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WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 401k Plan overview

Plan NameWOOD MECHANIX HOLDING CO., LLC 401(K) PLAN
Plan identification number 001

WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

WOOD MECHANIX HOLDING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:WOOD MECHANIX HOLDING COMPANY
Employer identification number (EIN):931046448
NAIC Classification:812990
NAIC Description:All Other Personal Services

Additional information about WOOD MECHANIX HOLDING COMPANY

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2004-07-15
Company Identification Number: 23099690
Legal Registered Office Address: 732 NW 19TH AVE

PORTLAND
United States of America (USA)
97209

More information about WOOD MECHANIX HOLDING COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STAN TRYTKO2023-10-16
0012021-01-01STAN TRYTKO2022-10-11
0012020-01-01STAN TRYTKO2021-09-15 STAN TRYTKO2021-09-15
0012019-01-01STAN TRYTKO2020-09-17 STAN TRYTKO2020-09-17
0012018-01-01JUDY SIGLER2019-09-10 JUDY SIGLER2019-09-10
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012015-01-01
0012014-01-01
0012014-01-01
0012013-01-01
0012012-01-01STAN TRYTKO2014-10-07 STAN TRYTKO2014-10-07
0012011-01-01JUDY SIGLER
0012009-01-01STANLEY TRYTKO

Plan Statistics for WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN

401k plan membership statisitcs for WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN

Measure Date Value
2022: WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01259
Total number of active participants reported on line 7a of the Form 55002022-01-01231
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0159
Total of all active and inactive participants2022-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01292
Number of participants with account balances2022-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01182
Total number of active participants reported on line 7a of the Form 55002021-01-01175
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-0166
Total of all active and inactive participants2021-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01254
Number of participants with account balances2021-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01204
Total number of active participants reported on line 7a of the Form 55002020-01-0194
Number of retired or separated participants receiving benefits2020-01-0121
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01186
Number of participants with account balances2020-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01194
Total number of active participants reported on line 7a of the Form 55002019-01-01115
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01191
Number of participants with account balances2019-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01185
Total number of active participants reported on line 7a of the Form 55002018-01-01140
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01186
Total participants2018-01-01186
Number of participants with account balances2018-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01151
Total number of active participants reported on line 7a of the Form 55002017-01-01153
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01174
Number of participants with account balances2017-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01164
Total number of active participants reported on line 7a of the Form 55002016-01-0183
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01141
Total participants2016-01-01141
Number of participants with account balances2016-01-01133
2015: WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01190
Total number of active participants reported on line 7a of the Form 55002015-01-01143
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01164
Number of participants with account balances2015-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01185
Total number of active participants reported on line 7a of the Form 55002014-01-01161
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01190
Number of participants with account balances2014-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01155
Total number of active participants reported on line 7a of the Form 55002013-01-01103
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0165
Total of all active and inactive participants2013-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01170
Number of participants with account balances2013-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2011: WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0155
Total number of active participants reported on line 7a of the Form 55002011-01-0130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0147
Number of participants with account balances2011-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0192
Total number of active participants reported on line 7a of the Form 55002009-01-0144
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0165
Number of participants with account balances2009-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN

