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GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameGARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 003

GARFF COMPANIES 401(K) RETIREMENT SAVINGS 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

GARFF ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name:GARFF ENTERPRISES, INC.
Employer identification number (EIN):870259130
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01REBECCA STRASBURG REBECCA STRASBURG2018-10-12
0032016-01-01REBECCA STRASBURG REBECCA STRASBURG2017-10-13
0032015-01-01REBECCA STRASBURG REBECCA STRASBURG2016-07-29
0032014-01-01REBECCA STRASBURG REBECCA STRASBURG2015-07-29
0032014-01-01REBECCA STRASBURG REBECCA STRASBURG2015-07-30
0032013-01-01REBECCA STRASBURG REBECCA STRASBURG2014-07-30
0032012-01-01REBECCA STRASBURG REBECCA STRASBURG2013-07-31
0032011-01-01REBECCA STRASBURG REBECCA STRASBURG2012-07-27
0032010-01-01REBECCA STRASBURG BRADLEY EICHERS2011-07-12
0032009-01-01BRAD EICHERS BRAD EICHERS2010-08-04

Plan Statistics for GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,915
Total number of active participants reported on line 7a of the Form 55002022-01-015,520
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01451
Total of all active and inactive participants2022-01-015,971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-015,979
Number of participants with account balances2022-01-012,585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01149
2021: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,034
Total number of active participants reported on line 7a of the Form 55002021-01-015,050
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01365
Total of all active and inactive participants2021-01-015,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-015,418
Number of participants with account balances2021-01-012,174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0164
2020: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,876
Total number of active participants reported on line 7a of the Form 55002020-01-014,289
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01340
Total of all active and inactive participants2020-01-014,629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-014,634
Number of participants with account balances2020-01-011,877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0152
2019: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,412
Total number of active participants reported on line 7a of the Form 55002019-01-014,587
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01308
Total of all active and inactive participants2019-01-014,897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-014,900
Number of participants with account balances2019-01-011,815
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0189
2018: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,087
Total number of active participants reported on line 7a of the Form 55002018-01-013,646
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01294
Total of all active and inactive participants2018-01-013,942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-013,943
Number of participants with account balances2018-01-011,757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0184
2017: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,556
Total number of active participants reported on line 7a of the Form 55002017-01-013,613
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01264
Total of all active and inactive participants2017-01-013,878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-013,880
Number of participants with account balances2017-01-011,663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0164
2016: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,234
Total number of active participants reported on line 7a of the Form 55002016-01-013,381
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01177
Total of all active and inactive participants2016-01-013,558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-013,563
Number of participants with account balances2016-01-011,568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0171
2015: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,785
Total number of active participants reported on line 7a of the Form 55002015-01-012,797
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01171
Total of all active and inactive participants2015-01-012,968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-012,972
Number of participants with account balances2015-01-011,365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0166
2014: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,358
Total number of active participants reported on line 7a of the Form 55002014-01-012,298
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01142
Total of all active and inactive participants2014-01-012,440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-012,445
Number of participants with account balances2014-01-011,184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0161
2013: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,052
Total number of active participants reported on line 7a of the Form 55002013-01-012,117
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01139
Total of all active and inactive participants2013-01-012,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-012,259
Number of participants with account balances2013-01-011,126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0146
2012: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,750
Total number of active participants reported on line 7a of the Form 55002012-01-011,758
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01121
Total of all active and inactive participants2012-01-011,879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,882
Number of participants with account balances2012-01-01900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01174
2011: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,675
Total number of active participants reported on line 7a of the Form 55002011-01-011,642
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0199
Total of all active and inactive participants2011-01-011,741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,744
Number of participants with account balances2011-01-01789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01154
2010: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,672
Total number of active participants reported on line 7a of the Form 55002010-01-011,395
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01123
Total of all active and inactive participants2010-01-011,518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-011,520
Number of participants with account balances2010-01-01736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01160
2009: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,527
Total number of active participants reported on line 7a of the Form 55002009-01-011,378
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01292
Total of all active and inactive participants2009-01-011,670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,671
Number of participants with account balances2009-01-01814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01229

Financial Data on GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : GARFF COMPANIES 401(K) RETIREMENT SAVINGS 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$642,708
