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YELLOWHOUSE MACHINERY COMPANY 401K PLAN 401k Plan overview

Plan NameYELLOWHOUSE MACHINERY COMPANY 401K PLAN
Plan identification number 001

YELLOWHOUSE MACHINERY COMPANY 401K PLAN Benefits

401k Plan TypeDefined 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.
  • 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

YELLOWHOUSE MACHINERY COMPANY has sponsored the creation of one or more 401k plans.

Company Name:YELLOWHOUSE MACHINERY COMPANY
Employer identification number (EIN):750982959
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YELLOWHOUSE MACHINERY COMPANY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TRACY A. THOMPSON2023-10-10
0012021-01-01TRACY A. THOMPSON2022-08-16
0012020-01-01TRACY A. THOMPSON2021-10-14
0012019-01-01TRACY A THOMPSON2020-10-06
0012018-01-01
0012017-01-01TRACY THOMPSON
0012016-01-01TRACY THOMPSON
0012015-01-01TRACY THOMPSON
0012014-01-01TRACY THOMPSON
0012014-01-01TRACY THOMPSON
0012013-01-01TRACY THOMPSON
0012012-01-01TRACY THOMPSON
0012011-01-01TRACY THOMPSON
0012009-01-01TRACY THOMPSON TRACY THOMPSON2010-10-15

Plan Statistics for YELLOWHOUSE MACHINERY COMPANY 401K PLAN

401k plan membership statisitcs for YELLOWHOUSE MACHINERY COMPANY 401K PLAN

Measure Date Value
2022: YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01332
Total number of active participants reported on line 7a of the Form 55002022-01-01253
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0162
Total of all active and inactive participants2022-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01315
Number of participants with account balances2022-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01323
Total number of active participants reported on line 7a of the Form 55002021-01-01253
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0166
Total of all active and inactive participants2021-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01319
Number of participants with account balances2021-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01307
Total number of active participants reported on line 7a of the Form 55002020-01-01269
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01314
Number of participants with account balances2020-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01286
Total number of active participants reported on line 7a of the Form 55002019-01-01228
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01272
Number of participants with account balances2019-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01253
Total number of active participants reported on line 7a of the Form 55002018-01-01230
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01268
Total participants2018-01-01268
Number of participants with account balances2018-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01264
Total number of active participants reported on line 7a of the Form 55002017-01-01211
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-01247
Total participants2017-01-01247
Number of participants with account balances2017-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01260
Total number of active participants reported on line 7a of the Form 55002016-01-01223
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01261
Total participants2016-01-01261
Number of participants with account balances2016-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01247
Total number of active participants reported on line 7a of the Form 55002015-01-01217
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01253
Total participants2015-01-01253
Number of participants with account balances2015-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01225
Total number of active participants reported on line 7a of the Form 55002014-01-01208
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01245
Total participants2014-01-01245
Number of participants with account balances2014-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01200
Total number of active participants reported on line 7a of the Form 55002013-01-01189
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01219
Total participants2013-01-01219
Number of participants with account balances2013-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01180
Total number of active participants reported on line 7a of the Form 55002012-01-01165
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01194
Total participants2012-01-01194
Number of participants with account balances2012-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01114
Total number of active participants reported on line 7a of the Form 55002011-01-01150
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01173
Number of participants with account balances2011-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2009: YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01108
Total number of active participants reported on line 7a of the Form 55002009-01-01104
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01120
Total participants2009-01-01120
Number of participants with account balances2009-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on YELLOWHOUSE MACHINERY COMPANY 401K PLAN

