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JOBE MATERIALS, LP 401(K) PLAN 401k Plan overview

Plan NameJOBE MATERIALS, LP 401(K) PLAN
Plan identification number 001

JOBE MATERIALS, LP 401(K) PLAN Benefits

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

JOBE MATERIALS, LP has sponsored the creation of one or more 401k plans.

Company Name:JOBE MATERIALS, LP
Employer identification number (EIN):861133407
NAIC Classification:212320
NAIC Description: Sand, Gravel, Clay, and Ceramic and Refractory Minerals Mining and Quarrying

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOBE MATERIALS, LP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL HOCKENBERRY MICHAEL HOCKENBERRY2018-10-12
0012016-01-01MICHAEL HOCKENBERRY MICHAEL HOCKENBERRY2017-10-09
0012015-01-01MICHAEL HOCKENBERRY MICHAEL HOCKENBERRY2016-10-17
0012015-01-01MICHAEL HOCKENBERRY MICHAEL HOCKENBERRY2016-10-17
0012014-01-01MICHAEL HOCKENBERRY MICHAEL HOCKENBERRY2015-10-12
0012013-01-01MICHAEL HOCKENBERRY
0012012-01-01MICHAEL HOCKENBERRY
0012011-01-01MICHAEL HOCKENBERRY
0012010-01-01MICHAEL HOCKENBERRY
0012009-01-01MICHAEL HOCKENBERRY

Plan Statistics for JOBE MATERIALS, LP 401(K) PLAN

401k plan membership statisitcs for JOBE MATERIALS, LP 401(K) PLAN

Measure Date Value
2022: JOBE MATERIALS, LP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01673
Total number of active participants reported on line 7a of the Form 55002022-01-01475
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0168
Total of all active and inactive participants2022-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01543
Number of participants with account balances2022-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: JOBE MATERIALS, LP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01618
Total number of active participants reported on line 7a of the Form 55002021-01-01504
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01133
Total of all active and inactive participants2021-01-01637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01637
Number of participants with account balances2021-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: JOBE MATERIALS, LP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01508
Total number of active participants reported on line 7a of the Form 55002020-01-01477
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0162
Total of all active and inactive participants2020-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01539
Number of participants with account balances2020-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JOBE MATERIALS, LP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01464
Total number of active participants reported on line 7a of the Form 55002019-01-01426
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01463
Number of participants with account balances2019-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: JOBE MATERIALS, LP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01452
Total number of active participants reported on line 7a of the Form 55002018-01-01406
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01439
Number of participants with account balances2018-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JOBE MATERIALS, LP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01466
Total number of active participants reported on line 7a of the Form 55002017-01-01396
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01430
Number of participants with account balances2017-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: JOBE MATERIALS, LP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01406
Total number of active participants reported on line 7a of the Form 55002016-01-01380
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01419
Number of participants with account balances2016-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: JOBE MATERIALS, LP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01408
Total number of active participants reported on line 7a of the Form 55002015-01-01351
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01385
Number of participants with account balances2015-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: JOBE MATERIALS, LP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01433
Total number of active participants reported on line 7a of the Form 55002014-01-01386
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0150
Total of all active and inactive participants2014-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01436
Number of participants with account balances2014-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOBE MATERIALS, LP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01381
Total number of active participants reported on line 7a of the Form 55002013-01-01368
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01395
Number of participants with account balances2013-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOBE MATERIALS, LP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01365
Total number of active participants reported on line 7a of the Form 55002012-01-01341
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01357
Number of participants with account balances2012-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOBE MATERIALS, LP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01369
Total number of active participants reported on line 7a of the Form 55002011-01-01347
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01357
Number of participants with account balances2011-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JOBE MATERIALS, LP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01362
Total number of active participants reported on line 7a of the Form 55002010-01-01349
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0120
Total of all active and inactive participants2010-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01369
Number of participants with account balances2010-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JOBE MATERIALS, LP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01288
Total number of active participants reported on line 7a of the Form 55002009-01-01284
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01297
Number of participants with account balances2009-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on JOBE MATERIALS, LP 401(K) PLAN

