401k Plan data: LEITNER POMA OF AMERICA, INC 401(K) PLAN plan

LEITNER POMA OF AMERICA, INC 401(K) PLAN 401k Plan overview

Plan Name	LEITNER POMA OF AMERICA, INC 401(K) PLAN
Plan identification number	001

LEITNER POMA OF AMERICA, INC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LEITNER-POMA OF AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name: LEITNER-POMA OF AMERICA, INC.

Employer identification number (EIN): 840840513

NAIC Classification: 339900

Additional information about LEITNER-POMA OF AMERICA, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1981-01-06

Company Identification Number: 19871421768

Legal Registered Office Address: 2746 Seeber Drive
Building A
Grand Junction
United States of America (USA)
81506

More information about LEITNER-POMA OF AMERICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEITNER POMA OF AMERICA, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 LAURA SCHAEFER
001 2017-01-01 LAURA SCHAEFER
001 2016-01-01 LAURA SCHAEFER
001 2015-01-01 LAURA SCHAEFER
001 2015-01-01 LAURA SCHAEFER
001 2014-01-01 SAMUEL E HAUPT 2015-06-22
001 2013-01-01 SAMUEL E HAUPT 2014-07-22
001 2012-01-01 SAMUEL E HAUPT 2013-07-23 SAMUEL E HAUPT 2013-07-23
001 2011-01-01 SAMUEL E HAUPT 2012-06-19
001 2010-01-01 SAMUEL E HAUPT 2011-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	LAURA SCHAEFER
001	2017-01-01	LAURA SCHAEFER
001	2016-01-01	LAURA SCHAEFER
001	2015-01-01	LAURA SCHAEFER
001	2015-01-01	LAURA SCHAEFER
001	2014-01-01	SAMUEL E HAUPT	2015-06-22
001	2013-01-01	SAMUEL E HAUPT	2014-07-22
001	2012-01-01	SAMUEL E HAUPT	2013-07-23	SAMUEL E HAUPT	2013-07-23
001	2011-01-01	SAMUEL E HAUPT	2012-06-19
001	2010-01-01	SAMUEL E HAUPT	2011-07-11

Plan Statistics for LEITNER POMA OF AMERICA, INC 401(K) PLAN

401k plan membership statisitcs for LEITNER POMA OF AMERICA, INC 401(K) PLAN

Measure Date Value
2022: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 87
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 98
Total of all active and inactive participants 2022-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 191
Number of participants with account balances 2022-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 142
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 28
Total of all active and inactive participants 2021-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 173
Number of participants with account balances 2021-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 148
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 23
Total of all active and inactive participants 2020-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 172
Number of participants with account balances 2020-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 148
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 20
Total of all active and inactive participants 2019-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 169
Number of participants with account balances 2019-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 141
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 18
Total of all active and inactive participants 2018-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 161
Number of participants with account balances 2018-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 124
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 13
Total of all active and inactive participants 2017-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 139
Number of participants with account balances 2017-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 127
Number of retired or separated participants receiving benefits 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 13
Total of all active and inactive participants 2016-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 144
Number of participants with account balances 2016-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 114
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 18
Total of all active and inactive participants 2015-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 135
Number of participants with account balances 2015-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	87
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	98
Total of all active and inactive participants	2022-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	191
Number of participants with account balances	2022-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	142
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	28
Total of all active and inactive participants	2021-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	173
Number of participants with account balances	2021-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	148
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	23
Total of all active and inactive participants	2020-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	172
Number of participants with account balances	2020-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	148
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	20
Total of all active and inactive participants	2019-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	169
Number of participants with account balances	2019-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	141
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	18
Total of all active and inactive participants	2018-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	161
Number of participants with account balances	2018-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	124
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	13
Total of all active and inactive participants	2017-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	139
Number of participants with account balances	2017-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	127
Number of retired or separated participants receiving benefits	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	13
Total of all active and inactive participants	2016-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	144
Number of participants with account balances	2016-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	114
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	18
Total of all active and inactive participants	2015-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	135
Number of participants with account balances	2015-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on LEITNER POMA OF AMERICA, INC 401(K) PLAN

