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J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan NameJ.S. WEST MILLING COMPANY PROFIT SHARING PLAN
Plan identification number 002

J.S. WEST MILLING COMPANY PROFIT SHARING 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

J.S. WEST MILLING COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:J.S. WEST MILLING COMPANY, INC.
Employer identification number (EIN):941124529
NAIC Classification:424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.S. WEST MILLING COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-02-01
0022021-02-01
0022020-02-01
0022019-02-01
0022018-02-01
0022017-02-01AMANDA SILVA AMANDA SILVA2018-11-14
0022016-02-01AMANDA SILVA AMANDA SILVA2017-11-10
0022015-02-01ROBERT METZ ROBERT METZ2016-10-03
0022014-02-01ROBERT METZ2015-10-27 ROBERT METZ2015-10-27
0022013-02-01ROBERT METZ2014-10-30 ROBERT METZ2014-10-30
0022012-02-01ROBERT METZ2013-10-22 ROBERT METZ2013-10-22
0022011-02-01ROBERT METZ2012-10-26 ROBERT METZ2012-10-26
0022010-02-01ROBERT METZ ROBERT METZ2011-10-31
0022009-02-01ROBERT METZ ROBERT METZ2010-11-10

Plan Statistics for J.S. WEST MILLING COMPANY PROFIT SHARING PLAN

401k plan membership statisitcs for J.S. WEST MILLING COMPANY PROFIT SHARING PLAN

Measure Date Value
2022: J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-02-01383
Total number of active participants reported on line 7a of the Form 55002022-02-01342
Number of retired or separated participants receiving benefits2022-02-010
Number of other retired or separated participants entitled to future benefits2022-02-0187
Total of all active and inactive participants2022-02-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-02-010
Total participants2022-02-01429
Number of participants with account balances2022-02-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-02-010
2021: J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-02-01356
Total number of active participants reported on line 7a of the Form 55002021-02-01290
Number of retired or separated participants receiving benefits2021-02-010
Number of other retired or separated participants entitled to future benefits2021-02-0186
Total of all active and inactive participants2021-02-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-02-010
Total participants2021-02-01376
Number of participants with account balances2021-02-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-02-010
2020: J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-01333
Total number of active participants reported on line 7a of the Form 55002020-02-01289
Number of retired or separated participants receiving benefits2020-02-010
Number of other retired or separated participants entitled to future benefits2020-02-0162
Total of all active and inactive participants2020-02-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-02-010
Total participants2020-02-01351
Number of participants with account balances2020-02-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-02-010
2019: J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-01327
Total number of active participants reported on line 7a of the Form 55002019-02-01282
Number of retired or separated participants receiving benefits2019-02-013
Number of other retired or separated participants entitled to future benefits2019-02-0141
Total of all active and inactive participants2019-02-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-011
Total participants2019-02-01327
Number of participants with account balances2019-02-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-010
2018: J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-01313
Total number of active participants reported on line 7a of the Form 55002018-02-01272
Number of retired or separated participants receiving benefits2018-02-016
Number of other retired or separated participants entitled to future benefits2018-02-0142
Total of all active and inactive participants2018-02-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-010
Total participants2018-02-01320
Number of participants with account balances2018-02-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-02-010
2017: J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-01298
Total number of active participants reported on line 7a of the Form 55002017-02-01276
Number of retired or separated participants receiving benefits2017-02-011
Number of other retired or separated participants entitled to future benefits2017-02-0133
Total of all active and inactive participants2017-02-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-010
Total participants2017-02-01310
Number of participants with account balances2017-02-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-010
2016: J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-01297
Total number of active participants reported on line 7a of the Form 55002016-02-01263
Number of retired or separated participants receiving benefits2016-02-011
Number of other retired or separated participants entitled to future benefits2016-02-0129
Total of all active and inactive participants2016-02-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-010
Total participants2016-02-01293
Number of participants with account balances2016-02-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-010
2015: J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-01318
Total number of active participants reported on line 7a of the Form 55002015-02-01263
Number of retired or separated participants receiving benefits2015-02-010
Number of other retired or separated participants entitled to future benefits2015-02-0130
Total of all active and inactive participants2015-02-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-010
Total participants2015-02-01293
Number of participants with account balances2015-02-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-010
2010: J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-02-0144
Total number of active participants reported on line 7a of the Form 55002010-02-0141