Measure Date Value
2022 : JOBE MATERIALS, LP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,045,386
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,873,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,600,363
Expenses. Certain deemed distributions of participant loans2022-12-31$110,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,621,462
Value of total assets at end of year2022-12-31$14,354,578
Value of total assets at beginning of year2022-12-31$18,273,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$161,858
Total interest from all sources2022-12-31$65,051
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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 period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$940,438
Participant contributions at end of year2022-12-31$744,235
Participant contributions at beginning of year2022-12-31$772,124
Participant contributions at end of year2022-12-31$90
Participant contributions at beginning of year2022-12-31$90
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,918,463
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,354,578
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,273,041
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$137,688
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,448,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,059,986
Interest on participant loans2022-12-31$43,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$21,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,161,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,440,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,731,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$679,310
Employer contributions (assets) at end of year2022-12-31$82
Employer contributions (assets) at beginning of year2022-12-31$81
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,600,363
Contract administrator fees2022-12-31$24,170
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31STOCKTON, SCURRY & SMITH
Accountancy firm EIN2022-12-31742043108
2021 : JOBE MATERIALS, LP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,069,027
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,130,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$895,304
Expenses. Certain deemed distributions of participant loans2021-12-31$47,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,726,555
Value of total assets at end of year2021-12-31$18,273,041
Value of total assets at beginning of year2021-12-31$15,334,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$187,555
Total interest from all sources2021-12-31$50,215
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$931,704
Participant contributions at end of year2021-12-31$772,124
Participant contributions at beginning of year2021-12-31$593,420
Participant contributions at end of year2021-12-31$90
Participant contributions at beginning of year2021-12-31$90
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$122,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,938,460
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,273,041
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,334,581
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$167,450
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,059,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,431,731
Interest on participant loans2021-12-31$30,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$20,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,440,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,309,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,292,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$672,160
Employer contributions (assets) at end of year2021-12-31$81
Employer contributions (assets) at beginning of year2021-12-31$81
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$895,304
Contract administrator fees2021-12-31$20,105
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LAUTERBACH, BARSCHOW & COMPANY, P.C
Accountancy firm EIN2021-12-31742014723
2020 : JOBE MATERIALS, LP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$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$3,279,772
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,594,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,363,587
Expenses. Certain deemed distributions of participant loans2020-12-31$78,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,564,156
Value of total assets at end of year2020-12-31$15,334,581
Value of total assets at beginning of year2020-12-31$13,649,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$152,905
Total interest from all sources2020-12-31$60,726
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$897,717
Participant contributions at end of year2020-12-31$593,420
Participant contributions at beginning of year2020-12-31$637,086
Participant contributions at end of year2020-12-31$90
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,684,955
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,334,581
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,649,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$119,416
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,431,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,859,541
Interest on participant loans2020-12-31$40,501
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$20,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,309,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,152,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,654,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$655,973
Employer contributions (assets) at end of year2020-12-31$81
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,363,587
Contract administrator fees2020-12-31$33,489
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31STOCKTON, SCURRY & SMITH
Accountancy firm EIN2020-12-31742043108
2019 : JOBE MATERIALS, LP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,571,669
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$641,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$464,826
Expenses. Certain deemed distributions of participant loans2019-12-31$32,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,442,909
Value of total assets at end of year2019-12-31$13,649,626
Value of total assets at beginning of year2019-12-31$10,719,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$144,112
Total interest from all sources2019-12-31$60,324
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$836,314
Participant contributions at end of year2019-12-31$637,086
Participant contributions at beginning of year2019-12-31$577,681
Participant contributions at beginning of year2019-12-31$29,142
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,930,505
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,649,626
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,719,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$110,914
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,859,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,056,773
Interest on participant loans2019-12-31$40,767
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$19,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,152,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,034,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,068,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$592,525
Employer contributions (assets) at beginning of year2019-12-31$20,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$464,826
Contract administrator fees2019-12-31$33,198
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31STOCKTON, SCURRY & SMITH
Accountancy firm EIN2019-12-31742043108
2018 : JOBE MATERIALS, LP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$783,940
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$744,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$508,238
Expenses. Certain deemed distributions of participant loans2018-12-31$58,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,311,736
Value of total assets at end of year2018-12-31$10,719,121
Value of total assets at beginning of year2018-12-31$10,680,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$177,991