Measure	Date	Value
2022 : LEITNER POMA OF AMERICA, INC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$4,335
Total income from all sources (including contributions)	2022-12-31	$-2,370,264
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$940,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$894,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,424,168
Value of total assets at end of year	2022-12-31	$18,234,471
Value of total assets at beginning of year	2022-12-31	$21,549,592
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$45,929
Total interest from all sources	2022-12-31	$3,842
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,147,087
Participant contributions at end of year	2022-12-31	$74,479
Participant contributions at beginning of year	2022-12-31	$55,828
Participant contributions at end of year	2022-12-31	$450
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$4,335
Other income not declared elsewhere	2022-12-31	$1,061,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-3,310,786
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$18,234,471
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$21,545,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$45,929
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$17,670,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$21,016,002
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$3,842
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$489,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$477,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,859,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$277,081
Employer contributions (assets) at end of year	2022-12-31	$113
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$894,593
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	EIDE BAILLY
Accountancy firm EIN	2022-12-31	450250958
2021 : LEITNER POMA OF AMERICA, INC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$4,335
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$19,282
Total income from all sources (including contributions)	2021-12-31	$4,250,435
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$760,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$709,221
Expenses. Certain deemed distributions of participant loans	2021-12-31	$5,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,648,514
Value of total assets at end of year	2021-12-31	$21,549,592
Value of total assets at beginning of year	2021-12-31	$18,074,140
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$45,432
Total interest from all sources	2021-12-31	$3,641
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$846,252
Participant contributions at end of year	2021-12-31	$55,828
Participant contributions at beginning of year	2021-12-31	$71,945
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$300
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$598,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$4,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$19,282
Other income not declared elsewhere	2021-12-31	$1,205,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,490,399
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$21,545,257
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$18,054,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$21,016,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$17,457,132
Interest on participant loans	2021-12-31	$3,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$477,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$544,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,392,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$203,265
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$75
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$709,221
Contract administrator fees	2021-12-31	$45,432
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	EIDE BAILLY
Accountancy firm EIN	2021-12-31	450250958
2020 : LEITNER POMA OF AMERICA, INC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$19,282
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,465,662
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$435,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$389,338
Value of total corrective distributions	2020-12-31	$5,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$965,786
Value of total assets at end of year	2020-12-31	$18,074,140
Value of total assets at beginning of year	2020-12-31	$15,024,332
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$40,415
Total interest from all sources	2020-12-31	$4,528
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$777,303
Participant contributions at end of year	2020-12-31	$71,945
Participant contributions at beginning of year	2020-12-31	$82,854
Participant contributions at end of year	2020-12-31	$300
Participant contributions at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$19,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$574,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,030,526
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$18,054,858
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,024,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$17,457,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$14,522,393
Interest on participant loans	2020-12-31	$4,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$544,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$419,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,920,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$188,483
Employer contributions (assets) at end of year	2020-12-31	$75
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$389,338
Contract administrator fees	2020-12-31	$40,415
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	EIDE BAILLY
Accountancy firm EIN	2020-12-31	450250958
2019 : LEITNER POMA OF AMERICA, INC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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 liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,803,727
Total income from all sources (including contributions)	2019-12-31	$3,803,727
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$581,320
Total of all expenses incurred	2019-12-31	$581,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$550,681
Value of total corrective distributions	2019-12-31	$1,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$975,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$975,561
Value of total assets at end of year	2019-12-31	$15,024,332
Value of total assets at end of year	2019-12-31	$15,024,332
Value of total assets at beginning of year	2019-12-31	$11,801,925
Value of total assets at beginning of year	2019-12-31	$11,801,925
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$29,287
Total interest from all sources	2019-12-31	$3,329
Total interest from all sources	2019-12-31	$3,329
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$547,518
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$547,518
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$547,518
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$547,518
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$782,708
Contributions received from participants	2019-12-31	$782,708
Participant contributions at end of year	2019-12-31	$82,854
Participant contributions at end of year	2019-12-31	$82,854
Participant contributions at beginning of year	2019-12-31	$75,282
Participant contributions at beginning of year	2019-12-31	$75,282
Other income not declared elsewhere	2019-12-31	$5,299
Other income not declared elsewhere	2019-12-31	$5,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,222,407
Value of net income/loss	2019-12-31	$3,222,407
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,024,332
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,024,332
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,801,925
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,801,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$14,522,393
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$14,522,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,254,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,254,255
Interest on participant loans	2019-12-31	$3,329
Interest on participant loans	2019-12-31	$3,329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$419,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$419,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$472,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$472,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,272,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,272,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$192,853
Contributions received in cash from employer	2019-12-31	$192,853
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$550,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$550,681
Contract administrator fees	2019-12-31	$29,287
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	EIDE BAILLY
Accountancy firm name	2019-12-31	EIDE BAILLY
Accountancy firm EIN	2019-12-31	450250958
2018 : LEITNER POMA OF AMERICA, INC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$115,787