Measure Date Value
2022 : YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-3,316,093
Total unrealized appreciation/depreciation of assets2022-12-31$-3,316,093
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,268,755
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,736,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,606,843
Expenses. Certain deemed distributions of participant loans2022-12-31$43,636
Value of total corrective distributions2022-12-31$225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,001,069
Value of total assets at end of year2022-12-31$17,437,710
Value of total assets at beginning of year2022-12-31$21,442,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$85,431
Total interest from all sources2022-12-31$46,238
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
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$1,355,256
Participant contributions at end of year2022-12-31$936,169
Participant contributions at beginning of year2022-12-31$865,487
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$44,442
Total non interest bearing cash at end of year2022-12-31$2,337
Total non interest bearing cash at beginning of year2022-12-31$9,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,004,890
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,437,710
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,442,600
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$6,116
Value of interest in pooled separate accounts at end of year2022-12-31$16,499,204
Value of interest in pooled separate accounts at beginning of year2022-12-31$20,567,515
Interest on participant loans2022-12-31$46,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$31
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$601,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,606,843
Contract administrator fees2022-12-31$79,315
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 name2022-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2022-12-31752783674
2021 : YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,111,575
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,353,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,289,731
Expenses. Certain deemed distributions of participant loans2021-12-31$12,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,776,182
Value of total assets at end of year2021-12-31$21,442,600
Value of total assets at beginning of year2021-12-31$18,684,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$50,929
Total interest from all sources2021-12-31$37,325
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$1,202,764
Participant contributions at end of year2021-12-31$865,487
Participant contributions at beginning of year2021-12-31$658,307
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$72,410
Total non interest bearing cash at end of year2021-12-31$9,598
Total non interest bearing cash at beginning of year2021-12-31$46,609
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$2,758,279
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,442,600
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,684,321
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 pooled separate accounts at end of year2021-12-31$20,567,515
Value of interest in pooled separate accounts at beginning of year2021-12-31$17,979,405
Interest on participant loans2021-12-31$37,325
Net investment gain/loss from pooled separate accounts2021-12-31$2,298,068
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$501,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,289,731
Contract administrator fees2021-12-31$50,929
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 name2021-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2021-12-31752783674
2020 : YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,382,397
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,042,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,034,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,691,482
Value of total assets at end of year2020-12-31$18,684,321
Value of total assets at beginning of year2020-12-31$17,344,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,675
Total interest from all sources2020-12-31$32,194
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
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$1,136,523
Participant contributions at end of year2020-12-31$658,307
Participant contributions at beginning of year2020-12-31$522,635
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$32,670
Total non interest bearing cash at end of year2020-12-31$46,609
Total non interest bearing cash at beginning of year2020-12-31$16,449
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$1,339,629
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,684,321
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,344,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$17,979,405
Value of interest in pooled separate accounts at beginning of year2020-12-31$16,805,608
Interest on participant loans2020-12-31$32,194
Net investment gain/loss from pooled separate accounts2020-12-31$2,658,721
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$522,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,034,093
Contract administrator fees2020-12-31$8,675
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2020-12-31752783674
2019 : YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$176
Total income from all sources (including contributions)2019-12-31$4,389,875
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$423,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$417,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,632,997
Value of total assets at end of year2019-12-31$17,344,692
Value of total assets at beginning of year2019-12-31$13,378,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,846
Total interest from all sources2019-12-31$24,757
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
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$1,106,159
Participant contributions at end of year2019-12-31$522,635
Participant contributions at beginning of year2019-12-31$412,020
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$400
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$28,362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$176
Total non interest bearing cash at end of year2019-12-31$16,449
Total non interest bearing cash 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$3,966,416
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,344,692
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,378,276
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 pooled separate accounts at end of year2019-12-31$16,805,608
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,962,687
Interest on participant loans2019-12-31$24,757
Net investment gain/loss from pooled separate accounts2019-12-31$2,732,121
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$498,476
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$3,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$417,613
Contract administrator fees2019-12-31$5,846
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 name2019-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2019-12-31752783674
