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STATEWIDE REMODELING 401(K) PLAN 401k Plan overview

Plan NameSTATEWIDE REMODELING 401(K) PLAN
Plan identification number 001

STATEWIDE REMODELING 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

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

Company Name:STATEWIDE REMODELING, INC
Employer identification number (EIN):752522500
NAIC Classification:236110

Additional information about STATEWIDE REMODELING, INC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1994-01-21
Company Identification Number: 0129838700
Legal Registered Office Address: PO BOX 2287

GRAPEVINE
United States of America (USA)
76099

More information about STATEWIDE REMODELING, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATEWIDE REMODELING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01JERRY MELTON2022-10-06
0012020-01-01JERRY MELTON2021-10-05
0012019-01-01JERRY MELTON2020-10-05
0012018-01-01RONALD JACOBS2019-10-09
0012017-01-01
0012016-01-01ARASELY VALDEZ
0012015-01-01ARASELY VALDEZ
0012014-01-01ARASELY VALDEZ
0012014-01-01STEVEN VEST
0012013-01-01DEBBY FRIED
0012012-01-01DEBBY FRIED
0012011-01-01RON JACOBS
0012010-01-01RONALD JACOBS RONALD JACOBS2011-10-18
0012009-01-01 RON JACOBS2010-10-14
0012009-01-01 RONALD JACOBS2010-10-15
0012009-01-01RONALD JACOBS
0012008-01-01RONALD JACOBS CONNIE SKUZA2010-08-26

Plan Statistics for STATEWIDE REMODELING 401(K) PLAN

401k plan membership statisitcs for STATEWIDE REMODELING 401(K) PLAN

Measure Date Value
2021: STATEWIDE REMODELING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01280
Total number of active participants reported on line 7a of the Form 55002021-01-01213
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01124
Total of all active and inactive participants2021-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01337
Number of participants with account balances2021-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0196
2020: STATEWIDE REMODELING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01264
Total number of active participants reported on line 7a of the Form 55002020-01-01199
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0173
Total of all active and inactive participants2020-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01272
Number of participants with account balances2020-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0172
2019: STATEWIDE REMODELING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01245
Total number of active participants reported on line 7a of the Form 55002019-01-01198
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0161
Total of all active and inactive participants2019-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01259
Number of participants with account balances2019-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0152
2018: STATEWIDE REMODELING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01317
Total number of active participants reported on line 7a of the Form 55002018-01-01193
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01238
Number of participants with account balances2018-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0152
2017: STATEWIDE REMODELING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01274
Total number of active participants reported on line 7a of the Form 55002017-01-01196
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01116
Total of all active and inactive participants2017-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01313
Number of participants with account balances2017-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: STATEWIDE REMODELING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01321
Total number of active participants reported on line 7a of the Form 55002016-01-01181
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0187
Total of all active and inactive participants2016-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01268
Number of participants with account balances2016-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STATEWIDE REMODELING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01285
Total number of active participants reported on line 7a of the Form 55002015-01-01175
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01146
Total of all active and inactive participants2015-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01321
Number of participants with account balances2015-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STATEWIDE REMODELING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01268
Total number of active participants reported on line 7a of the Form 55002014-01-01168
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01111
Total of all active and inactive participants2014-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01279
Number of participants with account balances2014-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0168
2013: STATEWIDE REMODELING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01245
Total number of active participants reported on line 7a of the Form 55002013-01-01170
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0189
Total of all active and inactive participants2013-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01260
Number of participants with account balances2013-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: STATEWIDE REMODELING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01224
Total number of active participants reported on line 7a of the Form 55002012-01-01152
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0184
Total of all active and inactive participants2012-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01237
Number of participants with account balances2012-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: STATEWIDE REMODELING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01196
Total number of active participants reported on line 7a of the Form 55002011-01-01143
Number of other retired or separated participants entitled to future benefits2011-01-0174
Total of all active and inactive participants2011-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01218
Number of participants with account balances2011-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: STATEWIDE REMODELING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01179
Total number of active participants reported on line 7a of the Form 55002010-01-01130
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0165
Total of all active and inactive participants2010-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01196
Number of participants with account balances2010-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: STATEWIDE REMODELING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01178
Total number of active participants reported on line 7a of the Form 55002009-01-01120
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0157
Total of all active and inactive participants2009-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01177
Number of participants with account balances2009-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120
2008: STATEWIDE REMODELING 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01164
Total number of active participants reported on line 7a of the Form 55002008-01-01136
Number of other retired or separated participants entitled to future benefits2008-01-0139
Total of all active and inactive participants2008-01-01175
Total participants2008-01-01175
Number of participants with account balances2008-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-0116

