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FLOW-ZONE, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameFLOW-ZONE, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

FLOW-ZONE, LLC 401(K) PROFIT SHARING 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

FLOW-ZONE, LLC has sponsored the creation of one or more 401k plans.

Company Name:FLOW-ZONE, LLC
Employer identification number (EIN):760595322
NAIC Classification:423800

Additional information about FLOW-ZONE, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1999-02-09
Company Identification Number: 0704679122
Legal Registered Office Address: 3504 DWAYNE RD

ROSHARON
United States of America (USA)
77583

More information about FLOW-ZONE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLOW-ZONE, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01AMEENA MINGAU2022-06-14
0012020-01-01AMEENA MINGAU2021-09-27
0012019-01-01AMEENA MINGAU2020-05-11
0012018-01-01AMEENA MINGAU2019-09-18
0012017-01-01
0012016-01-01
0012015-01-01AMEENA MINGAU
0012014-01-01AMEENA MINGAU
0012013-01-01AMEENA MINGAU2014-07-09
0012012-01-01AMEENA MINGAU2013-10-10
0012011-01-01JAMES FRANKLIN2012-05-17
0012010-01-01JAMES FRANKLIN2011-03-07

Plan Statistics for FLOW-ZONE, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FLOW-ZONE, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: FLOW-ZONE, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01115
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: FLOW-ZONE, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01167
Total number of active participants reported on line 7a of the Form 55002020-01-0185
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01111
Number of participants with account balances2020-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0137
2019: FLOW-ZONE, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01157
Total number of active participants reported on line 7a of the Form 55002019-01-01129
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01153
Number of participants with account balances2019-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0128
2018: FLOW-ZONE, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01147
Total number of active participants reported on line 7a of the Form 55002018-01-01119
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0125
Total of all active and inactive participants2018-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01144
Number of participants with account balances2018-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0134
2017: FLOW-ZONE, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01122
Total number of active participants reported on line 7a of the Form 55002017-01-01103
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01132
Number of participants with account balances2017-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: FLOW-ZONE, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01150
Total number of active participants reported on line 7a of the Form 55002016-01-0185
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01106
Number of participants with account balances2016-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0135
2015: FLOW-ZONE, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01182
Total number of active participants reported on line 7a of the Form 55002015-01-01117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01144
Number of participants with account balances2015-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0142
2014: FLOW-ZONE, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01135
Total number of active participants reported on line 7a of the Form 55002014-01-01135
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01151
Number of participants with account balances2014-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0126

