?>
Logo

SUNRISE CARPENTRY, INC. RETIREMENT PLAN 401k Plan overview

Plan NameSUNRISE CARPENTRY, INC. RETIREMENT PLAN
Plan identification number 002

SUNRISE CARPENTRY, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

SUNRISE CARPENTRY, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUNRISE CARPENTRY, INC.
Employer identification number (EIN):860477315
NAIC Classification:238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNRISE CARPENTRY, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01KATHY BURKEY2023-08-17 KATHY BURKEY2023-08-17
0022021-01-01KEITH LEHMAN2022-10-04 KEITH LEHMAN2022-10-04
0022020-01-01RICHARD D. MCPHERSON II2021-09-14 RICHARD D. MCPHERSON II2021-09-14
0022019-01-01RICHARD D. MCPHERSON II2020-09-09 RICHARD D. MCPHERSON II2020-09-09
0022018-03-01RICHARD D. MCPHERSON II2019-10-14 RICHARD D. MCPHERSON II2019-10-14
0022017-03-01
0022016-03-01RICHARD MCPHERSON II
0022015-03-01RICHARD MCPHERSON II
0022014-03-01RICHARD TARNOPOLSKI JR
0022013-03-01RICHARD TARNOPOLSKI JR RICHARD TARNOPOLSKI JR2014-12-11
0022012-03-01RICHARD MCPHERSON II RICHARD MCPHERSON II2013-10-22
0022011-03-01RICHARD MCPHERSON II

Plan Statistics for SUNRISE CARPENTRY, INC. RETIREMENT PLAN

401k plan membership statisitcs for SUNRISE CARPENTRY, INC. RETIREMENT PLAN

Measure Date Value
2022: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01318
Total number of active participants reported on line 7a of the Form 55002022-01-01227
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01233
Number of participants with account balances2022-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01305
Total number of active participants reported on line 7a of the Form 55002021-01-01270
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01278
Number of participants with account balances2021-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01320
Total number of active participants reported on line 7a of the Form 55002020-01-01257
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01265
Number of participants with account balances2020-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01290
Total number of active participants reported on line 7a of the Form 55002019-01-01280
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01287
Number of participants with account balances2019-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-01293
Total number of active participants reported on line 7a of the Form 55002018-03-01249
Number of retired or separated participants receiving benefits2018-03-010
Number of other retired or separated participants entitled to future benefits2018-03-0110
Total of all active and inactive participants2018-03-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-03-010
Total participants2018-03-01259
Number of participants with account balances2018-03-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-03-010
2017: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-01295
Total number of active participants reported on line 7a of the Form 55002017-03-01226
Number of retired or separated participants receiving benefits2017-03-010
Number of other retired or separated participants entitled to future benefits2017-03-0126
Total of all active and inactive participants2017-03-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-03-010
Total participants2017-03-01252
Number of participants with account balances2017-03-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-03-010
2016: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-01303
Total number of active participants reported on line 7a of the Form 55002016-03-01193
Number of retired or separated participants receiving benefits2016-03-010
Number of other retired or separated participants entitled to future benefits2016-03-0111
Total of all active and inactive participants2016-03-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-03-010
Total participants2016-03-01204
Number of participants with account balances2016-03-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-03-010
2015: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-01265
Total number of active participants reported on line 7a of the Form 55002015-03-01198
Number of retired or separated participants receiving benefits2015-03-010
Number of other retired or separated participants entitled to future benefits2015-03-016
Total of all active and inactive participants2015-03-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-03-010
Total participants2015-03-01204
Number of participants with account balances2015-03-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-03-010
2014: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-01210
Total number of active participants reported on line 7a of the Form 55002014-03-01168
Number of retired or separated participants receiving benefits2014-03-010
Number of other retired or separated participants entitled to future benefits2014-03-0120
Total of all active and inactive participants2014-03-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-03-010
Total participants2014-03-01188
Number of participants with account balances2014-03-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-03-010
2013: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-01138
Total number of active participants reported on line 7a of the Form 55002013-03-01135
Number of retired or separated participants receiving benefits2013-03-010
Number of other retired or separated participants entitled to future benefits2013-03-0115
Total of all active and inactive participants2013-03-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-010
Total participants2013-03-01150
Number of participants with account balances2013-03-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-03-010
2012: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-0166
Total number of active participants reported on line 7a of the Form 55002012-03-01121
Number of retired or separated participants receiving benefits2012-03-010
Number of other retired or separated participants entitled to future benefits2012-03-013
Total of all active and inactive participants2012-03-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-010
Total participants2012-03-01124
Number of participants with account balances2012-03-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-010
2011: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-0179
Total number of active participants reported on line 7a of the Form 55002011-03-0151
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-011
Total of all active and inactive participants2011-03-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-011
Total participants2011-03-0153
Number of participants with account balances2011-03-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-010