Financial Data on STATEWIDE REMODELING 401(K) PLAN

Measure Date Value
2021 : STATEWIDE REMODELING 401(K) 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$1,018,241
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$662,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$650,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$642,033
Value of total assets at end of year2021-12-31$3,866,748
Value of total assets at beginning of year2021-12-31$3,511,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,850
Total interest from all sources2021-12-31$5,232
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$496,966
Participant contributions at end of year2021-12-31$43,297
Participant contributions at beginning of year2021-12-31$51,036
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$56,789
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$355,456
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,866,748
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,511,292
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$3,600,881
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,267,448
Interest on participant loans2021-12-31$2,944
Interest earned on other investments2021-12-31$2,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$222,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$192,808
Net investment gain/loss from pooled separate accounts2021-12-31$370,976
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$88,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$650,935
Contract administrator fees2021-12-31$11,850
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : STATEWIDE REMODELING 401(K) 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$864,038
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$803,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$789,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$423,494
Value of total assets at end of year2020-12-31$3,511,292
Value of total assets at beginning of year2020-12-31$3,450,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,735
Total interest from all sources2020-12-31$4,979
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$405,046
Participant contributions at end of year2020-12-31$51,036
Participant contributions at beginning of year2020-12-31$65,286
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$60,608
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,511,292
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,450,684
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$3,267,448
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,044,689
Interest on participant loans2020-12-31$2,877
Interest earned on other investments2020-12-31$2,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$192,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$340,709
Net investment gain/loss from pooled separate accounts2020-12-31$435,565
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$18,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$789,695
Contract administrator fees2020-12-31$13,735
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : STATEWIDE REMODELING 401(K) 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$0
Total income from all sources (including contributions)2019-12-31$1,237,980
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$920,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$904,383
Value of total corrective distributions2019-12-31$6,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$627,470
Value of total assets at end of year2019-12-31$3,450,684
Value of total assets at beginning of year2019-12-31$3,133,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,269
Total interest from all sources2019-12-31$9,671
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$528,024
Participant contributions at end of year2019-12-31$65,286
Participant contributions at beginning of year2019-12-31$80,297
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$317,219
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,450,684
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,133,465
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$3,044,689
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,046,556
Interest on participant loans2019-12-31$4,259
Interest earned on other investments2019-12-31$5,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$340,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,612
Net investment gain/loss from pooled separate accounts2019-12-31$600,839
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$99,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$904,383
Contract administrator fees2019-12-31$10,269
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : STATEWIDE REMODELING 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$607,207
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$214,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$196,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$825,898
Value of total assets at end of year2018-12-31$3,133,465
Value of total assets at beginning of year2018-12-31$2,740,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,314
Total interest from all sources2018-12-31$3,307
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
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$544,680
Participant contributions at end of year2018-12-31$80,297
Participant contributions at beginning of year2018-12-31$68,444
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$189,413
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$393,164
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,133,465
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,740,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$3,046,556
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,667,732
Interest on participant loans2018-12-31$3,243
Interest earned on other investments2018-12-31$64
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,125
Net investment gain/loss from pooled separate accounts2018-12-31$-221,998
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$91,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$196,729
Contract administrator fees2018-12-31$17,314
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : STATEWIDE REMODELING 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$734,142
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$168,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$166,486
Expenses. Certain deemed distributions of participant loans2017-12-31$54
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$388,160
Value of total assets at end of year2017-12-31$2,740,301
Value of total assets at beginning of year2017-12-31$2,175,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,395
Total interest from all sources2017-12-31$4,552
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
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$388,160
Participant contributions at end of year2017-12-31$68,444
Participant contributions at beginning of year2017-12-31$103,322
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$565,207
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,740,301
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,175,094
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,771,958
Value of interest in pooled separate accounts at end of year2017-12-31$2,667,732
Interest on participant loans2017-12-31$4,040