Total interest from all sources2018-12-31$54,138
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$733,008
Participant contributions at end of year2018-12-31$577,681
Participant contributions at beginning of year2018-12-31$600,491
Participant contributions at end of year2018-12-31$29,142
Participant contributions at beginning of year2018-12-31$12,098
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$54,409
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$39,089
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,719,121
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,680,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$162,766
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,056,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,124,681
Interest on participant loans2018-12-31$36,169
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$17,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,034,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$934,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-581,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$524,319
Employer contributions (assets) at end of year2018-12-31$20,825
Employer contributions (assets) at beginning of year2018-12-31$8,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$508,238
Contract administrator fees2018-12-31$15,225
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31STOCKTON, SCURRY & SMITH
Accountancy firm EIN2018-12-31742043108
2017 : JOBE MATERIALS, LP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,630,023
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$502,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$330,540
Expenses. Certain deemed distributions of participant loans2017-12-31$60,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,205,453
Value of total assets at end of year2017-12-31$10,680,032
Value of total assets at beginning of year2017-12-31$8,552,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$110,846
Total interest from all sources2017-12-31$50,434
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$669,662
Participant contributions at end of year2017-12-31$600,491
Participant contributions at beginning of year2017-12-31$593,696
Participant contributions at end of year2017-12-31$12,098
Participant contributions at beginning of year2017-12-31$10,768
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$54,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,127,641
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,680,032
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,552,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$97,093
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,124,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,089,048
Interest on participant loans2017-12-31$33,934
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$16,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$934,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$851,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,374,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$480,949
Employer contributions (assets) at end of year2017-12-31$8,535
Employer contributions (assets) at beginning of year2017-12-31$6,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$330,540
Contract administrator fees2017-12-31$13,753
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LAUTERBACK, BORSCHOW & COMPANY, P.C
Accountancy firm EIN2017-12-31742014723
2016 : JOBE MATERIALS, LP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,539,614
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$368,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$193,439
Expenses. Certain deemed distributions of participant loans2016-12-31$39,065
Value of total corrective distributions2016-12-31$810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$967,795
Value of total assets at end of year2016-12-31$8,552,391
Value of total assets at beginning of year2016-12-31$7,380,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$134,817
Total interest from all sources2016-12-31$30,115
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$567,506
Participant contributions at end of year2016-12-31$593,696
Participant contributions at beginning of year2016-12-31$538,243
Participant contributions at end of year2016-12-31$10,768
Participant contributions at beginning of year2016-12-31$7,518
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,711
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,171,483
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,552,391
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,380,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$114,815
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,089,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,156,725
Interest on participant loans2016-12-31$30,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$851,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$668,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$541,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$397,578
Employer contributions (assets) at end of year2016-12-31$6,946
Employer contributions (assets) at beginning of year2016-12-31$5,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$193,439
Contract administrator fees2016-12-31$20,002
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31STOCKTON, SCURRY & SMITH
Accountancy firm EIN2016-12-31742043108
2015 : JOBE MATERIALS, LP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$784,831
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$486,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$294,009
Expenses. Certain deemed distributions of participant loans2015-12-31$55,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$874,847
Value of total assets at end of year2015-12-31$7,380,908
Value of total assets at beginning of year2015-12-31$7,082,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$137,294
Total interest from all sources2015-12-31$32,451
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$302,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$499,708
Participant contributions at end of year2015-12-31$538,243
Participant contributions at beginning of year2015-12-31$566,011
Participant contributions at end of year2015-12-31$7,518
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$27,740
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$297,943
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,380,908
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,082,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$96,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,156,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,948,933
Interest on participant loans2015-12-31$28,934
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$668,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$568,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-122,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$347,399
Employer contributions (assets) at end of year2015-12-31$5,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$294,009
Contract administrator fees2015-12-31$41,002
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31STOCKTON, SCURRY & SMITH
Accountancy firm EIN2015-12-31742043108
2014 : JOBE MATERIALS, LP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,223,480
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$431,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$387,342
Expenses. Certain deemed distributions of participant loans2014-12-31$44,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$864,194
Value of total assets at end of year2014-12-31$7,082,965
Value of total assets at beginning of year2014-12-31$6,290,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$23,128
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$302,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$446,881
Participant contributions at end of year2014-12-31$566,011
Participant contributions at beginning of year2014-12-31$393,942
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$105,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$792,003