Financial Data on SUNRISE CARPENTRY, INC. RETIREMENT PLAN

Measure Date Value
2022 : SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-54,801
Total unrealized appreciation/depreciation of assets2022-12-31$-54,801
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$0
Total income from all sources (including contributions)2022-12-31$-407,871
Total loss/gain on sale of assets2022-12-31$-54,801
Total of all expenses incurred2022-12-31$65,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$19,019
Value of total corrective distributions2022-12-31$21,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$197,729
Value of total assets at end of year2022-12-31$3,436,702
Value of total assets at beginning of year2022-12-31$3,910,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25,213
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$24,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$141,531
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,545
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$25,751
Other income not declared elsewhere2022-12-31$-72
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$-473,446
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,436,702
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,910,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$12,709
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,790,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$241,143
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$1,992,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-34,014
Net investment gain/loss from pooled separate accounts2022-12-31$-60,894
Net investment gain or loss from common/collective trusts2022-12-31$-425,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$587,998
Assets. Invements in employer securities at beginning of year2022-12-31$1,606,999
Contributions received in cash from employer2022-12-31$56,198
Employer contributions (assets) at end of year2022-12-31$56,259
Employer contributions (assets) at beginning of year2022-12-31$44,213
Income. Dividends from common stock2022-12-31$24,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$19,019
Contract administrator fees2022-12-31$12,504
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$-54,801
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LAYTON LAYTON & TOBLER LLP
Accountancy firm EIN2022-12-31889270176
2021 : SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$71,883
Total unrealized appreciation/depreciation of assets2021-12-31$71,883
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$468,198
Total loss/gain on sale of assets2021-12-31$-123,026
Total of all expenses incurred2021-12-31$374,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$312,756
Value of total corrective distributions2021-12-31$37,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$166,580
Value of total assets at end of year2021-12-31$3,910,148
Value of total assets at beginning of year2021-12-31$3,816,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$24,193
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$32,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$122,367
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$25,751
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$32,927
Other income not declared elsewhere2021-12-31$-3
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$94,022
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,910,148
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,816,126
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$11,016
Value of interest in pooled separate accounts at end of year2021-12-31$241,143
Value of interest in pooled separate accounts at beginning of year2021-12-31$202,796
Value of interest in common/collective trusts at end of year2021-12-31$1,992,042
Value of interest in common/collective trusts at beginning of year2021-12-31$1,564,437
Net investment gain/loss from pooled separate accounts2021-12-31$37,505
Net investment gain or loss from common/collective trusts2021-12-31$282,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$1,606,999
Assets. Invements in employer securities at beginning of year2021-12-31$1,962,945
Contributions received in cash from employer2021-12-31$44,213
Employer contributions (assets) at end of year2021-12-31$44,213
Employer contributions (assets) at beginning of year2021-12-31$53,021
Income. Dividends from common stock2021-12-31$32,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$312,756
Contract administrator fees2021-12-31$13,177
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$-123,026
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LAYTON LAYTON & TOBLER LLP
Accountancy firm EIN2021-12-31889270176
2020 : SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-95,561
Total unrealized appreciation/depreciation of assets2020-12-31$-95,561
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$361,249
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$94,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,783
Value of total corrective distributions2020-12-31$74,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$181,921
Value of total assets at end of year2020-12-31$3,816,126
Value of total assets at beginning of year2020-12-31$3,549,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,656
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$40,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$128,900
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$32,927
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$38,270
Administrative expenses (other) incurred2020-12-31$15,656
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$266,419
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,816,126
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,549,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$202,796
Value of interest in pooled separate accounts at beginning of year2020-12-31$117,510
Value of interest in common/collective trusts at end of year2020-12-31$1,564,437
Value of interest in common/collective trusts at beginning of year2020-12-31$1,052,746
Net investment gain/loss from pooled separate accounts2020-12-31$46,267
Net investment gain or loss from common/collective trusts2020-12-31$188,378
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
Assets. Invements in employer securities at end of year2020-12-31$1,962,945
Assets. Invements in employer securities at beginning of year2020-12-31$2,287,229
Contributions received in cash from employer2020-12-31$53,021
Employer contributions (assets) at end of year2020-12-31$53,021
Employer contributions (assets) at beginning of year2020-12-31$53,952
Income. Dividends from common stock2020-12-31$40,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,783
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LAYTON LAYTON & TOBLER LLP
Accountancy firm EIN2020-12-31889270176
2019 : SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$719,610
Total unrealized appreciation/depreciation of assets2019-12-31$719,610
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,114,932
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$22,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$197,466
Value of total assets at end of year2019-12-31$3,549,707
Value of total assets at beginning of year2019-12-31$2,457,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,569
