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FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameFEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN
Plan identification number 001

FEIST WATSON ENTERPRISES, INC. 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FEIST WATSON ENTERPRISES has sponsored the creation of one or more 401k plans.

Company Name:FEIST WATSON ENTERPRISES
Employer identification number (EIN):810379981
NAIC Classification:424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01SHAWNA SMITH2022-07-20 SHAWNA SMITH2022-07-20
0012020-01-01SHAWNA SMITH2021-09-27 SHAWNA SMITH2021-09-27
0012019-01-01SHAWNA SMITH2020-07-29 SHAWNA SMITH2020-07-29
0012018-01-01SHAWNA SMITH2019-09-03 SHAWNA SMITH2019-09-03
0012017-01-01
0012016-01-01
0012016-01-01SHAWNA SMITH2017-07-13
0012015-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01SHAWNA SMITH
0012011-01-01SHAWNA SMITH
0012010-01-01SHAWNA SMITH
0012009-01-01ALLYSON111
0012009-01-01ALLYSON111

Plan Statistics for FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN

Measure Date Value
2022: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01212
Total number of active participants reported on line 7a of the Form 55002022-01-01201
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0140
Total of all active and inactive participants2022-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01241
Number of participants with account balances2022-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01256
Total number of active participants reported on line 7a of the Form 55002021-01-01181
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01218
Number of participants with account balances2021-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01233
Total number of active participants reported on line 7a of the Form 55002020-01-01206
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0150
Total of all active and inactive participants2020-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01256
Number of participants with account balances2020-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01182
Total number of active participants reported on line 7a of the Form 55002019-01-01194
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01233
Number of participants with account balances2019-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01172
Total number of active participants reported on line 7a of the Form 55002018-01-01161
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01182
Number of participants with account balances2018-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01179
Total number of active participants reported on line 7a of the Form 55002017-01-01148
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01172
Number of participants with account balances2017-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01170
Total number of active participants reported on line 7a of the Form 55002016-01-01157
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01179
Number of participants with account balances2016-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01144
Total number of active participants reported on line 7a of the Form 55002015-01-01137
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01157
Number of participants with account balances2015-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01149
Total number of active participants reported on line 7a of the Form 55002014-01-01132
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01144
Total participants2014-01-01144
Number of participants with account balances2014-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01144
Total number of active participants reported on line 7a of the Form 55002013-01-01138
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01149
Total participants2013-01-01149
Number of participants with account balances2013-01-0191
2012: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01143
Total number of active participants reported on line 7a of the Form 55002012-01-01136
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01144
Total participants2012-01-01144
Number of participants with account balances2012-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01215
Total number of active participants reported on line 7a of the Form 55002011-01-01134
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01143
Number of participants with account balances2011-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01155
Total number of active participants reported on line 7a of the Form 55002010-01-01137
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01147
Number of participants with account balances2010-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01161
Total number of active participants reported on line 7a of the Form 55002009-01-01133
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01140
Number of participants with account balances2009-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-928,157
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$635,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$565,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,308,839
Value of total assets at end of year2022-12-31$13,148,500
Value of total assets at beginning of year2022-12-31$14,712,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$70,737
Total interest from all sources2022-12-31$2,131
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$383,765
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$383,765
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$839,597
Participant contributions at end of year2022-12-31$114,963
Participant contributions at beginning of year2022-12-31$118,463
Participant contributions at beginning of year2022-12-31$6
Assets. Other investments not covered elsewhere at end of year2022-12-31$540,991
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$543,208
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,698
Other income not declared elsewhere2022-12-31$-4,024
Administrative expenses (other) incurred2022-12-31$70,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,563,895
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,148,500
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,712,395
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,660,893
Interest on participant loans2022-12-31$2,131
Value of interest in common/collective trusts at end of year2022-12-31$2,831,653
Value of interest in common/collective trusts at beginning of year2022-12-31$8,456,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,582,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,633,865
Net investment gain or loss from common/collective trusts2022-12-31$14,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$467,544
Employer contributions (assets) at beginning of year2022-12-31$11,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$565,001
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31ANDERSON ZURMUEHLEN
Accountancy firm EIN2022-12-31810385940
2021 : FEIST WATSON ENTERPRISES, INC. PROFIT SHARING 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$1,500
Total income from all sources (including contributions)2021-12-31$3,361,858
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,186,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,108,076
Expenses. Certain deemed distributions of participant loans2021-12-31$6,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,462,001
Value of total assets at end of year2021-12-31$14,712,395
Value of total assets at beginning of year2021-12-31$12,538,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$71,904
Total interest from all sources2021-12-31$5,450
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$782,943
Participant contributions at end of year2021-12-31$118,463
Participant contributions at beginning of year2021-12-31$96,646
Participant contributions at end of year2021-12-31$6
Participant contributions at beginning of year2021-12-31$120
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$243,933
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$1,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,175,292
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,712,395
