?>
Logo

PICKERING, INC. 401(K) PLAN 401k Plan overview

Plan NamePICKERING, INC. 401(K) PLAN
Plan identification number 002

PICKERING, INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:PICKERING, INC.
Employer identification number (EIN):620758014
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PICKERING, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JAMES HALES2023-06-30
0022021-01-01JAMES HALE2022-06-27
0022020-01-01JAMES HALE2021-08-09
0022019-01-01JAMES HALE2020-10-14
0022018-01-01
0022017-01-01JAMES HALE
0022016-01-01JAMES HALE
0022015-01-01JAMES HALE
0022014-01-01JAMES HALE
0022013-01-01LINDA VANCE
0022012-01-01LINDA VANCE
0022011-01-01LINDA VANCE
0022009-01-01LINDA VANCE
0022009-01-01 LINDA VANCE2010-07-28

Plan Statistics for PICKERING, INC. 401(K) PLAN

401k plan membership statisitcs for PICKERING, INC. 401(K) PLAN

Measure Date Value
2022: PICKERING, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01149
Total number of active participants reported on line 7a of the Form 55002022-01-01128
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01155
Number of participants with account balances2022-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: PICKERING, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01142
Total number of active participants reported on line 7a of the Form 55002021-01-01123
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0126
Total of all active and inactive participants2021-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01149
Number of participants with account balances2021-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: PICKERING, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01151
Total number of active participants reported on line 7a of the Form 55002020-01-01117
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01142
Number of participants with account balances2020-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: PICKERING, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01163
Total number of active participants reported on line 7a of the Form 55002019-01-01118
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0133
Total of all active and inactive participants2019-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01151
Number of participants with account balances2019-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: PICKERING, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01160
Total number of active participants reported on line 7a of the Form 55002018-01-01130
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01163
Number of participants with account balances2018-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: PICKERING, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01163
Total number of active participants reported on line 7a of the Form 55002017-01-01127
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01160
Number of participants with account balances2017-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: PICKERING, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01163
Total number of active participants reported on line 7a of the Form 55002016-01-01133
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01163
Number of participants with account balances2016-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: PICKERING, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01125
Total number of active participants reported on line 7a of the Form 55002015-01-01133
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01163
Number of participants with account balances2015-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: PICKERING, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01155
Total number of active participants reported on line 7a of the Form 55002014-01-01125
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01154
Number of participants with account balances2014-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: PICKERING, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01160
Total number of active participants reported on line 7a of the Form 55002013-01-01132
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01155
Number of participants with account balances2013-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: PICKERING, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01169
Total number of active participants reported on line 7a of the Form 55002012-01-01134
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01160
Number of participants with account balances2012-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: PICKERING, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01172
Total number of active participants reported on line 7a of the Form 55002011-01-01139
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01169
Number of participants with account balances2011-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: PICKERING, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01187
Total number of active participants reported on line 7a of the Form 55002009-01-01137
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01171
Number of participants with account balances2009-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on PICKERING, INC. 401(K) PLAN