Number of retired or separated participants receiving benefits2010-02-011
Number of other retired or separated participants entitled to future benefits2010-02-013
Total of all active and inactive participants2010-02-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-02-010
Total participants2010-02-0145
Number of participants with account balances2010-02-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-02-011
2009: J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-0138
Total number of active participants reported on line 7a of the Form 55002009-02-0140
Number of retired or separated participants receiving benefits2009-02-013
Number of other retired or separated participants entitled to future benefits2009-02-010
Total of all active and inactive participants2009-02-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-0143
Number of participants with account balances2009-02-0143

Financial Data on J.S. WEST MILLING COMPANY PROFIT SHARING PLAN

Measure Date Value
2023 : J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$11,434
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$17,828
Total income from all sources (including contributions)2023-01-31$682,752
Total loss/gain on sale of assets2023-01-31$0
Total of all expenses incurred2023-01-31$275,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-31$257,627
Value of total corrective distributions2023-01-31$17,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-31$850,736
Value of total assets at end of year2023-01-31$10,993,991
Value of total assets at beginning of year2023-01-31$10,593,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-31$339
Total interest from all sources2023-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-31No
Was this plan covered by a fidelity bond2023-01-31Yes
Value of fidelity bond cover2023-01-31$500,000
If this is an individual account plan, was there a blackout period2023-01-31No
Were there any nonexempt tranactions with any party-in-interest2023-01-31No
Contributions received from participants2023-01-31$842,798
Income. Received or receivable in cash from other sources (including rollovers)2023-01-31$7,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Value of net income/loss2023-01-31$406,958
Value of net assets at end of year (total assets less liabilities)2023-01-31$10,982,557
Value of net assets at beginning of year (total assets less liabilities)2023-01-31$10,575,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-31No
Were any leases to which the plan was party in default or uncollectible2023-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-31$10,267,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-31$8,010,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-31$726,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-31$2,582,848
Net investment gain/loss from pooled separate accounts2023-01-31$-167,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-31No
Was there a failure to transmit to the plan any participant contributions2023-01-31Yes
Has the plan failed to provide any benefit when due under the plan2023-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-31$257,627
Contract administrator fees2023-01-31$339
Liabilities. Value of benefit claims payable at end of year2023-01-31$11,434
Liabilities. Value of benefit claims payable at beginning of year2023-01-31$17,828
Did the plan have assets held for investment2023-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-31No
Opinion of an independent qualified public accountant for this plan2023-01-31Unqualified
Accountancy firm name2023-01-31SINGERLEWAK LLP
Accountancy firm EIN2023-01-31952302617
2022 : J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$17,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$0
Total income from all sources (including contributions)2022-01-31$2,029,134
Total loss/gain on sale of assets2022-01-31$0
Total of all expenses incurred2022-01-31$543,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-31$543,198
Value of total corrective distributions2022-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-31$677,312
Value of total assets at end of year2022-01-31$10,593,427
Value of total assets at beginning of year2022-01-31$9,089,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-31$3
Total interest from all sources2022-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-31No
Administrative expenses professional fees incurred2022-01-31$3
Was this plan covered by a fidelity bond2022-01-31Yes
Value of fidelity bond cover2022-01-31$2,000,000
If this is an individual account plan, was there a blackout period2022-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-01-31$0
Were there any nonexempt tranactions with any party-in-interest2022-01-31No
Contributions received from participants2022-01-31$677,312
Participant contributions at beginning of year2022-01-31$23,496
Income. Received or receivable in cash from other sources (including rollovers)2022-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-31$0
Administrative expenses (other) incurred2022-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Value of net income/loss2022-01-31$1,485,933
Value of net assets at end of year (total assets less liabilities)2022-01-31$10,575,599
Value of net assets at beginning of year (total assets less liabilities)2022-01-31$9,089,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-31No
Were any leases to which the plan was party in default or uncollectible2022-01-31No
Value of interest in pooled separate accounts at end of year2022-01-31$8,010,579
Value of interest in pooled separate accounts at beginning of year2022-01-31$6,657,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-31$2,582,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-31$2,408,939
Net investment gain/loss from pooled separate accounts2022-01-31$1,351,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-31No
Was there a failure to transmit to the plan any participant contributions2022-01-31Yes
Has the plan failed to provide any benefit when due under the plan2022-01-31No
