401k Plan data: PSM INDUSTRIES, INC. 401(K) PLAN plan

PSM INDUSTRIES, INC. 401(K) PLAN 401k Plan overview

Plan Name	PSM INDUSTRIES, INC. 401(K) PLAN
Plan identification number	002

PSM INDUSTRIES, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PSM INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: PSM INDUSTRIES, INC.

Employer identification number (EIN): 931156046

NAIC Classification: 333510

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PSM INDUSTRIES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 CRAIG C. PAULLIN
002 2016-01-01 CRAIG C. PAULLIN
002 2015-01-01 CRAIG C. PAULLIN
002 2014-01-01 CRAIG PAULLIN
002 2013-01-01 EDEN INES
002 2012-01-01 CRAIG PAULLIN CRAIG PAULLIN 2013-10-04
002 2011-01-01 CRAIG PAULLIN 2013-03-25 CRAIG PAULLIN 2013-03-25
002 2010-04-01 CRAIG PAULLIN 2013-03-25 CRAIG PAULLIN 2013-03-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	CRAIG C. PAULLIN
002	2016-01-01	CRAIG C. PAULLIN
002	2015-01-01	CRAIG C. PAULLIN
002	2014-01-01	CRAIG PAULLIN
002	2013-01-01	EDEN INES
002	2012-01-01	CRAIG PAULLIN		CRAIG PAULLIN	2013-10-04
002	2011-01-01	CRAIG PAULLIN	2013-03-25	CRAIG PAULLIN	2013-03-25
002	2010-04-01	CRAIG PAULLIN	2013-03-25	CRAIG PAULLIN	2013-03-25

Plan Statistics for PSM INDUSTRIES, INC. 401(K) PLAN

401k plan membership statisitcs for PSM INDUSTRIES, INC. 401(K) PLAN

Measure Date Value
2022: PSM INDUSTRIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 173
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 27
Total of all active and inactive participants 2022-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 202
Number of participants with account balances 2022-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PSM INDUSTRIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 209
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 29
Total of all active and inactive participants 2021-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 32
Number of participants with account balances 2021-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 171
2020: PSM INDUSTRIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 177
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 29
Total of all active and inactive participants 2020-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 209
Number of participants with account balances 2020-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PSM INDUSTRIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 163
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 28
Total of all active and inactive participants 2019-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 194
Number of participants with account balances 2019-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PSM INDUSTRIES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 185
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 26
Total of all active and inactive participants 2018-01-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 214
Number of participants with account balances 2018-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PSM INDUSTRIES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 190
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 25
Total of all active and inactive participants 2017-01-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 216
Number of participants with account balances 2017-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PSM INDUSTRIES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 193
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 24
Total of all active and inactive participants 2016-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 217
Number of participants with account balances 2016-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PSM INDUSTRIES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 211
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 24
Total of all active and inactive participants 2015-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 235
Number of participants with account balances 2015-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PSM INDUSTRIES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 219
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 226
Number of participants with account balances 2014-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PSM INDUSTRIES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 212
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 221
Number of participants with account balances 2013-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PSM INDUSTRIES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 128
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 130
Number of participants with account balances 2012-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: PSM INDUSTRIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	173
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	27
Total of all active and inactive participants	2022-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	202
Number of participants with account balances	2022-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PSM INDUSTRIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	209
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	29
Total of all active and inactive participants	2021-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	32
Number of participants with account balances	2021-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	171
2020: PSM INDUSTRIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	177
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	29
Total of all active and inactive participants	2020-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	209
Number of participants with account balances	2020-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PSM INDUSTRIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	163
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	28
Total of all active and inactive participants	2019-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	194
Number of participants with account balances	2019-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PSM INDUSTRIES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	185
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	26
Total of all active and inactive participants	2018-01-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	214
Number of participants with account balances	2018-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PSM INDUSTRIES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	190
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	25
Total of all active and inactive participants	2017-01-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	216
Number of participants with account balances	2017-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PSM INDUSTRIES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	193
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	24
Total of all active and inactive participants	2016-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	217
Number of participants with account balances	2016-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PSM INDUSTRIES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	211
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	24
Total of all active and inactive participants	2015-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	235
Number of participants with account balances	2015-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PSM INDUSTRIES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	219
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	226
Number of participants with account balances	2014-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PSM INDUSTRIES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	212
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	221
Number of participants with account balances	2013-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PSM INDUSTRIES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	128
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	130
Number of participants with account balances	2012-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on PSM INDUSTRIES, INC. 401(K) PLAN