Financial Data on FLOW-ZONE, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : FLOW-ZONE, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-08-06$0
Total transfer of assets from this plan2021-08-06$3,164,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-06$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-06$0
Total income from all sources (including contributions)2021-08-06$480,564
Total loss/gain on sale of assets2021-08-06$0
Total of all expenses incurred2021-08-06$738,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-06$732,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-06$103,384
Value of total assets at end of year2021-08-06$0
Value of total assets at beginning of year2021-08-06$3,422,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-06$5,366
Total interest from all sources2021-08-06$3,650
Total dividends received (eg from common stock, registered investment company shares)2021-08-06$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-06No
Was this plan covered by a fidelity bond2021-08-06Yes
Value of fidelity bond cover2021-08-06$1,000,000
If this is an individual account plan, was there a blackout period2021-08-06No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-06$0
Were there any nonexempt tranactions with any party-in-interest2021-08-06No
Contributions received from participants2021-08-06$103,384
Participant contributions at end of year2021-08-06$0
Participant contributions at beginning of year2021-08-06$126,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-06No
Value of net income/loss2021-08-06$-257,775
Value of net assets at end of year (total assets less liabilities)2021-08-06$0
Value of net assets at beginning of year (total assets less liabilities)2021-08-06$3,422,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-06No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-06No
Were any leases to which the plan was party in default or uncollectible2021-08-06No
Value of interest in pooled separate accounts at end of year2021-08-06$0
Value of interest in pooled separate accounts at beginning of year2021-08-06$3,157,317
Interest on participant loans2021-08-06$3,083
Interest earned on other investments2021-08-06$567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-08-06$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-08-06$138,522
Net investment gain/loss from pooled separate accounts2021-08-06$373,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-06No
Was there a failure to transmit to the plan any participant contributions2021-08-06No
Has the plan failed to provide any benefit when due under the plan2021-08-06No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-06$732,973
Contract administrator fees2021-08-06$5,366
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-08-06No
Did the plan have assets held for investment2021-08-06No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-06No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-06Yes
Opinion of an independent qualified public accountant for this plan2021-08-06Unqualified
Accountancy firm name2021-08-06DESROCHES PARTNERS, LLP
Accountancy firm EIN2021-08-06455494185
2020 : FLOW-ZONE, LLC 401(K) PROFIT SHARING 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$729,194
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$555,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$545,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$393,703
Value of total assets at end of year2020-12-31$3,422,031
Value of total assets at beginning of year2020-12-31$3,247,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,075
Total interest from all sources2020-12-31$10,661
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$305,304
Participant contributions at end of year2020-12-31$126,192
Participant contributions at beginning of year2020-12-31$194,796
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,510
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$174,039
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,422,031
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,247,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$3,157,317
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,749,672
Interest on participant loans2020-12-31$8,676
Interest earned on other investments2020-12-31$1,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$138,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$303,524
Net investment gain/loss from pooled separate accounts2020-12-31$324,830
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$77,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$545,080
Contract administrator fees2020-12-31$10,075
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 name2020-12-31DESROCHES PARTNERS, LLP
Accountancy firm EIN2020-12-31455494185
2019 : FLOW-ZONE, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,289,661
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$301,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$290,537
Value of total corrective distributions2019-12-31$82
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$756,305
Value of total assets at end of year2019-12-31$3,247,992
Value of total assets at beginning of year2019-12-31$2,259,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,615
Total interest from all sources2019-12-31$11,306
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$1,000,000
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$422,058
Participant contributions at end of year2019-12-31$194,796
Participant contributions at beginning of year2019-12-31$141,564
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$131,147
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$988,427
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,247,992
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,259,565
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$2,749,672
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,977,230
Interest on participant loans2019-12-31$8,637
Interest earned on other investments2019-12-31$2,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$303,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$140,771
Net investment gain/loss from pooled separate accounts2019-12-31$522,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$203,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$290,537
Contract administrator fees2019-12-31$10,615
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 name2019-12-31DESROCHES PARTNERS, LLP
Accountancy firm EIN2019-12-31455494185
2018 : FLOW-ZONE, LLC 401(K) PROFIT SHARING 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$340,558
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$213,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$198,897
Value of total corrective distributions2018-12-31$5,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$476,252
Value of total assets at end of year2018-12-31$2,259,565
Value of total assets at beginning of year2018-12-31$2,132,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,385
Total interest from all sources2018-12-31$7,625
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$1,000,000
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$348,277
Participant contributions at end of year2018-12-31$141,564
Participant contributions at beginning of year2018-12-31$153,441
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,755
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$126,826
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,259,565
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,132,739
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$1,977,230
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,874,182
Interest on participant loans2018-12-31$6,748
Interest earned on other investments2018-12-31$877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$140,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$105,116
Net investment gain/loss from pooled separate accounts2018-12-31$-143,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$125,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$198,897
Contract administrator fees2018-12-31$9,385
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 name2018-12-31DESROCHES PARTNERS, LLP
Accountancy firm EIN2018-12-31455494185
2017 : FLOW-ZONE, LLC 401(K) PROFIT SHARING 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$547,662
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$546,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$538,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$277,107
Value of total assets at end of year2017-12-31$2,132,739
Value of total assets at beginning of year2017-12-31$2,132,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,611
Total interest from all sources2017-12-31$8,300
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$252,913
Participant contributions at end of year2017-12-31$153,441
Participant contributions at beginning of year2017-12-31$174,551
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$24,194
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$669
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,132,739
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,132,070
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$1,874,182
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,731,655
Interest on participant loans2017-12-31$7,518
Interest earned on other investments2017-12-31$782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$105,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$225,864
Net investment gain/loss from pooled separate accounts2017-12-31$262,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$538,382
Contract administrator fees2017-12-31$8,611
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 name2017-12-31DESROCHES PARTNERS, LLP
Accountancy firm EIN2017-12-31455494185
2016 : FLOW-ZONE, LLC 401(K) PROFIT SHARING 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$359,538
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$549,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$520,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$227,164
Value of total assets at end of year2016-12-31$2,132,070
Value of total assets at beginning of year2016-12-31$2,321,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,989
Total interest from all sources2016-12-31$6,367
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$1,000,000
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$217,746
Participant contributions at end of year2016-12-31$174,551
Participant contributions at beginning of year2016-12-31$162,174
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$9,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-189,646
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,132,070
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,321,716
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$1,731,655
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,963,227
Interest on participant loans2016-12-31$5,486
Interest earned on other investments2016-12-31$881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$225,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$196,315
Net investment gain/loss from pooled separate accounts2016-12-31$126,007
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$385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$520,195
Contract administrator fees2016-12-31$28,989
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 name2016-12-31DESROCHES PARTNERS, LLP
Accountancy firm EIN2016-12-31455494185
2015 : FLOW-ZONE, LLC 401(K) PROFIT SHARING 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$564,369
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$161,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$141,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$582,493
Value of total assets at end of year2015-12-31$2,321,716
Value of total assets at beginning of year2015-12-31$1,918,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,991
Total interest from all sources2015-12-31$5,770
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$338,456
Participant contributions at end of year2015-12-31$162,174
Participant contributions at beginning of year2015-12-31$120,051
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,814
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$403,066
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,321,716
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,918,650
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$1,963,227
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,578,465
Interest on participant loans2015-12-31$4,939
Interest earned on other investments2015-12-31$831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$196,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$220,134
Net investment gain/loss from pooled separate accounts2015-12-31$-23,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$236,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$141,312
Contract administrator fees2015-12-31$19,991
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 name2015-12-31DESROCHES PARTNERS, LLP
Accountancy firm EIN2015-12-31455494185
2014 : FLOW-ZONE, LLC 401(K) PROFIT SHARING 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$643,599
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$93,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$86,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$552,828
Value of total assets at end of year2014-12-31$1,918,650
Value of total assets at beginning of year2014-12-31$1,368,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,720
Total interest from all sources2014-12-31$3,954
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$255,471
Participant contributions at end of year2014-12-31$120,051
Participant contributions at beginning of year2014-12-31$88,032
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$90,828
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$549,960
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,918,650
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,368,690
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$1,578,465
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,047,184
Interest on participant loans2014-12-31$2,953
Interest earned on other investments2014-12-31$1,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$220,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$233,474
Net investment gain/loss from pooled separate accounts2014-12-31$86,817
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$206,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$86,919
Contract administrator fees2014-12-31$6,720
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 name2014-12-31DESROCHES PARTNERS, LLP
Accountancy firm EIN2014-12-31455494185