Interest earned on other investments2017-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$299,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$299,814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$319,469
Net investment gain/loss from pooled separate accounts2017-12-31$21,961
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$166,486
Contract administrator fees2017-12-31$2,395
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : STATEWIDE REMODELING 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$493,455
Total of all expenses incurred2016-12-31$111,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$106,138
Expenses. Certain deemed distributions of participant loans2016-12-31$1,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$372,527
Value of total assets at end of year2016-12-31$2,175,094
Value of total assets at beginning of year2016-12-31$1,793,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,320
Total interest from all sources2016-12-31$4,082
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$180,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$372,527
Participant contributions at end of year2016-12-31$103,322
Participant contributions at beginning of year2016-12-31$88,825
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$382,072
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,175,094
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,793,022
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$1,771,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,412,914
Interest on participant loans2016-12-31$4,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$299,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$291,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$291,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$116,846
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$106,138
Contract administrator fees2016-12-31$3,320
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 name2016-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2016-12-31410746749
2015 : STATEWIDE REMODELING 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$319,695
Total of all expenses incurred2015-12-31$58,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$57,258
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$314,268
Value of total assets at end of year2015-12-31$1,793,022
Value of total assets at beginning of year2015-12-31$1,532,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,680
Total interest from all sources2015-12-31$7,381
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$100,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$314,268
Participant contributions at end of year2015-12-31$88,825
Participant contributions at beginning of year2015-12-31$68,809
Participant contributions at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$260,757
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,793,022
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,532,265
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$1,412,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,350,368
Interest on participant loans2015-12-31$7,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$291,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$113,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$113,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
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$57,258
Contract administrator fees2015-12-31$1,680
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2015-12-31410746749
2014 : STATEWIDE REMODELING 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$313,513
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$214,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$211,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$247,773
Value of total assets at end of year2014-12-31$1,532,265
Value of total assets at beginning of year2014-12-31$1,433,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,860
Total interest from all sources2014-12-31$3,432
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$247,773
Participant contributions at end of year2014-12-31$68,809
Participant contributions at beginning of year2014-12-31$77,368
Other income not declared elsewhere2014-12-31$62,308
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$99,055
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,532,265
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,433,210
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$2,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,350,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,245,260
Interest on participant loans2014-12-31$3,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$113,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$110,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$110,582
Net investment gain/loss from pooled separate accounts2014-12-31$62,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$211,598
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 name2014-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2014-12-31410746749
2013 : STATEWIDE REMODELING 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$430,333
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$116,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$90,693
Expenses. Certain deemed distributions of participant loans2013-12-31$18,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$230,288
Value of total assets at end of year2013-12-31$1,433,210
Value of total assets at beginning of year2013-12-31$1,119,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,633
Total interest from all sources2013-12-31$3,450
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$11,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$11,559
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$230,288
Participant contributions at end of year2013-12-31$77,368
Participant contributions at beginning of year2013-12-31$92,996
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$313,918
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,433,210
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,119,292
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$1,245,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$962,135
Interest on participant loans2013-12-31$3,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$110,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$64,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$64,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$185,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$90,693
Contract administrator fees2013-12-31$7,633
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 name2013-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2013-12-31410746749
2012 : STATEWIDE REMODELING 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$340,182
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$105,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$101,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$233,396
Value of total assets at end of year2012-12-31$1,119,292
Value of total assets at beginning of year2012-12-31$884,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,844
Total interest from all sources2012-12-31$2,197
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$14,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$14,572
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$233,396
Participant contributions at end of year2012-12-31$92,996