Measure Date Value
2022 : PICKERING, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,325,335
Total of all expenses incurred2022-12-31$418,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$342,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,163,066
Value of total assets at end of year2022-12-31$18,512,401
Value of total assets at beginning of year2022-12-31$21,256,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$75,989
Total interest from all sources2022-12-31$2,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$829,044
Participant contributions at end of year2022-12-31$76,796
Participant contributions at beginning of year2022-12-31$57,654
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$18,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,743,797
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,512,401
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,256,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$75,989
Value of interest in pooled separate accounts at end of year2022-12-31$18,346,493
Value of interest in pooled separate accounts at beginning of year2022-12-31$21,134,646
Interest on participant loans2022-12-31$2,693
Net investment gain/loss from pooled separate accounts2022-12-31$-3,491,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$315,473
Employer contributions (assets) at end of year2022-12-31$89,112
Employer contributions (assets) at beginning of year2022-12-31$63,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$342,473
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WATKINS UIBERALL PLLC
Accountancy firm EIN2022-12-31621804252
2021 : PICKERING, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,830,700
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$472,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$414,854
Expenses. Certain deemed distributions of participant loans2021-12-31$6,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,095,195
Value of total assets at end of year2021-12-31$21,256,198
Value of total assets at beginning of year2021-12-31$17,897,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$50,513
Total interest from all sources2021-12-31$2,549
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$752,299
Participant contributions at end of year2021-12-31$57,654
Participant contributions at beginning of year2021-12-31$51,425
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$69,615
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,358,505
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,256,198
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,897,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$50,513
Value of interest in pooled separate accounts at end of year2021-12-31$21,134,646
Value of interest in pooled separate accounts at beginning of year2021-12-31$17,808,050
Interest on participant loans2021-12-31$2,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$2,732,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$273,281
Employer contributions (assets) at end of year2021-12-31$63,898
Employer contributions (assets) at beginning of year2021-12-31$38,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$414,854
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WATKINS UIBERALL PLLC
Accountancy firm EIN2021-12-31621804252
2020 : PICKERING, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,057,008
Total of all expenses incurred2020-12-31$281,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$243,667
Expenses. Certain deemed distributions of participant loans2020-12-31$2,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,443,756
Value of total assets at end of year2020-12-31$17,897,693
Value of total assets at beginning of year2020-12-31$14,121,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$34,700
Total interest from all sources2020-12-31$2,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$714,314
Participant contributions at end of year2020-12-31$51,425
Participant contributions at beginning of year2020-12-31$57,981
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$513,205
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,775,820
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,897,693
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,121,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$34,700
Value of interest in pooled separate accounts at end of year2020-12-31$17,808,050
Value of interest in pooled separate accounts at beginning of year2020-12-31$13,882,348
Interest on participant loans2020-12-31$2,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$130,945
Net investment gain/loss from pooled separate accounts2020-12-31$2,611,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$216,237
Employer contributions (assets) at end of year2020-12-31$38,218
Employer contributions (assets) at beginning of year2020-12-31$50,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$243,667
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WATKINS UIBERALL PLLC
Accountancy firm EIN2020-12-31621804252
2019 : PICKERING, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,728,006
Total income from all sources (including contributions)2019-12-31$3,728,006
Total of all expenses incurred2019-12-31$2,613,718
Total of all expenses incurred2019-12-31$2,613,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,585,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,585,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,047,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,047,946
Value of total assets at end of year2019-12-31$14,121,873
Value of total assets at beginning of year2019-12-31$13,007,585
Value of total assets at beginning of year2019-12-31$13,007,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,979
Total interest from all sources2019-12-31$3,076
Total interest from all sources2019-12-31$3,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$135
Administrative expenses professional fees incurred2019-12-31$135
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$742,756
Contributions received from participants2019-12-31$742,756
Participant contributions at end of year2019-12-31$57,981
Participant contributions at end of year2019-12-31$57,981
Participant contributions at beginning of year2019-12-31$47,987
Participant contributions at beginning of year2019-12-31$47,987
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$43,141
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$43,141
Total non interest bearing cash at end of year2019-12-31$225
Total non interest bearing cash at end of year2019-12-31$225
Total non interest bearing cash at beginning of year2019-12-31$10,351
Total non interest bearing cash at beginning of year2019-12-31$10,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,114,288
Value of net income/loss2019-12-31$1,114,288
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,121,873
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,121,873
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,007,585
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,007,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$27,398
Investment advisory and management fees2019-12-31$27,398
Value of interest in pooled separate accounts at end of year2019-12-31$13,882,348
Value of interest in pooled separate accounts at end of year2019-12-31$13,882,348
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,734,742
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,734,742
Interest on participant loans2019-12-31$2,880
Interest on participant loans2019-12-31$2,880
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$130,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$130,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$142,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$142,840
Net investment gain/loss from pooled separate accounts2019-12-31$2,676,984
Net investment gain/loss from pooled separate accounts2019-12-31$2,676,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$262,049
Contributions received in cash from employer2019-12-31$262,049
Employer contributions (assets) at end of year2019-12-31$50,374
Employer contributions (assets) at end of year2019-12-31$50,374
Employer contributions (assets) at beginning of year2019-12-31$71,665
Employer contributions (assets) at beginning of year2019-12-31$71,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,585,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,585,739
Contract administrator fees2019-12-31$446
Contract administrator fees2019-12-31$446
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WATKINS UIBERALL PLLC
Accountancy firm name2019-12-31WATKINS UIBERALL PLLC
Accountancy firm EIN2019-12-31621804252
Accountancy firm EIN2019-12-31621804252
2018 : PICKERING, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$200,864
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$456,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$453,463