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$48,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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$143,514
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$38,270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$378,053
Administrative expenses (other) incurred2019-12-31$12,569
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$1,092,070
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,549,707
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,457,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$117,510
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,356
Value of interest in common/collective trusts at end of year2019-12-31$1,052,746
Value of interest in common/collective trusts at beginning of year2019-12-31$274,620
Net investment gain/loss from pooled separate accounts2019-12-31$16,593
Net investment gain or loss from common/collective trusts2019-12-31$132,669
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
Assets. Invements in employer securities at end of year2019-12-31$2,287,229
Assets. Invements in employer securities at beginning of year2019-12-31$1,742,182
Contributions received in cash from employer2019-12-31$53,952
Employer contributions (assets) at end of year2019-12-31$53,952
Employer contributions (assets) at beginning of year2019-12-31$43,426
Income. Dividends from common stock2019-12-31$48,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,293
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LAYTON LAYTON & TOBLER LLP
Accountancy firm EIN2019-12-31889270176
2018 : SUNRISE CARPENTRY, INC. RETIREMENT 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$190,289
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$37,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$32,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$177,874
Value of total assets at end of year2018-12-31$2,457,637
Value of total assets at beginning of year2018-12-31$2,304,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,425
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$36,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$99,655
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,883
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$378,053
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$341,468
Administrative expenses (other) incurred2018-12-31$4,425
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$152,912
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,457,637
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,304,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$19,356
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,148
Value of interest in common/collective trusts at end of year2018-12-31$274,620
Value of interest in common/collective trusts at beginning of year2018-12-31$214,927
Net investment gain/loss from pooled separate accounts2018-12-31$-2,106
Net investment gain or loss from common/collective trusts2018-12-31$-22,065
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
Assets. Invements in employer securities at end of year2018-12-31$1,742,182
Assets. Invements in employer securities at beginning of year2018-12-31$1,742,182
Contributions received in cash from employer2018-12-31$61,336
Employer contributions (assets) at end of year2018-12-31$43,426
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from common stock2018-12-31$36,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$32,952
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LAYTON LAYTON & TOBLER LLP
Accountancy firm EIN2018-12-31889270176
Unrealized appreciation/depreciation of other (non real estate) assets2018-02-28$349,489
Total unrealized appreciation/depreciation of assets2018-02-28$349,489
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total income from all sources (including contributions)2018-02-28$481,052
Total loss/gain on sale of assets2018-02-28$-18
Total of all expenses incurred2018-02-28$297,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$295,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-02-28$55,212
Value of total assets at end of year2018-02-28$2,304,725
Value of total assets at beginning of year2018-02-28$2,121,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$2,745
Total interest from all sources2018-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2018-02-28$56,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2018-02-28$382
Was this plan covered by a fidelity bond2018-02-28Yes
Value of fidelity bond cover2018-02-28$1,000,000
If this is an individual account plan, was there a blackout period2018-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-02-28$0
Were there any nonexempt tranactions with any party-in-interest2018-02-28No
Contributions received from participants2018-02-28$55,212
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-02-28$341,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-02-28$341,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Value of net income/loss2018-02-28$183,216
Value of net assets at end of year (total assets less liabilities)2018-02-28$2,304,725
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$2,121,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-02-28No
Were any leases to which the plan was party in default or uncollectible2018-02-28No
Investment advisory and management fees2018-02-28$737
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-02-28$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-02-28$153,857
Value of interest in pooled separate accounts at end of year2018-02-28$6,148
Value of interest in pooled separate accounts at beginning of year2018-02-28$0
Value of interest in common/collective trusts at end of year2018-02-28$214,927
Value of interest in common/collective trusts at beginning of year2018-02-28$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-02-28$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-02-28$27
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-02-28$27
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-02-28$636
Net investment gain/loss from pooled separate accounts2018-02-28$18,702
Net investment gain or loss from common/collective trusts2018-02-28$345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-02-28No
Was there a failure to transmit to the plan any participant contributions2018-02-28No
Has the plan failed to provide any benefit when due under the plan2018-02-28No
Assets. Invements in employer securities at end of year2018-02-28$1,742,182
Assets. Invements in employer securities at beginning of year2018-02-28$1,625,317
Income. Dividends from common stock2018-02-28$56,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-02-28$295,091
Contract administrator fees2018-02-28$2,008
Assets. Corporate common stocks other than exployer securities at end of year2018-02-28$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-02-28$733
Did the plan have assets held for investment2018-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-02-28No
Aggregate proceeds on sale of assets2018-02-28$715
Aggregate carrying amount (costs) on sale of assets2018-02-28$733
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-02-28No
Opinion of an independent qualified public accountant for this plan2018-02-28Unqualified
Accountancy firm name2018-02-28LAYTON LAYTON & TOBLER LLP