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$592,363
Total income from all sources (including contributions)2022-12-31$2,614,412
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$15,366,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,319,282
Expenses. Certain deemed distributions of participant loans2022-12-31$12,153
Value of total corrective distributions2022-12-31$644,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$27,626,234
Value of total assets at end of year2022-12-31$148,172,086
Value of total assets at beginning of year2022-12-31$160,873,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$390,607
Total interest from all sources2022-12-31$126,030
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$622,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$622,628
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$16,522,537
Participant contributions at end of year2022-12-31$2,624,817
Participant contributions at beginning of year2022-12-31$2,737,606
Participant contributions at beginning of year2022-12-31$5,149
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,580,104
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$2,699
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$642,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$592,363
Other income not declared elsewhere2022-12-31$2,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,752,095
Value of net assets at end of year (total assets less liabilities)2022-12-31$147,529,378
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$160,281,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$42,443,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$53,069,225
Value of interest in pooled separate accounts at end of year2022-12-31$14,373,822
Value of interest in pooled separate accounts at beginning of year2022-12-31$16,140,577
Interest on participant loans2022-12-31$126,030
Value of interest in common/collective trusts at end of year2022-12-31$88,729,654
Value of interest in common/collective trusts at beginning of year2022-12-31$88,920,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,573,418
Net investment gain/loss from pooled separate accounts2022-12-31$-2,163,543
Net investment gain or loss from common/collective trusts2022-12-31$-14,026,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,523,593
Employer contributions (assets) at beginning of year2022-12-31$797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,316,583
Contract administrator fees2022-12-31$390,607
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LARSON & COMPANY PC
Accountancy firm EIN2022-12-31870516083
2021 : GARFF COMPANIES 401(K) RETIREMENT SAVINGS 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$592,363
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$38,737,927
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,962,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,486,244
Value of total corrective distributions2021-12-31$1,102,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,516,278
Value of total assets at end of year2021-12-31$160,873,836
Value of total assets at beginning of year2021-12-31$131,505,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$373,887
Total interest from all sources2021-12-31$141,949
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$608,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$608,329
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$12,898,161
Participant contributions at end of year2021-12-31$2,737,606
Participant contributions at beginning of year2021-12-31$2,700,204
Participant contributions at end of year2021-12-31$5,149
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,023,638
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$592,363
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$28,775,558
Value of net assets at end of year (total assets less liabilities)2021-12-31$160,281,473
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$131,505,915
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$53,069,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$45,735,826
Value of interest in pooled separate accounts at end of year2021-12-31$16,140,577
Value of interest in pooled separate accounts at beginning of year2021-12-31$14,108,617
Interest on participant loans2021-12-31$141,949
Value of interest in common/collective trusts at end of year2021-12-31$88,920,482
Value of interest in common/collective trusts at beginning of year2021-12-31$68,961,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,930,884
Net investment gain/loss from pooled separate accounts2021-12-31$2,713,358
Net investment gain or loss from common/collective trusts2021-12-31$9,827,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,594,479
Employer contributions (assets) at end of year2021-12-31$797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,486,244
Contract administrator fees2021-12-31$373,887
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31LARSON & COMPANY PC
Accountancy firm EIN2021-12-31870516083
2020 : GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$452,352
Total income from all sources (including contributions)2020-12-31$28,212,990
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,972,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,682,053
Expenses. Certain deemed distributions of participant loans2020-12-31$-6,832
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,767,994
Value of total assets at end of year2020-12-31$131,505,915
Value of total assets at beginning of year2020-12-31$113,717,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$297,288
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$141,182
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$485,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$485,715
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$9,201,188
Participant contributions at end of year2020-12-31$2,700,204
Participant contributions at beginning of year2020-12-31$2,522,493
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,360,304
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$452,352
Other income not declared elsewhere2020-12-31$25
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$18,240,481
Value of net assets at end of year (total assets less liabilities)2020-12-31$131,505,915
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$113,265,434
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$45,735,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$37,365,709
Value of interest in pooled separate accounts at end of year2020-12-31$14,108,617
Value of interest in pooled separate accounts at beginning of year2020-12-31$14,113,962
Interest on participant loans2020-12-31$141,182
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$68,961,268
Value of interest in common/collective trusts at beginning of year2020-12-31$59,713,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,060,287
Net investment gain/loss from pooled separate accounts2020-12-31$886,807
Net investment gain or loss from common/collective trusts2020-12-31$7,870,980
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,206,502
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$2,511
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,682,053
Contract administrator fees2020-12-31$297,288
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LARSON & COMPANY PC
Accountancy firm EIN2020-12-31870516083
