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PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan NamePATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST
Plan identification number 001

PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PATRIOT FIRE PROTECTION, INC. has sponsored the creation of one or more 401k plans.

Company Name:PATRIOT FIRE PROTECTION, INC.
Employer identification number (EIN):911492898
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about PATRIOT FIRE PROTECTION, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1990-08-23
Company Identification Number: 601269686
Legal Registered Office Address: 2707 70TH AVE E

TACOMA
United States of America (USA)
984240000

More information about PATRIOT FIRE PROTECTION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01THERESA TWINING2023-09-18
0012021-01-01THERESA TWINING2022-10-14
0012020-01-01THERESA TWINING2021-10-14
0012019-01-01THERESA TWINING2020-07-17
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01THERESA TWINING2016-07-06
0012014-01-01THERESA TWINING2015-07-07
0012013-01-01THERESA TWINING2014-05-06
0012012-01-01THERESA TWINING2013-06-21
0012011-01-01THERESA TWINING2012-05-08
0012010-01-01THERESA TWINING2011-07-21

Plan Statistics for PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST

401k plan membership statisitcs for PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST

Measure Date Value
2022: PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01133
Total number of active participants reported on line 7a of the Form 55002022-01-01124
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01148
Number of participants with account balances2022-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01134
Total number of active participants reported on line 7a of the Form 55002021-01-01116
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-01133
Total participants2021-01-01133
Number of participants with account balances2021-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01126
Total number of active participants reported on line 7a of the Form 55002020-01-01123
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01134
Number of participants with account balances2020-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01111
Total number of active participants reported on line 7a of the Form 55002019-01-01119
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01126
Number of participants with account balances2019-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01116
Total number of active participants reported on line 7a of the Form 55002018-01-0199
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01111
Number of participants with account balances2018-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01111
Total number of active participants reported on line 7a of the Form 55002017-01-0197
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01108
Number of participants with account balances2017-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01113
Total number of active participants reported on line 7a of the Form 55002016-01-0196
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01111
Number of participants with account balances2016-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015

