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HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number 001

HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

BOISE SALES CO has sponsored the creation of one or more 401k plans.

Company Name:BOISE SALES CO
Employer identification number (EIN):820310320
NAIC Classification:424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RICHARD E RIGG
0012016-01-01RICHARD E RIGG
0012015-01-01RICHARD E RIGG
0012014-01-01RICHARD E RIGG
0012013-01-01RICHARD E RIGG
0012012-01-01RICHARD E RIGG
0012011-01-01RICHARD E RIGG
0012009-01-01RICHARD E RIGG RICHARD E RIGG2010-07-16

Plan Statistics for HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01478
Total number of active participants reported on line 7a of the Form 55002022-01-01429
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01131
Total of all active and inactive participants2022-01-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01560
Number of participants with account balances2022-01-01551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0186
2021: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01409
Total number of active participants reported on line 7a of the Form 55002021-01-01416
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0138
Total of all active and inactive participants2021-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01454
Number of participants with account balances2021-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01368
Total number of active participants reported on line 7a of the Form 55002020-01-01343
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01368
Number of participants with account balances2020-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01317
Total number of active participants reported on line 7a of the Form 55002019-01-01288
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01308
Number of participants with account balances2019-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01315
Total number of active participants reported on line 7a of the Form 55002018-01-01255
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 participants2018-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01276
Number of participants with account balances2018-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01282
Total number of active participants reported on line 7a of the Form 55002017-01-01237
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01257
Number of participants with account balances2017-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01263
Total number of active participants reported on line 7a of the Form 55002016-01-01233
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01250
Number of participants with account balances2016-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01179
Total number of active participants reported on line 7a of the Form 55002015-01-01212
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01225
Number of participants with account balances2015-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01189
Total number of active participants reported on line 7a of the Form 55002014-01-01163
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01173
Number of participants with account balances2014-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01193
Total number of active participants reported on line 7a of the Form 55002013-01-01182
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01189
Number of participants with account balances2013-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01181
Total number of active participants reported on line 7a of the Form 55002012-01-01172
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01182
Number of participants with account balances2012-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01151
Total number of active participants reported on line 7a of the Form 55002011-01-01149
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01160
Number of participants with account balances2011-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01140
Total number of active participants reported on line 7a of the Form 55002009-01-01130
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01139
Number of participants with account balances2009-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-395,969
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$554,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$474,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,806,189
Value of total assets at end of year2022-12-31$12,203,459
Value of total assets at beginning of year2022-12-31$13,154,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$80,709
Total interest from all sources2022-12-31$639
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$277,247
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$277,247
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$1,303,607
Participant contributions at end of year2022-12-31$11,572
Participant contributions at beginning of year2022-12-31$12,733
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$146,244
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$679
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-950,927
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,203,459
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,154,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$72,632
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,499,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,765,388
Interest on participant loans2022-12-31$639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$335,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$55,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,480,044
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$356,338
Employer contributions (assets) at end of year2022-12-31$356,338
Employer contributions (assets) at beginning of year2022-12-31$320,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$474,249
Contract administrator fees2022-12-31$8,077
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 name2022-12-31EIDE BAILLY
Accountancy firm EIN2022-12-31450250958
2021 : HAYDEN BEVERAGE COMPANY 401(K) 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$0
Total income from all sources (including contributions)2021-12-31$2,846,697
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$701,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$636,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,469,077
Value of total assets at end of year2021-12-31$13,154,386
Value of total assets at beginning of year2021-12-31$11,008,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$64,397
Total interest from all sources2021-12-31$4,842
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$342,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$342,528
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 period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,103,396
Participant contributions at end of year2021-12-31$12,733
Participant contributions at beginning of year2021-12-31$13,836
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$45,667
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$679
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$679
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$2,145,412
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,154,386
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,008,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$54,701
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,765,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,563,324
Interest on participant loans2021-12-31$699
Interest earned on other investments2021-12-31$4,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$55,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$233,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$845,421
Net investment gain/loss from pooled separate accounts2021-12-31$184,829
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$320,014
Employer contributions (assets) at end of year2021-12-31$320,013
Employer contributions (assets) at beginning of year2021-12-31$197,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$636,888
Contract administrator fees2021-12-31$9,696
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31EIDE BAILLY
Accountancy firm EIN2021-12-31450250958
2020 : HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,340,164
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,273,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,213,668
Value of total corrective distributions2020-12-31$6,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$994,518
Value of total assets at end of year2020-12-31$11,008,974
Value of total assets at beginning of year2020-12-31$9,942,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,226
Total interest from all sources2020-12-31$4,076
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$660,354
Participant contributions at end of year2020-12-31$13,836
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$136,696
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$679
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$778