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,594,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,565,471
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$984,806
Value of total assets at end of year	2018-12-31	$11,801,925
Value of total assets at beginning of year	2018-12-31	$13,280,610
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$29,001
Total interest from all sources	2018-12-31	$3,941
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$665,415
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$665,415
Administrative expenses professional fees incurred	2018-12-31	$29,001
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$756,129
Participant contributions at end of year	2018-12-31	$75,282
Participant contributions at beginning of year	2018-12-31	$76,961
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$46,425
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$5,839
Administrative expenses (other) incurred	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-1,478,685
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,801,925
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$13,280,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$11,254,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$12,578,159
Interest on participant loans	2018-12-31	$3,941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$472,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$625,490
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,544,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$182,252
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,565,471
Contract administrator fees	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	DALBY, WENDLAND & CO., P.C.
Accountancy firm EIN	2018-12-31	840795096
2017 : LEITNER POMA OF AMERICA, INC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,981,869
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$912,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$877,629
Value of total corrective distributions	2017-12-31	$7,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$845,211
Value of total assets at end of year	2017-12-31	$13,280,610
Value of total assets at beginning of year	2017-12-31	$11,211,172
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$26,863
Total interest from all sources	2017-12-31	$4,466
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$576,122
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$576,122
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$627,049
Participant contributions at end of year	2017-12-31	$76,961
Participant contributions at beginning of year	2017-12-31	$126,451
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$64,741
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$7,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$2,069,438
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$13,280,610
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,211,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$12,578,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,438,673
Interest on participant loans	2017-12-31	$0
Income. Interest from loans (other than to participants)	2017-12-31	$4,466
Interest earned on other investments	2017-12-31	$0
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$625,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$646,048
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,548,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$153,421
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$877,629
Contract administrator fees	2017-12-31	$26,863
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DALBY, WENDLAND & CO., P.C.
Accountancy firm EIN	2017-12-31	840795096
2016 : LEITNER POMA OF AMERICA, INC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$1,605,045
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$609,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$574,477
Expenses. Certain deemed distributions of participant loans	2016-12-31	$327
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$728,757
Value of total assets at end of year	2016-12-31	$11,211,172
Value of total assets at beginning of year	2016-12-31	$10,215,766
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$34,835
Total interest from all sources	2016-12-31	$5,509
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$244,505
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$244,505
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$527,261
Participant contributions at end of year	2016-12-31	$126,451
Participant contributions at beginning of year	2016-12-31	$117,118
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$26,426
Other income not declared elsewhere	2016-12-31	$9,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$995,406
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,211,172
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,215,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,438,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,181,925
Interest on participant loans	2016-12-31	$5,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$646,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$914,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$616,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$175,070
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$2,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$574,477
Contract administrator fees	2016-12-31	$34,835
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DALBY, WENDLAND & CO., P.C.
Accountancy firm EIN	2016-12-31	840795096
2015 : LEITNER POMA OF AMERICA, INC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$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	$699,445
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$700,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$669,338
Expenses. Certain deemed distributions of participant loans	2015-12-31	$1,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$712,775
Value of total assets at end of year	2015-12-31	$10,215,766
Value of total assets at beginning of year	2015-12-31	$10,216,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$29,658
Total interest from all sources	2015-12-31	$4,611
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$563,797
Participant contributions at end of year	2015-12-31	$117,118
Participant contributions at beginning of year	2015-12-31	$96,910
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$8,016
Other income not declared elsewhere	2015-12-31	$-24,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-764
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,215,766
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,216,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,181,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,739,173
Income. Interest from loans (other than to participants)	2015-12-31	$4,611
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$914,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$380,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$6,745
Net gain/loss from 103.12 investment entities	2015-12-31	$-24,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$140,962
Employer contributions (assets) at end of year	2015-12-31	$2,250
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$669,338
Contract administrator fees	2015-12-31	$29,658
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DALBY, WENDLAND & CO., P.C.
Accountancy firm EIN	2015-12-31	840795096

Form 5500 Responses for LEITNER POMA OF AMERICA, INC 401(K) PLAN

2022: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LEITNER POMA OF AMERICA, INC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

336145-01

Policy instance

Insurance contract or identification number	336145-01
Number of Individuals Covered	8
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

336145-01

Policy instance

Insurance contract or identification number	336145-01
Number of Individuals Covered	9
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

336145-01

Policy instance

Insurance contract or identification number	336145-01
Number of Individuals Covered	10
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

336145-01

Policy instance

Insurance contract or identification number	336145-01
Number of Individuals Covered	8
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

336145-01

Policy instance

Insurance contract or identification number	336145-01
Number of Individuals Covered	9
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

336145-01

Policy instance

Insurance contract or identification number	336145-01
Number of Individuals Covered	9
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

336145-01

Policy instance

Insurance contract or identification number	336145-01
Number of Individuals Covered	17
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	LEITNER-POMA OF AMERICA, INC.
Employer identification number (EIN):	840840513
NAIC Classification:	339900

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1981-01-06
Company Identification Number:	19871421768
Legal Registered Office Address:	2746 Seeber Drive Building A Grand Junction United States of America (USA) 81506