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CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameCROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CROWTHER ROOFING COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CROWTHER ROOFING COMPANY, INC.
Employer identification number (EIN):650653836
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAN MAZON2023-07-25 DAN MAZON2023-07-25
0012021-01-01DAN MAZON2022-07-19 DAN MAZON2022-07-19
0012020-01-01
0012019-01-01
0012018-01-01DAN MAZON DAN MAZON2019-07-09
0012017-01-01KEVIN CALLANS KEVIN CALLANS2018-10-18
0012017-01-01THOMAS CALLANS THOMAS CALLANS2018-10-14
0012016-01-01DAN MAZON DAN MAZON2017-12-01
0012015-01-01DAN MAZON DAN MAZON2016-10-11
0012015-01-01KEVIN CALLANS KEVIN CALLANS2017-08-16
0012014-01-01KEVIN CALLANS KEVIN CALLANS2015-10-13
0012014-01-01KEVIN CALLANS KEVIN CALLANS2017-08-16
0012013-01-01THOMAS CALLANS THOMAS CALLANS2014-10-15
0012012-01-01THOMAS CALLANS THOMAS CALLANS2013-10-14
0012011-01-01THOMAS CALLANS THOMAS CALLANS2012-10-13
0012009-01-01THOMAS CALLANS THOMAS CALLANS2010-10-15

Plan Statistics for CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01524
Total number of active participants reported on line 7a of the Form 55002022-01-01515
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0121
Total of all active and inactive participants2022-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01536
Number of participants with account balances2022-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01501
Total number of active participants reported on line 7a of the Form 55002021-01-01557
Number of retired or separated participants receiving benefits2021-01-0119
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01576
Number of participants with account balances2021-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01348
Total number of active participants reported on line 7a of the Form 55002020-01-01483
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01501
Number of participants with account balances2020-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01356
Total number of active participants reported on line 7a of the Form 55002019-01-01336
Number of retired or separated participants receiving benefits2019-01-0112
Total of all active and inactive participants2019-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01348
Number of participants with account balances2019-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01358
Total number of active participants reported on line 7a of the Form 55002018-01-01337
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01356
Total participants2018-01-01356
Number of participants with account balances2018-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01372
Total number of active participants reported on line 7a of the Form 55002017-01-01339
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01358
Number of participants with account balances2017-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01369
Total number of active participants reported on line 7a of the Form 55002016-01-01351
Number of retired or separated participants receiving benefits2016-01-0121
Total of all active and inactive participants2016-01-01372
Total participants2016-01-01372
Number of participants with account balances2016-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01276
Total number of active participants reported on line 7a of the Form 55002015-01-0159
Number of retired or separated participants receiving benefits2015-01-0118
Total of all active and inactive participants2015-01-0177
Total participants2015-01-0177
Number of participants with account balances2015-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01269
Total number of active participants reported on line 7a of the Form 55002014-01-0159
Number of retired or separated participants receiving benefits2014-01-0116
Total of all active and inactive participants2014-01-0175
Total participants2014-01-0175
Number of participants with account balances2014-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01248
Total number of active participants reported on line 7a of the Form 55002013-01-01227
Number of retired or separated participants receiving benefits2013-01-0121
Total of all active and inactive participants2013-01-01248
Total participants2013-01-01248
Number of participants with account balances2013-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01268
Total number of active participants reported on line 7a of the Form 55002012-01-01244
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01268
Total participants2012-01-01268
Number of participants with account balances2012-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01257
Total number of active participants reported on line 7a of the Form 55002011-01-01229
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 participants2011-01-01257
Total participants2011-01-01257
Number of participants with account balances2011-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01402
Total number of active participants reported on line 7a of the Form 55002009-01-01362
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01392
Number of participants with account balances2009-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01161

Financial Data on CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-558,166
Total of all expenses incurred2022-12-31$206,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$171,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$544,142
Value of total assets at end of year2022-12-31$6,199,896
Value of total assets at beginning of year2022-12-31$6,964,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$34,935
Total interest from all sources2022-12-31$43,689
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$178,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$178,247
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$494,675
Participant contributions at end of year2022-12-31$71,864
Participant contributions at beginning of year2022-12-31$30,472
Other income not declared elsewhere2022-12-31$93
Total non interest bearing cash at end of year2022-12-31$2,064
Total non interest bearing cash at beginning of year2022-12-31$1,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-764,995
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,199,896
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,964,891
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,324,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,537,481
Interest on participant loans2022-12-31$2,582
Interest earned on other investments2022-12-31$41,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,752,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,346,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,324,337