Other income not declared elsewhere2020-12-31$895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,066,937
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,008,974
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,942,037
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
Investment advisory and management fees2020-12-31$50,351
Value of interest in pooled separate accounts at end of year2020-12-31$10,563,324
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,567,382
Interest on participant loans2020-12-31$113
Interest earned on other investments2020-12-31$3,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$233,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$210,569
Net investment gain/loss from pooled separate accounts2020-12-31$1,340,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$197,468
Employer contributions (assets) at end of year2020-12-31$197,468
Employer contributions (assets) at beginning of year2020-12-31$163,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,213,668
Contract administrator fees2020-12-31$2,875
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 name2020-12-31EIDE BAILLY
Accountancy firm EIN2020-12-31450250958
2019 : HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,087
Total income from all sources (including contributions)2019-12-31$2,480,631
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$509,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$455,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$736,325
Value of total assets at end of year2019-12-31$9,942,037
Value of total assets at beginning of year2019-12-31$7,972,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$54,000
Total interest from all sources2019-12-31$3,113
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$572,770
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$247
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$778
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,087
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$1,970,982
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,942,037
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,971,055
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
Investment advisory and management fees2019-12-31$51,095
Value of interest in pooled separate accounts at end of year2019-12-31$9,567,382
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,622,519
Interest earned on other investments2019-12-31$3,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$210,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$209,665
Net investment gain/loss from pooled separate accounts2019-12-31$1,741,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$163,308
Employer contributions (assets) at end of year2019-12-31$163,308
Employer contributions (assets) at beginning of year2019-12-31$137,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$455,649
Contract administrator fees2019-12-31$2,905
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 name2019-12-31EIDE BAILLY
Accountancy firm EIN2019-12-31450250958
2018 : HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,087
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$124,848
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$429,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$371,106
Value of total corrective distributions2018-12-31$6,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$623,945
Value of total assets at end of year2018-12-31$7,972,142
Value of total assets at beginning of year2018-12-31$8,275,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$51,703
Total interest from all sources2018-12-31$1,061
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$466,992
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$13,446
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$19,588
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,593
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,087
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-304,275
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,971,055
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,275,330
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
Investment advisory and management fees2018-12-31$48,054
Value of interest in pooled separate accounts at end of year2018-12-31$7,622,519
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,008,625
Interest earned on other investments2018-12-31$1,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$209,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$135,884
Net investment gain/loss from pooled separate accounts2018-12-31$-500,158
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$137,365
Employer contributions (assets) at end of year2018-12-31$137,365
Employer contributions (assets) at beginning of year2018-12-31$117,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$371,106
Contract administrator fees2018-12-31$3,649
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 name2018-12-31EIDE BAILLY
Accountancy firm EIN2018-12-31450250958
2017 : HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,633,692
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$194,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$147,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$531,264
Value of total assets at end of year2017-12-31$8,275,330
Value of total assets at beginning of year2017-12-31$6,836,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$47,586
Total interest from all sources2017-12-31$670
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$404,756
Participant contributions at end of year2017-12-31$13,446
Participant contributions at beginning of year2017-12-31$14,113
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,438,854
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,275,330
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,836,476
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
Investment advisory and management fees2017-12-31$45,061
Value of interest in pooled separate accounts at end of year2017-12-31$8,008,625
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,574,272
Interest earned on other investments2017-12-31$670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$135,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$124,047
Net investment gain/loss from pooled separate accounts2017-12-31$1,101,758
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$117,375
Employer contributions (assets) at end of year2017-12-31$117,375
Employer contributions (assets) at beginning of year2017-12-31$124,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$147,252
Contract administrator fees2017-12-31$2,525
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 name2017-12-31EIDE BAILLY
Accountancy firm EIN2017-12-31450250958
2016 : HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,039,526
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$503,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$478,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$527,758
Value of total assets at end of year2016-12-31$6,836,476
Value of total assets at beginning of year2016-12-31$6,300,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,249
Total interest from all sources2016-12-31$0
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$403,714
Participant contributions at end of year2016-12-31$14,113
Participant contributions at beginning of year2016-12-31$13,037
Other income not declared elsewhere2016-12-31$509,670
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$536,361
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,836,476
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,300,115
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
Investment advisory and management fees2016-12-31$21,839
Value of interest in pooled separate accounts at end of year2016-12-31$6,574,272
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,637,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$124,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$529,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$124,044
Employer contributions (assets) at end of year2016-12-31$124,044
Employer contributions (assets) at beginning of year2016-12-31$119,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$478,916
Contract administrator fees2016-12-31$2,410
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 name2016-12-31IVEY CPAS AND ASSOCIATES, P.A.
Accountancy firm EIN2016-12-31820445937
2015 : HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$386,701
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$278,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$251,562
Value of total corrective distributions2015-12-31$4,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$611,370
Value of total assets at end of year2015-12-31$6,300,115
Value of total assets at beginning of year2015-12-31$6,192,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,131
Total interest from all sources2015-12-31$0
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$393,051
Participant contributions at end of year2015-12-31$13,037
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$98,650
Other income not declared elsewhere2015-12-31$-226,124
