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RYBOVICH BOAT COMPANY 401(K) PLAN 401k Plan overview

Plan NameRYBOVICH BOAT COMPANY 401(K) PLAN
Plan identification number 001

RYBOVICH BOAT COMPANY 401(K) 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

RYBOVICH BOAT COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:RYBOVICH BOAT COMPANY, LLC
Employer identification number (EIN):830376815
NAIC Classification:336610

Additional information about RYBOVICH BOAT COMPANY, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2009-01-30
Company Identification Number: L09000009975
Legal Registered Office Address: 7900 GLADES ROAD, STE. 402

BOCA RATON

33434

More information about RYBOVICH BOAT COMPANY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RYBOVICH BOAT COMPANY 401(K) 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
0012017-01-01TIMOTHY SARGENT
0012016-01-01TIMOTHY SARGENT
0012015-01-01TIMOTHY SARGENT
0012014-01-01
0012013-01-01
0012012-01-01BRIAN FRASER
0012011-01-01BRIAN FRASER
0012009-01-01CHRIS MILLER

Plan Statistics for RYBOVICH BOAT COMPANY 401(K) PLAN

401k plan membership statisitcs for RYBOVICH BOAT COMPANY 401(K) PLAN

Measure Date Value
2022: RYBOVICH BOAT COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01448
Total number of active participants reported on line 7a of the Form 55002022-01-0182
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01173
Number of participants with account balances2022-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: RYBOVICH BOAT COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01348
Total number of active participants reported on line 7a of the Form 55002021-01-01304
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01134
Total of all active and inactive participants2021-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01439
Number of participants with account balances2021-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0124
2020: RYBOVICH BOAT COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01324
Total number of active participants reported on line 7a of the Form 55002020-01-01286
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01336
Number of participants with account balances2020-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0121
2019: RYBOVICH BOAT COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01376
Total number of active participants reported on line 7a of the Form 55002019-01-01255
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01297
Number of participants with account balances2019-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0138
2018: RYBOVICH BOAT COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01336
Total number of active participants reported on line 7a of the Form 55002018-01-01247
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01128
Total of all active and inactive participants2018-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01376
Number of participants with account balances2018-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0123
2017: RYBOVICH BOAT COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01316
Total number of active participants reported on line 7a of the Form 55002017-01-01221
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01115
Total of all active and inactive participants2017-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01336
Number of participants with account balances2017-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: RYBOVICH BOAT COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01339
Total number of active participants reported on line 7a of the Form 55002016-01-01199
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01104
Total of all active and inactive participants2016-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01304
Number of participants with account balances2016-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0127
2015: RYBOVICH BOAT COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01397
Total number of active participants reported on line 7a of the Form 55002015-01-01280
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0168
Total of all active and inactive participants2015-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01349
Number of participants with account balances2015-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0131
2014: RYBOVICH BOAT COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01364
Total number of active participants reported on line 7a of the Form 55002014-01-01346
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01378
Total participants2014-01-01378
Number of participants with account balances2014-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: RYBOVICH BOAT COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01334
Total number of active participants reported on line 7a of the Form 55002013-01-01315
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01336
Number of participants with account balances2013-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: RYBOVICH BOAT COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01295
Total number of active participants reported on line 7a of the Form 55002012-01-01273
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01298
Total participants2012-01-01298
Number of participants with account balances2012-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: RYBOVICH BOAT COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01296
Total number of active participants reported on line 7a of the Form 55002011-01-01233
Number of other retired or separated participants entitled to future benefits2011-01-0141
Total of all active and inactive participants2011-01-01274
Total participants2011-01-01274
Number of participants with account balances2011-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: RYBOVICH BOAT COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01237
Total number of active participants reported on line 7a of the Form 55002009-01-01171
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-01208
Total participants2009-01-01208
Number of participants with account balances2009-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on RYBOVICH BOAT COMPANY 401(K) PLAN