2019 : GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$452,352
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$283,102
Total income from all sources (including contributions)2019-12-31$30,942,349
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,602,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,845,780
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$452,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,234,525
Value of total assets at end of year2019-12-31$113,717,786
Value of total assets at beginning of year2019-12-31$90,208,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$304,556
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$135,188
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$503,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$503,249
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$8,325,896
Participant contributions at end of year2019-12-31$2,522,493
Participant contributions at beginning of year2019-12-31$2,345,650
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,803,119
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$452,352
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$283,102
Other income not declared elsewhere2019-12-31$331
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$23,339,661
Value of net assets at end of year (total assets less liabilities)2019-12-31$113,265,434
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$89,925,773
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$37,365,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,820,870
Value of interest in pooled separate accounts at end of year2019-12-31$14,113,962
Value of interest in pooled separate accounts at beginning of year2019-12-31$15,868,417
Interest on participant loans2019-12-31$135,188
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$59,713,111
Value of interest in common/collective trusts at beginning of year2019-12-31$47,173,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,867,329
Net investment gain/loss from pooled separate accounts2019-12-31$2,780,123
Net investment gain or loss from common/collective trusts2019-12-31$9,421,604
Net gain/loss from 103.12 investment entities2019-12-31$0
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,105,510
Employer contributions (assets) at end of year2019-12-31$2,511
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,845,780
Contract administrator fees2019-12-31$304,556
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31LARSON & COMPANY PC
Accountancy firm EIN2019-12-31870516083
2018 : GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$283,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$518,999
Total income from all sources (including contributions)2018-12-31$3,758,568
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,299,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,732,103
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$283,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,962,193
Value of total assets at end of year2018-12-31$90,208,875
Value of total assets at beginning of year2018-12-31$94,985,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$284,425
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$119,597
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$351,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$351,802
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$7,950,466
Participant contributions at end of year2018-12-31$2,345,650
Participant contributions at beginning of year2018-12-31$2,689,409
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$902,660
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$2,380
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$283,102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$518,999
Other income not declared elsewhere2018-12-31$116
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,541,062
Value of net assets at end of year (total assets less liabilities)2018-12-31$89,925,773
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$94,466,835
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$24,820,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,906,525
Value of interest in pooled separate accounts at end of year2018-12-31$15,868,417
Value of interest in pooled separate accounts at beginning of year2018-12-31$16,795,654
Interest on participant loans2018-12-31$119,597
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$47,173,938
Value of interest in common/collective trusts at beginning of year2018-12-31$48,594,246
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,035,007
Net investment gain/loss from pooled separate accounts2018-12-31$-1,357,257
Net investment gain or loss from common/collective trusts2018-12-31$-3,282,876
Net gain/loss from 103.12 investment entities2018-12-31$0
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,109,067
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,729,723
Contract administrator fees2018-12-31$284,425
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31LARSON & COMPANY PC
Accountancy firm EIN2018-12-31870516083
2017 : GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$518,999
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$515,366
Total income from all sources (including contributions)2017-12-31$22,921,019
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,054,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,247,929
Expenses. Certain deemed distributions of participant loans2017-12-31$31,260
Value of total corrective distributions2017-12-31$518,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,814,575
Value of total assets at end of year2017-12-31$94,985,834
Value of total assets at beginning of year2017-12-31$77,115,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$255,925
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$109,460
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$283,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$283,159
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$7,580,008
Participant contributions at end of year2017-12-31$2,689,409
Participant contributions at beginning of year2017-12-31$2,379,048
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$2,430
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$185,499
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$718
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$518,999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$515,366
Other income not declared elsewhere2017-12-31$78
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$17,866,906
Value of net assets at end of year (total assets less liabilities)2017-12-31$94,466,835
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$76,599,929
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$26,906,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,420,556
Value of interest in pooled separate accounts at end of year2017-12-31$16,795,654
Value of interest in pooled separate accounts at beginning of year2017-12-31$47,951,823
Interest on participant loans2017-12-31$109,460
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$48,594,246
Value of interest in common/collective trusts at beginning of year2017-12-31$5,360,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,289,752
Net investment gain/loss from pooled separate accounts2017-12-31$9,350,462
Net investment gain or loss from common/collective trusts2017-12-31$73,533