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$49,467
Employer contributions (assets) at end of year2022-12-31$49,467
Employer contributions (assets) at beginning of year2022-12-31$48,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$171,894
Contract administrator fees2022-12-31$34,935
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 name2022-12-31LEVIN, SILVEY, SELKO & MACKEY PA
Accountancy firm EIN2022-12-31592527589
2021 : CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,394,464
Total of all expenses incurred2021-12-31$290,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$218,774
Expenses. Certain deemed distributions of participant loans2021-12-31$19,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$559,827
Value of total assets at end of year2021-12-31$6,964,891
Value of total assets at beginning of year2021-12-31$5,861,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,312
Total interest from all sources2021-12-31$35,460
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$338,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$338,159
Administrative expenses professional fees incurred2021-12-31$52,312
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$496,277
Participant contributions at end of year2021-12-31$30,472
Participant contributions at beginning of year2021-12-31$52,430
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,097
Total non interest bearing cash at end of year2021-12-31$1,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,103,832
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,964,891
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,861,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,537,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,627,814
Income. Interest from loans (other than to participants)2021-12-31$2,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$33,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,346,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,140,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$461,018
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$48,453
Employer contributions (assets) at end of year2021-12-31$48,453
Employer contributions (assets) at beginning of year2021-12-31$40,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$218,774
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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
2020 : CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,592,852
Total of all expenses incurred2020-12-31$683,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$653,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$560,260
Value of total assets at end of year2020-12-31$5,861,059
Value of total assets at beginning of year2020-12-31$4,951,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,105
Total interest from all sources2020-12-31$3,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$30,105
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$442,948
Participant contributions at end of year2020-12-31$52,430
Participant contributions at beginning of year2020-12-31$70,076
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$76,500
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$909,267
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,861,059
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,951,792
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
Value of interest in pooled separate accounts at end of year2020-12-31$4,627,814
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,894,661
Interest on participant loans2020-12-31$3,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,140,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$950,771
Net investment gain or loss from common/collective trusts2020-12-31$1,029,447
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$40,812
Employer contributions (assets) at end of year2020-12-31$40,812
Employer contributions (assets) at beginning of year2020-12-31$36,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$653,480
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 name2020-12-31LEVIN, SILVEY, ZELKO & MACKEY, PA
Accountancy firm EIN2020-12-31592527584
2019 : CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,223,610
Total of all expenses incurred2019-12-31$416,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$387,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$403,718
Value of total assets at end of year2019-12-31$4,951,792
Value of total assets at beginning of year2019-12-31$4,144,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,730
Total interest from all sources2019-12-31$3,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$367,434
Participant contributions at end of year2019-12-31$70,076
Participant contributions at beginning of year2019-12-31$69,414
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$807,474
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,951,792
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,144,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$26,293
Value of interest in pooled separate accounts at end of year2019-12-31$3,894,661
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,044,905
Interest on participant loans2019-12-31$3,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$950,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$997,126
Net investment gain/loss from pooled separate accounts2019-12-31$816,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$36,284
Employer contributions (assets) at end of year2019-12-31$36,284
Employer contributions (assets) at beginning of year2019-12-31$32,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$387,406
Contract administrator fees2019-12-31$2,437
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LEVIN, SILVEY, ZELKO & MACKEY, PA
Accountancy firm EIN2019-12-31592527584
2018 : CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
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$7,733
Total income from all sources (including contributions)2018-12-31$253,475
Total of all expenses incurred2018-12-31$699,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$663,088
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$413,242
Value of total assets at end of year2018-12-31$4,144,318
Value of total assets at beginning of year2018-12-31$4,597,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$36,264
Total interest from all sources2018-12-31$3,398
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$36,264
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$380,369
Participant contributions at end of year2018-12-31$69,414
Participant contributions at beginning of year2018-12-31$81,274
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$7,733
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-445,877
