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SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 401k Plan overview

Plan NameSPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN
Plan identification number 001

SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS 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.
  • 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

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

Company Name:SPITZER INDUSTRIES, INC.
Employer identification number (EIN):760495186
NAIC Classification:332900

Additional information about SPITZER INDUSTRIES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1992-11-17
Company Identification Number: 0125015800
Legal Registered Office Address: 20445 SH 249 STE 275

HOUSTON
United States of America (USA)
77070

More information about SPITZER INDUSTRIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01JOHN TED JOHNSON2020-10-07
0012018-01-01CULLEN SPITZER2019-08-18
0012017-01-01
0012016-01-01
0012015-01-01CULLEN SPITZER
0012014-01-01BRIAN GROODY
0012013-01-01BRIAN GROODY
0012012-01-01CULLEN SPITZER
0012011-01-01CULLEN SPITZER
0012009-01-01CULLEN SPITZER

Plan Statistics for SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN

401k plan membership statisitcs for SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN

Measure Date Value
2022: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01543
Total number of active participants reported on line 7a of the Form 55002022-01-01445
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0182
Total of all active and inactive participants2022-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01530
Number of participants with account balances2022-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0165
2021: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01824
Total number of active participants reported on line 7a of the Form 55002021-01-01447
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0185
Total of all active and inactive participants2021-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01532
Number of participants with account balances2021-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0161
2020: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01840
Total number of active participants reported on line 7a of the Form 55002020-01-01716
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01104
Total of all active and inactive participants2020-01-01820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01820
Number of participants with account balances2020-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01907
Total number of active participants reported on line 7a of the Form 55002019-01-01778
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0162
Total of all active and inactive participants2019-01-01840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01840
Number of participants with account balances2019-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01645
Total number of active participants reported on line 7a of the Form 55002018-01-01784
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 participants2018-01-01829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01830
Number of participants with account balances2018-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01553
Total number of active participants reported on line 7a of the Form 55002017-01-01556
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01605
Number of participants with account balances2017-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01707
Total number of active participants reported on line 7a of the Form 55002016-01-01455
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0194
Total of all active and inactive participants2016-01-01549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01549
Number of participants with account balances2016-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0148
2015: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01716
Total number of active participants reported on line 7a of the Form 55002015-01-01663
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01699
Number of participants with account balances2015-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01645
Total number of active participants reported on line 7a of the Form 55002014-01-01551
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01582
Number of participants with account balances2014-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01654
Total number of active participants reported on line 7a of the Form 55002013-01-01602
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01629
Number of participants with account balances2013-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01622
Total number of active participants reported on line 7a of the Form 55002012-01-01553
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01588
Number of participants with account balances2012-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01609
Total number of active participants reported on line 7a of the Form 55002011-01-01550
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01584
Number of participants with account balances2011-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01259
Total number of active participants reported on line 7a of the Form 55002009-01-01556
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01562
Number of participants with account balances2009-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN

Measure Date Value
2022 : SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-1,187,766
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$944,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$814,889
Value of total corrective distributions2022-12-31$55,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$891,631
Value of total assets at end of year2022-12-31$11,434,730
Value of total assets at beginning of year2022-12-31$13,566,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$74,083
Total interest from all sources2022-12-31$3,000
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$163,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$163,223
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$823,042
Participant contributions at end of year2022-12-31$62,623
Participant contributions at beginning of year2022-12-31$60,333
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$35,949
Other income not declared elsewhere2022-12-31$23,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,132,039
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,434,730
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,566,769
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$39,942
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,970,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,371,392
Interest on participant loans2022-12-31$3,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,401,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,135,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,268,851
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$32,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$814,889
Contract administrator fees2022-12-31$34,141
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 name2022-12-31MELTON AND MELTON
Accountancy firm EIN2022-12-31741550819
2021 : SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS 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$2,663,687
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,019,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$966,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$955,370
Value of total assets at end of year2021-12-31$13,566,769
Value of total assets at beginning of year2021-12-31$11,922,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,721
Total interest from all sources2021-12-31$3,097
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$168,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$168,624
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$785,012
Participant contributions at end of year2021-12-31$60,333
Participant contributions at beginning of year2021-12-31$59,139
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$167,079
Other income not declared elsewhere2021-12-31$19,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,644,618
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,566,769
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,922,151
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
Investment advisory and management fees2021-12-31$31,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,371,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,973,634
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$3,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,135,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,889,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,516,793
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$3,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$966,348
Contract administrator fees2021-12-31$20,905
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 name2021-12-31MELTON AND MELTON
Accountancy firm EIN2021-12-31741550819
2020 : SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS 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$3,035,205
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,009,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,982,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,619,897
Value of total assets at end of year2020-12-31$11,922,151
Value of total assets at beginning of year2020-12-31$10,896,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,638
Total interest from all sources2020-12-31$3,110
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$66,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$66,344
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$984,733
Participant contributions at end of year2020-12-31$59,139
Participant contributions at beginning of year2020-12-31$65,389
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$347,357
Other income not declared elsewhere2020-12-31$66,371
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$1,025,924
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,922,151
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,896,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,973,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,013,288
Interest on participant loans2020-12-31$3,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,889,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,817,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,279,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$287,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,982,643
Contract administrator fees2020-12-31$26,638
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 name2020-12-31MELTON AND MELTON
Accountancy firm EIN2020-12-31741550819
2019 : SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS 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$3,046,262
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$640,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$638,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,343,016
Value of total assets at end of year2019-12-31$10,896,227
Value of total assets at beginning of year2019-12-31$8,490,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,810
Total interest from all sources2019-12-31$73,928
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$1,022,616
Participant contributions at end of year2019-12-31$65,389
Participant contributions at beginning of year2019-12-31$106,383
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$82,462
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$2,406,023
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,896,227
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,490,204
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$9,013,288
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,172,614
Interest on participant loans2019-12-31$3,348
Interest earned on other investments2019-12-31$70,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,817,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,211,207
Net investment gain/loss from pooled separate accounts2019-12-31$1,629,318
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$237,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$638,429
Contract administrator fees2019-12-31$1,810
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 name2019-12-31MELTON AND MELTON
Accountancy firm EIN2019-12-31741550819
2018 : SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS 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$583,693
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$486,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$476,785
Value of total corrective distributions2018-12-31$8,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$999,051
Value of total assets at end of year2018-12-31$8,490,204
Value of total assets at beginning of year2018-12-31$8,393,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,105
Total interest from all sources2018-12-31$73,753
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$862,804
Participant contributions at end of year2018-12-31$106,383
Participant contributions at beginning of year2018-12-31$149,968
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$136,247
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$97,055
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,490,204
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,393,149
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$6,172,614
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,255,862
Interest on participant loans2018-12-31$5,309
Interest earned on other investments2018-12-31$68,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,211,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,987,319
Net investment gain/loss from pooled separate accounts2018-12-31$-489,111
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$476,785
Contract administrator fees2018-12-31$1,105
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 name2018-12-31MELTON AND MELTON
Accountancy firm EIN2018-12-31741550819
2017 : SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS 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$2,121,493
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$896,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$894,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$869,403
Value of total assets at end of year2017-12-31$8,393,149
Value of total assets at beginning of year2017-12-31$7,168,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,195
Total interest from all sources2017-12-31$62,864
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$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$809,867
Participant contributions at end of year2017-12-31$149,968
Participant contributions at beginning of year2017-12-31$81,769
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$58,297
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$1,224,981
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,393,149
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,168,168
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$6,255,862
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,410,112
Interest on participant loans2017-12-31$3,394
Interest earned on other investments2017-12-31$59,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,987,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,676,287
Net investment gain/loss from pooled separate accounts2017-12-31$1,189,226
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$1,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$894,317
Contract administrator fees2017-12-31$2,195
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 name2017-12-31MELTON AND MELTON
Accountancy firm EIN2017-12-31741550819
2016 : SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,425,092
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$886,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$882,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$939,586
Value of total assets at end of year2016-12-31$7,168,168
Value of total assets at beginning of year2016-12-31$6,630,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,270
Total interest from all sources2016-12-31$54,853
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
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$893,866
Participant contributions at end of year2016-12-31$81,769
Participant contributions at beginning of year2016-12-31$110,241
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,962
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$538,135
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,168,168