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,537,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,582,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,998,353
Interest on participant loans2021-12-31$5,450
Value of interest in common/collective trusts at end of year2021-12-31$8,456,144
Value of interest in common/collective trusts at beginning of year2021-12-31$7,038,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$543,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$391,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,894,407
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$435,125
Employer contributions (assets) at end of year2021-12-31$11,720
Employer contributions (assets) at beginning of year2021-12-31$13,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,108,076
Contract administrator fees2021-12-31$71,904
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$37
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 name2021-12-31ANDERSON ZURMUEHLEN
Accountancy firm EIN2021-12-31810385940
2020 : FEIST WATSON ENTERPRISES, INC. 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$1,500
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$2,838,350
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$427,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$385,522
Expenses. Certain deemed distributions of participant loans2020-12-31$4,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,344,204
Value of total assets at end of year2020-12-31$12,538,603
Value of total assets at beginning of year2020-12-31$10,126,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,793
Total interest from all sources2020-12-31$6,358
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$720,058
Participant contributions at end of year2020-12-31$96,646
Participant contributions at beginning of year2020-12-31$135,145
Participant contributions at end of year2020-12-31$120
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$215,542
Liabilities. Value of operating payables at end of year2020-12-31$1,463
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,410,895
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,537,103
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,126,208
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$4,998,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,679,700
Interest on participant loans2020-12-31$6,358
Value of interest in common/collective trusts at end of year2020-12-31$7,038,651
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$391,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$293,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,487,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$408,604
Employer contributions (assets) at end of year2020-12-31$13,357
Employer contributions (assets) at beginning of year2020-12-31$17,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$385,522
Contract administrator fees2020-12-31$37,793
Liabilities. Value of benefit claims payable at end of year2020-12-31$37
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ANDERSON ZURMUEHLEN
Accountancy firm EIN2020-12-31810385940
2019 : FEIST WATSON ENTERPRISES, INC. 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$3,105,811
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$339,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$322,397
Expenses. Certain deemed distributions of participant loans2019-12-31$14,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,355,232
Value of total assets at end of year2019-12-31$10,126,208
Value of total assets at beginning of year2019-12-31$7,359,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,180
Total interest from all sources2019-12-31$7,805
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$614,879
Participant contributions at end of year2019-12-31$135,145
Participant contributions at beginning of year2019-12-31$160,572
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$377,825
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$2,766,583
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,126,208
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,359,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,679,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,912,947
Interest on participant loans2019-12-31$7,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$293,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$275,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,742,774
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$362,528
Employer contributions (assets) at end of year2019-12-31$17,901
Employer contributions (assets) at beginning of year2019-12-31$10,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$322,397
Contract administrator fees2019-12-31$2,180
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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 name2019-12-31ANDERSON ZURMUEHLEN
Accountancy firm EIN2019-12-31810385940
2018 : FEIST WATSON ENTERPRISES, INC. 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$139,111
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$611,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$608,528
Expenses. Certain deemed distributions of participant loans2018-12-31$885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$659,765
Value of total assets at end of year2018-12-31$7,359,625
Value of total assets at beginning of year2018-12-31$7,831,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,802
Total interest from all sources2018-12-31$7,859
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$424,020
Participant contributions at end of year2018-12-31$160,572
Participant contributions at beginning of year2018-12-31$162,444
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-472,104
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,359,625
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,831,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,912,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,218,666
Income. Interest from loans (other than to participants)2018-12-31$7,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$275,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$439,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-528,513
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$224,605
Employer contributions (assets) at end of year2018-12-31$10,854
Employer contributions (assets) at beginning of year2018-12-31$10,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$608,528
Contract administrator fees2018-12-31$1,802
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ANDERSON ZURMUEHLEN
Accountancy firm EIN2018-12-31810385940
2017 : FEIST WATSON ENTERPRISES, INC. 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$1,656,034
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$924,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$903,480
Expenses. Certain deemed distributions of participant loans2017-12-31$18,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$616,959
Value of total assets at end of year2017-12-31$7,831,729
Value of total assets at beginning of year2017-12-31$7,100,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,564
Total interest from all sources2017-12-31$7,096
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$367,062
Participant contributions at end of year2017-12-31$162,444
Participant contributions at beginning of year2017-12-31$142,562
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$55,103
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$731,197
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,831,729
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,100,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,218,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,988,703
Interest on participant loans2017-12-31$7,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$439,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$955,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,031,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$194,794
Employer contributions (assets) at end of year2017-12-31$10,852