2018 : YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$176
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$21,880
Total income from all sources (including contributions)2018-12-31$509,473
Total of all expenses incurred2018-12-31$570,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$564,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,432,740
Value of total assets at end of year2018-12-31$13,378,452
Value of total assets at beginning of year2018-12-31$13,461,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,891
Total interest from all sources2018-12-31$19,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$985,528
Participant contributions at end of year2018-12-31$412,020
Participant contributions at beginning of year2018-12-31$415,934
Participant contributions at end of year2018-12-31$400
Participant contributions at beginning of year2018-12-31$4,479
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$21,880
Total non interest bearing cash at beginning of year2018-12-31$2,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-61,285
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,378,276
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,439,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$12,962,687
Value of interest in pooled separate accounts at beginning of year2018-12-31$13,031,697
Interest on participant loans2018-12-31$19,861
Net investment gain/loss from pooled separate accounts2018-12-31$-943,128
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$447,212
Employer contributions (assets) at end of year2018-12-31$3,345
Employer contributions (assets) at beginning of year2018-12-31$6,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$564,867
Contract administrator fees2018-12-31$5,891
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31TATE & COX, P.C.
Accountancy firm EIN2018-12-31752302020
2017 : YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$21,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,749
Total income from all sources (including contributions)2017-12-31$3,079,070
Total of all expenses incurred2017-12-31$1,093,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,087,630
Value of total corrective distributions2017-12-31$189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,291,476
Value of total assets at end of year2017-12-31$13,461,441
Value of total assets at beginning of year2017-12-31$11,474,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,843
Total interest from all sources2017-12-31$20,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$886,045
Participant contributions at end of year2017-12-31$415,934
Participant contributions at beginning of year2017-12-31$460,866
Participant contributions at end of year2017-12-31$4,479
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$21,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$20,749
Total non interest bearing cash at end of year2017-12-31$2,421
Total non interest bearing cash at beginning of year2017-12-31$1,317
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$1,985,408
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,439,561
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,454,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$13,031,697
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,011,488
Interest on participant loans2017-12-31$20,388
Value of interest in common/collective trusts at end of year2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$1,767,206
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$405,431
Employer contributions (assets) at end of year2017-12-31$6,910
Employer contributions (assets) at beginning of year2017-12-31$1,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,087,630
Contract administrator fees2017-12-31$5,843
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31TATE & COX, P.C.
Accountancy firm EIN2017-12-31752302020
2016 : YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,749
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$42,098
Total income from all sources (including contributions)2016-12-31$2,035,925
Total of all expenses incurred2016-12-31$893,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$887,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,345,786
Value of total assets at end of year2016-12-31$11,474,902
Value of total assets at beginning of year2016-12-31$10,353,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,135
Total interest from all sources2016-12-31$17,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$877,951
Participant contributions at end of year2016-12-31$460,866
Participant contributions at beginning of year2016-12-31$378,769
Participant contributions at beginning of year2016-12-31$1,085
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$67,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$20,749
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$42,098
Total non interest bearing cash at end of year2016-12-31$1,317
Total non interest bearing cash at beginning of year2016-12-31$6,933
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$1,142,720
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,454,153
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,311,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$11,011,488
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,965,903
Interest on participant loans2016-12-31$17,604
Value of interest in common/collective trusts at end of year2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$672,535
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$400,498
Employer contributions (assets) at end of year2016-12-31$1,231
Employer contributions (assets) at beginning of year2016-12-31$841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$887,070
Contract administrator fees2016-12-31$6,135
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 name2016-12-31TATE & COX, P.C.
Accountancy firm EIN2016-12-31752302020
2015 : YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$42,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,473
Total income from all sources (including contributions)2015-12-31$1,112,200
Total of all expenses incurred2015-12-31$544,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$537,581
Value of total corrective distributions2015-12-31$2,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,254,929
Value of total assets at end of year2015-12-31$10,353,531
Value of total assets at beginning of year2015-12-31$9,759,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,563
Total interest from all sources2015-12-31$15,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$848,364
Participant contributions at end of year2015-12-31$378,769
Participant contributions at beginning of year2015-12-31$321,086
Participant contributions at end of year2015-12-31$1,085
Participant contributions at beginning of year2015-12-31$220
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$58,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$42,098
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$15,473
Total non interest bearing cash at end of year2015-12-31$6,933
Total non interest bearing cash at beginning of year2015-12-31$43,882
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$567,282