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,630,033
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$5,410,112
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,071,837
Interest on participant loans2016-12-31$2,662
Interest earned on other investments2016-12-31$52,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,676,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,447,955
Net investment gain/loss from pooled separate accounts2016-12-31$430,653
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$41,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$882,687
Contract administrator fees2016-12-31$4,270
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 name2016-12-31MELTON AND MELTON
Accountancy firm EIN2016-12-31741550819
2015 : SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,630,905
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,147,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,114,296
Value of total corrective distributions2015-12-31$30,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,542,727
Value of total assets at end of year2015-12-31$6,630,033
Value of total assets at beginning of year2015-12-31$5,146,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,890
Total interest from all sources2015-12-31$48,994
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,503,230
Participant contributions at end of year2015-12-31$110,241
Participant contributions at beginning of year2015-12-31$203,947
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$34,252
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$1,483,595
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,630,033
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,146,438
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$5,071,837
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,937,728
Interest on participant loans2015-12-31$6,225
Interest earned on other investments2015-12-31$42,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,447,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,004,763
Net investment gain/loss from pooled separate accounts2015-12-31$39,184
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$1,005,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,114,296
Contract administrator fees2015-12-31$2,890
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 name2015-12-31MELTON & MELTON
Accountancy firm EIN2015-12-31741550819
2014 : SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS 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$863,998
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,156,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,119,318
Value of total corrective distributions2014-12-31$34,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$511,492
Value of total assets at end of year2014-12-31$5,146,438
Value of total assets at beginning of year2014-12-31$5,439,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,860
Total interest from all sources2014-12-31$63,764
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$500,000
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$497,509
Participant contributions at end of year2014-12-31$203,947
Participant contributions at beginning of year2014-12-31$234,556
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$13,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-292,594
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,146,438
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,439,032
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$3,937,728
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,577,965
Interest on participant loans2014-12-31$5,578
Interest earned on other investments2014-12-31$58,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,004,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,626,511
Net investment gain/loss from pooled separate accounts2014-12-31$288,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,119,318
Contract administrator fees2014-12-31$2,860
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 name2014-12-31MELTON & MELTON
Accountancy firm EIN2014-12-31741550819
2013 : SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS 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$1,410,963
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$447,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$407,822
Value of total corrective distributions2013-12-31$35,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$503,064
Value of total assets at end of year2013-12-31$5,439,032
Value of total assets at beginning of year2013-12-31$4,475,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,398
Total interest from all sources2013-12-31$64,922
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$1,000,000
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$457,064
Participant contributions at end of year2013-12-31$234,556
Participant contributions at beginning of year2013-12-31$174,896
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$46,000
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$963,287
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,439,032
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,475,745
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$3,577,965
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,587,866
Interest on participant loans2013-12-31$5,694
Interest earned on other investments2013-12-31$59,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,626,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,712,983
Net investment gain/loss from pooled separate accounts2013-12-31$842,977
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$407,822
Contract administrator fees2013-12-31$4,398
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 name2013-12-31MELTON & MELTON
Accountancy firm EIN2013-12-31741550819
2012 : SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS 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$1,314,813
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$450,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$393,886
Value of total corrective distributions2012-12-31$53,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$919,488
Value of total assets at end of year2012-12-31$4,475,745
Value of total assets at beginning of year2012-12-31$3,611,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,086
Total interest from all sources2012-12-31$55,994
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$250,000
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$496,906
Participant contributions at end of year2012-12-31$174,896
Participant contributions at beginning of year2012-12-31$163,384
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$422,582
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$864,597
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,475,745
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,611,148
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$2,587,866
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,935,922
Interest on participant loans2012-12-31$5,225
Interest earned on other investments2012-12-31$50,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,712,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,511,842
Net investment gain/loss from pooled separate accounts2012-12-31$339,331
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$393,886
Contract administrator fees2012-12-31$3,086
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 name2012-12-31MELTON & MELTON
Accountancy firm EIN2012-12-31741550819
2011 : SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$453
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$881,501
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$419,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$354,747
Expenses. Certain deemed distributions of participant loans2011-12-31$9,195
Value of total corrective distributions2011-12-31$50,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$863,223
Value of total assets at end of year2011-12-31$3,611,148
Value of total assets at beginning of year2011-12-31$3,149,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,335
Total interest from all sources2011-12-31$50,044
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$250,000
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$521,793
Participant contributions at end of year2011-12-31$163,384
Participant contributions at beginning of year2011-12-31$140,993
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$341,430
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$461,533
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,611,148
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,149,162
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 pooled separate accounts at end of year2011-12-31$1,935,922
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,656,891
Interest on participant loans2011-12-31$5,532
Interest earned on other investments2011-12-31$44,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,511,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,351,278
Net investment gain/loss from pooled separate accounts2011-12-31$-31,766
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$354,747
Contract administrator fees2011-12-31$5,335
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 name2011-12-31MELTON & MELTON
Accountancy firm EIN2011-12-31741550819
2010 : SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$1,360,253
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$756,587
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$75,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$60,486
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$12,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$501,077
Value of total assets at end of year2010-12-31$3,149,162
Value of total assets at beginning of year2010-12-31$1,107,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,085
Total interest from all sources2010-12-31$46,201
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
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$501,077
Participant contributions at end of year2010-12-31$140,993
Participant contributions at beginning of year2010-12-31$33,251
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$680,987
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,149,162
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,107,922
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 pooled separate accounts at end of year2010-12-31$1,656,891
Value of interest in pooled separate accounts at beginning of year2010-12-31$868,992
Interest on participant loans2010-12-31$4,752
Interest earned on other investments2010-12-31$41,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,351,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$205,679
Net investment gain/loss from pooled separate accounts2010-12-31$209,309
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 contributions2010-12-31Yes
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$60,486
Contract administrator fees2010-12-31$3,085
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 name2010-12-31MELTON & MELTON
Accountancy firm EIN2010-12-31741550819
2009 : SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS 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 SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN

2022: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS 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: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS 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: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS 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: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS 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: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS 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: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SPITZER INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PS 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 – 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 numberSP0802
Policy instance 1
Insurance contract or identification numberSP0802
Number of Individuals Covered428
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberSP0802
Policy instance 1
Insurance contract or identification numberSP0802
Number of Individuals Covered308
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberSP0802
Policy instance 2
Insurance contract or identification numberSP0802
Number of Individuals Covered223
Insurance policy start date2020-12-16
Insurance policy end date2020-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502886
Policy instance 1
Insurance contract or identification number502886
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502886
Policy instance 1
Insurance contract or identification number502886
Number of Individuals Covered840
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502886
Policy instance 1
Insurance contract or identification number502886
Number of Individuals Covered605
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502886
Policy instance 1
Insurance contract or identification number502886
Number of Individuals Covered699
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502886
Policy instance 1
Insurance contract or identification number502886
Number of Individuals Covered582
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502886
Policy instance 1
Insurance contract or identification number502886
Number of Individuals Covered629
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,715
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $5,715
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE SERVICES INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502886
Policy instance 1
Insurance contract or identification number502886
Number of Individuals Covered588
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,077
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $2,664
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE SERVICES INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502886
Policy instance 1
Insurance contract or identification number502886
Number of Individuals Covered584
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,564
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502886
Policy instance 1
Insurance contract or identification number502886
Number of Individuals Covered579
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $17,416
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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

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