fees177
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameBENJAMIN F EDWARDS & COMPANY INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429013
Policy instance 1
Insurance contract or identification number429013
Number of Individuals Covered187
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $9,354
Total amount of fees paid to insurance companyUSD $261
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,354
Amount paid for insurance broker fees261
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameS B H U LIFE AGENCY INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429013
Policy instance 1
Insurance contract or identification number429013
Number of Individuals Covered167
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $8,114
Total amount of fees paid to insurance companyUSD $1,579
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,114
Amount paid for insurance broker fees1382
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY DW INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429013
Policy instance 1
Insurance contract or identification number429013
Number of Individuals Covered155
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $7,731
Total amount of fees paid to insurance companyUSD $341
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,371
Amount paid for insurance broker fees217
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY DW INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429013
Policy instance 1
Insurance contract or identification number429013
Number of Individuals Covered138
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $4,355
Total amount of fees paid to insurance companyUSD $687
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number429013
Policy instance 1
Insurance contract or identification number429013
Number of Individuals Covered136
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $5,854
Total amount of fees paid to insurance companyUSD $732
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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