31-W INSULATION CO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 31-W INSULATION CO., INC. PROFIT-SHARING AND RETIREMENT SAVINGS PLAN
401k plan membership statisitcs for 31-W INSULATION CO., INC. PROFIT-SHARING AND RETIREMENT SAVINGS PLAN
Measure | Date | Value |
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2022 : 31-W INSULATION CO., INC. PROFIT-SHARING AND RETIREMENT SAVINGS PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-608,169 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,417,739 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,323,488 |
Value of total corrective distributions | 2022-12-31 | $42,105 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,043,609 |
Value of total assets at end of year | 2022-12-31 | $10,039,122 |
Value of total assets at beginning of year | 2022-12-31 | $12,065,030 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $52,146 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $743,076 |
Participant contributions at end of year | 2022-12-31 | $15,092 |
Participant contributions at beginning of year | 2022-12-31 | $5,550 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,025,908 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $10,039,122 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,065,030 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $52,146 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $6,385,971 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $8,654,549 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $3,638,059 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $3,404,931 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $100,121 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,751,899 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $300,533 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,323,488 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | STONE, RUDOLPH & HENRY PLC |
Accountancy firm EIN | 2022-12-31 | 620811623 |
2021 : 31-W INSULATION CO., INC. PROFIT-SHARING AND RETIREMENT SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $2,380,862 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $563,192 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $526,249 |
Value of total corrective distributions | 2021-12-31 | $36,643 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $906,389 |
Value of total assets at end of year | 2021-12-31 | $12,065,030 |
Value of total assets at beginning of year | 2021-12-31 | $10,247,360 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $300 |
Total interest from all sources | 2021-12-31 | $0 |
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 year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $706,389 |
Participant contributions at end of year | 2021-12-31 | $5,550 |
Participant contributions at beginning of year | 2021-12-31 | $61,399 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,817,670 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $12,065,030 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,247,360 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $300 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $8,654,549 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $6,853,743 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $3,404,931 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $3,332,218 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,474,473 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $200,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $526,249 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | STONE,RUDOLPH & HENRY PLC |
Accountancy firm EIN | 2021-12-31 | 620811623 |
2020 : 31-W INSULATION CO., INC. PROFIT-SHARING AND RETIREMENT SAVINGS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,888,865 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $557,753 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $490,906 |
Value of total corrective distributions | 2020-12-31 | $57,378 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $691,672 |
Value of total assets at end of year | 2020-12-31 | $10,247,360 |
Value of total assets at beginning of year | 2020-12-31 | $8,916,248 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $9,469 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $560,850 |
Participant contributions at end of year | 2020-12-31 | $61,399 |
Participant contributions at beginning of year | 2020-12-31 | $21,633 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $130,822 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,331,112 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $10,247,360 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,916,248 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $9,469 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $6,853,743 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $5,530,317 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $3,332,218 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $3,364,298 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,197,193 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $490,906 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | STONE,RUDOLPH & HENRY PLC |
Accountancy firm EIN | 2020-12-31 | 620811623 |
2019 : 31-W INSULATION CO., INC. PROFIT-SHARING AND RETIREMENT SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $96 |
Total income from all sources (including contributions) | 2019-12-31 | $1,904,441 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,575,177 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,524,061 |
Value of total corrective distributions | 2019-12-31 | $32,617 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $532,288 |
Value of total assets at end of year | 2019-12-31 | $8,916,248 |
Value of total assets at beginning of year | 2019-12-31 | $8,587,080 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $18,499 |
Total interest from all sources | 2019-12-31 | $73,538 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $532,288 |
Participant contributions at end of year | 2019-12-31 | $21,633 |
Participant contributions at beginning of year | 2019-12-31 | $7,076 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $96 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $329,264 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $8,916,248 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,586,984 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $5,530,317 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $5,282,624 |
Interest earned on other investments | 2019-12-31 | $73,538 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $3,364,298 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $3,297,380 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,298,615 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,524,061 |
Contract administrator fees | 2019-12-31 | $18,499 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | STONE, RUDOLPH & HENRY PLC |
Accountancy firm EIN | 2019-12-31 | 620811623 |
2018 : 31-W INSULATION CO., INC. PROFIT-SHARING AND RETIREMENT SAVINGS PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $96 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $767 |
Total income from all sources (including contributions) | 2018-12-31 | $206,705 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $230,908 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $147,078 |