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,144,318
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,590,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$3,044,905
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,264,589
Income. Interest from US Government securities2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$997,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,224,623
Net investment gain or loss from common/collective trusts2018-12-31$-163,165
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$32,873
Employer contributions (assets) at end of year2018-12-31$32,873
Employer contributions (assets) at beginning of year2018-12-31$27,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$663,088
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
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
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 name2018-12-31LEVIN, SILVEY, ZELKO & MACKEY, PA
Accountancy firm EIN2018-12-31592527584
2017 : CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,733
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,905
Total income from all sources (including contributions)2017-12-31$940,127
Total of all expenses incurred2017-12-31$260,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$219,546
Value of total corrective distributions2017-12-31$18,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$448,919
Value of total assets at end of year2017-12-31$4,597,928
Value of total assets at beginning of year2017-12-31$3,916,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,643
Total interest from all sources2017-12-31$38,794
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$22,643
Was this plan covered by a fidelity bond2017-12-31No
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$297,331
Participant contributions at end of year2017-12-31$81,274
Participant contributions at beginning of year2017-12-31$119,731
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$7,733
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$5,905
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
Income. Non cash contributions2017-12-31$115,506
Value of net income/loss2017-12-31$679,805
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,590,195
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,910,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$3,264,589
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,612,326
Interest on participant loans2017-12-31$4,435
Interest earned on other investments2017-12-31$34,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,224,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,178,299
Net investment gain or loss from common/collective trusts2017-12-31$452,414
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$27,441
Employer contributions (assets) at end of year2017-12-31$27,442
Employer contributions (assets) at beginning of year2017-12-31$5,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$219,546
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 name2017-12-31KEVIN, SILVEY, ZELKO & MACKEY, PA
Accountancy firm EIN2017-12-31592527584
2016 : CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,661
Total income from all sources (including contributions)2016-12-31$390,409
Total of all expenses incurred2016-12-31$209,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$209,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$203,392
Value of total assets at end of year2016-12-31$3,916,295
Value of total assets at beginning of year2016-12-31$3,745,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$475
Total interest from all sources2016-12-31$3,675
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$475
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$197,974
Participant contributions at end of year2016-12-31$119,731
Participant contributions at beginning of year2016-12-31$90,319
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$5,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$15,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$-521
Value of net income/loss2016-12-31$180,464
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,910,390
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,729,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,612,326
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,609,254
Interest on participant loans2016-12-31$3,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,178,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,040,724
Net investment gain or loss from common/collective trusts2016-12-31$183,342
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$5,939
Employer contributions (assets) at end of year2016-12-31$5,939
Employer contributions (assets) at beginning of year2016-12-31$5,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$209,470
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 name2016-12-31KEVIN, SILVEY, ZELKO & MACKEY, PA
Accountancy firm EIN2016-12-31592527584
2015 : CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,671
Total income from all sources (including contributions)2015-12-31$189,329
Total of all expenses incurred2015-12-31$268,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$249,320
Expenses. Certain deemed distributions of participant loans2015-12-31$18,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$185,866
Value of total assets at end of year2015-12-31$3,745,587
Value of total assets at beginning of year2015-12-31$3,818,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$725
Total interest from all sources2015-12-31$4,275
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$725
Was this plan covered by a fidelity bond2015-12-31No
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$176,342
Participant contributions at end of year2015-12-31$90,319
Participant contributions at beginning of year2015-12-31$152,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$15,661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$8,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$-70
Value of net income/loss2015-12-31$-79,463
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,729,926
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,809,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,609,254
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,706,145
Interest on participant loans2015-12-31$4,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,040,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$959,194
Net investment gain/loss from pooled separate accounts2015-12-31$-812
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$9,594
Employer contributions (assets) at end of year2015-12-31$5,290
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$249,320
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 name2015-12-31THE SPIRES GROUP, P.A.