Measure	Date	Value
2022 : PSM INDUSTRIES, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-494,304
Total of all expenses incurred	2022-12-31	$269,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$199,694
Value of total corrective distributions	2022-12-31	$32,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$153,698
Value of total assets at end of year	2022-12-31	$3,521,165
Value of total assets at beginning of year	2022-12-31	$4,285,304
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$37,591
Total interest from all sources	2022-12-31	$7,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$428,530
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$153,698
Participant contributions at end of year	2022-12-31	$31,267
Participant contributions at beginning of year	2022-12-31	$6,388
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$41
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$22,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-764,139
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,521,165
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,285,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$14,785
Value of interest in pooled separate accounts at end of year	2022-12-31	$3,074,075
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$3,833,624
Interest on participant loans	2022-12-31	$857
Interest earned on other investments	2022-12-31	$6,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$415,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$445,292
Net investment gain/loss from pooled separate accounts	2022-12-31	$-655,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$199,694
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WINDES INC
Accountancy firm EIN	2022-12-31	953001179
2021 : PSM INDUSTRIES, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$633,057
Total of all expenses incurred	2021-12-31	$68,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$37,045
Value of total corrective distributions	2021-12-31	$15,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$124,651
Value of total assets at end of year	2021-12-31	$4,285,304
Value of total assets at beginning of year	2021-12-31	$3,720,806
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$16,016
Total interest from all sources	2021-12-31	$6,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$350,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$124,651
Participant contributions at end of year	2021-12-31	$6,388
Participant contributions at beginning of year	2021-12-31	$6,873
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$1
Administrative expenses (other) incurred	2021-12-31	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$564,498
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,285,304
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,720,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$16,015
Value of interest in pooled separate accounts at end of year	2021-12-31	$3,833,624
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,280,805
Interest on participant loans	2021-12-31	$257
Interest earned on other investments	2021-12-31	$6,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$445,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$433,127
Net investment gain/loss from pooled separate accounts	2021-12-31	$501,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$37,045
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WINDES INC
Accountancy firm EIN	2021-12-31	953001179
2020 : PSM INDUSTRIES, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$506,161
Total of all expenses incurred	2020-12-31	$98,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$52,481
Value of total corrective distributions	2020-12-31	$13,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$106,987
Value of total assets at end of year	2020-12-31	$3,720,806
Value of total assets at beginning of year	2020-12-31	$3,312,917
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$32,247
Total interest from all sources	2020-12-31	$7,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$350,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$106,987
Participant contributions at end of year	2020-12-31	$6,873
Participant contributions at beginning of year	2020-12-31	$28,016
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$42
Administrative expenses (other) incurred	2020-12-31	$19,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$407,889
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,720,806
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,312,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$12,724
Value of interest in pooled separate accounts at end of year	2020-12-31	$3,280,805
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,845,245
Interest on participant loans	2020-12-31	$936
Interest earned on other investments	2020-12-31	$6,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$433,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$439,614
Net investment gain/loss from pooled separate accounts	2020-12-31	$391,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$52,481
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WINDES INC
Accountancy firm EIN	2020-12-31	953001179
2019 : PSM INDUSTRIES, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$667,308
Total of all expenses incurred	2019-12-31	$178,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$144,559
Value of total corrective distributions	2019-12-31	$6,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$99,220
Value of total assets at end of year	2019-12-31	$3,312,917
Value of total assets at beginning of year	2019-12-31	$2,824,089
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$27,414
Total interest from all sources	2019-12-31	$9,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$350,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$99,220
Participant contributions at end of year	2019-12-31	$28,016
Participant contributions at beginning of year	2019-12-31	$48,819
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$42
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$74
Administrative expenses (other) incurred	2019-12-31	$17,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$488,828
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,312,917
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,824,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$9,501
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,845,245
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,342,784
Interest on participant loans	2019-12-31	$2,238
Interest earned on other investments	2019-12-31	$6,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$439,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$432,412
Net investment gain/loss from pooled separate accounts	2019-12-31	$558,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$144,559
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WINDES INC
Accountancy firm EIN	2019-12-31	953001179
2018 : PSM INDUSTRIES, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$-144,041
Total of all expenses incurred	2018-12-31	$133,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$94,834
Value of total corrective distributions	2018-12-31	$27,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$75,654
Value of total assets at end of year	2018-12-31	$2,824,089
Value of total assets at beginning of year	2018-12-31	$3,101,553
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,768
Total interest from all sources	2018-12-31	$9,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$350,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$75,654
Participant contributions at end of year	2018-12-31	$48,819
Participant contributions at beginning of year	2018-12-31	$36,824
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$74
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$10,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-277,464
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,824,089
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,101,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,342,784
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,625,717
Interest on participant loans	2018-12-31	$3,429
Interest earned on other investments	2018-12-31	$5,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$432,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$439,012
Net investment gain/loss from pooled separate accounts	2018-12-31	$-228,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$94,834
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WINDES INC
Accountancy firm EIN	2018-12-31	953001179
2017 : PSM INDUSTRIES, INC. 401(K) PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$448,880
Total of all expenses incurred	2017-12-31	$190,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$178,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$85,130
Value of total assets at end of year	2017-12-31	$3,101,553
Value of total assets at beginning of year	2017-12-31	$2,842,675
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$11,037
Total interest from all sources	2017-12-31	$7,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Assets. Real estate other than employer real property at beginning of year	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$284,268
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$85,130
Participant contributions at end of year	2017-12-31	$36,824
Participant contributions at beginning of year	2017-12-31	$39,340
Participant contributions at beginning of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$11,037
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$258,878
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,101,553
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,842,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest in pooled separate accounts at end of year	2017-12-31	$2,625,717