Contributions received in cash from employer2022-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-31$543,198
Liabilities. Value of benefit claims payable at end of year2022-01-31$17,828
Did the plan have assets held for investment2022-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-31No
Opinion of an independent qualified public accountant for this plan2022-01-31Unqualified
Accountancy firm name2022-01-31SINGERLEWAK LLP
Accountancy firm EIN2022-01-31952302617
2021 : J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$5,435
Total income from all sources (including contributions)2021-01-31$1,415,788
Total loss/gain on sale of assets2021-01-31$0
Total of all expenses incurred2021-01-31$294,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$290,531
Value of total corrective distributions2021-01-31$3,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$592,284
Value of total assets at end of year2021-01-31$9,089,666
Value of total assets at beginning of year2021-01-31$7,973,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$327
Total interest from all sources2021-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$79,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-01-31$79,125
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$2,000,000
If this is an individual account plan, was there a blackout period2021-01-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-01-31$0
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Contributions received from participants2021-01-31$592,284
Participant contributions at end of year2021-01-31$23,496
Participant contributions at beginning of year2021-01-31$22,866
Income. Received or receivable in cash from other sources (including rollovers)2021-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-01-31$5,435
Administrative expenses (other) incurred2021-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Value of net income/loss2021-01-31$1,121,148
Value of net assets at end of year (total assets less liabilities)2021-01-31$9,089,666
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$7,968,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-31$5,657,672
Value of interest in pooled separate accounts at end of year2021-01-31$6,657,231
Interest earned on other investments2021-01-31$0
Value of interest in common/collective trusts at beginning of year2021-01-31$1,884,175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-01-31$2,408,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-01-31$262,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-01-31$688,050
Net investment gain/loss from pooled separate accounts2021-01-31$56,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31No
Was there a failure to transmit to the plan any participant contributions2021-01-31Yes
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Contributions received in cash from employer2021-01-31$0
Employer contributions (assets) at beginning of year2021-01-31$147,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$290,531
Contract administrator fees2021-01-31$327
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-01-31Yes
Did the plan have assets held for investment2021-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31No
Opinion of an independent qualified public accountant for this plan2021-01-31Unqualified
Accountancy firm name2021-01-31SINGERLEWAK LLP
Accountancy firm EIN2021-01-31952302617
2020 : J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$5,435
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$5,435
Total income from all sources (including contributions)2020-01-31$1,581,112
Total income from all sources (including contributions)2020-01-31$1,581,112
Total of all expenses incurred2020-01-31$736,163
Total of all expenses incurred2020-01-31$736,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$721,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$721,439
Value of total corrective distributions2020-01-31$14,624
Value of total corrective distributions2020-01-31$14,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$749,331
Value of total assets at end of year2020-01-31$7,973,953
Value of total assets at beginning of year2020-01-31$7,123,569
Value of total assets at beginning of year2020-01-31$7,123,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$100
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$100
Total interest from all sources2020-01-31$4,163
Total interest from all sources2020-01-31$4,163
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$113,498
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$113,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$113,498
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$2,000,000
If this is an individual account plan, was there a blackout period2020-01-31No
If this is an individual account plan, was there a blackout period2020-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-01-31$0
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Contributions received from participants2020-01-31$592,127
Contributions received from participants2020-01-31$592,127
Participant contributions at end of year2020-01-31$22,866
Participant contributions at end of year2020-01-31$22,866
Participant contributions at beginning of year2020-01-31$226
Participant contributions at beginning of year2020-01-31$226
Income. Received or receivable in cash from other sources (including rollovers)2020-01-31$9,965
Income. Received or receivable in cash from other sources (including rollovers)2020-01-31$9,965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-01-31$5,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-01-31$5,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Income. Non cash contributions2020-01-31$0
Income. Non cash contributions2020-01-31$0
Value of net income/loss2020-01-31$844,949
Value of net income/loss2020-01-31$844,949
Value of net assets at end of year (total assets less liabilities)2020-01-31$7,968,518
Value of net assets at end of year (total assets less liabilities)2020-01-31$7,968,518