Employer contributions (assets) at beginning of year2017-12-31$13,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$903,480
Contract administrator fees2017-12-31$2,564
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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 name2017-12-31ANDERSON ZURMUEHLEN
Accountancy firm EIN2017-12-31810385940
2016 : FEIST WATSON ENTERPRISES, INC. 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$1,187,411
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,796,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,794,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$565,704
Value of total assets at end of year2016-12-31$7,100,532
Value of total assets at beginning of year2016-12-31$7,710,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,210
Total interest from all sources2016-12-31$5,403
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$336,880
Participant contributions at end of year2016-12-31$142,562
Participant contributions at beginning of year2016-12-31$152,526
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$49,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-609,548
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,100,532
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,710,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,988,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,402,532
Interest on participant loans2016-12-31$5,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$955,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$134,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$616,304
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$179,645
Employer contributions (assets) at end of year2016-12-31$13,533
Employer contributions (assets) at beginning of year2016-12-31$20,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,794,749
Contract administrator fees2016-12-31$2,210
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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 name2016-12-31ANDERSON ZURMUEHLEN
Accountancy firm EIN2016-12-31810385940
2015 : FEIST WATSON ENTERPRISES, INC. 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$374,240
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$884,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$864,662
Expenses. Certain deemed distributions of participant loans2015-12-31$18,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$488,646
Value of total assets at end of year2015-12-31$7,710,080
Value of total assets at beginning of year2015-12-31$8,220,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,631
Total interest from all sources2015-12-31$7,315
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$500,000
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$323,525
Participant contributions at end of year2015-12-31$152,526
Participant contributions at beginning of year2015-12-31$169,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-510,417
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,710,080
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,220,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,402,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,729,903
Interest on participant loans2015-12-31$7,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$134,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$312,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-121,721
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$165,121
Employer contributions (assets) at end of year2015-12-31$20,795
Employer contributions (assets) at beginning of year2015-12-31$8,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$864,662
Contract administrator fees2015-12-31$1,631
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31ANDERSON ZURMUEHLEN
Accountancy firm EIN2015-12-31810385940
2014 : FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,021,796
Total of all expenses incurred2014-12-31$1,389,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,384,996
Expenses. Certain deemed distributions of participant loans2014-12-31$2,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$464,269
Value of total assets at end of year2014-12-31$8,220,497
Value of total assets at beginning of year2014-12-31$8,588,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,761
Total interest from all sources2014-12-31$5,473
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$303,502
Participant contributions at end of year2014-12-31$169,135
Participant contributions at beginning of year2014-12-31$99,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-367,952
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,220,497
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,588,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,761
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,729,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,434,596
Interest on participant loans2014-12-31$5,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$312,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$42,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$552,054
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$160,767
Employer contributions (assets) at end of year2014-12-31$8,948
Employer contributions (assets) at beginning of year2014-12-31$12,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,384,996
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31ANDERSON ZURMUEHLEN
Accountancy firm EIN2014-12-31810385940
2013 : FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,775,739
Total of all expenses incurred2013-12-31$1,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$99
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$475,148
Value of total assets at end of year2013-12-31$8,588,449
Value of total assets at beginning of year2013-12-31$6,814,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,881
Total interest from all sources2013-12-31$4,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$312,473
Participant contributions at end of year2013-12-31$99,486
Participant contributions at beginning of year2013-12-31$104,006
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,686
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$1,773,759
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,588,449
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,814,690
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
Investment advisory and management fees2013-12-31$1,881
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,434,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,534,135
Interest on participant loans2013-12-31$4,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$42,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$158,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,296,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$160,989
Employer contributions (assets) at end of year2013-12-31$12,253
Employer contributions (assets) at beginning of year2013-12-31$18,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$99
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31ANDERSON ZURMUEHLEN
Accountancy firm EIN2013-12-31810385940
2012 : FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,183,553
Total of all expenses incurred2012-12-31$204,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$158,254
Expenses. Certain deemed distributions of participant loans2012-12-31$20,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$458,156
Value of total assets at end of year2012-12-31$6,814,690
Value of total assets at beginning of year2012-12-31$5,835,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25,225
Total interest from all sources2012-12-31$4,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$293,444
Participant contributions at end of year2012-12-31$104,006
Participant contributions at beginning of year2012-12-31$134,277
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$11,571
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$979,320
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,814,690
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,835,370
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
Investment advisory and management fees2012-12-31$25,225