Measure Date Value
2022 : RYBOVICH BOAT COMPANY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,099,274
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,552,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,527,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$198,788
Value of total assets at end of year2022-12-31$5,761,368
Value of total assets at beginning of year2022-12-31$9,413,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25,667
Total interest from all sources2022-12-31$3,903
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$397,671
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$397,671
Administrative expenses professional fees incurred2022-12-31$24,482
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$154,744
Participant contributions at end of year2022-12-31$56,350
Participant contributions at beginning of year2022-12-31$26,321
Participant contributions at end of year2022-12-31$5,721
Participant contributions at beginning of year2022-12-31$5,981
Other income not declared elsewhere2022-12-31$6,720
Total non interest bearing cash at end of year2022-12-31$77,796
Total non interest bearing cash at beginning of year2022-12-31$1,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,652,047
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,761,368
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,413,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,081,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,286,555
Interest on participant loans2022-12-31$1,285
Interest earned on other investments2022-12-31$2,618
Value of interest in common/collective trusts at end of year2022-12-31$293,109
Value of interest in common/collective trusts at beginning of year2022-12-31$784,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$245,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$307,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,649,032
Net investment gain or loss from common/collective trusts2022-12-31$-57,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$44,044
Employer contributions (assets) at end of year2022-12-31$1,783
Employer contributions (assets) at beginning of year2022-12-31$1,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,527,106
Contract administrator fees2022-12-31$1,185
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 name2022-12-31TEMPLETON & COMPANY, LLP
Accountancy firm EIN2022-12-31141918990
2021 : RYBOVICH BOAT COMPANY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$45,436
Total income from all sources (including contributions)2021-12-31$3,575,365
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,085,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,040,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,097,086
Value of total assets at end of year2021-12-31$9,413,415
Value of total assets at beginning of year2021-12-31$11,969,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$45,296
Total interest from all sources2021-12-31$14,616
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,066,868
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$1,066,868
Administrative expenses professional fees incurred2021-12-31$40,640
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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$1,845,883
Participant contributions at end of year2021-12-31$26,321
Participant contributions at beginning of year2021-12-31$204,305
Participant contributions at end of year2021-12-31$5,981
Participant contributions at beginning of year2021-12-31$32,312
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,753
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$85,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$45,436
Other income not declared elsewhere2021-12-31$5,277
Total non interest bearing cash at end of year2021-12-31$1,151
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-2,510,484
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,413,415
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,923,899
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$4,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,286,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,629,587
Interest on participant loans2021-12-31$7,762
Interest earned on other investments2021-12-31$6,854
Value of interest in common/collective trusts at end of year2021-12-31$784,530
Value of interest in common/collective trusts at beginning of year2021-12-31$245,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$307,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$763,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$150,500
Net investment gain or loss from common/collective trusts2021-12-31$241,018
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$245,450
Employer contributions (assets) at end of year2021-12-31$1,517
Employer contributions (assets) at beginning of year2021-12-31$9,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,040,553
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 name2021-12-31TEMPLETON & COMPANY, LLP
Accountancy firm EIN2021-12-31141918990
2020 : RYBOVICH BOAT COMPANY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$45,436
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$2,772,237
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$210,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$140,669
Value of total corrective distributions2020-12-31$17,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,351,841
Value of total assets at end of year2020-12-31$11,969,335
Value of total assets at beginning of year2020-12-31$9,361,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,384
Total interest from all sources2020-12-31$22,874
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$166,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$166,908
Administrative expenses professional fees incurred2020-12-31$52,384
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,045,067
Participant contributions at end of year2020-12-31$204,305
Participant contributions at beginning of year2020-12-31$161,885
Participant contributions at end of year2020-12-31$32,312
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$26,483
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$85,001
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$74,868
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$45,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$4,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,562,033
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,923,899
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,361,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,629,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,247,525
Interest on participant loans2020-12-31$10,329
Interest earned on other investments2020-12-31$12,545
Value of interest in common/collective trusts at end of year2020-12-31$245,686
Value of interest in common/collective trusts at beginning of year2020-12-31$194,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$763,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$682,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,187,348
Net investment gain or loss from common/collective trusts2020-12-31$38,459
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$280,291
Employer contributions (assets) at end of year2020-12-31$9,129
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$140,669
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 name2020-12-31TEMPLETON & COMPANY, LLP
Accountancy firm EIN2020-12-31141918990
2019 : RYBOVICH BOAT COMPANY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,516,561
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$563,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$506,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,112,150
Value of total assets at end of year2019-12-31$9,361,866
Value of total assets at beginning of year2019-12-31$7,409,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,479
Total interest from all sources2019-12-31$22,386
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$157,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$157,328
Administrative expenses professional fees incurred2019-12-31$37,638
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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$825,283
Participant contributions at end of year2019-12-31$161,885
Participant contributions at beginning of year2019-12-31$198,016
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$96,207
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$74,868
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$86,194
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$1,952,727
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,361,866
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,409,139
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$19,841