Expenses. Certain deemed distributions of participant loans2018-12-31$530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,084,735
Value of total assets at end of year2018-12-31$13,007,585
Value of total assets at beginning of year2018-12-31$13,263,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,601
Total interest from all sources2018-12-31$3,961
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$5,676
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$784,114
Participant contributions at end of year2018-12-31$47,987
Participant contributions at beginning of year2018-12-31$51,891
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,772
Administrative expenses (other) incurred2018-12-31$-27,268
Total non interest bearing cash at end of year2018-12-31$10,351
Total non interest bearing cash at beginning of year2018-12-31$3,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-255,730
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,007,585
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,263,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$23,861
Value of interest in pooled separate accounts at end of year2018-12-31$12,734,742
Value of interest in pooled separate accounts at beginning of year2018-12-31$13,038,577
Interest on participant loans2018-12-31$2,476
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$142,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$116,839
Net investment gain/loss from pooled separate accounts2018-12-31$-887,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$290,849
Employer contributions (assets) at end of year2018-12-31$71,665
Employer contributions (assets) at beginning of year2018-12-31$52,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$453,463
Contract administrator fees2018-12-31$332
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WATKINS UIBERALL PLLC
Accountancy firm EIN2018-12-31621804252
2017 : PICKERING, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,998,171
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$336,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$333,464
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$8
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,026,551
Value of total assets at end of year2017-12-31$13,263,315
Value of total assets at beginning of year2017-12-31$10,601,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,122
Total interest from all sources2017-12-31$4,806
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$5,633
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$655,204
Participant contributions at end of year2017-12-31$51,891
Participant contributions at beginning of year2017-12-31$70,726
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$117,060
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$3,228
Total non interest bearing cash at beginning of year2017-12-31$491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,661,577
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,263,315
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,601,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$-2,869
Value of interest in pooled separate accounts at end of year2017-12-31$13,038,577
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,310,475
Interest on participant loans2017-12-31$2,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$116,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$182,840
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$1,966,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$254,287
Employer contributions (assets) at end of year2017-12-31$52,780
Employer contributions (assets) at beginning of year2017-12-31$37,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$333,464
Contract administrator fees2017-12-31$358
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WATKINS UIBERALL PLLC
Accountancy firm EIN2017-12-31621804252
2016 : PICKERING, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,524,113
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,653,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,647,135
Value of total corrective distributions2016-12-31$95
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$854,173
Value of total assets at end of year2016-12-31$10,601,738
Value of total assets at beginning of year2016-12-31$10,731,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,280
Total interest from all sources2016-12-31$5,443
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$5,937
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$606,360
Participant contributions at end of year2016-12-31$70,726
Participant contributions at beginning of year2016-12-31$89,394
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,033
Total non interest bearing cash at end of year2016-12-31$491
Total non interest bearing cash at beginning of year2016-12-31$791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-129,397
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,601,738
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,731,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$25
Value of interest in pooled separate accounts at end of year2016-12-31$10,310,475
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,452,414
Interest on participant loans2016-12-31$3,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$182,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$155,483
Net investment gain/loss from pooled separate accounts2016-12-31$664,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$239,780
Employer contributions (assets) at end of year2016-12-31$37,206
Employer contributions (assets) at beginning of year2016-12-31$33,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,647,135
Contract administrator fees2016-12-31$318
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WATKINS UIBERALL PLLC
Accountancy firm EIN2016-12-31621804252
2015 : PICKERING, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$849,187
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$721,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$702,183
Expenses. Certain deemed distributions of participant loans2015-12-31$4,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$951,384
Value of total assets at end of year2015-12-31$10,731,135
Value of total assets at beginning of year2015-12-31$10,603,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,363
Total interest from all sources2015-12-31$4,898
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$6,829
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$538,395
Participant contributions at end of year2015-12-31$89,394
Participant contributions at beginning of year2015-12-31$70,195
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$189,887
Total non interest bearing cash at end of year2015-12-31$791
Total non interest bearing cash at beginning of year2015-12-31$9,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$127,464
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,731,135
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,603,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$8,272
Value of interest in pooled separate accounts at end of year2015-12-31$10,452,414
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,364,293
Interest on participant loans2015-12-31$3,284
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$155,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$129,603
Net investment gain/loss from pooled separate accounts2015-12-31$-107,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$223,102
Employer contributions (assets) at end of year2015-12-31$33,053
Employer contributions (assets) at beginning of year2015-12-31$29,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$702,183
Contract administrator fees2015-12-31$262
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WATKINS UIBERALL PLLC
Accountancy firm EIN2015-12-31621804252
2014 : PICKERING, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,362,080
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$507,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$473,320
Expenses. Certain deemed distributions of participant loans2014-12-31$11,742
Value of total corrective distributions2014-12-31$7,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$792,462
Value of total assets at end of year2014-12-31$10,603,671
Value of total assets at beginning of year2014-12-31$9,749,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,651
Total interest from all sources2014-12-31$4,795
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$6,348
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$538,185
Participant contributions at end of year2014-12-31$70,195
Participant contributions at beginning of year2014-12-31$104,066
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$40,434
Total non interest bearing cash at end of year2014-12-31$9,611