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$107,937
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,300,115
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,192,178
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
Investment advisory and management fees2015-12-31$21,016
Value of interest in pooled separate accounts at end of year2015-12-31$5,637,548
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,885,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$529,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$193,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$1,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$119,669
Employer contributions (assets) at end of year2015-12-31$119,669
Employer contributions (assets) at beginning of year2015-12-31$113,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$251,562
Contract administrator fees2015-12-31$2,115
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 name2015-12-31IVEY CPAS AND ASSOCIATES, P.A.
Accountancy firm EIN2015-12-31820445937
2014 : HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$939,848
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$682,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$656,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$502,687
Value of total assets at end of year2014-12-31$6,192,178
Value of total assets at beginning of year2014-12-31$5,934,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,632
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$388,953
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$162
Other income not declared elsewhere2014-12-31$436,252
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$257,647
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,192,178
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,934,531
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$23,254
Value of interest in pooled separate accounts at end of year2014-12-31$5,885,011
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,648,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$193,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$175,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$909
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$113,734
Employer contributions (assets) at end of year2014-12-31$113,733
Employer contributions (assets) at beginning of year2014-12-31$110,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$656,569
Contract administrator fees2014-12-31$2,378
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 name2014-12-31IVEY & BAUER, P.A.
Accountancy firm EIN2014-12-31820445937
2013 : HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,436,128
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$247,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$224,121
Value of total corrective distributions2013-12-31$218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$499,035
Value of total assets at end of year2013-12-31$5,934,531
Value of total assets at beginning of year2013-12-31$4,746,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,352
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$374,866
Assets. Other investments not covered elsewhere at end of year2013-12-31$162
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$13,319
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$1,188,437
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,934,531
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,746,094
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$20,679
Value of interest in pooled separate accounts at end of year2013-12-31$5,648,337
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,475,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$175,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$163,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$854
Net investment gain/loss from pooled separate accounts2013-12-31$936,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$110,850
Employer contributions (assets) at end of year2013-12-31$110,849
Employer contributions (assets) at beginning of year2013-12-31$107,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$224,121
Contract administrator fees2013-12-31$2,673
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 name2013-12-31IVEY & BAUER, P.A.
Accountancy firm EIN2013-12-31820445937
2012 : HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$980,280
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$70,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$51,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$469,029
Value of total assets at end of year2012-12-31$4,746,094
Value of total assets at beginning of year2012-12-31$3,836,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$19,398
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$475,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$361,051
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$909,877
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,746,094
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,836,217
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$17,209
Value of interest in pooled separate accounts at end of year2012-12-31$4,475,059
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,603,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$163,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$144,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,534
Net investment gain/loss from pooled separate accounts2012-12-31$509,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$107,978
Employer contributions (assets) at end of year2012-12-31$107,977
Employer contributions (assets) at beginning of year2012-12-31$88,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$51,005
Contract administrator fees2012-12-31$2,189
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 name2012-12-31IVEY & BAUER, P.A.
Accountancy firm EIN2012-12-31820445937
2011 : HAYDEN BEVERAGE COMPANY 401(K) 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$284,965
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$200,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$194,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$379,167
Value of total assets at end of year2011-12-31$3,836,217
Value of total assets at beginning of year2011-12-31$3,751,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,466
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$285,420
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,732
Other income not declared elsewhere2011-12-31$8,478
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$84,817
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,836,217
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,751,400
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
Investment advisory and management fees2011-12-31$3,681
Value of interest in pooled separate accounts at end of year2011-12-31$3,603,636
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,437,677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$144,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$247,481
Net investment gain/loss from pooled separate accounts2011-12-31$-102,680
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$88,015
Employer contributions (assets) at end of year2011-12-31$88,015
Employer contributions (assets) at beginning of year2011-12-31$66,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$194,682
Contract administrator fees2011-12-31$1,785
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31IVEY & BAUER, P.A.
Accountancy firm EIN2011-12-31820445937
2010 : HAYDEN BEVERAGE COMPANY 401(K) 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$410
Total income from all sources (including contributions)2010-12-31$749,756
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$78,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$69,307
Value of total corrective distributions2010-12-31$6,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$319,353
Value of total assets at end of year2010-12-31$3,751,400
Value of total assets at beginning of year2010-12-31$3,080,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,141
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$2,141
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$253,111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$410
Other income not declared elsewhere2010-12-31$7,264
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$671,343
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,751,400
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,080,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,437,677
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,780,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$247,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$241,211
Net investment gain/loss from pooled separate accounts2010-12-31$423,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$66,242
Employer contributions (assets) at end of year2010-12-31$66,242
Employer contributions (assets) at beginning of year2010-12-31$58,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$69,307
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 name2010-12-31IVEY & BAUER, P.A.
Accountancy firm EIN2010-12-31820445937