Accountancy firm EIN2015-12-31472882891
2014 : CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,671
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$25,095
Total income from all sources (including contributions)2014-12-31$368,109
Total of all expenses incurred2014-12-31$503,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$499,380
Expenses. Certain deemed distributions of participant loans2014-12-31$3,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$216,382
Value of total assets at end of year2014-12-31$3,818,060
Value of total assets at beginning of year2014-12-31$3,970,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,375
Total interest from all sources2014-12-31$5,908
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$1,375
Was this plan covered by a fidelity bond2014-12-31No
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$187,483
Participant contributions at end of year2014-12-31$152,721
Participant contributions at beginning of year2014-12-31$169,600
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$29,312
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$8,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$25,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$-413
Value of net income/loss2014-12-31$-135,646
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,809,389
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,945,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,706,145
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,494,341
Interest on participant loans2014-12-31$5,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$959,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,301,354
Net investment gain/loss from pooled separate accounts2014-12-31$145,819
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$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$4,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$499,380
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 name2014-12-31SPIRES & ASSOCIATES, P.A.
Accountancy firm EIN2014-12-31650865523
2013 : CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$25,095
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$35,163
Total income from all sources (including contributions)2013-12-31$719,955
Total of all expenses incurred2013-12-31$253,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$194,994
Expenses. Certain deemed distributions of participant loans2013-12-31$58,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$205,444
Value of total assets at end of year2013-12-31$3,970,130
Value of total assets at beginning of year2013-12-31$3,513,267
Total interest from all sources2013-12-31$6,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
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$197,904
Participant contributions at end of year2013-12-31$169,600
Participant contributions at beginning of year2013-12-31$212,604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$25,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$35,163
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
Income. Non cash contributions2013-12-31$2,705
Value of net income/loss2013-12-31$466,931
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,945,035
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,478,104
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$2,494,341
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,074,828
Interest on participant loans2013-12-31$6,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,301,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,224,711
Net investment gain/loss from pooled separate accounts2013-12-31$507,544
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$4,835
Employer contributions (assets) at end of year2013-12-31$4,835
Employer contributions (assets) at beginning of year2013-12-31$1,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$194,994
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 name2013-12-31SPIRES & ASSOCIATES, P.A.
Accountancy firm EIN2013-12-31650865523
2012 : CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$35,163
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,413
Total income from all sources (including contributions)2012-12-31$513,802
Total of all expenses incurred2012-12-31$239,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$210,150
Expenses. Certain deemed distributions of participant loans2012-12-31$28,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$204,554
Value of total assets at end of year2012-12-31$3,513,267
Value of total assets at beginning of year2012-12-31$3,221,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,500
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$6,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
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$159,738
Participant contributions at end of year2012-12-31$212,604
Participant contributions at beginning of year2012-12-31$187,453
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$43,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$35,163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$17,413
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$273,884
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,478,104
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,204,220
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
Investment advisory and management fees2012-12-31$1,500
Value of interest in pooled separate accounts at end of year2012-12-31$2,074,828
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,009,466
Interest on participant loans2012-12-31$6,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,224,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,021,593
Net investment gain/loss from pooled separate accounts2012-12-31$302,977
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$1,124
Employer contributions (assets) at end of year2012-12-31$1,124
Employer contributions (assets) at beginning of year2012-12-31$3,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$210,150
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 name2012-12-31SPIRES & ASSOCIATES, P.A.
Accountancy firm EIN2012-12-31650865523
2011 : CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$17,412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$22,038
Total income from all sources (including contributions)2011-12-31$194,464
Total of all expenses incurred2011-12-31$274,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$271,707
Expenses. Certain deemed distributions of participant loans2011-12-31$2,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$246,923
Value of total assets at end of year2011-12-31$3,221,633
Value of total assets at beginning of year2011-12-31$3,306,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$650
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$39,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$169,614
Participant contributions at end of year2011-12-31$187,453
Participant contributions at beginning of year2011-12-31$145,731
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$74,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$17,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$22,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-80,043
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,204,221
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,284,264
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
Investment advisory and management fees2011-12-31$650
Value of interest in pooled separate accounts at end of year2011-12-31$2,009,466
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,993,291
Interest on participant loans2011-12-31$6,233
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$33,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,021,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,164,267
Net investment gain/loss from pooled separate accounts2011-12-31$-92,214
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$3,121
Employer contributions (assets) at end of year2011-12-31$3,121
Employer contributions (assets) at beginning of year2011-12-31$3,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$271,707
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 name2011-12-31SPIRES & ASSOCIATES, P.A.