Total non interest bearing cash at beginning of year2014-12-31$14,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$854,093
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,603,671
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,749,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$4,916
Value of interest in pooled separate accounts at end of year2014-12-31$10,364,293
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,546,344
Interest on participant loans2014-12-31$3,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$129,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$76,388
Net investment gain/loss from pooled separate accounts2014-12-31$564,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$213,843
Employer contributions (assets) at end of year2014-12-31$29,969
Employer contributions (assets) at beginning of year2014-12-31$7,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$473,320
Contract administrator fees2014-12-31$4,387
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WATKINS UIBERALL PLLC
Accountancy firm EIN2014-12-31621804252
2013 : PICKERING, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,455,238
Total of all expenses incurred2013-12-31$908,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$874,057
Expenses. Certain deemed distributions of participant loans2013-12-31$764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$762,333
Value of total assets at end of year2013-12-31$9,749,578
Value of total assets at beginning of year2013-12-31$8,202,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,352
Total interest from all sources2013-12-31$4,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$5,746
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$760,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$503,398
Participant contributions at end of year2013-12-31$104,066
Participant contributions at beginning of year2013-12-31$70,813
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$77,894
Total non interest bearing cash at end of year2013-12-31$14,807
Total non interest bearing cash at beginning of year2013-12-31$15,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,547,065
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,749,578
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,202,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$9,546,344
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,054,226
Interest on participant loans2013-12-31$3,743
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$76,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$60,309
Net investment gain/loss from pooled separate accounts2013-12-31$1,688,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$181,041
Employer contributions (assets) at end of year2013-12-31$7,973
Employer contributions (assets) at beginning of year2013-12-31$1,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$874,057
Contract administrator fees2013-12-31$27,606
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WATKINS UIBERALL PLLC
Accountancy firm EIN2013-12-31621804252
2012 : PICKERING, INC. 401(K) PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,620,795
Total of all expenses incurred2012-12-31$373,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$341,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$670,836
Value of total assets at end of year2012-12-31$8,202,513
Value of total assets at beginning of year2012-12-31$6,955,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,202
Total interest from all sources2012-12-31$4,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$7,838
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$760,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$496,237
Participant contributions at end of year2012-12-31$70,813
Participant contributions at beginning of year2012-12-31$80,368
Total non interest bearing cash at end of year2012-12-31$15,230
Total non interest bearing cash at beginning of year2012-12-31$7,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,247,112
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,202,513
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,955,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$8,054,226
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,806,380
Interest on participant loans2012-12-31$3,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$60,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$44,274
Net investment gain/loss from pooled separate accounts2012-12-31$945,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$174,599
Employer contributions (assets) at end of year2012-12-31$1,935
Employer contributions (assets) at beginning of year2012-12-31$17,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$341,481
Contract administrator fees2012-12-31$24,364
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WATKINS UIBERALL PLLC
Accountancy firm EIN2012-12-31621804252
2011 : PICKERING, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$518,961
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$536,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$505,969
Expenses. Certain deemed distributions of participant loans2011-12-31$2
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$721,620
Value of total assets at end of year2011-12-31$6,955,401
Value of total assets at beginning of year2011-12-31$6,972,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$30,492
Total interest from all sources2011-12-31$5,250
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$7,551
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$509,863
Participant contributions at end of year2011-12-31$80,368
Participant contributions at beginning of year2011-12-31$73,651
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$16,832
Administrative expenses (other) incurred2011-12-31$584
Total non interest bearing cash at end of year2011-12-31$7,276
Total non interest bearing cash at beginning of year2011-12-31$7,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-17,502
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,955,401
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,972,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$6,806,380
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,805,567
Interest on participant loans2011-12-31$3,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$44,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$85,973
Net investment gain/loss from pooled separate accounts2011-12-31$-207,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$194,925
Employer contributions (assets) at end of year2011-12-31$17,103
Employer contributions (assets) at beginning of year2011-12-31$647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$505,969
Contract administrator fees2011-12-31$22,357
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WATKINS UIBERALL PLLC
Accountancy firm EIN2011-12-31621804252
2010 : PICKERING, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,500,901
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$179,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$153,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$687,816
Value of total assets at end of year2010-12-31$6,972,903
Value of total assets at beginning of year2010-12-31$5,651,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,247
Total interest from all sources2010-12-31$4,170
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$6,257
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$760,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$492,729
Participant contributions at end of year2010-12-31$73,651
Participant contributions at beginning of year2010-12-31$51,062
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$25,569
Administrative expenses (other) incurred2010-12-31$433
Total non interest bearing cash at end of year2010-12-31$7,065
Total non interest bearing cash at beginning of year2010-12-31$16,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,320,931
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,972,903
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,651,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$6,805,567
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,497,989
Interest on participant loans2010-12-31$2,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$85,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$70,868
Net investment gain/loss from pooled separate accounts2010-12-31$808,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$169,518
Employer contributions (assets) at end of year2010-12-31$647
Employer contributions (assets) at beginning of year2010-12-31$15,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$153,723
Contract administrator fees2010-12-31$19,557
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WATKINS UIBERALL PLLC
Accountancy firm EIN2010-12-31621804252