Form 5500 Responses for HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN

2022: HAYDEN BEVERAGE COMPANY 401(K) 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: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final 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: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HAYDEN BEVERAGE COMPANY 401(K) 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HAYDEN BEVERAGE COMPANY 401(K) 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
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 number511189-01
Policy instance 1
Insurance contract or identification number511189-01
Number of Individuals Covered47
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 number511189-01
Policy instance 2
Insurance contract or identification number511189-01
Number of Individuals Covered17
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG36403
Policy instance 1
Insurance contract or identification numberG36403
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-01-19
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG36403
Policy instance 1
Insurance contract or identification numberG36403
Number of Individuals Covered203
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG36403
Policy instance 1
Insurance contract or identification numberG36403
Number of Individuals Covered179
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG36403
Policy instance 1
Insurance contract or identification numberG36403
Number of Individuals Covered149
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG36403
Policy instance 1
Insurance contract or identification numberG36403
Number of Individuals Covered140
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $24,664
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 $16,032
Insurance broker organization code?3
Insurance broker nameBRIAN WILDE
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG36403
Policy instance 1
Insurance contract or identification numberG36403
Number of Individuals Covered132
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $24,763
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 $16,096
Insurance broker organization code?3
Insurance broker nameBRIAN WILDE
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG36403
Policy instance 1
Insurance contract or identification numberG36403
Number of Individuals Covered142
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $21,462
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 $15,743
Insurance broker organization code?3
Insurance broker nameBRIAN WILDE
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG36403
Policy instance 1
Insurance contract or identification numberG36403
Number of Individuals Covered148
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $23,181
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,181
Insurance broker organization code?3
Insurance broker nameJHW FINANCIAL SERVICES INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4395
Policy instance 1
Insurance contract or identification numberGH4395
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,562
Total amount of fees paid to insurance companyUSD $1,866
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG36403
Policy instance 2
Insurance contract or identification numberG36403
Number of Individuals Covered128
Insurance policy start date2011-09-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,724
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4395
Policy instance 1
Insurance contract or identification numberGH4395
Number of Individuals Covered115
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $12,813
Total amount of fees paid to insurance companyUSD $1,551
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 $12,813
Insurance broker organization code?7
Amount paid for insurance broker fees1551
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker namePINNACLE PENSION SERVICES

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