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CLIFFORD POWER SYSTEMS 401(K) PLAN 401k Plan overview

Plan NameCLIFFORD POWER SYSTEMS 401(K) PLAN
Plan identification number 001

CLIFFORD POWER SYSTEMS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CLIFFORD POWER SYSTEMS has sponsored the creation of one or more 401k plans.

Company Name:CLIFFORD POWER SYSTEMS
Employer identification number (EIN):731248836
NAIC Classification:335310

Additional information about CLIFFORD POWER SYSTEMS

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1997-10-10
Company Identification Number: 0011747406
Legal Registered Office Address: PO BOX 581807

TULSA
United States of America (USA)
74158

More information about CLIFFORD POWER SYSTEMS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLIFFORD POWER SYSTEMS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KIMBERLY EGGEBRAATEN
0012016-01-01ARASELY VALDEZ
0012015-01-01ARASELY VALDEZ
0012014-01-01ARASELY VALDEZ
0012011-01-01FRAUKE QUIROGA2012-05-30
0012010-01-01FRAUKE QUIROGA2011-07-11

Plan Statistics for CLIFFORD POWER SYSTEMS 401(K) PLAN

401k plan membership statisitcs for CLIFFORD POWER SYSTEMS 401(K) PLAN

Measure Date Value
2022: CLIFFORD POWER SYSTEMS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01284
Total number of active participants reported on line 7a of the Form 55002022-01-01151
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-01139
Total of all active and inactive participants2022-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01298
Number of participants with account balances2022-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: CLIFFORD POWER SYSTEMS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01267
Total number of active participants reported on line 7a of the Form 55002021-01-01145
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01138
Total of all active and inactive participants2021-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01283
Number of participants with account balances2021-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: CLIFFORD POWER SYSTEMS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01254
Total number of active participants reported on line 7a of the Form 55002020-01-01157
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01110
Total of all active and inactive participants2020-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01267
Number of participants with account balances2020-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: CLIFFORD POWER SYSTEMS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01234
Total number of active participants reported on line 7a of the Form 55002019-01-01144
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01144
Number of participants with account balances2019-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0134
2018: CLIFFORD POWER SYSTEMS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01220
Total number of active participants reported on line 7a of the Form 55002018-01-01144
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0185
Total of all active and inactive participants2018-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01229
Number of participants with account balances2018-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0137
2017: CLIFFORD POWER SYSTEMS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01203
Total number of active participants reported on line 7a of the Form 55002017-01-01150
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01215
Number of participants with account balances2017-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0131
2016: CLIFFORD POWER SYSTEMS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01209
Total number of active participants reported on line 7a of the Form 55002016-01-01143
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01204
Number of participants with account balances2016-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0135
2015: CLIFFORD POWER SYSTEMS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01165
Total number of active participants reported on line 7a of the Form 55002015-01-01167
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01205
Number of participants with account balances2015-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: CLIFFORD POWER SYSTEMS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01198
Total number of active participants reported on line 7a of the Form 55002014-01-01174
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01195
Number of participants with account balances2014-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016