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,311,433
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,744,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$9,965,903
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,394,326
Interest on participant loans2015-12-31$15,446
Value of interest in common/collective trusts at end of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-158,175
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$348,357
Employer contributions (assets) at end of year2015-12-31$841
Employer contributions (assets) at beginning of year2015-12-31$110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$537,581
Contract administrator fees2015-12-31$4,563
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 name2015-12-31TATE & COX, P.C.
Accountancy firm EIN2015-12-31752302020
2014 : YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,010
Total income from all sources (including contributions)2014-12-31$1,638,429
Total of all expenses incurred2014-12-31$134,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$130,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,224,502
Value of total assets at end of year2014-12-31$9,759,624
Value of total assets at beginning of year2014-12-31$8,249,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,650
Total interest from all sources2014-12-31$11,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$838,735
Participant contributions at end of year2014-12-31$321,086
Participant contributions at beginning of year2014-12-31$216,585
Participant contributions at end of year2014-12-31$220
Participant contributions at beginning of year2014-12-31$5,768
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$15,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$9,010
Total non interest bearing cash at end of year2014-12-31$43,882
Total non interest bearing cash at beginning of year2014-12-31$30,994
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$1,503,646
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,744,151
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,240,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$9,394,326
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,994,042
Interest on participant loans2014-12-31$11,165
Value of interest in common/collective trusts at end of year2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$402,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$384,397
Employer contributions (assets) at end of year2014-12-31$110
Employer contributions (assets) at beginning of year2014-12-31$2,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$130,133
Contract administrator fees2014-12-31$4,650
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 name2014-12-31TATE & COX, P.C.
Accountancy firm EIN2014-12-31752302020
2013 : YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,010
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$33,997
Total income from all sources (including contributions)2013-12-31$2,330,895
Total of all expenses incurred2013-12-31$220,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$219,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,276,810
Value of total assets at end of year2013-12-31$8,249,515
Value of total assets at beginning of year2013-12-31$6,164,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,058
Total interest from all sources2013-12-31$7,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$749,763
Participant contributions at end of year2013-12-31$216,585
Participant contributions at beginning of year2013-12-31$196,777
Participant contributions at end of year2013-12-31$5,768
Participant contributions at beginning of year2013-12-31$9,664
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$151,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$9,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$33,997
Total non interest bearing cash at end of year2013-12-31$30,994
Total non interest bearing cash at beginning of year2013-12-31$39,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,110,305
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,240,505
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,130,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$7,994,042
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,913,777
Interest on participant loans2013-12-31$7,909
Value of interest in common/collective trusts at end of year2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$1,046,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$375,637
Employer contributions (assets) at end of year2013-12-31$2,126
Employer contributions (assets) at beginning of year2013-12-31$4,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$219,532
Contract administrator fees2013-12-31$1,058
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TATE & COX, P.C.
Accountancy firm EIN2013-12-31752302020
2012 : YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$33,997
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$28,708
Total income from all sources (including contributions)2012-12-31$1,616,924
Total of all expenses incurred2012-12-31$225,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$223,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,017,114
Value of total assets at end of year2012-12-31$6,164,197
Value of total assets at beginning of year2012-12-31$4,767,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,450
Total interest from all sources2012-12-31$7,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$676,079
Participant contributions at end of year2012-12-31$196,777
Participant contributions at beginning of year2012-12-31$156,187
Participant contributions at end of year2012-12-31$9,664
Participant contributions at beginning of year2012-12-31$3,859
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$27,907
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$33,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$28,708
Total non interest bearing cash at end of year2012-12-31$39,598
Total non interest bearing cash at beginning of year2012-12-31$8,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,391,376
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,130,200
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,738,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$5,913,777
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,597,614
Interest on participant loans2012-12-31$7,284
Value of interest in common/collective trusts at end of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$592,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$313,128
Employer contributions (assets) at end of year2012-12-31$4,381
Employer contributions (assets) at beginning of year2012-12-31$1,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$223,098
Contract administrator fees2012-12-31$2,450
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TATE & COX, P.C.
Accountancy firm EIN2012-12-31752302020
2011 : YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$28,708
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,246
Total income from all sources (including contributions)2011-12-31$1,300,304
Total of all expenses incurred2011-12-31$202,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$199,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,399,577