Form 5500 Responses for PICKERING, INC. 401(K) PLAN

2022: PICKERING, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PICKERING, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PICKERING, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PICKERING, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PICKERING, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PICKERING, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PICKERING, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PICKERING, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PICKERING, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PICKERING, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PICKERING, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PICKERING, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PICKERING, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513284-000
Policy instance 1
Insurance contract or identification number513284-000
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513284-000
Policy instance 1
Insurance contract or identification number513284-000
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513284-000
Policy instance 2
Insurance contract or identification number513284-000
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $128
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees128
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71307
Policy instance 1
Insurance contract or identification number71307
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-02-03
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71307
Policy instance 2
Insurance contract or identification number71307
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INS CO (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number513284-000
Policy instance 1
Insurance contract or identification number513284-000
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,540
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees18540
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71307
Policy instance 1
Insurance contract or identification number71307
Number of Individuals Covered144
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,860
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6860
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71307
Policy instance 1
Insurance contract or identification number71307
Number of Individuals Covered142
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,888
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5888
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameELLIS BENEFITS GROUP, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71307
Policy instance 1
Insurance contract or identification number71307
Number of Individuals Covered132
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,254
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees5254
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATON COMPENSATION
Insurance broker organization code?5
Insurance broker nameELLIS BENEFITS GROUP, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71307
Policy instance 1
Insurance contract or identification number71307
Number of Individuals Covered126
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,130
Total amount of fees paid to insurance companyUSD $21,464
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,130
Additional information about fees paid to insurance brokerBROKERAGE
Insurance broker organization code?3
Amount paid for insurance broker fees6348
Insurance broker nameCOMMONWEALTH FINANCIAL NET
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71307
Policy instance 1
Insurance contract or identification number71307
Number of Individuals Covered119
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $22,404
Total amount of fees paid to insurance companyUSD $5,746
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $22,404
Additional information about fees paid to insurance brokerBROKERAGE
Insurance broker organization code?3
Amount paid for insurance broker fees5746
Insurance broker nameELLIS BENEFITS GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71307
Policy instance 1
Insurance contract or identification number71307
Number of Individuals Covered122
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $19,113
Total amount of fees paid to insurance companyUSD $8,127
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $19,113
Additional information about fees paid to insurance brokerBROKERAGE
Insurance broker organization code?3
Amount paid for insurance broker fees8127
Insurance broker nameELLIS BENEFITS GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71307
Policy instance 1
Insurance contract or identification number71307
Number of Individuals Covered130
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $17,750
Total amount of fees paid to insurance companyUSD $11,635
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71307
Policy instance 1
Insurance contract or identification number71307
Number of Individuals Covered131
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14,854
Total amount of fees paid to insurance companyUSD $8,679
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $14,854
Additional information about fees paid to insurance brokerBROKERAGE
Insurance broker organization code?3
Amount paid for insurance broker fees8679
Insurance broker nameELLIS BENEFITS GROUP, INC.

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

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

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

See full terms and conditions

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