Financial Data on CLIFFORD POWER SYSTEMS 401(K) PLAN

Measure Date Value
2022 : CLIFFORD POWER SYSTEMS 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$49,327
Total of all expenses incurred2022-12-31$368,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$316,523
Expenses. Certain deemed distributions of participant loans2022-12-31$2,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,820,651
Value of total assets at end of year2022-12-31$9,829,674
Value of total assets at beginning of year2022-12-31$10,148,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,314
Total interest from all sources2022-12-31$8,277
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
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$895,233
Participant contributions at end of year2022-12-31$177,962
Participant contributions at beginning of year2022-12-31$125,549
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$493,437
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-318,942
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,829,674
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,148,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$49,314
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,651,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,023,067
Interest on participant loans2022-12-31$8,277
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,779,601
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$431,981
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$316,523
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 name2022-12-31HOGANTAYLOR
Accountancy firm EIN2022-12-31731413977
2021 : CLIFFORD POWER SYSTEMS 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,489,410
Total of all expenses incurred2021-12-31$549,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$502,037
Expenses. Certain deemed distributions of participant loans2021-12-31$5,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,204,925
Value of total assets at end of year2021-12-31$10,148,616
Value of total assets at beginning of year2021-12-31$8,208,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$41,881
Total interest from all sources2021-12-31$8,328
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$0
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$808,667
Participant contributions at end of year2021-12-31$125,549
Participant contributions at beginning of year2021-12-31$156,014
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,417
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,940,186
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,148,616
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,208,430
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$10,023,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,810,669
Interest on participant loans2021-12-31$8,328
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$143,726
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,276,157
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$380,841
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$98,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$502,037
Contract administrator fees2021-12-31$41,881
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOGANTAYLOR
Accountancy firm EIN2021-12-31731413977
2020 : CLIFFORD POWER SYSTEMS 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,297,661
Total of all expenses incurred2020-12-31$507,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$497,739
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,106,737
Value of total assets at end of year2020-12-31$8,208,430
Value of total assets at beginning of year2020-12-31$6,418,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,907
Total interest from all sources2020-12-31$9,704
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
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$691,570
Participant contributions at end of year2020-12-31$156,014
Participant contributions at beginning of year2020-12-31$156,200
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$42,117
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,790,015
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,208,430
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,418,415
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$7,810,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,118,016
Interest on participant loans2020-12-31$9,704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$143,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$102,482
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,181,220
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$373,050
Employer contributions (assets) at end of year2020-12-31$98,021
Employer contributions (assets) at beginning of year2020-12-31$41,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$497,739
Contract administrator fees2020-12-31$9,907
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 name2020-12-31HOGANTAYLOR
Accountancy firm EIN2020-12-31731413977
2019 : CLIFFORD POWER SYSTEMS 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,998,250
Total of all expenses incurred2019-12-31$344,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$318,455
Expenses. Certain deemed distributions of participant loans2019-12-31$15,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$909,610
Value of total assets at end of year2019-12-31$6,418,415
Value of total assets at beginning of year2019-12-31$4,764,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,540
Total interest from all sources2019-12-31$10,320
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
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$619,217
Participant contributions at end of year2019-12-31$156,200
Participant contributions at beginning of year2019-12-31$148,830
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$6,039
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,654,052
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,418,415
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,764,363
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,118,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,542,056
Interest on participant loans2019-12-31$10,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$102,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$64,882
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,078,320
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$290,393
Employer contributions (assets) at end of year2019-12-31$41,717
Employer contributions (assets) at beginning of year2019-12-31$2,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$318,455
Contract administrator fees2019-12-31$10,540
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
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 name2019-12-31HOGANTAYLOR
Accountancy firm EIN2019-12-31731413977
2018 : CLIFFORD POWER SYSTEMS 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$483,153
Total of all expenses incurred2018-12-31$264,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$248,877
Expenses. Certain deemed distributions of participant loans2018-12-31$419
Value of total corrective distributions2018-12-31$4,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$716,688
Value of total assets at end of year2018-12-31$4,764,363
Value of total assets at beginning of year2018-12-31$4,546,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,638
Total interest from all sources2018-12-31$7,653
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$538,367
Participant contributions at end of year2018-12-31$148,830
Participant contributions at beginning of year2018-12-31$137,081
Participant contributions at end of year2018-12-31$6,039
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$58,120
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$218,358
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,764,363
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,546,005
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$4,542,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,292,885
Interest on participant loans2018-12-31$7,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$64,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$116,039
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-241,188
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$120,201
Employer contributions (assets) at end of year2018-12-31$2,556
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$248,877
Contract administrator fees2018-12-31$10,638
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EIDE BAILLY, LLP
Accountancy firm EIN2018-12-31450250958
2017 : CLIFFORD POWER SYSTEMS 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,390,517