Measure Date Value
2022 : WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$1,018,036
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$839,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$792,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,289,098
Value of total assets at end of year2022-12-31$8,013,404
Value of total assets at beginning of year2022-12-31$7,834,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$46,168
Total interest from all sources2022-12-31$26,052
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$146,792
Participant contributions at end of year2022-12-31$612,640
Participant contributions at beginning of year2022-12-31$468,985
Participant contributions at end of year2022-12-31$1,916
Participant contributions at beginning of year2022-12-31$783
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$178,903
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,013,404
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,834,501
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$46,168
Value of interest in pooled separate accounts at end of year2022-12-31$5,714,524
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,491,423
Interest on participant loans2022-12-31$26,052
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$79
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$79
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,133,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$92,114
Net investment gain/loss from pooled separate accounts2022-12-31$-1,297,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,142,306
Employer contributions (assets) at end of year2022-12-31$550,663
Employer contributions (assets) at beginning of year2022-12-31$781,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$792,965
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
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 name2022-12-31CHRIS T. BENNETT
Accountancy firm EIN2022-12-31911088177
2021 : WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$81
Total income from all sources (including contributions)2021-12-31$2,033,644
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$702,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$670,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,247,813
Value of total assets at end of year2021-12-31$7,834,501
Value of total assets at beginning of year2021-12-31$6,503,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,060
Total interest from all sources2021-12-31$22,456
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$168,092
Participant contributions at end of year2021-12-31$468,985
Participant contributions at beginning of year2021-12-31$460,558
Participant contributions at end of year2021-12-31$783
Participant contributions at beginning of year2021-12-31$50
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$1,331,082
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,834,501
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,503,419
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$32,060
Value of interest in pooled separate accounts at end of year2021-12-31$6,491,423
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,037,163
Interest on participant loans2021-12-31$22,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$79
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$92,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$807,120
Net investment gain/loss from pooled separate accounts2021-12-31$763,375
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$1,079,721
Employer contributions (assets) at end of year2021-12-31$781,117
Employer contributions (assets) at beginning of year2021-12-31$198,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$670,502
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$81
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 name2021-12-31CHRIS T. BENNETT
Accountancy firm EIN2021-12-31911088177
2020 : WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$81
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$72
Total income from all sources (including contributions)2020-12-31$1,559,680
Total of all expenses incurred2020-12-31$379,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$340,287
Expenses. Certain deemed distributions of participant loans2020-12-31$20,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$776,352
Value of total assets at end of year2020-12-31$6,503,500
Value of total assets at beginning of year2020-12-31$5,323,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,417
Total interest from all sources2020-12-31$24,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$153,765
Participant contributions at end of year2020-12-31$460,558
Participant contributions at beginning of year2020-12-31$399,710
Participant contributions at end of year2020-12-31$50
Participant contributions at beginning of year2020-12-31$50
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,180,204
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,503,419
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,323,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$5,037,163
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,519,969
Interest on participant loans2020-12-31$24,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$807,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$78,399
Net investment gain/loss from pooled separate accounts2020-12-31$758,379
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$613,280
Employer contributions (assets) at end of year2020-12-31$198,609
Employer contributions (assets) at beginning of year2020-12-31$325,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$340,287
Contract administrator fees2020-12-31$18,417
Liabilities. Value of benefit claims payable at end of year2020-12-31$81
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$72
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 name2020-12-31CHRIS T. BENNETT
Accountancy firm EIN2020-12-31911088177
2019 : WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$72
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$61
Total income from all sources (including contributions)2019-12-31$1,812,334
Total of all expenses incurred2019-12-31$306,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$254,767
Expenses. Certain deemed distributions of participant loans2019-12-31$24,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,035,417
Value of total assets at end of year2019-12-31$5,323,287
Value of total assets at beginning of year2019-12-31$3,817,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,031
Total interest from all sources2019-12-31$18,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$135,938
Participant contributions at end of year2019-12-31$399,710
Participant contributions at beginning of year2019-12-31$306,112
Participant contributions at end of year2019-12-31$50
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$60,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,505,427
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,323,215
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,817,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$4,519,969
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,237,824
Interest on participant loans2019-12-31$17,600
Interest earned on other investments2019-12-31$692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$78,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$66,606
Net investment gain/loss from pooled separate accounts2019-12-31$758,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$838,864
Employer contributions (assets) at end of year2019-12-31$325,159
Employer contributions (assets) at beginning of year2019-12-31$207,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$254,767
Contract administrator fees2019-12-31$28,031
Liabilities. Value of benefit claims payable at end of year2019-12-31$72
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$61
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CHRIS T. BENNETT
Accountancy firm EIN2019-12-31911088177
2018 : WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$61
Total income from all sources (including contributions)2018-12-31$780,283
Total of all expenses incurred2018-12-31$81,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$54,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,032,866
Value of total assets at end of year2018-12-31$3,817,849
Value of total assets at beginning of year2018-12-31$3,119,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26,796
Total interest from all sources2018-12-31$13,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$123,368
Participant contributions at end of year2018-12-31$306,112
Participant contributions at beginning of year2018-12-31$241,804
Participant contributions at beginning of year2018-12-31$9,472
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$698,772
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,817,788
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,119,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$3,237,824
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,700,530
Interest on participant loans2018-12-31$13,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$66,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$17,964
Net investment gain/loss from pooled separate accounts2018-12-31$-266,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$909,498
Employer contributions (assets) at end of year2018-12-31$207,307
Employer contributions (assets) at beginning of year2018-12-31$149,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$54,715
Contract administrator fees2018-12-31$26,796
Liabilities. Value of benefit claims payable at end of year2018-12-31$61
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CHRIS T. BENNETT
Accountancy firm EIN2018-12-31911088177
2017 : WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$730,951
Total of all expenses incurred2017-12-31$328,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$307,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$309,801
Value of total assets at end of year2017-12-31$3,119,016
Value of total assets at beginning of year2017-12-31$2,716,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,149
Total interest from all sources2017-12-31$9,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$112,295
Participant contributions at end of year2017-12-31$241,804
Participant contributions at beginning of year2017-12-31$195,079
Participant contributions at end of year2017-12-31$9,472
Participant contributions at beginning of year2017-12-31$8,366
Administrative expenses (other) incurred2017-12-31$21,149
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$402,498
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,119,016
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,716,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$2,700,530