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$7,123,569
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$7,123,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$5,657,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$5,657,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$4,885,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$4,885,422
Interest earned on other investments2020-01-31$4,163
Interest earned on other investments2020-01-31$4,163
Value of interest in common/collective trusts at end of year2020-01-31$1,884,175
Value of interest in common/collective trusts at end of year2020-01-31$1,884,175
Value of interest in common/collective trusts at beginning of year2020-01-31$1,923,571
Value of interest in common/collective trusts at beginning of year2020-01-31$1,923,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-01-31$262,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-01-31$262,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-01-31$314,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-01-31$314,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$675,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$675,587
Net investment gain or loss from common/collective trusts2020-01-31$38,533
Net investment gain or loss from common/collective trusts2020-01-31$38,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31Yes
Was there a failure to transmit to the plan any participant contributions2020-01-31Yes
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Contributions received in cash from employer2020-01-31$147,239
Contributions received in cash from employer2020-01-31$147,239
Employer contributions (assets) at end of year2020-01-31$147,239
Employer contributions (assets) at end of year2020-01-31$147,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$721,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$721,439
Contract administrator fees2020-01-31$100
Contract administrator fees2020-01-31$100
Did the plan have assets held for investment2020-01-31Yes
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Accountancy firm name2020-01-31SINGERLEWAK LLP
Accountancy firm EIN2020-01-31952302617
2019 : J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-01-31$0
2018 : J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-01-31$1,472,751
Total of all expenses incurred2018-01-31$1,418,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$1,398,263
Value of total corrective distributions2018-01-31$18,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$428,062
Value of total assets at end of year2018-01-31$7,811,912
Value of total assets at beginning of year2018-01-31$7,757,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$2,109
Total interest from all sources2018-01-31$3,906
Total dividends received (eg from common stock, registered investment company shares)2018-01-31$96,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-01-31$96,229
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$2,000,000
If this is an individual account plan, was there a blackout period2018-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-01-31$0
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Contributions received from participants2018-01-31$355,505
Participant contributions at end of year2018-01-31$205
Income. Received or receivable in cash from other sources (including rollovers)2018-01-31$72,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Value of net income/loss2018-01-31$54,161
Value of net assets at end of year (total assets less liabilities)2018-01-31$7,811,912
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$7,757,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-31$5,575,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-31$5,457,139
Interest earned on other investments2018-01-31$3,906
Value of interest in common/collective trusts at end of year2018-01-31$1,922,417
Value of interest in common/collective trusts at beginning of year2018-01-31$1,990,468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-01-31$314,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-01-31$310,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-01-31$918,294
Net investment gain or loss from common/collective trusts2018-01-31$26,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31No
Was there a failure to transmit to the plan any participant contributions2018-01-31Yes
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$1,398,263
Contract administrator fees2018-01-31$2,109
Did the plan have assets held for investment2018-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31Yes
Opinion of an independent qualified public accountant for this plan2018-01-31Disclaimer
Accountancy firm name2018-01-31SINGERLEWAK LLP
Accountancy firm EIN2018-01-31952302617
2017 : J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-01-31$1,297,816
Total of all expenses incurred2017-01-31$717,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-31$713,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-31$370,841
Value of total assets at end of year2017-01-31$7,757,751
Value of total assets at beginning of year2017-01-31$7,177,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-31$4,110
Total interest from all sources2017-01-31$3,832
Total dividends received (eg from common stock, registered investment company shares)2017-01-31$108,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-01-31$108,079
Was this plan covered by a fidelity bond2017-01-31Yes
Value of fidelity bond cover2017-01-31$1,000,000
If this is an individual account plan, was there a blackout period2017-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-01-31$0
Were there any nonexempt tranactions with any party-in-interest2017-01-31No
Contributions received from participants2017-01-31$370,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Value of net income/loss2017-01-31$580,341
Value of net assets at end of year (total assets less liabilities)2017-01-31$7,757,751