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,247,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,015,653
Interest on participant loans2019-12-31$9,449
Interest earned on other investments2019-12-31$12,937
Value of interest in common/collective trusts at end of year2019-12-31$194,933
Value of interest in common/collective trusts at beginning of year2019-12-31$475,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$682,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$633,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,224,356
Net investment gain or loss from common/collective trusts2019-12-31$341
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$190,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$506,355
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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 name2019-12-31TEMPLETON & COMPANY
Accountancy firm EIN2019-12-31650197654
2018 : RYBOVICH BOAT COMPANY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$521,303
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$522,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$469,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$951,091
Value of total assets at end of year2018-12-31$7,409,139
Value of total assets at beginning of year2018-12-31$7,410,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$53,345
Total interest from all sources2018-12-31$20,443
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$128,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$128,389
Administrative expenses professional fees incurred2018-12-31$11,274
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$741,765
Participant contributions at end of year2018-12-31$198,016
Participant contributions at beginning of year2018-12-31$206,599
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$46,838
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$86,194
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$40,192
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$4,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,070
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,409,139
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,410,209
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$14,189
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,015,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,119,224
Interest on participant loans2018-12-31$12,179
Interest earned on other investments2018-12-31$8,264
Value of interest in common/collective trusts at end of year2018-12-31$475,484
Value of interest in common/collective trusts at beginning of year2018-12-31$526,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$633,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$553,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-661,037
Net investment gain or loss from common/collective trusts2018-12-31$42,225
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$162,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$469,028
Contract administrator fees2018-12-31$27,882
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31TEMPLETON & COMPANY
Accountancy firm EIN2018-12-31650197654
2017 : RYBOVICH BOAT COMPANY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,876,269
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$801,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$780,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$852,025
Value of total assets at end of year2017-12-31$7,410,209
Value of total assets at beginning of year2017-12-31$6,335,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,368
Total interest from all sources2017-12-31$14,047
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$217,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$217,455
Administrative expenses professional fees incurred2017-12-31$2,922
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$687,547
Participant contributions at end of year2017-12-31$206,599
Participant contributions at beginning of year2017-12-31$189,271
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$16,495
Other income not declared elsewhere2017-12-31$8,914
Total non interest bearing cash at end of year2017-12-31$4,386
Total non interest bearing cash at beginning of year2017-12-31$2,751
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$1,074,826
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,410,209
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,335,383
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$8,381
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,119,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,266,012
Interest on participant loans2017-12-31$7,465
Interest earned on other investments2017-12-31$6,582
Value of interest in common/collective trusts at end of year2017-12-31$526,467
Value of interest in common/collective trusts at beginning of year2017-12-31$354,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$553,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$521,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$701,638
Net investment gain or loss from common/collective trusts2017-12-31$82,190
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$147,983
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$1,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$780,075
Contract administrator fees2017-12-31$10,065
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 name2017-12-31TEMPLETON & COMPANY
Accountancy firm EIN2017-12-31650197654
2016 : RYBOVICH BOAT COMPANY 401(K) 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$1,231,017
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$970,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$928,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$824,540
Value of total assets at end of year2016-12-31$6,335,383
Value of total assets at beginning of year2016-12-31$6,074,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$41,998
Total interest from all sources2016-12-31$16,759
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$139,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$139,697
Administrative expenses professional fees incurred2016-12-31$3,289
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$684,358
Participant contributions at end of year2016-12-31$189,271
Participant contributions at beginning of year2016-12-31$256,697
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,678
Other income not declared elsewhere2016-12-31$36,582
Total non interest bearing cash at end of year2016-12-31$2,751
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$260,824
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,335,383
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,074,559
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$38,709
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,266,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,012,941
Interest on participant loans2016-12-31$8,898
Interest earned on other investments2016-12-31$7,861
Value of interest in common/collective trusts at end of year2016-12-31$354,952
Value of interest in common/collective trusts at beginning of year2016-12-31$322,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$521,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$482,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$177,597
Net investment gain or loss from common/collective trusts2016-12-31$35,842
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$135,504
Employer contributions (assets) at end of year2016-12-31$1,137
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$928,195
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 name2016-12-31TEMPLETON & COMPANY
Accountancy firm EIN2016-12-31650197654
2015 : RYBOVICH BOAT COMPANY 401(K) 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$742,883
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,233,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,225,776
Expenses. Certain deemed distributions of participant loans2015-12-31$1,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$851,485
Value of total assets at end of year2015-12-31$6,074,559
Value of total assets at beginning of year2015-12-31$6,564,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,655
Total interest from all sources2015-12-31$11,383
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$127,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$127,324
Administrative expenses professional fees incurred2015-12-31$3,815
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$792,274
Participant contributions at end of year2015-12-31$256,697
Participant contributions at beginning of year2015-12-31$245,011
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$22,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-490,380
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,074,559