Net gain/loss from 103.12 investment entities2017-12-31$0
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$1,049,068
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$478
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,247,211
Contract administrator fees2017-12-31$255,925
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$515,366
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$614,199
Total income from all sources (including contributions)2016-12-31$15,420,089
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,593,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,847,382
Expenses. Certain deemed distributions of participant loans2016-12-31$3,233
Value of total corrective distributions2016-12-31$515,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,256,016
Value of total assets at end of year2016-12-31$77,115,295
Value of total assets at beginning of year2016-12-31$68,387,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$227,248
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$96,061
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$236,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$236,869
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$7,090,673
Participant contributions at end of year2016-12-31$2,379,048
Participant contributions at beginning of year2016-12-31$2,054,970
Participant contributions at end of year2016-12-31$2,430
Participant contributions at beginning of year2016-12-31$217
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,166,454
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$617
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$515,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$614,199
Other income not declared elsewhere2016-12-31$5,656
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,826,860
Value of net assets at end of year (total assets less liabilities)2016-12-31$76,599,929
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$67,773,069
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,420,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,773,092
Value of interest in pooled separate accounts at end of year2016-12-31$47,951,823
Value of interest in pooled separate accounts at beginning of year2016-12-31$43,397,505
Interest on participant loans2016-12-31$96,061
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$5,360,960
Value of interest in common/collective trusts at beginning of year2016-12-31$4,160,734
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$968,362
Net investment gain/loss from pooled separate accounts2016-12-31$3,788,631
Net investment gain or loss from common/collective trusts2016-12-31$68,494
Net gain/loss from 103.12 investment entities2016-12-31$0
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$998,889
Employer contributions (assets) at end of year2016-12-31$478
Employer contributions (assets) at beginning of year2016-12-31$750
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,846,765
Contract administrator fees2016-12-31$227,248
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$3,010
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$614,199
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$452,971
Total income from all sources (including contributions)2015-12-31$16,331,076
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,780,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,926,102
Expenses. Certain deemed distributions of participant loans2015-12-31$5,335
Value of total corrective distributions2015-12-31$614,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,920,796
Value of total assets at end of year2015-12-31$68,387,268
Value of total assets at beginning of year2015-12-31$60,672,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$234,868
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$81,814
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$221,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$221,763
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$6,441,699
Participant contributions at end of year2015-12-31$2,054,970
Participant contributions at beginning of year2015-12-31$1,705,050
Participant contributions at end of year2015-12-31$217
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,612,567
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$40
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$614,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$452,971
Other income not declared elsewhere2015-12-31$72
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$7,550,572
Value of net assets at end of year (total assets less liabilities)2015-12-31$67,773,069
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$60,219,487
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,773,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,712,055
Value of interest in pooled separate accounts at end of year2015-12-31$43,397,505
Value of interest in pooled separate accounts at beginning of year2015-12-31$42,262,814
Interest on participant loans2015-12-31$81,814
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$4,160,734
Value of interest in common/collective trusts at beginning of year2015-12-31$3,992,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-170,539
Net investment gain/loss from pooled separate accounts2015-12-31$248,395
Net investment gain or loss from common/collective trusts2015-12-31$28,775
Net gain/loss from 103.12 investment entities2015-12-31$0
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$866,530
Employer contributions (assets) at end of year2015-12-31$750
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,926,062
Contract administrator fees2015-12-31$234,868
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31MANTYLA MCREYNOLDS, LLC
Accountancy firm EIN2015-12-31800021232
2014 : GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$452,971
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$372,984
Total income from all sources (including contributions)2014-12-31$10,267,945
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,460,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,917,049
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$452,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,857,920
Value of total assets at end of year2014-12-31$60,672,458
Value of total assets at beginning of year2014-12-31$55,784,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$90,264
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$67,769
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$125,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$125,222
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$4,965,509
Participant contributions at end of year2014-12-31$1,705,050
Participant contributions at beginning of year2014-12-31$1,551,099
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$958
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,184,639
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$452,971
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$372,984
Other income not declared elsewhere2014-12-31$70
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,807,661
Value of net assets at end of year (total assets less liabilities)2014-12-31$60,219,487
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$55,411,826
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,712,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,911,308