Total of all expenses incurred2017-12-31$1,661,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,651,568
Expenses. Certain deemed distributions of participant loans2017-12-31$1,284
Value of total corrective distributions2017-12-31$2,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$663,249
Value of total assets at end of year2017-12-31$4,546,005
Value of total assets at beginning of year2017-12-31$4,817,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,567
Total interest from all sources2017-12-31$7,898
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$492,043
Participant contributions at end of year2017-12-31$137,081
Participant contributions at beginning of year2017-12-31$190,597
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$21,250
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-271,140
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,546,005
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,817,145
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$4,292,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,567,275
Interest on participant loans2017-12-31$7,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$116,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$59,273
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$719,370
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$149,956
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,651,568
Contract administrator fees2017-12-31$6,567
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 name2017-12-31EIDE BAILLY, LLP
Accountancy firm EIN2017-12-31450250958
2016 : CLIFFORD POWER SYSTEMS 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,003,959
Total of all expenses incurred2016-12-31$264,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$238,952
Expenses. Certain deemed distributions of participant loans2016-12-31$19,525
Value of total corrective distributions2016-12-31$561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$609,979
Value of total assets at end of year2016-12-31$4,817,144
Value of total assets at beginning of year2016-12-31$4,077,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,732
Total interest from all sources2016-12-31$6,103
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$465,279
Participant contributions at end of year2016-12-31$190,597
Participant contributions at beginning of year2016-12-31$145,328
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,685
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$739,189
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,817,144
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,077,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$5,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,567,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,894,066
Interest on participant loans2016-12-31$6,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$59,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$38,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$387,877
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$141,015
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$238,952
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 name2016-12-31EIDE BAILLY, LLP
Accountancy firm EIN2016-12-31450250958
2015 : CLIFFORD POWER SYSTEMS 401(K) PLAN 2015 401k financial data
Total transfer of assets from this plan2015-12-31$369,532
Total income from all sources (including contributions)2015-12-31$623,425
Total of all expenses incurred2015-12-31$731,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$725,267
Expenses. Certain deemed distributions of participant loans2015-12-31$2,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$721,644
Value of total assets at end of year2015-12-31$4,077,955
Value of total assets at beginning of year2015-12-31$4,555,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,859
Total interest from all sources2015-12-31$5,495
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$425,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$495,025
Participant contributions at end of year2015-12-31$145,328
Participant contributions at beginning of year2015-12-31$189,238
Participant contributions at end of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$62,641
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Other income not declared elsewhere2015-12-31$802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-107,834
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,077,955
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,555,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$3,859
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,894,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$5,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,366,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,366,083
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$38,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-104,516
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$163,978
Employer contributions (assets) at end of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$725,267
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 name2015-12-31EIDE BAILLY, LLP
Accountancy firm EIN2015-12-31450250958
2014 : CLIFFORD POWER SYSTEMS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$105,045
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$899,451
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$159,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$157,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$721,531
Value of total assets at end of year2014-12-31$4,555,321
Value of total assets at beginning of year2014-12-31$3,920,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,156
Total interest from all sources2014-12-31$5,792
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$270,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$270,786
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$350,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$561,432
Participant contributions at end of year2014-12-31$189,238
Participant contributions at beginning of year2014-12-31$158,790
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,435
Other income not declared elsewhere2014-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$739,771
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,555,321
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,920,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,156
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,693,277
Interest on participant loans2014-12-31$5,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,366,083
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$68,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$68,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-98,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$158,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$157,524
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31EIDE BAILLY, LLP
Accountancy firm EIN2014-12-31450250958

Form 5500 Responses for CLIFFORD POWER SYSTEMS 401(K) PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371661-01
Policy instance 1
Insurance contract or identification number371661-01
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371661-01
Policy instance 1
Insurance contract or identification number371661-01
Number of Individuals Covered11
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $23
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371661-01
Policy instance 1
Insurance contract or identification number371661-01
Number of Individuals Covered8
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $223
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $220
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371661-01
Policy instance 1
Insurance contract or identification number371661-01
Number of Individuals Covered4
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $163
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
Commission paid to Insurance BrokerUSD $94
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371661-01
Policy instance 1
Insurance contract or identification number371661-01
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $286
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $129
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371661-01
Policy instance 1
Insurance contract or identification number371661-01
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $261
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $261
Additional information about fees paid to insurance brokerADVISOR COMMISSIONS
Insurance broker organization code?3
Insurance broker nameTIMOTHY ELLSWORTH

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