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,208,093
Interest on participant loans2017-12-31$9,930
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$17,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$12,822
Net investment gain/loss from pooled separate accounts2017-12-31$411,220
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$197,506
Employer contributions (assets) at end of year2017-12-31$149,246
Employer contributions (assets) at beginning of year2017-12-31$292,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$307,304
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CHRIS T. BENNETT
Accountancy firm EIN2017-12-31911088177
2016 : WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$815,874
Total of all expenses incurred2016-12-31$507,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$466,338
Expenses. Certain deemed distributions of participant loans2016-12-31$17,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$651,685
Value of total assets at end of year2016-12-31$2,716,518
Value of total assets at beginning of year2016-12-31$2,408,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,735
Total interest from all sources2016-12-31$8,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$6,031
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000
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
Contributions received from participants2016-12-31$105,279
Participant contributions at end of year2016-12-31$195,079
Participant contributions at beginning of year2016-12-31$236,622
Participant contributions at end of year2016-12-31$8,366
Participant contributions at beginning of year2016-12-31$97
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) 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$308,371
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,716,518
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,408,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,208,093
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,027,312
Interest on participant loans2016-12-31$8,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$12,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,665
Net investment gain/loss from pooled separate accounts2016-12-31$156,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$546,406
Employer contributions (assets) at end of year2016-12-31$292,158
Employer contributions (assets) at beginning of year2016-12-31$132,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$466,338
Contract administrator fees2016-12-31$17,704
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CHRIS T. BENNETT
Accountancy firm EIN2016-12-31911088177
2015 : WOOD MECHANIX HOLDING CO., LLC 401(K) 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$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,519
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$274,415
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$443,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$410,103
Expenses. Certain deemed distributions of participant loans2015-12-31$33,727
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$355,296
Value of total assets at end of year2015-12-31$2,345,589
Value of total assets at beginning of year2015-12-31$2,521,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$12,245
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
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$50,000
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
Contributions received from participants2015-12-31$115,229
Participant contributions at end of year2015-12-31$236,622
Participant contributions at beginning of year2015-12-31$318,870
Participant contributions at end of year2015-12-31$97
Participant contributions at beginning of year2015-12-31$253
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$6,519
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-169,415
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,345,589
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,515,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$2,027,312
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,015,520
Interest on participant loans2015-12-31$12,245
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
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$11,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$12,842
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$0
Net investment gain/loss from pooled separate accounts2015-12-31$-93,126
Net investment gain or loss from common/collective trusts2015-12-31$0
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$240,067
Employer contributions (assets) at end of year2015-12-31$69,893
Employer contributions (assets) at beginning of year2015-12-31$174,038
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$410,103
Contract administrator fees2015-12-31$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 name2015-12-31CHRIS T. BENNETT
Accountancy firm EIN2015-12-31911088177
2014 : WOOD MECHANIX HOLDING CO., LLC 401(K) 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 transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$48
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$473,655
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$497,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$478,934
Expenses. Certain deemed distributions of participant loans2014-12-31$18,149
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$383,571
Value of total assets at end of year2014-12-31$2,521,523
Value of total assets at beginning of year2014-12-31$2,538,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$13,225
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
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$50,000
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
Contributions received from participants2014-12-31$68,574
Participant contributions at end of year2014-12-31$318,870
Participant contributions at beginning of year2014-12-31$317,009
Participant contributions at end of year2014-12-31$253
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$6,519
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$-23,428
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,515,004
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,538,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$2,015,520
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,815,117
Interest on participant loans2014-12-31$13,225
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 beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$12,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$165,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$76,859
Net investment gain or loss from common/collective trusts2014-12-31$0
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$314,997
Employer contributions (assets) at end of year2014-12-31$174,038
Employer contributions (assets) at beginning of year2014-12-31$241,098
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$478,934
Contract administrator fees2014-12-31$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 end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$48
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 name2014-12-31CHRIS T. BENNETT
Accountancy firm EIN2014-12-31911088177
2013 : WOOD MECHANIX HOLDING CO., LLC 401(K) 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 liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$48
Total income from all sources (including contributions)2013-12-31$1,104,989
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$258,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$213,619
Expenses. Certain deemed distributions of participant loans2013-12-31$45,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$801,537
Value of total assets at end of year2013-12-31$2,538,480
Value of total assets at beginning of year2013-12-31$1,692,421
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$8,446
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000
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
Contributions received from participants2013-12-31$19,769
Participant contributions at end of year2013-12-31$317,009
Participant contributions at beginning of year2013-12-31$70,745
Participant contributions at beginning of year2013-12-31$227
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Other income not declared elsewhere2013-12-31$1,618
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$846,011
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,538,432
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,692,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,815,117
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,407,219
Interest on participant loans2013-12-31$8,446
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$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$165,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$153,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$293,388
Net investment gain or loss from common/collective trusts2013-12-31$0
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$781,768
Employer contributions (assets) at end of year2013-12-31$241,098
Employer contributions (assets) at beginning of year2013-12-31$61,116
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$213,619
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 end of year2013-12-31$48
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 name2013-12-31CHRIS T. BENNETT
Accountancy firm EIN2013-12-31911088177
2011 : WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$6,121
Expenses. Total of all expenses incurred2011-12-31$5,630
Benefits paid (including direct rollovers)2011-12-31$4,185
Total plan assets at end of year2011-12-31$621,312
Total plan assets at beginning of year2011-12-31$620,821
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$5,468
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$653
Net income (gross income less expenses)2011-12-31$491
Net plan assets at end of year (total assets less liabilities)2011-12-31$621,312
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$620,821
Assets. Value of participant loans2011-12-31$63,948
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,445
2010 : WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$69,791
Expenses. Total of all expenses incurred2010-12-31$24,648
Benefits paid (including direct rollovers)2010-12-31$22,303
Total plan assets at end of year2010-12-31$620,821
Total plan assets at beginning of year2010-12-31$575,678
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$4,508
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$65,283
Net income (gross income less expenses)2010-12-31$45,143
Net plan assets at end of year (total assets less liabilities)2010-12-31$620,821
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$575,678
Assets. Value of participant loans2010-12-31$56,584
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,345