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,357,899
Interest on participant loans	2017-12-31	$1,655
Interest earned on other investments	2017-12-31	$5,713
Value of interest in master investment trust accounts at beginning of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$439,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$445,436
Asset value of US Government securities at beginning of year	2017-12-31	$0
Net investment gain/loss from pooled separate accounts	2017-12-31	$356,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Assets. Value of employer real property at beginning of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$178,965
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WINDES INC
Accountancy firm EIN	2017-12-31	953001179
2016 : PSM INDUSTRIES, INC. 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$316,370
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$266,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$250,448
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$5,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$115,854
Value of total assets at end of year	2016-12-31	$2,842,675
Value of total assets at beginning of year	2016-12-31	$2,793,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$10,442
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$2,166
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$0
Assets. Real estate other than employer real property at end of year	2016-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2016-12-31	$0
Administrative expenses professional fees incurred	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$279,304
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$115,854
Participant contributions at end of year	2016-12-31	$39,340
Participant contributions at beginning of year	2016-12-31	$65,284
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Assets. Loans (other than to participants) at end of year	2016-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$6,776
Administrative expenses (other) incurred	2016-12-31	$0
Liabilities. Value of operating payables at end of year	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$49,633
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,842,675
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,793,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,357,899
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,091,514
Interest on participant loans	2016-12-31	$2,166
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in master investment trust accounts at end of year	2016-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2016-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$445,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$636,244
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Asset value of US Government securities at end of year	2016-12-31	$0
Asset value of US Government securities at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$191,574
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Assets. Value of employer real property at end of year	2016-12-31	$0
Assets. Value of employer real property at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$0
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$250,448
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$0
Contract administrator fees	2016-12-31	$10,442
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WINDES INC
Accountancy firm EIN	2016-12-31	953001179
2015 : PSM INDUSTRIES, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$106,974
Total of all expenses incurred	2015-12-31	$65,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$50,817
Value of total corrective distributions	2015-12-31	$4,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$116,225
Value of total assets at end of year	2015-12-31	$2,793,042
Value of total assets at beginning of year	2015-12-31	$2,751,677
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$10,554
Total interest from all sources	2015-12-31	$4,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$275,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$108,009
Participant contributions at end of year	2015-12-31	$65,284
Participant contributions at beginning of year	2015-12-31	$93,615
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$8,216
Other income not declared elsewhere	2015-12-31	$10,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$41,365
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,793,042
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,751,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,091,514
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,027,955
Interest on participant loans	2015-12-31	$4,631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$636,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$630,107
Net investment gain/loss from pooled separate accounts	2015-12-31	$-24,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$50,817
Contract administrator fees	2015-12-31	$10,554
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WINDES INC.
Accountancy firm EIN	2015-12-31	953001179
2014 : PSM INDUSTRIES, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$232,627
Total of all expenses incurred	2014-12-31	$278,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$267,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$100,433
Value of total assets at end of year	2014-12-31	$2,751,677
Value of total assets at beginning of year	2014-12-31	$2,797,157
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$10,366
Total interest from all sources	2014-12-31	$3,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$280,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$100,433
Participant contributions at end of year	2014-12-31	$93,615
Participant contributions at beginning of year	2014-12-31	$72,637
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$3,215
Other income not declared elsewhere	2014-12-31	$11,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-45,480
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,751,677
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,797,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,027,955
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,908,132
Interest on participant loans	2014-12-31	$3,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$630,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$813,173
Net investment gain/loss from pooled separate accounts	2014-12-31	$116,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$267,741
Contract administrator fees	2014-12-31	$10,366
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WINDES INC.
Accountancy firm EIN	2014-12-31	953001179
2013 : PSM INDUSTRIES, INC. 401(K) PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$103,630
Total income from all sources (including contributions)	2013-12-31	$446,402
Total of all expenses incurred	2013-12-31	$125,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$115,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$104,235
Value of total assets at end of year	2013-12-31	$2,797,157
Value of total assets at beginning of year	2013-12-31	$2,372,257
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$9,329
Total interest from all sources	2013-12-31	$3,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$238,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$104,235
Participant contributions at end of year	2013-12-31	$72,637
Participant contributions at beginning of year	2013-12-31	$120,301
Participant contributions at end of year	2013-12-31	$3,215
Other income not declared elsewhere	2013-12-31	$13,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$321,270
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,797,157
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,372,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,908,132
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,462,124
Interest on participant loans	2013-12-31	$3,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$813,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$789,832
Net investment gain/loss from pooled separate accounts	2013-12-31	$325,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$115,803
Contract administrator fees	2013-12-31	$9,329
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WINDES INC.
Accountancy firm EIN	2013-12-31	953001179
2012 : PSM INDUSTRIES, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$274,260
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$65,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$57,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$74,532
Value of total assets at end of year	2012-12-31	$2,372,257
Value of total assets at beginning of year	2012-12-31	$2,163,317
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$8,205
Total interest from all sources	2012-12-31	$5,215
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$220,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$74,532
Participant contributions at end of year	2012-12-31	$120,301
Participant contributions at beginning of year	2012-12-31	$110,388
Other income not declared elsewhere	2012-12-31	$15,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$208,940
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,372,257
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,163,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,462,124
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,236,156
Interest on participant loans	2012-12-31	$5,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$789,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$816,773
Net investment gain/loss from pooled separate accounts	2012-12-31	$179,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$57,115
Contract administrator fees	2012-12-31	$8,205
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WINDES & MCCLAUGHRY ACCOUNTANCY
Accountancy firm EIN	2012-12-31	953001179