Financial Data on PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST

Measure Date Value
2022 : PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,565,297
Total of all expenses incurred2022-12-31$1,579,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,490,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,482,475
Value of total assets at end of year2022-12-31$26,797,312
Value of total assets at beginning of year2022-12-31$31,942,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$89,329
Total interest from all sources2022-12-31$4,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$956,468
Participant contributions at end of year2022-12-31$84,215
Participant contributions at beginning of year2022-12-31$91,082
Participant contributions at end of year2022-12-31$17,576
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$2
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,202,767
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$78,748
Other income not declared elsewhere2022-12-31$-39,230
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$-5,144,745
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,797,312
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,942,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$49,025
Value of interest in pooled separate accounts at end of year2022-12-31$26,695,505
Value of interest in pooled separate accounts at beginning of year2022-12-31$30,632,145
Interest on participant loans2022-12-31$4,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$12,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$12,714
Net investment gain/loss from pooled separate accounts2022-12-31$-5,013,017
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$447,259
Employer contributions (assets) at end of year2022-12-31$14
Employer contributions (assets) at beginning of year2022-12-31$3,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,490,119
Contract administrator fees2022-12-31$38,804
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 name2022-12-31CLARK NUBER P.S.
Accountancy firm EIN2022-12-31911194016
2021 : PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 2021 401k financial data
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$5,804,405
Total of all expenses incurred2021-12-31$2,744,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,647,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,286,382
Value of total assets at end of year2021-12-31$31,942,057
Value of total assets at beginning of year2021-12-31$28,882,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$97,323
Total interest from all sources2021-12-31$6,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,400
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$857,428
Participant contributions at end of year2021-12-31$91,082
Participant contributions at beginning of year2021-12-31$124,696
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$54,800
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,202,767
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$995,204
Other income not declared elsewhere2021-12-31$375,741
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$3,059,505
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,942,057
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,882,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$53,549
Value of interest in pooled separate accounts at end of year2021-12-31$30,632,145
Value of interest in pooled separate accounts at beginning of year2021-12-31$27,499,474
Interest on participant loans2021-12-31$6,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$12,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,342
Net investment gain/loss from pooled separate accounts2021-12-31$4,136,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$428,954
Employer contributions (assets) at end of year2021-12-31$3,349
Employer contributions (assets) at beginning of year2021-12-31$205,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,647,577
Contract administrator fees2021-12-31$42,374
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLARK NUBER P.S.
Accountancy firm EIN2021-12-31911194016
2020 : PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 2020 401k financial data
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$9
Total income from all sources (including contributions)2020-12-31$5,091,135
Total of all expenses incurred2020-12-31$1,339,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,260,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,416,930
Value of total assets at end of year2020-12-31$28,882,552
Value of total assets at beginning of year2020-12-31$25,131,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$79,137
Total interest from all sources2020-12-31$8,453
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$16,778
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$16,778
Administrative expenses professional fees incurred2020-12-31$650
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
Contributions received from participants2020-12-31$880,994
Participant contributions at end of year2020-12-31$124,696
Participant contributions at beginning of year2020-12-31$169,521
Participant contributions at end of year2020-12-31$54,800
Participant contributions at beginning of year2020-12-31$63,856
Assets. Other investments not covered elsewhere at end of year2020-12-31$995,204
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$840,496
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,680
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$3,751,283
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,882,552
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,131,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$43,057
Value of interest in pooled separate accounts at end of year2020-12-31$27,499,474
Value of interest in pooled separate accounts at beginning of year2020-12-31$23,849,690
Interest on participant loans2020-12-31$8,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,342
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$9,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$9,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$137,940
Net investment gain/loss from pooled separate accounts2020-12-31$3,511,034
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$527,256
Employer contributions (assets) at end of year2020-12-31$205,036
Employer contributions (assets) at beginning of year2020-12-31$197,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,260,715
Contract administrator fees2020-12-31$35,430
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$9
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLARK NUBER P.S.
Accountancy firm EIN2020-12-31911194016
2019 : PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$9
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$6,080,036
Expenses. Total of all expenses incurred2019-12-31$978,752
Benefits paid (including direct rollovers)2019-12-31$897,000
Total plan assets at end of year2019-12-31$25,131,278
Total plan assets at beginning of year2019-12-31$20,029,985
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$833,192
Contributions received from other sources (not participants or employers)2019-12-31$126,794
Other income received2019-12-31$4,622,273
Net income (gross income less expenses)2019-12-31$5,101,284
Net plan assets at end of year (total assets less liabilities)2019-12-31$25,131,269
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$20,029,985
Assets. Value of participant loans2019-12-31$169,521
Total contributions received or receivable from employer(s)2019-12-31$497,777
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$81,752
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$276,566
Expenses. Total of all expenses incurred2018-12-31$1,623,000
Benefits paid (including direct rollovers)2018-12-31$1,552,619
Total plan assets at end of year2018-12-31$20,029,985
Total plan assets at beginning of year2018-12-31$21,376,419
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$751,700
Contributions received from other sources (not participants or employers)2018-12-31$364,543
Other income received2018-12-31$-1,293,527
Net income (gross income less expenses)2018-12-31$-1,346,434
Net plan assets at end of year (total assets less liabilities)2018-12-31$20,029,985
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$21,376,419
Assets. Value of participant loans2018-12-31$140,069
Total contributions received or receivable from employer(s)2018-12-31$453,850
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$70,381
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$1
2017 : PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total income from all sources2017-12-31$4,825,781
Expenses. Total of all expenses incurred2017-12-31$466,213
Benefits paid (including direct rollovers)2017-12-31$422,999
Total plan assets at end of year2017-12-31$21,376,419
Total plan assets at beginning of year2017-12-31$17,016,851
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$703,639
Contributions received from other sources (not participants or employers)2017-12-31$620,927
Other income received2017-12-31$3,081,655
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$4,359,568
Net plan assets at end of year (total assets less liabilities)2017-12-31$21,376,419
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$17,016,851
Assets. Value of participant loans2017-12-31$87,853
Total contributions received or receivable from employer(s)2017-12-31$419,560
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$43,214
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$1,969
Total income from all sources2016-12-31$2,160,104
Expenses. Total of all expenses incurred2016-12-31$771,263
Benefits paid (including direct rollovers)2016-12-31$732,537
Total plan assets at end of year2016-12-31$17,016,851
Total plan assets at beginning of year2016-12-31$15,629,979
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$668,590
Contributions received from other sources (not participants or employers)2016-12-31$37,105
Other income received2016-12-31$1,062,929
Net income (gross income less expenses)2016-12-31$1,388,841
Net plan assets at end of year (total assets less liabilities)2016-12-31$17,016,851
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$15,628,010
Assets. Value of participant loans2016-12-31$121,964
Total contributions received or receivable from employer(s)2016-12-31$391,480
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$38,726
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0

Form 5500 Responses for PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST

2022: PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47321
Policy instance 1
Insurance contract or identification number47321
Number of Individuals Covered126
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $15,332
Amount paid for insurance broker fees13832
Additional information about fees paid to insurance brokerTPA COMPENSAION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47321
Policy instance 1
Insurance contract or identification number47321
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $16,210
Amount paid for insurance broker fees14810
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47321
Policy instance 1
Insurance contract or identification number47321
Number of Individuals Covered117
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $11,889
Total amount of fees paid to insurance companyUSD $650
Commission paid to Insurance BrokerUSD $9,776
Additional information about fees paid to insurance brokerONGOING ADMIN
Insurance broker organization code?5
Amount paid for insurance broker fees400
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47321
Policy instance 1
Insurance contract or identification number47321
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47321
Policy instance 2
Insurance contract or identification number47321
Number of Individuals Covered115
Total amount of fees paid to insurance companyUSD $10,904
Amount paid for insurance broker fees10904
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47321
Policy instance 1
Insurance contract or identification number47321
Number of Individuals Covered101
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 $11,128
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11128
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47321
Policy instance 1
Insurance contract or identification number47321
Number of Individuals Covered102
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 $8,970
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8970
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES
Insurance broker organization code?5
Insurance broker namePPA

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