Form 5500 Responses for FLOW-ZONE, LLC 401(K) PROFIT SHARING PLAN

2021: FLOW-ZONE, LLC 401(K) PROFIT SHARING 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 filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: FLOW-ZONE, LLC 401(K) PROFIT SHARING 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: FLOW-ZONE, LLC 401(K) PROFIT SHARING 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: FLOW-ZONE, LLC 401(K) PROFIT SHARING 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: FLOW-ZONE, LLC 401(K) PROFIT SHARING 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: FLOW-ZONE, LLC 401(K) PROFIT SHARING 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: FLOW-ZONE, LLC 401(K) PROFIT SHARING 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: FLOW-ZONE, LLC 401(K) PROFIT SHARING 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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808260
Policy instance 1
Insurance contract or identification number808260
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-08-06
Total amount of commissions paid to insurance brokerUSD $4,974
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,974
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808260
Policy instance 1
Insurance contract or identification number808260
Number of Individuals Covered111
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $8,471
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,471
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808260
Policy instance 1
Insurance contract or identification number808260
Number of Individuals Covered153
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,437
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,437
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808260
Policy instance 1
Insurance contract or identification number808260
Number of Individuals Covered132
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,435
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,435
Insurance broker organization code?3
Insurance broker nameAL THURMOND AGENCY INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808260
Policy instance 1
Insurance contract or identification number808260
Number of Individuals Covered144
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,520
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 $6,520
Insurance broker organization code?3
Insurance broker nameAL THURMOND AGENCY INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808260
Policy instance 1
Insurance contract or identification number808260
Number of Individuals Covered151
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,056
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 $5,056
Insurance broker organization code?3
Insurance broker nameAL THURMOND AGENCY INC.

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