Value of total corrective distributions | 2018-12-31 | $66,037 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $492,680 |
Value of total assets at end of year | 2018-12-31 | $8,587,080 |
Value of total assets at beginning of year | 2018-12-31 | $8,611,954 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $17,793 |
Total interest from all sources | 2018-12-31 | $71,678 |
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 year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $492,680 |
Participant contributions at end of year | 2018-12-31 | $7,076 |
Participant contributions at beginning of year | 2018-12-31 | $13,668 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $96 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $767 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-24,203 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,586,984 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,611,187 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $5,282,624 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $5,453,004 |
Interest earned on other investments | 2018-12-31 | $71,678 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $3,297,380 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $3,145,282 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-357,653 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $147,078 |
Contract administrator fees | 2018-12-31 | $17,793 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | STONE, RUDOLPH & HENRY PLC |
Accountancy firm EIN | 2018-12-31 | 620811623 |
2017 : 31-W INSULATION CO., INC. PROFIT-SHARING AND RETIREMENT SAVINGS PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $767 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $741 |
Total income from all sources (including contributions) | 2017-12-31 | $1,501,287 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $517,115 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $452,523 |
Value of total corrective distributions | 2017-12-31 | $48,013 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $464,767 |
Value of total assets at end of year | 2017-12-31 | $8,611,954 |
Value of total assets at beginning of year | 2017-12-31 | $7,627,756 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $16,579 |
Total interest from all sources | 2017-12-31 | $69,007 |
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 year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $464,767 |
Participant contributions at end of year | 2017-12-31 | $13,668 |
Participant contributions at beginning of year | 2017-12-31 | $7,735 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $767 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $741 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $984,172 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $8,611,187 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,627,015 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $5,453,004 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $4,537,649 |
Interest earned on other investments | 2017-12-31 | $69,007 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $3,145,282 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $3,082,372 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $967,513 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $452,523 |
Contract administrator fees | 2017-12-31 | $16,579 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | STONE, RUDOLPH & HENRY PLC |
Accountancy firm EIN | 2017-12-31 | 620811623 |
2016 : 31-W INSULATION CO., INC. PROFIT-SHARING AND RETIREMENT SAVINGS PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $741 |
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 | $829,269 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $602,403 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $584,690 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $414,983 |
Value of total assets at end of year | 2016-12-31 | $7,627,756 |
Value of total assets at beginning of year | 2016-12-31 | $7,400,149 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $17,713 |
Total interest from all sources | 2016-12-31 | $84,676 |
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 year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $414,983 |
Participant contributions at end of year | 2016-12-31 | $7,735 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $741 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $226,866 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $7,627,015 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,400,149 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $4,537,649 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $4,416,707 |
Interest earned on other investments | 2016-12-31 | $84,676 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $3,082,372 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $2,983,442 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $329,610 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $584,690 |
Contract administrator fees | 2016-12-31 | $17,713 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | FRASIER, DEAN & HOWARD, PLLC |
Accountancy firm EIN | 2016-12-31 | 621073578 |
2015 : 31-W INSULATION CO., INC. PROFIT-SHARING AND RETIREMENT SAVINGS PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $495,618 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $929,996 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $860,516 |
Value of total corrective distributions | 2015-12-31 | $23,053 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $354,382 |
Value of total assets at end of year | 2015-12-31 | $7,400,149 |
Value of total assets at beginning of year | 2015-12-31 | $7,834,527 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $46,427 |
Total interest from all sources | 2015-12-31 | $84,983 |
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 year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $22,875 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $354,382 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $23,970 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-434,378 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,400,149 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,834,527 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $17,790 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $4,416,707 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $4,450,618 |
Interest earned on other investments | 2015-12-31 | $84,983 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $2,983,442 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $3,359,939 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $56,253 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $860,516 |
Contract administrator fees | 2015-12-31 | $5,762 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | FRASIER, DEAN & HOWARD, PLLC |
Accountancy firm EIN | 2015-12-31 | 621073578 |
2014 : 31-W INSULATION CO., INC. PROFIT-SHARING AND RETIREMENT SAVINGS PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $734,793 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $295,158 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $262,884 |
Value of total corrective distributions | 2014-12-31 | $9,902 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $307,015 |
Value of total assets at end of year | 2014-12-31 | $7,834,527 |
Value of total assets at beginning of year | 2014-12-31 | $7,394,892 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $22,372 |