Participant contributions at beginning of year2012-12-31$37,070
Participant contributions at beginning of year2012-12-31$7,522
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$234,676
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,119,292
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$884,616
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$962,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$738,738
Interest on participant loans2012-12-31$2,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$64,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$101,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$101,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$90,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$101,662
Contract administrator fees2012-12-31$3,844
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 name2012-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : STATEWIDE REMODELING 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$186,267
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$177,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$174,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$210,715
Value of total assets at end of year2011-12-31$884,616
Value of total assets at beginning of year2011-12-31$876,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,828
Total interest from all sources2011-12-31$693
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$16,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$16,554
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
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$210,715
Participant contributions at end of year2011-12-31$37,070
Participant contributions at beginning of year2011-12-31$42,071
Participant contributions at end of year2011-12-31$7,522
Participant contributions at beginning of year2011-12-31$5,602
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$8,296
Value of net assets at end of year (total assets less liabilities)2011-12-31$884,616
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$876,320
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$738,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$726,352
Income. Interest from loans (other than to participants)2011-12-31$693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$101,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$102,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$102,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-41,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$174,143
Contract administrator fees2011-12-31$3,828
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 name2011-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2011-12-31410746749
2010 : STATEWIDE REMODELING 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$250,020
Total of all expenses incurred2010-12-31$238,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$234,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$156,216
Value of total assets at end of year2010-12-31$876,320
Value of total assets at beginning of year2010-12-31$864,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,927
Total interest from all sources2010-12-31$705
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$10,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$10,975
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
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$156,216
Participant contributions at end of year2010-12-31$42,071
Participant contributions at beginning of year2010-12-31$46,790
Participant contributions at end of year2010-12-31$5,602
Participant contributions at beginning of year2010-12-31$5,106
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$11,556
Value of net assets at end of year (total assets less liabilities)2010-12-31$876,320
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$864,764
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$726,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$729,970
Interest on participant loans2010-12-31$705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$102,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$82,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$82,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$82,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$234,537
Contract administrator fees2010-12-31$3,927
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 name2010-12-31MIDDLETON, BURNS, & DAVIS PC
Accountancy firm EIN2010-12-31751941702
2009 : STATEWIDE REMODELING 401(K) 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 STATEWIDE REMODELING 401(K) PLAN

2021: STATEWIDE REMODELING 401(K) 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: STATEWIDE REMODELING 401(K) 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: STATEWIDE REMODELING 401(K) 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: STATEWIDE REMODELING 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STATEWIDE REMODELING 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STATEWIDE REMODELING 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STATEWIDE REMODELING 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STATEWIDE REMODELING 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STATEWIDE REMODELING 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STATEWIDE REMODELING 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STATEWIDE REMODELING 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STATEWIDE REMODELING 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STATEWIDE REMODELING 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: STATEWIDE REMODELING 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811771
Policy instance 1
Insurance contract or identification number811771
Number of Individuals Covered337
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $8,878
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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 $8,878
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811771
Policy instance 1
Insurance contract or identification number811771
Number of Individuals Covered272
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,591
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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 $7,591
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811771
Policy instance 1
Insurance contract or identification number811771
Number of Individuals Covered259
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,475
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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 $8,475
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811771
Policy instance 1
Insurance contract or identification number811771
Number of Individuals Covered238
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,008
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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 $8,008
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811771
Policy instance 1
Insurance contract or identification number811771
Number of Individuals Covered289
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,108
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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 $7,108
Insurance broker organization code?0
Insurance broker nameKESTRA INVESTMENT SERVICES LLC

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