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,564,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,012,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,319,928
Interest on participant loans2015-12-31$10,102
Interest earned on other investments2015-12-31$1,281
Value of interest in common/collective trusts at end of year2015-12-31$322,826
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$482,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-247,163
Net investment gain or loss from common/collective trusts2015-12-31$-146
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$37,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,225,776
Contract administrator fees2015-12-31$1,840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TEMPLETON & COMPANY
Accountancy firm EIN2015-12-31650197654
2014 : RYBOVICH BOAT COMPANY 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,313,480
Total of all expenses incurred2014-12-31$435,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$431,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,055,601
Value of total assets at end of year2014-12-31$6,564,939
Value of total assets at beginning of year2014-12-31$5,686,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,311
Total interest from all sources2014-12-31$10,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,205
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$861,803
Participant contributions at end of year2014-12-31$245,011
Participant contributions at beginning of year2014-12-31$201,355
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$156,709
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$878,020
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,564,939
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,686,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$6,319,928
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,485,564
Interest on participant loans2014-12-31$9,692
Interest earned on other investments2014-12-31$316
Net investment gain/loss from pooled separate accounts2014-12-31$247,871
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$37,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$431,149
Contract administrator fees2014-12-31$1,106
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 name2014-12-31TEMPLETON & COMPANY
Accountancy firm EIN2014-12-31141918990
2013 : RYBOVICH BOAT COMPANY 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,612,845
Total of all expenses incurred2013-12-31$770,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$752,279
Expenses. Certain deemed distributions of participant loans2013-12-31$2,228
Value of total corrective distributions2013-12-31$11,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$902,973
Value of total assets at end of year2013-12-31$5,686,919
Value of total assets at beginning of year2013-12-31$4,844,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,914
Total interest from all sources2013-12-31$8,009
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$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$648,023
Participant contributions at end of year2013-12-31$201,355
Participant contributions at beginning of year2013-12-31$190,030
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$224,084
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$842,368
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,686,919
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,844,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$5,485,564
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,654,521
Income. Interest from loans (other than to participants)2013-12-31$8,009
Net investment gain/loss from pooled separate accounts2013-12-31$701,863
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$30,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$752,279
Contract administrator fees2013-12-31$4,914
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 name2013-12-31TEMPLETON & COMPAY
Accountancy firm EIN2013-12-31141918990
2012 : RYBOVICH BOAT COMPANY 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,072,613
Total of all expenses incurred2012-12-31$180,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$171,933
Expenses. Certain deemed distributions of participant loans2012-12-31$3,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$655,606
Value of total assets at end of year2012-12-31$4,844,551
Value of total assets at beginning of year2012-12-31$3,952,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,009
Total interest from all sources2012-12-31$7,685
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$2,000,000
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$554,927
Participant contributions at end of year2012-12-31$190,030
Participant contributions at beginning of year2012-12-31$160,919
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$74,932
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$892,541
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,844,551
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,952,010
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$1,164
Value of interest in pooled separate accounts at end of year2012-12-31$4,654,521
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,791,091
Income. Interest from loans (other than to participants)2012-12-31$7,685
Net investment gain/loss from pooled separate accounts2012-12-31$409,322
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$25,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$171,933
Contract administrator fees2012-12-31$3,845
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 name2012-12-31TEMPLETON & COMPANY
Accountancy firm EIN2012-12-31141918990
2011 : RYBOVICH BOAT COMPANY 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$469,631
Total of all expenses incurred2011-12-31$219,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$210,828
Expenses. Certain deemed distributions of participant loans2011-12-31$3,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$604,450
Value of total assets at end of year2011-12-31$3,952,010
Value of total assets at beginning of year2011-12-31$3,701,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,761
Total interest from all sources2011-12-31$5,275
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$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$486,412
Participant contributions at end of year2011-12-31$160,919
Participant contributions at beginning of year2011-12-31$113,516
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$95,300
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$250,407
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,952,010
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,701,603
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$1,036
Value of interest in pooled separate accounts at end of year2011-12-31$3,791,091
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,588,087
Interest on participant loans2011-12-31$5,275
Net investment gain/loss from pooled separate accounts2011-12-31$-140,094
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$22,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$210,828
Contract administrator fees2011-12-31$3,725
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 name2011-12-31TEMPLETON & COMPANY
Accountancy firm EIN2011-12-31141918990
2010 : RYBOVICH BOAT COMPANY 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$786,097
Total of all expenses incurred2010-12-31$548,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$542,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$454,658
Value of total assets at end of year2010-12-31$3,701,603
Value of total assets at beginning of year2010-12-31$3,463,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,521
Total interest from all sources2010-12-31$6,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
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$432,675
Participant contributions at end of year2010-12-31$113,516
Participant contributions at beginning of year2010-12-31$150,021
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,589
Administrative expenses (other) incurred2010-12-31$1,146
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$237,637
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,701,603
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,463,966
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$3,588,087
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,313,945
Interest on participant loans2010-12-31$6,486
Net investment gain/loss from pooled separate accounts2010-12-31$324,953
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$20,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$542,939
Contract administrator fees2010-12-31$4,375
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 name2010-12-31TEMPLETON & COMPANY
Accountancy firm EIN2010-12-31141918990