Form 5500 Responses for PSM INDUSTRIES, INC. 401(K) PLAN

2022: PSM INDUSTRIES, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PSM INDUSTRIES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PSM INDUSTRIES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PSM INDUSTRIES, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PSM INDUSTRIES, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PSM INDUSTRIES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PSM INDUSTRIES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PSM INDUSTRIES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PSM INDUSTRIES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PSM INDUSTRIES, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PSM INDUSTRIES, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

602268

Policy instance

Insurance contract or identification number	602268
Number of Individuals Covered	61
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

602268

Policy instance

Insurance contract or identification number	602268
Number of Individuals Covered	65
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

602268

Policy instance

Insurance contract or identification number	602268
Number of Individuals Covered	68
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

602268

Policy instance

Insurance contract or identification number	602268
Number of Individuals Covered	71
Insurance policy start date	2019-02-25
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

800566

Policy instance

Insurance contract or identification number	800566
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-02-25
Total amount of commissions paid to insurance broker	USD $1,935
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,935
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

800566

Policy instance

Insurance contract or identification number	800566
Number of Individuals Covered	63
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $8,047
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,075
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

800566

Policy instance

Insurance contract or identification number	800566
Number of Individuals Covered	66
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $11,507
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,507
Insurance broker organization code?	3
Insurance broker name	AMERIPRISE FINANCIAL SERVICES INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

931156046

Policy instance

Insurance contract or identification number	931156046
Number of Individuals Covered	71
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $10,885
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,885
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERICES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

931156046

Policy instance

Insurance contract or identification number	931156046
Number of Individuals Covered	72
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $10,945
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,362
Insurance broker organization code?	3
Insurance broker name	AMERIPRISE FINANCIAL SERVICES INC,

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

931156046

Policy instance

Insurance contract or identification number	931156046
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $9,910
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $9,910
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERICES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

931156046

Policy instance

Insurance contract or identification number	931156046
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $8,489
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $8,489
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERICES

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Company Name:	PSM INDUSTRIES, INC.
Employer identification number (EIN):	931156046
NAIC Classification:	333510