Accountancy firm EIN2018-02-28889270176
2017 : SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-02-28$317,748
Total unrealized appreciation/depreciation of assets2017-02-28$317,748
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total income from all sources (including contributions)2017-02-28$404,290
Total loss/gain on sale of assets2017-02-28$0
Total of all expenses incurred2017-02-28$11,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$11,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$0
Value of total assets at end of year2017-02-28$2,121,509
Value of total assets at beginning of year2017-02-28$1,728,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$0
Total interest from all sources2017-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$64,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2017-02-28$7,787
Was this plan covered by a fidelity bond2017-02-28Yes
Value of fidelity bond cover2017-02-28$1,000,000
If this is an individual account plan, was there a blackout period2017-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-02-28$0
Were there any nonexempt tranactions with any party-in-interest2017-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-02-28$341,575
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-02-28$284,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Value of net income/loss2017-02-28$392,898
Value of net assets at end of year (total assets less liabilities)2017-02-28$2,121,509
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$1,728,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-02-28No
Were any leases to which the plan was party in default or uncollectible2017-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-02-28$153,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-02-28$132,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-02-28$27
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-02-28$2,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-02-28$2,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-02-28$21,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-02-28No
Was there a failure to transmit to the plan any participant contributions2017-02-28No
Has the plan failed to provide any benefit when due under the plan2017-02-28No
Assets. Invements in employer securities at end of year2017-02-28$1,625,317
Assets. Invements in employer securities at beginning of year2017-02-28$1,307,774
Income. Dividends from common stock2017-02-28$56,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-02-28$11,392
Assets. Corporate common stocks other than exployer securities at end of year2017-02-28$733
Assets. Corporate common stocks other than exployer securities at beginning of year2017-02-28$529
Did the plan have assets held for investment2017-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-02-28No
Opinion of an independent qualified public accountant for this plan2017-02-28Unqualified
Accountancy firm name2017-02-28LAYTON LAYTON & TOBLER LLP
Accountancy firm EIN2017-02-28889270176
2016 : SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-02-29$-195,880
Total unrealized appreciation/depreciation of assets2016-02-29$-195,880
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total income from all sources (including contributions)2016-02-29$-133,901
Total loss/gain on sale of assets2016-02-29$-3,721
Total of all expenses incurred2016-02-29$19,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-02-29$19,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-02-29$0
Value of total assets at end of year2016-02-29$1,728,611
Value of total assets at beginning of year2016-02-29$1,881,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$0
Total interest from all sources2016-02-29$0
Total dividends received (eg from common stock, registered investment company shares)2016-02-29$65,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2016-02-29$8,771
Was this plan covered by a fidelity bond2016-02-29Yes
Value of fidelity bond cover2016-02-29$1,000,000
If this is an individual account plan, was there a blackout period2016-02-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-02-29$0
Were there any nonexempt tranactions with any party-in-interest2016-02-29No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-02-29$284,645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-02-29$227,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Value of net income/loss2016-02-29$-152,967
Value of net assets at end of year (total assets less liabilities)2016-02-29$1,728,611
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$1,881,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-02-29No
Were any leases to which the plan was party in default or uncollectible2016-02-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-02-29$132,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-02-29$170,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-02-29$2,819
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-02-29$2,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-02-29$2,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-02-29No
Was there a failure to transmit to the plan any participant contributions2016-02-29No
Has the plan failed to provide any benefit when due under the plan2016-02-29No
Assets. Invements in employer securities at end of year2016-02-29$1,307,774
Assets. Invements in employer securities at beginning of year2016-02-29$1,480,528
Income. Dividends from preferred stock2016-02-29$56,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-02-29$19,066
Assets. Corporate common stocks other than exployer securities at end of year2016-02-29$529
Assets. Corporate common stocks other than exployer securities at beginning of year2016-02-29$0
Did the plan have assets held for investment2016-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-02-29No
Aggregate proceeds on sale of assets2016-02-29$19,085
Aggregate carrying amount (costs) on sale of assets2016-02-29$22,806
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-02-29No
Opinion of an independent qualified public accountant for this plan2016-02-29Unqualified
Accountancy firm name2016-02-29LAYTON LAYTON & TOBLER LLP
Accountancy firm EIN2016-02-29889270176
2015 : SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-02-28$-53,707
Total unrealized appreciation/depreciation of assets2015-02-28$-53,707
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total income from all sources (including contributions)2015-02-28$16,873
Total loss/gain on sale of assets2015-02-28$0
Total of all expenses incurred2015-02-28$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-02-28$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-02-28$0
Value of total assets at end of year2015-02-28$1,881,578
Value of total assets at beginning of year2015-02-28$1,864,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$0
Total interest from all sources2015-02-28$410
Total dividends received (eg from common stock, registered investment company shares)2015-02-28$70,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2015-02-28$10,857
Was this plan covered by a fidelity bond2015-02-28Yes
Value of fidelity bond cover2015-02-28$1,000,000
If this is an individual account plan, was there a blackout period2015-02-28No
Were there any nonexempt tranactions with any party-in-interest2015-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-02-28$227,716