Form 5500 Responses for WOOD MECHANIX HOLDING CO., LLC 401(K) PLAN

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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873095
Policy instance 1
Insurance contract or identification number873095
Number of Individuals Covered236
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873095
Policy instance 1
Insurance contract or identification number873095
Number of Individuals Covered167
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
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873095
Policy instance 1
Insurance contract or identification number873095
Number of Individuals Covered178
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 $2,330
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2330
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873095
Policy instance 1
Insurance contract or identification number873095
Number of Individuals Covered177
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 $1,861
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1861
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873095
Policy instance 1
Insurance contract or identification number873095
Number of Individuals Covered158
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 $1,449
Contracts With Unallocated Funds Deposit Administration1
Amount paid for insurance broker fees686
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873095
Policy instance 1
Insurance contract or identification number873095
Number of Individuals Covered91
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 $1,219
Contracts With Unallocated Funds Deposit Administration1
Amount paid for insurance broker fees1219
Insurance broker organization code?5
Insurance broker nameNICHOLAS PENSION CONSULTANTS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873095
Policy instance 1
Insurance contract or identification number873095
Number of Individuals Covered100
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 $2,121
Contracts With Unallocated Funds Deposit Administration1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873095
Policy instance 1
Insurance contract or identification number873095
Number of Individuals Covered113
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,444
Total amount of fees paid to insurance companyUSD $1,970
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,444
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerREVENUE SHARING
Insurance broker nameNICHOLAS, HICKS & FARMERS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873095
Policy instance 1
Insurance contract or identification number873095
Number of Individuals Covered150
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,808
Total amount of fees paid to insurance companyUSD $1,715
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,962
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREVENUE SHARING
Insurance broker nameLPL FINANCIAL CORPORATION
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number926932
Policy instance 1
Insurance contract or identification number926932
Number of Individuals Covered30
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,729
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number926932
Policy instance 1
Insurance contract or identification number926932
Number of Individuals Covered32
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,526
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,526
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC

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