Accountancy firm EIN2011-12-31650865523
2010 : CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 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$22,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,209
Total income from all sources (including contributions)2010-12-31$507,764
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$973,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$941,269
Expenses. Certain deemed distributions of participant loans2010-12-31$28,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$178,425
Value of total assets at end of year2010-12-31$3,306,302
Value of total assets at beginning of year2010-12-31$3,761,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,700
Total interest from all sources2010-12-31$51,512
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$175,412
Participant contributions at end of year2010-12-31$145,731
Participant contributions at beginning of year2010-12-31$215,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$22,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$11,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-466,066
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,284,264
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,750,330
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
Investment advisory and management fees2010-12-31$3,700
Value of interest in pooled separate accounts at end of year2010-12-31$1,993,291
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,010,744
Interest on participant loans2010-12-31$7,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$44,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,164,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,525,761
Net investment gain/loss from pooled separate accounts2010-12-31$277,827
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$3,013
Employer contributions (assets) at end of year2010-12-31$3,013
Employer contributions (assets) at beginning of year2010-12-31$9,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$941,269
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 name2010-12-31SPIRES & ASSOCIATES, P.A.
Accountancy firm EIN2010-12-31650865523
2009 : CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST

2022: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 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: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 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: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 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: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 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: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 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: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 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: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 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: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 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: CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number76786701
Policy instance 2
Insurance contract or identification number76786701
Number of Individuals Covered97
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR62468-1
Policy instance 1
Insurance contract or identification numberMR62468-1
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-09-09
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR62468-1
Policy instance 1
Insurance contract or identification numberMR62468-1
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHR523
Policy instance 1
Insurance contract or identification numberPHR523
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR62468-1
Policy instance 2
Insurance contract or identification numberMR62468-1
Number of Individuals Covered103
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010157631
Policy instance 3
Insurance contract or identification number000010157631
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010157631
Policy instance 3
Insurance contract or identification number000010157631
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR62468-1
Policy instance 2
Insurance contract or identification numberMR62468-1
Number of Individuals Covered90
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHR523
Policy instance 1
Insurance contract or identification numberPHR523
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010157631
Policy instance 3
Insurance contract or identification number000010157631
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR62468-1
Policy instance 2
Insurance contract or identification numberMR62468-1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHR523
Policy instance 1
Insurance contract or identification numberPHR523
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010157631
Policy instance 3
Insurance contract or identification number000010157631
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Insurance broker organization code?3
Insurance broker nameROGER BOUCHARD INSURANCE INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR62468-1
Policy instance 2
Insurance contract or identification numberMR62468-1
Number of Individuals Covered87
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHR523
Policy instance 1
Insurance contract or identification numberPHR523
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHR523
Policy instance 1
Insurance contract or identification numberPHR523
Number of Individuals Covered820
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHR523
Policy instance 1
Insurance contract or identification numberPHR523
Number of Individuals Covered87
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHR523
Policy instance 1
Insurance contract or identification numberPHR523
Number of Individuals Covered93
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,714
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
Commission paid to Insurance BrokerUSD $1,714
Insurance broker organization code?5
Insurance broker namePENSION CONSTULTANTS AND ADMINISTRA
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHR523
Policy instance 1
Insurance contract or identification numberPHR523
Number of Individuals Covered100
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,695
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
Commission paid to Insurance BrokerUSD $2,695
Insurance broker organization code?5
Insurance broker namePENSION CONSTULTANTS AND ADMINISTRA
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHR523
Policy instance 1
Insurance contract or identification numberPHR523
Number of Individuals Covered105
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,566
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHR523
Policy instance 1
Insurance contract or identification numberPHR523
Number of Individuals Covered118
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,357
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
Commission paid to Insurance BrokerUSD $6,357
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker namePLANNING CORPORATION OF AMERICA

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