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,082,965
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,290,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,948,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,748,492
Interest on participant loans2014-12-31$23,503
Interest earned on other investments2014-12-31$-375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$568,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$148,528
Net investment gain/loss from pooled separate accounts2014-12-31$336,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$311,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$387,342
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31STOCKTON, SCURRY & SMITH
Accountancy firm EIN2014-12-31742043108
2013 : JOBE MATERIALS, LP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,638,822
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$174,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$141,056
Expenses. Certain deemed distributions of participant loans2013-12-31$33,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$755,033
Value of total assets at end of year2013-12-31$6,290,962
Value of total assets at beginning of year2013-12-31$4,826,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$20,253
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$302,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$441,561
Participant contributions at end of year2013-12-31$393,942
Participant contributions at beginning of year2013-12-31$404,130
Participant contributions at beginning of year2013-12-31$7,766
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,296
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,464,497
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,290,962
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,826,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,748,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,349,159
Interest on participant loans2013-12-31$20,513
Interest earned on other investments2013-12-31$-260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$148,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$57,132
Net investment gain or loss from common/collective trusts2013-12-31$863,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$309,176
Employer contributions (assets) at beginning of year2013-12-31$4,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$141,056
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31STOCKTON, SCURRY & SMITH
Accountancy firm EIN2013-12-31742043108
2012 : JOBE MATERIALS, LP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,128,702
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$113,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$81,903
Expenses. Certain deemed distributions of participant loans2012-12-31$32,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$722,558
Value of total assets at end of year2012-12-31$4,826,465
Value of total assets at beginning of year2012-12-31$3,811,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$17,435
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$420,232
Participant contributions at end of year2012-12-31$404,130
Participant contributions at beginning of year2012-12-31$323,058
Participant contributions at end of year2012-12-31$7,766
Participant contributions at beginning of year2012-12-31$7,447
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$14,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,319
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,014,767
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,826,465
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,811,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,349,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,421,249
Interest on participant loans2012-12-31$17,979
Interest earned on other investments2012-12-31$-544
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$57,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$53,433
Net investment gain or loss from common/collective trusts2012-12-31$388,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$287,781
Employer contributions (assets) at end of year2012-12-31$4,959
Employer contributions (assets) at beginning of year2012-12-31$4,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$81,903
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31STOCKTON, SCURRY & SMITH
Accountancy firm EIN2012-12-31742043108
2011 : JOBE MATERIALS, LP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$511,231
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$576,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$547,434
Expenses. Certain deemed distributions of participant loans2011-12-31$29,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$676,260
Value of total assets at end of year2011-12-31$3,811,698
Value of total assets at beginning of year2011-12-31$3,877,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$14,203
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$415,836
Participant contributions at end of year2011-12-31$323,058
Participant contributions at beginning of year2011-12-31$218,702
Participant contributions at end of year2011-12-31$7,447
Participant contributions at beginning of year2011-12-31$5,688
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,352
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-65,490
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,811,698
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,877,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,421,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,378,462
Interest on participant loans2011-12-31$14,858
Interest earned on other investments2011-12-31$-655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$53,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$268,931
Net investment gain or loss from common/collective trusts2011-12-31$-179,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$260,424
Employer contributions (assets) at end of year2011-12-31$4,159
Employer contributions (assets) at beginning of year2011-12-31$3,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$547,434
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31STOCKTON, SCURRY & SMITH
Accountancy firm EIN2011-12-31742043108
2010 : JOBE MATERIALS, LP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$906,882
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$42,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$41,042
Expenses. Certain deemed distributions of participant loans2010-12-31$1,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$588,377
Value of total assets at end of year2010-12-31$3,877,188
Value of total assets at beginning of year2010-12-31$3,012,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$8,592
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$358,406
Participant contributions at end of year2010-12-31$218,702
Participant contributions at beginning of year2010-12-31$110,328
Participant contributions at end of year2010-12-31$5,688
Participant contributions at beginning of year2010-12-31$28,646
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,846
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$5,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$864,399
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,877,188
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,012,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,378,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,572,615
Interest on participant loans2010-12-31$9,127
Interest earned on other investments2010-12-31$-535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$268,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$279,496
Net investment gain/loss from pooled separate accounts2010-12-31$309,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$229,971
Employer contributions (assets) at end of year2010-12-31$3,559
Employer contributions (assets) at beginning of year2010-12-31$15,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$41,042
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31STOCKTON, SCURRY & SMITH
Accountancy firm EIN2010-12-31742043108

Form 5500 Responses for JOBE MATERIALS, LP 401(K) PLAN

2022: JOBE MATERIALS, LP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOBE MATERIALS, LP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOBE MATERIALS, LP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOBE MATERIALS, LP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOBE MATERIALS, LP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOBE MATERIALS, LP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOBE MATERIALS, LP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOBE MATERIALS, LP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOBE MATERIALS, LP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOBE MATERIALS, LP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOBE MATERIALS, LP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOBE MATERIALS, LP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOBE MATERIALS, LP 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOBE MATERIALS, LP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-HM6W
Policy instance 1
Insurance contract or identification numberGAP-CP-HM6W
Number of Individuals Covered507
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,610
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $5,610
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-HM6W
Policy instance 1
Insurance contract or identification numberGAP-CP-HM6W
Number of Individuals Covered504
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,630
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $5,630
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-HM6W
Policy instance 1
Insurance contract or identification numberGAP-CP-HM6W
Number of Individuals Covered428
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,609
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $4,609
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-HM6W
Policy instance 1
Insurance contract or identification numberGAP-CP-HM6W
Number of Individuals Covered426
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,392
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $4,392
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-HM6W
Policy instance 1
Insurance contract or identification numberGAP-CP-HM6W
Number of Individuals Covered330
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,081
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $4,081
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-HM6W
Policy instance 1
Insurance contract or identification numberGAP-CP-HM6W
Number of Individuals Covered330
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,520
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $3,520
Insurance broker organization code?3
Insurance broker nameM HOLDINGS SECURITIES, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-YL80
Policy instance 2
Insurance contract or identification numberGAP-54-YL80
Number of Individuals Covered264
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $18,472
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,472
Insurance broker organization code?3
Insurance broker nameM HOLDINGS SECURITIES, INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-HM6W
Policy instance 3
Insurance contract or identification numberGAP-CP-HM6W
Number of Individuals Covered264
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $764
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $764
Insurance broker organization code?3
Insurance broker nameM HOLDINGS SECURITIES, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-50-YL81
Policy instance 1
Insurance contract or identification numberGAP-50-YL81
Number of Individuals Covered264
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,580
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $3,580
Insurance broker organization code?3
Insurance broker nameM HOLDINGS SECURITIES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-YL80
Policy instance 2
Insurance contract or identification numberGAP-54-YL80
Number of Individuals Covered239
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $23,766
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,766
Insurance broker organization code?3
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker namePAUL V CAIN
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-50-YL81
Policy instance 1
Insurance contract or identification numberGAP-50-YL81
Number of Individuals Covered239
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,186
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $1,186
Insurance broker organization code?3
Insurance broker nameM HOLDINGS SECURITIES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-YL80
Policy instance 2
Insurance contract or identification numberGAP-54-YL80
Number of Individuals Covered228
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $19,546
Total amount of fees paid to insurance companyUSD $2,394
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,546
Insurance broker organization code?3
Amount paid for insurance broker fees2394
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker namePAUL V CAIN
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-50-YL81
Policy instance 1
Insurance contract or identification numberGAP-50-YL81
Number of Individuals Covered228
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $836
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $836
Insurance broker organization code?3
Insurance broker nameM HOLDINGS SECURITIES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-50-YL81
Policy instance 1
Insurance contract or identification numberGAP-50-YL81
Number of Individuals Covered209
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $223
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $223
Insurance broker organization code?3
Insurance broker nameM HOLDINGS SECURITIES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-YL80
Policy instance 2
Insurance contract or identification numberGAP-54-YL80
Number of Individuals Covered209
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $15,678
Total amount of fees paid to insurance companyUSD $1,937
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,678
Insurance broker organization code?3
Amount paid for insurance broker fees1937
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker namePAUL V CAIN
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-YL80
Policy instance 2
Insurance contract or identification numberGAP-54-YL80
Number of Individuals Covered188
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $16,145
Total amount of fees paid to insurance companyUSD $1,858
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-50-YL81
Policy instance 1
Insurance contract or identification numberGAP-50-YL81
Number of Individuals Covered188
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,035
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-YL80
Policy instance 2
Insurance contract or identification numberGAP-54-YL80
Number of Individuals Covered173
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14,591
Total amount of fees paid to insurance companyUSD $1,684
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-50-YL81
Policy instance 1
Insurance contract or identification numberGAP-50-YL81
Number of Individuals Covered173
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,343
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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

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