Form 5500 Responses for RYBOVICH BOAT COMPANY 401(K) PLAN

2022: RYBOVICH BOAT COMPANY 401(K) 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 - TrustYes
2021: RYBOVICH BOAT COMPANY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RYBOVICH BOAT COMPANY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RYBOVICH BOAT COMPANY 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RYBOVICH BOAT COMPANY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RYBOVICH BOAT COMPANY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RYBOVICH BOAT COMPANY 401(K) 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 - TrustYes
2015: RYBOVICH BOAT COMPANY 401(K) 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: RYBOVICH BOAT COMPANY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RYBOVICH BOAT COMPANY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RYBOVICH BOAT COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RYBOVICH BOAT COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: RYBOVICH BOAT COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00177
Policy instance 1
Insurance contract or identification numberR00177
Number of Individuals Covered7
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00177
Policy instance 1
Insurance contract or identification numberR00177
Number of Individuals Covered9
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 numberR00177
Policy instance 1
Insurance contract or identification numberR00177
Number of Individuals Covered12
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 numberR00177
Policy instance 1
Insurance contract or identification numberR00177
Number of Individuals Covered6
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 numberR00177
Policy instance 1
Insurance contract or identification numberR00177
Number of Individuals Covered328
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 numberK00188
Policy instance 1
Insurance contract or identification numberK00188
Number of Individuals Covered289
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 numberK00188
Policy instance 1
Insurance contract or identification numberK00188
Number of Individuals Covered244
Insurance policy start date2015-10-01
Insurance policy end date2015-12-31
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78731
Policy instance 1
Insurance contract or identification number78731
Number of Individuals Covered259
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,118
Total amount of fees paid to insurance companyUSD $3,122
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,267
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees3068
Insurance broker nameMORGAN STANLEY SMITH BARNEY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78731
Policy instance 1
Insurance contract or identification number78731
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $17,476
Total amount of fees paid to insurance companyUSD $110
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,888
Insurance broker organization code?3
Amount paid for insurance broker fees110
Insurance broker nameMORGAN STANLEY SMITH BARNEY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78731
Policy instance 1
Insurance contract or identification number78731
Number of Individuals Covered187
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,921
Total amount of fees paid to insurance companyUSD $2,335
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,921
Amount paid for insurance broker fees2222
Insurance broker nameMORGAN STANLEY SMITH BARNEY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78731
Policy instance 1
Insurance contract or identification number78731
Number of Individuals Covered218
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11,551
Total amount of fees paid to insurance companyUSD $2,045
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78731
Policy instance 1
Insurance contract or identification number78731
Number of Individuals Covered194
Total amount of commissions paid to insurance brokerUSD $10,480
Total amount of fees paid to insurance companyUSD $6,228
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,480
Insurance broker organization code?3
Amount paid for insurance broker fees80
Insurance broker nameTHE PENSION STUDIO

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