Value of interest in pooled separate accounts at end of year2014-12-31$42,262,814
Value of interest in pooled separate accounts at beginning of year2014-12-31$38,094,180
Interest on participant loans2014-12-31$67,769
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$3,992,539
Value of interest in common/collective trusts at beginning of year2014-12-31$4,227,097
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$640,571
Net investment gain/loss from pooled separate accounts2014-12-31$2,523,963
Net investment gain or loss from common/collective trusts2014-12-31$52,430
Net gain/loss from 103.12 investment entities2014-12-31$0
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$707,772
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$168
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,917,049
Contract administrator fees2014-12-31$90,264
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31MANTYLA MCREYNOLDS, LLC
Accountancy firm EIN2014-12-31800021232
2013 : GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$372,984
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$101,845
Total income from all sources (including contributions)2013-12-31$16,706,001
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,527,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,136,919
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$372,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,162,313
Value of total assets at end of year2013-12-31$55,784,810
Value of total assets at beginning of year2013-12-31$42,335,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,884
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$61,035
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$76,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$76,025
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$4,204,310
Participant contributions at end of year2013-12-31$1,551,099
Participant contributions at beginning of year2013-12-31$1,440,317
Participant contributions at end of year2013-12-31$958
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,378,946
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$2,396
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$372,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$101,845
Other income not declared elsewhere2013-12-31$1
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$13,178,214
Value of net assets at end of year (total assets less liabilities)2013-12-31$55,411,826
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$42,233,612
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,911,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,322,869
Value of interest in pooled separate accounts at end of year2013-12-31$38,094,180
Value of interest in pooled separate accounts at beginning of year2013-12-31$27,789,985
Interest on participant loans2013-12-31$61,035
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$4,227,097
Value of interest in common/collective trusts at beginning of year2013-12-31$3,782,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,535,149
Net investment gain/loss from pooled separate accounts2013-12-31$5,903,484
Net investment gain or loss from common/collective trusts2013-12-31$-32,006
Net gain/loss from 103.12 investment entities2013-12-31$0
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$579,057
Employer contributions (assets) at end of year2013-12-31$168
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,134,523
Contract administrator fees2013-12-31$17,884
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2013-12-31431947695
2012 : GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$407,697
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$101,845
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$138,355
Total income from all sources (including contributions)2012-12-31$12,762,775
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,300,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,181,804
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$101,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,403,903
Value of total assets at end of year2012-12-31$42,335,457
Value of total assets at beginning of year2012-12-31$32,501,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,617
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$60,424
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$92,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$92,876
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$3,164,529
Participant contributions at end of year2012-12-31$1,440,317
Participant contributions at beginning of year2012-12-31$1,137,383
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,775,518
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$799
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$101,845
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$138,355
Other income not declared elsewhere2012-12-31$125
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,462,509
Value of net assets at end of year (total assets less liabilities)2012-12-31$42,233,612
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$32,363,406
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,322,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,655,086
Value of interest in pooled separate accounts at end of year2012-12-31$27,789,985
Value of interest in pooled separate accounts at beginning of year2012-12-31$21,511,241
Interest on participant loans2012-12-31$60,424
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$3,782,286
Value of interest in common/collective trusts at beginning of year2012-12-31$3,865,023
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$902,257
Net investment gain/loss from pooled separate accounts2012-12-31$3,252,870
Net investment gain or loss from common/collective trusts2012-12-31$50,320
Net gain/loss from 103.12 investment entities2012-12-31$0
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$463,856
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$333,028
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,181,005
Contract administrator fees2012-12-31$16,617
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2012-12-31431947695
2011 : GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$138,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$39,627
Total income from all sources (including contributions)2011-12-31$2,387,040
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,493,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,342,329
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$138,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,873,090
Value of total assets at end of year2011-12-31$32,501,761
Value of total assets at beginning of year2011-12-31$32,509,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,760
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$49,305
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$65,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$65,143
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$2,508,405
Participant contributions at end of year2011-12-31$1,137,383
Participant contributions at beginning of year2011-12-31$1,141,096
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$1,722
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$29,660
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$572
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$138,355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$39,627