Total interest from all sources | 2014-12-31 | $89,818 |
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 year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $307,015 |
Participant contributions at end of year | 2014-12-31 | $23,970 |
Participant contributions at beginning of year | 2014-12-31 | $19,765 |
Other income not declared elsewhere | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $439,635 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $7,834,527 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,394,892 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $4,450,618 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $4,329,986 |
Interest earned on other investments | 2014-12-31 | $89,818 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $3,359,939 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $3,045,141 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $337,960 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $262,884 |
Contract administrator fees | 2014-12-31 | $22,372 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | FRASIER, DEAN & HOWARD, PLLC |
Accountancy firm EIN | 2014-12-31 | 621073578 |
2013 : 31-W INSULATION CO., INC. PROFIT-SHARING AND RETIREMENT SAVINGS PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,399,808 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $245,205 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $218,608 |
Value of total corrective distributions | 2013-12-31 | $19,703 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $361,389 |
Value of total assets at end of year | 2013-12-31 | $7,394,892 |
Value of total assets at beginning of year | 2013-12-31 | $6,240,289 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $6,894 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $6,894 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $361,389 |
Participant contributions at end of year | 2013-12-31 | $19,765 |
Participant contributions at beginning of year | 2013-12-31 | $9,390 |
Other income not declared elsewhere | 2013-12-31 | $101,755 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,154,603 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,394,892 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,240,289 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $4,329,986 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $3,127,855 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $3,045,141 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $3,103,044 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $936,664 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $218,608 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | FRASIER, DEAN & HOWARD, PLLC |
Accountancy firm EIN | 2013-12-31 | 621073578 |
2012 : 31-W INSULATION CO., INC. PROFIT-SHARING AND RETIREMENT SAVINGS PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
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 | $817,279 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $553,933 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $536,664 |
Value of total corrective distributions | 2012-12-31 | $17,269 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $276,169 |
Value of total assets at end of year | 2012-12-31 | $6,240,289 |
Value of total assets at beginning of year | 2012-12-31 | $5,976,943 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $276,169 |
Participant contributions at end of year | 2012-12-31 | $9,390 |
Participant contributions at beginning of year | 2012-12-31 | $10,488 |
Other income not declared elsewhere | 2012-12-31 | $117,478 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $263,346 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,240,289 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,976,943 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $3,127,855 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $2,676,548 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $3,103,044 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $3,289,907 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $423,632 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $536,664 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | TUCKER & TUCKER, PLLC |
Accountancy firm EIN | 2012-12-31 | 621764735 |
2011 : 31-W INSULATION CO., INC. PROFIT-SHARING AND RETIREMENT SAVINGS PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $262,878 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $893,303 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $867,448 |
Value of total corrective distributions | 2011-12-31 | $25,855 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $271,277 |
Value of total assets at end of year | 2011-12-31 | $5,976,943 |
Value of total assets at beginning of year | 2011-12-31 | $6,607,368 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
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 year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $271,277 |
Participant contributions at end of year | 2011-12-31 | $10,488 |
Other income not declared elsewhere | 2011-12-31 | $122,379 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-630,425 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,976,943 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,607,368 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $2,676,548 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $3,280,518 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $3,289,907 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $3,326,850 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-130,778 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $867,448 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | TUCKER & TUCKER, PLLC |
Accountancy firm EIN | 2011-12-31 | 621764735 |
2010 : 31-W INSULATION CO., INC. PROFIT-SHARING AND RETIREMENT SAVINGS PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $789,274 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $611,825 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $566,436 |
Value of total corrective distributions | 2010-12-31 | $34,329 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $296,094 |
Value of total assets at end of year | 2010-12-31 | $6,607,368 |
Value of total assets at beginning of year | 2010-12-31 | $6,429,919 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $11,060 |
Total interest from all sources | 2010-12-31 | $133,820 |
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 year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $11,060 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $296,094 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $177,449 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $6,607,368 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,429,919 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $3,280,518 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $3,098,531 |
Interest earned on other investments | 2010-12-31 | $133,820 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $3,326,850 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $3,331,388 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $359,360 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $566,436 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | TUCKER & TUCKER, PLLC |
Accountancy firm EIN | 2010-12-31 | 621764735 |
2009 : 31-W INSULATION CO., INC. PROFIT-SHARING AND RETIREMENT SAVINGS PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |