401k Plan data: COMPEAT, INC. 401(K) PLAN plan

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

Plan Name	COMPEAT, INC. 401(K) PLAN
Plan identification number	001

COMPEAT, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: COMPEAT, INC.

Employer identification number (EIN): 721129460

NAIC Classification: 541519
NAIC Description: Other Computer Related Services

Additional information about COMPEAT, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1983-08-17

Company Identification Number: 862250

Legal Registered Office Address: UNDERBERG MANLEY CASEY
425 PARK AVE.
NEW YORK
United States of America (USA)
10022

More information about COMPEAT, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KERRY CARNEY
001 2017-01-01 KERRY CARNEY
001 2016-01-01 BOB JORDAN
001 2015-01-01 KAREN HALLADAY
001 2014-01-01 BOB JORDAN
001 2013-01-01 BOB JORDAN
001 2012-01-01 PAULA MAGGIORE
001 2011-01-01 PAULA MAGGIORE
001 2010-01-01 PAULA MAGGIORE
001 2009-01-01 PAULA MAGGIORE

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

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

Measure Date Value
2021: COMPEAT, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: COMPEAT, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 260
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 120
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 102
Total of all active and inactive participants 2020-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 222
Number of participants with account balances 2020-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 59
2019: COMPEAT, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 196
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 64
Total of all active and inactive participants 2019-01-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 260
Number of participants with account balances 2019-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 37
2018: COMPEAT, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 165
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 46
Total of all active and inactive participants 2018-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 211
Number of participants with account balances 2018-01-01 203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 23
2017: COMPEAT, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 84
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 13
Total of all active and inactive participants 2017-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 97
Number of participants with account balances 2017-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 15
2016: COMPEAT, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 69
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 10
Total of all active and inactive participants 2016-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 79
Number of participants with account balances 2016-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 13
2015: COMPEAT, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 57
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 62
Number of participants with account balances 2015-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: COMPEAT, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 39
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 41
Number of participants with account balances 2014-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: COMPEAT, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 29
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 32
Number of participants with account balances 2013-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: COMPEAT, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 24
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 26
Number of participants with account balances 2012-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COMPEAT, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 21
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 22
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: COMPEAT, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 19
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 21
Number of participants with account balances 2010-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: COMPEAT, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 20
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 21
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: COMPEAT, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: COMPEAT, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	260
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	120
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	102
Total of all active and inactive participants	2020-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	222
Number of participants with account balances	2020-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	59
2019: COMPEAT, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	196
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	64
Total of all active and inactive participants	2019-01-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	260
Number of participants with account balances	2019-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	37
2018: COMPEAT, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	165
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	46
Total of all active and inactive participants	2018-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	211
Number of participants with account balances	2018-01-01	203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	23
2017: COMPEAT, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	84
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	13
Total of all active and inactive participants	2017-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	97
Number of participants with account balances	2017-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	15
2016: COMPEAT, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	69
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	10
Total of all active and inactive participants	2016-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	79
Number of participants with account balances	2016-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	13
2015: COMPEAT, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	57
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	62
Number of participants with account balances	2015-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: COMPEAT, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	39
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	41
Number of participants with account balances	2014-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: COMPEAT, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	29
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	32
Number of participants with account balances	2013-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: COMPEAT, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	24
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	26
Number of participants with account balances	2012-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COMPEAT, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	21
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	22
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: COMPEAT, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	19
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	21
Number of participants with account balances	2010-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: COMPEAT, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	20
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	21
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

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

Measure	Date	Value
2021 : COMPEAT, INC. 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-03	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-03	$0
Total unrealized appreciation/depreciation of assets	2021-12-03	$0
Total transfer of assets to this plan	2021-12-03	$0
Total transfer of assets from this plan	2021-12-03	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-03	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-03	$0
Expenses. Interest paid	2021-12-03	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-03	$0
Total income from all sources (including contributions)	2021-12-03	$1,879,130
Total loss/gain on sale of assets	2021-12-03	$0
Total of all expenses incurred	2021-12-03	$9,647,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-03	$9,574,507
Expenses. Certain deemed distributions of participant loans	2021-12-03	$5,163
Value of total corrective distributions	2021-12-03	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-03	$632,523
Value of total assets at end of year	2021-12-03	$0
Value of total assets at beginning of year	2021-12-03	$7,768,829
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-03	$68,289
Total income from rents	2021-12-03	$0
Total interest from all sources	2021-12-03	$8,970
Total dividends received (eg from common stock, registered investment company shares)	2021-12-03	$99,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-03	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-03	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-03	$99,607
Assets. Real estate other than employer real property at end of year	2021-12-03	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-03	$0
Administrative expenses professional fees incurred	2021-12-03	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-03	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-03	$0
Was this plan covered by a fidelity bond	2021-12-03	Yes
Value of fidelity bond cover	2021-12-03	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-03	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-03	No
Contributions received from participants	2021-12-03	$488,634
Participant contributions at end of year	2021-12-03	$0
Participant contributions at beginning of year	2021-12-03	$70,293
Participant contributions at end of year	2021-12-03	$0
Participant contributions at beginning of year	2021-12-03	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-03	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-03	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-03	$96,929
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-03	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-03	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-03	$0
Assets. Loans (other than to participants) at end of year	2021-12-03	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-03	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-03	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-03	$0
Other income not declared elsewhere	2021-12-03	$0
Administrative expenses (other) incurred	2021-12-03	$68,289
Liabilities. Value of operating payables at end of year	2021-12-03	$0
Liabilities. Value of operating payables at beginning of year	2021-12-03	$0
Total non interest bearing cash at end of year	2021-12-03	$0
Total non interest bearing cash at beginning of year	2021-12-03	$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	2021-12-03	No
Income. Non cash contributions	2021-12-03	$0
Value of net income/loss	2021-12-03	$-7,768,829
Value of net assets at end of year (total assets less liabilities)	2021-12-03	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-12-03	$7,768,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-03	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-03	No
Were any leases to which the plan was party in default or uncollectible	2021-12-03	No
Assets. partnership/joint venture interests at end of year	2021-12-03	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-03	$0
Investment advisory and management fees	2021-12-03	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-03	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-03	$7,444,198
Value of interest in pooled separate accounts at end of year	2021-12-03	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-03	$0
Interest on participant loans	2021-12-03	$4,670
Income. Interest from loans (other than to participants)	2021-12-03	$0
Interest earned on other investments	2021-12-03	$0
Income. Interest from US Government securities	2021-12-03	$0
Income. Interest from corporate debt instruments	2021-12-03	$0
Value of interest in master investment trust accounts at end of year	2021-12-03	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-03	$0
Value of interest in common/collective trusts at end of year	2021-12-03	$0
Value of interest in common/collective trusts at beginning of year	2021-12-03	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-03	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-03	$254,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-03	$254,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-03	$4,300
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-03	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-03	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-03	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-03	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-03	$0
Asset value of US Government securities at end of year	2021-12-03	$0
Asset value of US Government securities at beginning of year	2021-12-03	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-03	$1,138,030
Net investment gain/loss from pooled separate accounts	2021-12-03	$0
Net investment gain or loss from common/collective trusts	2021-12-03	$0
Net gain/loss from 103.12 investment entities	2021-12-03	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-03	No
Was there a failure to transmit to the plan any participant contributions	2021-12-03	No
Has the plan failed to provide any benefit when due under the plan	2021-12-03	No
Assets. Invements in employer securities at end of year	2021-12-03	$0
Assets. Invements in employer securities at beginning of year	2021-12-03	$0
Assets. Value of employer real property at end of year	2021-12-03	$0
Assets. Value of employer real property at beginning of year	2021-12-03	$0
Contributions received in cash from employer	2021-12-03	$46,960
Employer contributions (assets) at end of year	2021-12-03	$0
Employer contributions (assets) at beginning of year	2021-12-03	$0
Income. Dividends from preferred stock	2021-12-03	$0
Income. Dividends from common stock	2021-12-03	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-03	$9,574,507
Asset. Corporate debt instrument preferred debt at end of year	2021-12-03	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-03	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-03	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-03	$0
Contract administrator fees	2021-12-03	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-03	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-03	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-03	$0
Liabilities. Value of benefit claims payable at end of year	2021-12-03	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-03	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-03	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-03	$0
Did the plan have assets held for investment	2021-12-03	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	2021-12-03	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-03	Yes
Aggregate proceeds on sale of assets	2021-12-03	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-03	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-12-03	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-03	$0
Opinion of an independent qualified public accountant for this plan	2021-12-03	Unqualified
Accountancy firm name	2021-12-03	BAUER & COMPANY LLC
Accountancy firm EIN	2021-12-03	471743368
2020 : COMPEAT, INC. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	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
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,047,704
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$994,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$917,917
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$975,717
Value of total assets at end of year	2020-12-31	$7,768,829
Value of total assets at beginning of year	2020-12-31	$6,715,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$76,293
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$5,181
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$162,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$162,183
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$871,944
Participant contributions at end of year	2020-12-31	$70,293
Participant contributions at beginning of year	2020-12-31	$64,692
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,423
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$76,293
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$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	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$1,053,494
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,768,829
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,715,335
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
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,444,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,370,924
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$3,698
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$254,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$279,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$279,719
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,483
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$904,623
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
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	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$102,350
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$917,917
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
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
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BAUER & COMPANY LLC
Accountancy firm EIN	2020-12-31	471743368
2019 : COMPEAT, INC. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	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	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,984,063
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,236,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,183,555
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,683,248
Value of total assets at end of year	2019-12-31	$6,715,335
Value of total assets at beginning of year	2019-12-31	$4,968,157
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$53,330
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$8,495
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$144,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$144,678
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,222,127
Participant contributions at end of year	2019-12-31	$64,692
Participant contributions at beginning of year	2019-12-31	$47,290
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$150,922
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
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	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$53,330
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$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	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$1,747,178
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,715,335
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,968,157
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
Assets. partnership/joint venture interests at end of year	2019-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,370,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,803,855
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$2,714
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$279,719
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$117,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$117,012
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$5,781
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Asset value of US Government securities at end of year	2019-12-31	$0
Asset value of US Government securities at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,147,642
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
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
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Assets. Value of employer real property at end of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$310,199
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,183,555
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Contract administrator fees	2019-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
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
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
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	BAUER & COMPANY, LLC
Accountancy firm EIN	2019-12-31	471743368
2018 : COMPEAT, INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$2,480,079
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$800,986
Expenses. Total of all expenses incurred	2018-12-31	$488,377
Benefits paid (including direct rollovers)	2018-12-31	$464,791
Total plan assets at end of year	2018-12-31	$4,968,157
Total plan assets at beginning of year	2018-12-31	$2,175,469
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$973,839
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$78,197
Other income received	2018-12-31	$-515,027
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$312,609
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,968,157
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,175,469
Assets. Value of participant loans	2018-12-31	$47,290
Total contributions received or receivable from employer(s)	2018-12-31	$263,977
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$23,586
2017 : COMPEAT, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,052,048
Expenses. Total of all expenses incurred	2017-12-31	$387,496
Benefits paid (including direct rollovers)	2017-12-31	$382,634
Total plan assets at end of year	2017-12-31	$2,175,469
Total plan assets at beginning of year	2017-12-31	$1,510,917
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$426,450
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$218,542
Other income received	2017-12-31	$306,401
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$664,552
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,175,469
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,510,917
Assets. Value of participant loans	2017-12-31	$12,122
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$100,655
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$4,862
2016 : COMPEAT, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$803,825
Expenses. Total of all expenses incurred	2016-12-31	$453,396
Benefits paid (including direct rollovers)	2016-12-31	$446,372
Total plan assets at end of year	2016-12-31	$1,510,917
Total plan assets at beginning of year	2016-12-31	$1,160,488
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$360,998
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$208,801
Other income received	2016-12-31	$125,615
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$350,429
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,510,917
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,160,488
Assets. Value of participant loans	2016-12-31	$15,214
Total contributions received or receivable from employer(s)	2016-12-31	$108,411
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$2,405
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$4,619
2015 : COMPEAT, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$338,866
Expenses. Total of all expenses incurred	2015-12-31	$9,439
Benefits paid (including direct rollovers)	2015-12-31	$5,705
Total plan assets at end of year	2015-12-31	$1,160,488
Total plan assets at beginning of year	2015-12-31	$831,061
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$258,378
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$8,622
Other income received	2015-12-31	$-5,648
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$329,427
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,160,488
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$831,061
Assets. Value of participant loans	2015-12-31	$14,455
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$77,514
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,734
2014 : COMPEAT, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$415,582
Expenses. Total of all expenses incurred	2014-12-31	$58,680
Benefits paid (including direct rollovers)	2014-12-31	$56,923
Total plan assets at end of year	2014-12-31	$831,061
Total plan assets at beginning of year	2014-12-31	$474,159
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$196,798
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$109,493
Other income received	2014-12-31	$50,251
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$356,902
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$831,061
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$474,159
Assets. Value of participant loans	2014-12-31	$15,193
Total contributions received or receivable from employer(s)	2014-12-31	$59,040
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,757
2013 : COMPEAT, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$180,055
Expenses. Total of all expenses incurred	2013-12-31	$4,529
Benefits paid (including direct rollovers)	2013-12-31	$3,709
Total plan assets at end of year	2013-12-31	$474,159
Total plan assets at beginning of year	2013-12-31	$298,633
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$88,589
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$73,748
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$175,526
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$474,159
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$298,633
Assets. Value of participant loans	2013-12-31	$14,118
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$17,718
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$820
2012 : COMPEAT, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$118,927
Expenses. Total of all expenses incurred	2012-12-31	$4,893
Benefits paid (including direct rollovers)	2012-12-31	$4,328
Total plan assets at end of year	2012-12-31	$298,633
Total plan assets at beginning of year	2012-12-31	$184,599
Value of fidelity bond covering the plan	2012-12-31	$10,000
Total contributions received or receivable from participants	2012-12-31	$72,871
Other income received	2012-12-31	$31,482
Net income (gross income less expenses)	2012-12-31	$114,034
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$298,633
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$184,599
Assets. Value of participant loans	2012-12-31	$10,034
Total contributions received or receivable from employer(s)	2012-12-31	$14,574
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$565
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : COMPEAT, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$72,620
Expenses. Total of all expenses incurred	2011-12-31	$1,711
Total plan assets at end of year	2011-12-31	$184,599
Total plan assets at beginning of year	2011-12-31	$113,690
Value of fidelity bond covering the plan	2011-12-31	$10,000
Total contributions received or receivable from participants	2011-12-31	$61,140
Contributions received from other sources (not participants or employers)	2011-12-31	$7,275
Other income received	2011-12-31	$-4,407
Net income (gross income less expenses)	2011-12-31	$70,909
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$184,599
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$113,690
Assets. Value of participant loans	2011-12-31	$16,162
Total contributions received or receivable from employer(s)	2011-12-31	$8,612
Value of corrective distributions	2011-12-31	$1,161
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$550
2010 : COMPEAT, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$72,375
Expenses. Total of all expenses incurred	2010-12-31	$20,662
Benefits paid (including direct rollovers)	2010-12-31	$20,219
Total plan assets at end of year	2010-12-31	$113,690
Total plan assets at beginning of year	2010-12-31	$61,977
Value of fidelity bond covering the plan	2010-12-31	$10,000
Total contributions received or receivable from participants	2010-12-31	$55,118
Other income received	2010-12-31	$11,700
Net income (gross income less expenses)	2010-12-31	$51,713
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$113,690
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$61,977
Assets. Value of participant loans	2010-12-31	$3,640
Total contributions received or receivable from employer(s)	2010-12-31	$5,557
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$443
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

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

2021: COMPEAT, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COMPEAT, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COMPEAT, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COMPEAT, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COMPEAT, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COMPEAT, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: COMPEAT, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COMPEAT, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COMPEAT, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COMPEAT, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COMPEAT, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: COMPEAT, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: COMPEAT, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COMPEAT, INC.
Employer identification number (EIN):	721129460
NAIC Classification:	541519
NAIC Description:	Other Computer Related Services

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1983-08-17
Company Identification Number:	862250
Legal Registered Office Address:	UNDERBERG MANLEY CASEY 425 PARK AVE. NEW YORK United States of America (USA) 10022