Other income not declared elsewhere2011-12-31$15
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-106,424
Value of net assets at end of year (total assets less liabilities)2011-12-31$32,363,406
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,469,830
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,655,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,940,670
Value of interest in pooled separate accounts at end of year2011-12-31$21,511,241
Value of interest in pooled separate accounts at beginning of year2011-12-31$21,702,702
Interest on participant loans2011-12-31$49,305
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$3,865,023
Value of interest in common/collective trusts at beginning of year2011-12-31$3,723,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-413,652
Net investment gain/loss from pooled separate accounts2011-12-31$-264,951
Net investment gain or loss from common/collective trusts2011-12-31$78,090
Net gain/loss from 103.12 investment entities2011-12-31$0
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$335,025
Employer contributions (assets) at end of year2011-12-31$333,028
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,341,757
Contract administrator fees2011-12-31$12,760
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2011-12-31431947695
2010 : GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$39,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$20,310
Total income from all sources (including contributions)2010-12-31$6,355,152
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,794,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,741,569
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$39,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,261,967
Value of total assets at end of year2010-12-31$32,509,457
Value of total assets at beginning of year2010-12-31$28,929,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,470
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$55,564
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$67,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$67,544
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$1,930,332
Participant contributions at end of year2010-12-31$1,141,096
Participant contributions at beginning of year2010-12-31$1,213,348
Participant contributions at end of year2010-12-31$1,722
Participant contributions at beginning of year2010-12-31$1,731
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$331,635
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$399
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$39,627
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$20,310
Other income not declared elsewhere2010-12-31$9,215
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,560,486
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,469,830
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,909,344
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,940,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,944,815
Value of interest in pooled separate accounts at end of year2010-12-31$21,702,702
Value of interest in pooled separate accounts at beginning of year2010-12-31$18,892,260
Interest on participant loans2010-12-31$55,564
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$3,723,267
Value of interest in common/collective trusts at beginning of year2010-12-31$3,877,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$671,870
Net investment gain/loss from pooled separate accounts2010-12-31$3,161,001
Net investment gain or loss from common/collective trusts2010-12-31$127,991
Net gain/loss from 103.12 investment entities2010-12-31$0
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,741,170
Contract administrator fees2010-12-31$13,470
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2010-12-31431947695
2009 : GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN

2022: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
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: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
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: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
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: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
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: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
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: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
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: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
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: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
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: GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number365966
Policy instance 1
Insurance contract or identification number365966
Number of Individuals Covered5979
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number365966
Policy instance 1
Insurance contract or identification number365966
Number of Individuals Covered5418
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number365966
Policy instance 1
Insurance contract or identification number365966
Number of Individuals Covered4634
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number365966
Policy instance 1
Insurance contract or identification number365966
Number of Individuals Covered4900
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number365966
Policy instance 1
Insurance contract or identification number365966
Number of Individuals Covered3943
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number365966
Policy instance 1
Insurance contract or identification number365966
Number of Individuals Covered3880
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number365966
Policy instance 1
Insurance contract or identification number365966
Number of Individuals Covered2972
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number365966
Policy instance 1
Insurance contract or identification number365966
Number of Individuals Covered2445
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number365966
Policy instance 1
Insurance contract or identification number365966
Number of Individuals Covered2259
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number365966
Policy instance 1
Insurance contract or identification number365966
Number of Individuals Covered1882
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,405
Total amount of fees paid to insurance companyUSD $4,210
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,405
Amount paid for insurance broker fees4210
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number365966
Policy instance 1
Insurance contract or identification number365966
Number of Individuals Covered1744
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $22,498
Total amount of fees paid to insurance companyUSD $10,511
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number365966
Policy instance 1
Insurance contract or identification number365966
Number of Individuals Covered1520
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,416
Total amount of fees paid to insurance companyUSD $12,893
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,707
Amount paid for insurance broker fees12501
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION

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