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-02-28$170,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Value of net income/loss2015-02-28$16,873
Value of net assets at end of year (total assets less liabilities)2015-02-28$1,881,578
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$1,864,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2015-02-28No
Were any leases to which the plan was party in default or uncollectible2015-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-02-28$170,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-02-28$108,685
Interest earned on other investments2015-02-28$410
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-02-28$2,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-02-28$55,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-02-28$55,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-02-28No
Was there a failure to transmit to the plan any participant contributions2015-02-28No
Has the plan failed to provide any benefit when due under the plan2015-02-28No
Assets. Invements in employer securities at end of year2015-02-28$1,480,528
Assets. Invements in employer securities at beginning of year2015-02-28$1,529,947
Income. Dividends from preferred stock2015-02-28$59,313
Did the plan have assets held for investment2015-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-02-28No
Opinion of an independent qualified public accountant for this plan2015-02-28Unqualified
Accountancy firm name2015-02-28LAYTON LAYTON & TOBLER LLP
Accountancy firm EIN2015-02-28889270176
2014 : SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-02-28$434,115
Total unrealized appreciation/depreciation of assets2014-02-28$434,115
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$0
Total income from all sources (including contributions)2014-02-28$698,232
Total loss/gain on sale of assets2014-02-28$0
Total of all expenses incurred2014-02-28$265,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-02-28$265,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-02-28$0
Value of total assets at end of year2014-02-28$1,864,705
Value of total assets at beginning of year2014-02-28$1,432,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-02-28$0
Total interest from all sources2014-02-28$686
Total dividends received (eg from common stock, registered investment company shares)2014-02-28$263,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-02-28No
Was this plan covered by a fidelity bond2014-02-28Yes
Value of fidelity bond cover2014-02-28$144,000
If this is an individual account plan, was there a blackout period2014-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-02-28$0
Were there any nonexempt tranactions with any party-in-interest2014-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-02-28$170,787
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-02-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Value of net income/loss2014-02-28$432,469
Value of net assets at end of year (total assets less liabilities)2014-02-28$1,864,705
Value of net assets at beginning of year (total assets less liabilities)2014-02-28$1,432,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2014-02-28No
Were any leases to which the plan was party in default or uncollectible2014-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-02-28$108,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-02-28$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-02-28$55,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-02-28$82
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-02-28$82
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-02-28$686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-02-28No
Was there a failure to transmit to the plan any participant contributions2014-02-28No
Has the plan failed to provide any benefit when due under the plan2014-02-28No
Assets. Invements in employer securities at end of year2014-02-28$1,529,947
Assets. Invements in employer securities at beginning of year2014-02-28$1,324,154
Employer contributions (assets) at end of year2014-02-28$0
Employer contributions (assets) at beginning of year2014-02-28$108,000
Income. Dividends from preferred stock2014-02-28$263,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-02-28$265,763
Did the plan have assets held for investment2014-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-02-28No
Opinion of an independent qualified public accountant for this plan2014-02-28Unqualified
Accountancy firm name2014-02-28LAYTON LAYTON & TOBLER LLP
Accountancy firm EIN2014-02-28889270176
2013 : SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-02-28$449,432
Expenses. Total of all expenses incurred2013-02-28$0
Total plan assets at end of year2013-02-28$1,432,236
Total plan assets at beginning of year2013-02-28$982,804
Value of fidelity bond covering the plan2013-02-28$100,000
Other income received2013-02-28$341,432
Net income (gross income less expenses)2013-02-28$449,432
Net plan assets at end of year (total assets less liabilities)2013-02-28$1,432,236
Net plan assets at beginning of year (total assets less liabilities)2013-02-28$982,804
Assets. Value of employer securities2013-02-28$1,324,154
Total contributions received or receivable from employer(s)2013-02-28$108,000
2012 : SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-02-29$0
Expenses. Total of all expenses incurred2012-02-29$21,000
Benefits paid (including direct rollovers)2012-02-29$21,000
Total plan assets at end of year2012-02-29$982,804
Total plan assets at beginning of year2012-02-29$1,003,804
Value of fidelity bond covering the plan2012-02-29$1,004,000
Net income (gross income less expenses)2012-02-29$-21,000
Net plan assets at end of year (total assets less liabilities)2012-02-29$982,804
Net plan assets at beginning of year (total assets less liabilities)2012-02-29$1,003,804
Assets. Value of employer securities2012-02-29$982,723
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-02-29$0
2011 : SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-02-28$0
Total plan liabilities at beginning of year2011-02-28$0
Total income from all sources2011-02-28$1,003,804
Expenses. Total of all expenses incurred2011-02-28$0
Total plan assets at end of year2011-02-28$1,003,804
Total plan assets at beginning of year2011-02-28$0
Value of fidelity bond covering the plan2011-02-28$110,000
Contributions received from other sources (not participants or employers)2011-02-28$1,003,804
Other income received2011-02-28$0
Net income (gross income less expenses)2011-02-28$1,003,804
Net plan assets at end of year (total assets less liabilities)2011-02-28$1,003,804
Net plan assets at beginning of year (total assets less liabilities)2011-02-28$0
Assets. Value of employer securities2011-02-28$1,003,723
2010 : SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$1,003,804
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$1,003,804
Total plan assets at beginning of year2010-12-31$0
Value of fidelity bond covering the plan2010-12-31$110,000
Contributions received from other sources (not participants or employers)2010-12-31$1,003,804
Other income received2010-12-31$0
Net income (gross income less expenses)2010-12-31$1,003,804
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,003,804
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Assets. Value of employer securities2010-12-31$1,003,723