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,534,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,832,910
Interest on participant loans2012-12-31$4,697
Value of interest in common/collective trusts at beginning of year2012-12-31$868,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$158,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$720,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$153,141
Employer contributions (assets) at end of year2012-12-31$18,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$158,254
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31ANDERSON ZURMUEHLEN
Accountancy firm EIN2012-12-31810385940
2011 : FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$312,676
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$207,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$179,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$378,515
Value of total assets at end of year2011-12-31$5,835,370
Value of total assets at beginning of year2011-12-31$5,730,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$28,240
Total interest from all sources2011-12-31$6,640
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$139,901
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$139,901
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$244,934
Participant contributions at end of year2011-12-31$134,277
Participant contributions at beginning of year2011-12-31$161,102
Administrative expenses (other) incurred2011-12-31$28,240
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$105,155
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,835,370
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,730,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,832,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,828,759
Interest on participant loans2011-12-31$6,640
Value of interest in common/collective trusts at end of year2011-12-31$868,183
Value of interest in common/collective trusts at beginning of year2011-12-31$740,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-215,012
Net investment gain or loss from common/collective trusts2011-12-31$2,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$133,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$179,281
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 name2011-12-31ANDERSON ZURMUEHLEN
Accountancy firm EIN2011-12-31810385940
2010 : FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$956,931
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$93,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$67,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$380,141
Value of total assets at end of year2010-12-31$5,730,215
Value of total assets at beginning of year2010-12-31$4,867,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,182
Total interest from all sources2010-12-31$6,666
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$167,941
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$167,941
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$245,541
Participant contributions at end of year2010-12-31$161,102
Participant contributions at beginning of year2010-12-31$110,734
Administrative expenses (other) incurred2010-12-31$26,182
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$863,045
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,730,215
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,867,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,828,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,988,439
Interest on participant loans2010-12-31$6,666
Value of interest in common/collective trusts at end of year2010-12-31$740,354
Value of interest in common/collective trusts at beginning of year2010-12-31$767,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$396,971
Net investment gain or loss from common/collective trusts2010-12-31$5,212
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
Contributions received in cash from employer2010-12-31$134,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$67,704
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 name2010-12-31ANDERSON ZURMUEHLEN & CO.P.C.
Accountancy firm EIN2010-12-31810385940
2009 : FEIST WATSON ENTERPRISES, INC. PROFIT SHARING 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 FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN

2022: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FEIST WATSON ENTERPRISES, INC. 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 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: FEIST WATSON ENTERPRISES, INC. 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: FEIST WATSON ENTERPRISES, INC. 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: FEIST WATSON ENTERPRISES, INC. 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: FEIST WATSON ENTERPRISES, INC. 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: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334066-01
Policy instance 1
Insurance contract or identification number334066-01
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-07-31
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?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334066-01
Policy instance 1
Insurance contract or identification number334066-01
Number of Individuals Covered10
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?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334066-01
Policy instance 1
Insurance contract or identification number334066-01
Number of Individuals Covered11
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $196
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 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?Yes
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 $196
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334066-01
Policy instance 1
Insurance contract or identification number334066-01
Number of Individuals Covered10
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $619
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 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?Yes
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 $619
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334066-01
Policy instance 1
Insurance contract or identification number334066-01
Number of Individuals Covered10
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,010
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 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?Yes
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 $1,010
Insurance broker organization code?3
Insurance broker nameDANIEL ORTT - LPL FINANCIAL
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334066-01
Policy instance 1
Insurance contract or identification number334066-01
Number of Individuals Covered8
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $366
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 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?Yes
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 $366
Insurance broker organization code?3
Insurance broker nameDANIEL ORTT - LPL FINANCIAL
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334066-01
Policy instance 1
Insurance contract or identification number334066-01
Number of Individuals Covered8
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $797
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $797
Insurance broker organization code?3
Insurance broker nameDANIEL ORTT - LPL FINANCIAL
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334066-01
Policy instance 1
Insurance contract or identification number334066-01
Number of Individuals Covered6
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $93
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $93
Insurance broker organization code?3
Insurance broker nameDANIEL ORTT - LPL FINANCIAL
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334066-01
Policy instance 1
Insurance contract or identification number334066-01
Number of Individuals Covered5
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $159
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $159
Insurance broker organization code?3
Insurance broker nameDANIEL ORTT - LPL FINANCIAL

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