Value of total assets at end of year2011-12-31$4,767,532
Value of total assets at beginning of year2011-12-31$3,643,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,791
Total interest from all sources2011-12-31$7,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$568,094
Participant contributions at end of year2011-12-31$156,187
Participant contributions at beginning of year2011-12-31$193,194
Participant contributions at end of year2011-12-31$3,859
Participant contributions at beginning of year2011-12-31$3,946
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$573,305
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$28,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,246
Total non interest bearing cash at end of year2011-12-31$8,187
Total non interest bearing cash at beginning of year2011-12-31$4,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,097,535
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,738,824
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,641,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,597,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,439,682
Interest on participant loans2011-12-31$7,394
Net investment gain/loss from pooled separate accounts2011-12-31$-106,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$258,178
Employer contributions (assets) at end of year2011-12-31$1,685
Employer contributions (assets) at beginning of year2011-12-31$1,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$199,978
Contract administrator fees2011-12-31$2,791
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DOSHIER, PICKENS & FRANCIS, LLC
Accountancy firm EIN2011-12-31263902769
2010 : YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,246
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,428
Total income from all sources (including contributions)2010-12-31$769,518
Total of all expenses incurred2010-12-31$195,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$187,225
Value of total corrective distributions2010-12-31$5,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$441,597
Value of total assets at end of year2010-12-31$3,643,535
Value of total assets at beginning of year2010-12-31$3,077,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,018
Total interest from all sources2010-12-31$9,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$308,271
Participant contributions at end of year2010-12-31$193,194
Participant contributions at beginning of year2010-12-31$189,591
Participant contributions at end of year2010-12-31$3,946
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$10,428
Total non interest bearing cash at end of year2010-12-31$4,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$574,301
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,641,289
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,066,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,439,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,887,825
Interest on participant loans2010-12-31$9,846
Net investment gain/loss from pooled separate accounts2010-12-31$318,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31Yes
Contributions received in cash from employer2010-12-31$133,326
Employer contributions (assets) at end of year2010-12-31$1,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$187,225
Contract administrator fees2010-12-31$2,018
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DOSHIER, PICKENS & FRANCIS, LLC
Accountancy firm EIN2010-12-31263902769
2009 : YELLOWHOUSE MACHINERY COMPANY 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for YELLOWHOUSE MACHINERY COMPANY 401K PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17795
Policy instance 1
Insurance contract or identification number17795
Number of Individuals Covered320
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,474
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9474
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17795
Policy instance 1
Insurance contract or identification number17795
Number of Individuals Covered320
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,448
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7639
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17795
Policy instance 1
Insurance contract or identification number17795
Number of Individuals Covered310
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,845
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8510
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17795
Policy instance 1
Insurance contract or identification number17795
Number of Individuals Covered291
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,416
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7676
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17795
Policy instance 1
Insurance contract or identification number17795
Number of Individuals Covered261
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $10,846
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6961
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17795
Policy instance 1
Insurance contract or identification number17795
Number of Individuals Covered244
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $10,173
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6238
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameNEWPORT GROUP - ANB
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17795
Policy instance 1
Insurance contract or identification number17795
Number of Individuals Covered240
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $8,440
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5115
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameVERISIGHT, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17795
Policy instance 1
Insurance contract or identification number17795
Number of Individuals Covered229
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $8,108
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4503
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameVERISIGHT, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17795
Policy instance 1
Insurance contract or identification number17795
Number of Individuals Covered211
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $6,383
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3518
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameVERISIGHT, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17795
Policy instance 1
Insurance contract or identification number17795
Number of Individuals Covered195
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $4,327
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees19
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameVERISIGHT INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17795
Policy instance 1
Insurance contract or identification number17795
Number of Individuals Covered157
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,294
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17795
Policy instance 1
Insurance contract or identification number17795
Number of Individuals Covered98
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,995
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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