Form 5500 Responses for SUNRISE CARPENTRY, INC. RETIREMENT PLAN

2022: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Submission has been amendedNo
2018-03-01This submission is the final filingNo
2018-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-03-01Plan is a collectively bargained planNo
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement – InsuranceYes
2018-03-01Plan benefit arrangement - TrustYes
2017: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planNo
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement – InsuranceYes
2017-03-01Plan benefit arrangement - TrustYes
2016: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement - TrustYes
2015: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement - TrustYes
2014: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement - TrustYes
2013: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement - TrustYes
2012: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement - TrustYes
2011: SUNRISE CARPENTRY, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number534131
Policy instance 1
Insurance contract or identification number534131
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-11-11
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $86
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees86
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number158036
Policy instance 2
Insurance contract or identification number158036
Number of Individuals Covered58
Insurance policy start date2022-10-24
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,900
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5900
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number534131
Policy instance 1
Insurance contract or identification number534131
Number of Individuals Covered320
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $109
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees109
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number534131
Policy instance 1
Insurance contract or identification number534131
Number of Individuals Covered324
Insurance policy start date2020-08-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $68
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees68
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number534131
Policy instance 1
Insurance contract or identification number534131
Number of Individuals Covered332
Insurance policy start date2019-08-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees13
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number529945
Policy instance 2
Insurance contract or identification number529945
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-08-15
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees17
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number529945
Policy instance 1
Insurance contract or identification number529945
Number of Individuals Covered279
Insurance policy start date2018-03-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number529945
Policy instance 1
Insurance contract or identification number529945
Number of Individuals Covered196
Insurance policy start date2017-04-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $668
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees668
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCBIZ BENEFITS & INSURANCE SERVICES

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3