Value of net assets at beginning of year (total assets less liabilities)2017-01-31$7,177,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-31No
Were any leases to which the plan was party in default or uncollectible2017-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-31$5,457,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-31$4,507,024
Interest earned on other investments2017-01-31$3,832
Value of interest in common/collective trusts at end of year2017-01-31$1,990,468
Value of interest in common/collective trusts at beginning of year2017-01-31$2,356,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-01-31$310,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-01-31$314,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-01-31$789,279
Net investment gain or loss from common/collective trusts2017-01-31$25,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-31No
Was there a failure to transmit to the plan any participant contributions2017-01-31No
Has the plan failed to provide any benefit when due under the plan2017-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-31$713,365
Contract administrator fees2017-01-31$4,110
Did the plan have assets held for investment2017-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-31Yes
Opinion of an independent qualified public accountant for this plan2017-01-31Disclaimer
Accountancy firm name2017-01-31SINGERLEWAK LLP
Accountancy firm EIN2017-01-31952302617
2016 : J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-01-31$341,499
Total of all expenses incurred2016-01-31$3,384,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-31$3,384,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-31$345,900
Value of total assets at end of year2016-01-31$7,177,410
Value of total assets at beginning of year2016-01-31$10,220,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-31$295
Total interest from all sources2016-01-31$4,171
Total dividends received (eg from common stock, registered investment company shares)2016-01-31$94,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-01-31$94,655
Was this plan covered by a fidelity bond2016-01-31Yes
Value of fidelity bond cover2016-01-31$1,000,000
If this is an individual account plan, was there a blackout period2016-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-01-31$0
Were there any nonexempt tranactions with any party-in-interest2016-01-31No
Contributions received from participants2016-01-31$345,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Value of net income/loss2016-01-31$-3,043,149
Value of net assets at end of year (total assets less liabilities)2016-01-31$7,177,410
Value of net assets at beginning of year (total assets less liabilities)2016-01-31$10,220,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-31No
Were any leases to which the plan was party in default or uncollectible2016-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-31$4,507,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-31$6,173,876
Interest earned on other investments2016-01-31$4,171
Value of interest in common/collective trusts at end of year2016-01-31$2,356,029
Value of interest in common/collective trusts at beginning of year2016-01-31$3,709,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-01-31$314,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-01-31$316,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-01-31$-135,542
Net investment gain or loss from common/collective trusts2016-01-31$32,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-31No
Was there a failure to transmit to the plan any participant contributions2016-01-31No
Has the plan failed to provide any benefit when due under the plan2016-01-31No
Employer contributions (assets) at beginning of year2016-01-31$21,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-31$3,384,353
Contract administrator fees2016-01-31$295
Did the plan have assets held for investment2016-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-31Yes
Opinion of an independent qualified public accountant for this plan2016-01-31Disclaimer
Accountancy firm name2016-01-31GRIMBLEBY COLEMAN CPA, INC.
Accountancy firm EIN2016-01-31770000018
2011 : J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-01-31$0
Total plan liabilities at beginning of year2011-01-31$0
Total income from all sources2011-01-31$2,382,372
Expenses. Total of all expenses incurred2011-01-31$1,791,335
Benefits paid (including direct rollovers)2011-01-31$1,791,335
Total plan assets at end of year2011-01-31$7,153,826
Total plan assets at beginning of year2011-01-31$6,562,789
Value of fidelity bond covering the plan2011-01-31$1,000,000
Total contributions received or receivable from participants2011-01-31$134,187
Expenses. Other expenses not covered elsewhere2011-01-31$0
Contributions received from other sources (not participants or employers)2011-01-31$1,108,673
Other income received2011-01-31$689,556
Noncash contributions received2011-01-31$0
Net income (gross income less expenses)2011-01-31$591,037
Net plan assets at end of year (total assets less liabilities)2011-01-31$7,153,826
Net plan assets at beginning of year (total assets less liabilities)2011-01-31$6,562,789
Total contributions received or receivable from employer(s)2011-01-31$449,956
Value of certain deemed distributions of participant loans2011-01-31$0
Value of corrective distributions2011-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-01-31$0

Form 5500 Responses for J.S. WEST MILLING COMPANY PROFIT SHARING PLAN

2022: J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Submission has been amendedNo
2022-02-01This submission is the final filingNo
2022-02-01This return/report is a short plan year return/report (less than 12 months)No
2022-02-01Plan is a collectively bargained planNo
2022-02-01Plan funding arrangement – InsuranceYes
2022-02-01Plan funding arrangement – TrustYes
2022-02-01Plan benefit arrangement – InsuranceYes
2022-02-01Plan benefit arrangement - TrustYes
2021: J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Submission has been amendedNo
2021-02-01This submission is the final filingNo
2021-02-01This return/report is a short plan year return/report (less than 12 months)No
2021-02-01Plan is a collectively bargained planNo
2021-02-01Plan funding arrangement – InsuranceYes
2021-02-01Plan funding arrangement – TrustYes
2021-02-01Plan benefit arrangement – InsuranceYes
2021-02-01Plan benefit arrangement - TrustYes
2020: J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Submission has been amendedNo
2020-02-01This submission is the final filingNo
2020-02-01This return/report is a short plan year return/report (less than 12 months)No
2020-02-01Plan is a collectively bargained planNo
2020-02-01Plan funding arrangement – InsuranceYes
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement – InsuranceYes
2020-02-01Plan benefit arrangement - TrustYes
2019: J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Submission has been amendedNo
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planNo
2019-02-01Plan funding arrangement – InsuranceYes
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement - TrustYes
2018: J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Submission has been amendedNo
2018-02-01This submission is the final filingNo
2018-02-01This return/report is a short plan year return/report (less than 12 months)No
2018-02-01Plan is a collectively bargained planNo
2018-02-01Plan funding arrangement – InsuranceYes
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement - TrustYes
2017: J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Submission has been amendedNo
2017-02-01This submission is the final filingNo
2017-02-01This return/report is a short plan year return/report (less than 12 months)No
2017-02-01Plan is a collectively bargained planNo
2017-02-01Plan funding arrangement – InsuranceYes
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2016: J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Submission has been amendedNo
2016-02-01This submission is the final filingNo
2016-02-01This return/report is a short plan year return/report (less than 12 months)No
2016-02-01Plan is a collectively bargained planNo
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Submission has been amendedNo
2015-02-01This submission is the final filingNo
2015-02-01This return/report is a short plan year return/report (less than 12 months)No
2015-02-01Plan is a collectively bargained planNo
2015-02-01Plan funding arrangement – InsuranceYes
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2010: J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Submission has been amendedNo
2010-02-01This submission is the final filingNo
2010-02-01This return/report is a short plan year return/report (less than 12 months)No
2010-02-01Plan is a collectively bargained planNo
2010-02-01Plan funding arrangement – InsuranceYes
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement - TrustYes
2009: J.S. WEST MILLING COMPANY PROFIT SHARING PLAN 2009 form 5500 responses
2009-02-01Type of plan entityMulitple employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG39882
Policy instance 1
Insurance contract or identification numberG39882
Number of Individuals Covered405
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG39882
Policy instance 1
Insurance contract or identification numberG39882
Number of Individuals Covered347
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number8868-003
Policy instance 1
Insurance contract or identification number8868-003
Number of Individuals Covered0
Insurance policy start date2020-02-01
Insurance policy end date2020-12-17
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 types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Other information about contractGUARANTEED GENERAL CONTRACT ACCOUNT
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG39882
Policy instance 2
Insurance contract or identification numberG39882
Number of Individuals Covered338
Insurance policy start date2020-12-01
Insurance policy end date2021-01-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number8868-003
Policy instance 1
Insurance contract or identification number8868-003
Number of Individuals Covered29
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
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 types other than group deferred annuity or individual?Yes
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
Other information about contractGUARANTEED GENERAL CONTRACT ACCOUNT
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number8868-003
Policy instance 1
Insurance contract or identification number8868-003
Number of Individuals Covered32
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
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 types other than group deferred annuity or individual?Yes
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
Other information about contractGUARANTEED GENERAL CONTRACT ACCOUNT
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number8868-003
Policy instance 1
Insurance contract or identification number8868-003
Number of Individuals Covered33
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
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 types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Other information about contractGUARANTEED GENERAL CONTRACT ACCOUNT
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number8868-003
Policy instance 1
Insurance contract or identification number8868-003
Number of Individuals Covered38
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
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 types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Other information about contractGUARANTEED GENERAL CONTRACT ACCOUNT
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number8868-003
Policy instance 1
Insurance contract or identification number8868-003
Number of Individuals Covered14
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Other information about contractGUARANTEED GENERAL CONTRACT ACCOUNT

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