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L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameL.N. CURTIS & SONS 401(K) RETIREMENT PLAN
Plan identification number 002

L.N. CURTIS & SONS 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

L.N. CURTIS & SONS has sponsored the creation of one or more 401k plans.

Company Name:L.N. CURTIS & SONS
Employer identification number (EIN):941214350
NAIC Classification:453990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L.N. CURTIS & SONS 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOHN VIBOCH JOHN VIBOCH2018-09-27
0022016-01-01JOHN VIBOCH JOHN VIBOCH2017-09-18
0022015-01-01JOHN VIBOCH JOHN VIBOCH2016-10-03
0022014-01-01JOHN VIBOCH JOHN VIBOCH2015-10-06
0022013-01-01JOHN VIBOCH JOHN VIBOCH2014-10-02
0022012-01-01JOHN VIBOCH JOHN VIBOCH2013-10-03
0022011-01-01JOHN VIBOCH JOHN VIBOCH2012-10-05
0022010-01-01JOHN VIBOCH JOHN VIBOCH2011-10-12
0022009-01-01JOHN VIBOCH JOHN VIBOCH2010-10-08
0022009-01-01JOHN VIBOCH JOHN VIBOCH2010-10-07

Plan Statistics for L.N. CURTIS & SONS 401(K) RETIREMENT PLAN

401k plan membership statisitcs for L.N. CURTIS & SONS 401(K) RETIREMENT PLAN

Measure Date Value
2022: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01281
Total number of active participants reported on line 7a of the Form 55002022-01-01263
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01277
Number of participants with account balances2022-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01277
Total number of active participants reported on line 7a of the Form 55002021-01-01251
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0115
Total of all active and inactive participants2021-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01266
Number of participants with account balances2021-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01263
Total number of active participants reported on line 7a of the Form 55002020-01-01247
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01259
Number of participants with account balances2020-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01233
Total number of active participants reported on line 7a of the Form 55002019-01-01239
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01251
Number of participants with account balances2019-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01240
Total number of active participants reported on line 7a of the Form 55002018-01-01224
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01233
Number of participants with account balances2018-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01231
Total number of active participants reported on line 7a of the Form 55002017-01-01221
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01230
Number of participants with account balances2017-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01214
Total number of active participants reported on line 7a of the Form 55002016-01-01206
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01215
Number of participants with account balances2016-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01204
Total number of active participants reported on line 7a of the Form 55002015-01-01195
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01207
Number of participants with account balances2015-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01204
Total number of active participants reported on line 7a of the Form 55002014-01-01179
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01189
Number of participants with account balances2014-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01181
Total number of active participants reported on line 7a of the Form 55002013-01-01172
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01178
Number of participants with account balances2013-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01182
Total number of active participants reported on line 7a of the Form 55002012-01-01167
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01174
Number of participants with account balances2012-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01192
Total number of active participants reported on line 7a of the Form 55002011-01-01167
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01174
Number of participants with account balances2011-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01211
Total number of active participants reported on line 7a of the Form 55002010-01-01167
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01192
Number of participants with account balances2010-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01178
Total number of active participants reported on line 7a of the Form 55002009-01-01163
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01187
Number of participants with account balances2009-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on L.N. CURTIS & SONS 401(K) RETIREMENT PLAN

Measure Date Value
2022 : L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,046,792
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,647,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,645,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$757,476
Value of total assets at end of year2022-12-31$8,693,839
Value of total assets at beginning of year2022-12-31$11,388,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,524
Total interest from all sources2022-12-31$9,407
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$660,570
Participant contributions at end of year2022-12-31$173,142
Participant contributions at beginning of year2022-12-31$209,326
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$96,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,694,675
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,693,839
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,388,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$7,116,048
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,148,216
Interest on participant loans2022-12-31$9,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,404,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,030,972
Net investment gain/loss from pooled separate accounts2022-12-31$-1,813,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,645,359
Contract administrator fees2022-12-31$2,524
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ELSENER & ELSENER, LLP
Accountancy firm EIN2022-12-31680038828
2021 : L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,224,645
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,107,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,106,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$601,861
Value of total assets at end of year2021-12-31$11,388,514
Value of total assets at beginning of year2021-12-31$10,271,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,574
Total interest from all sources2021-12-31$11,972
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$601,861
Participant contributions at end of year2021-12-31$209,326
Participant contributions at beginning of year2021-12-31$257,429
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,116,740
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,388,514
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,271,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$10,148,216
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,003,398
Interest on participant loans2021-12-31$11,972
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,030,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,010,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$38,388
Net investment gain/loss from pooled separate accounts2021-12-31$1,572,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,106,331
Contract administrator fees2021-12-31$1,574
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ELSENER & ELSENER, LLP
Accountancy firm EIN2021-12-31680038828
2020 : L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,874,749
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,310,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,305,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$546,802
Value of total assets at end of year2020-12-31$10,271,774
Value of total assets at beginning of year2020-12-31$9,707,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,579
Total interest from all sources2020-12-31$16,388
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$544,641
Participant contributions at end of year2020-12-31$257,429
Participant contributions at beginning of year2020-12-31$325,599
Participant contributions at beginning of year2020-12-31$835
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,161
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$564,004
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,271,774
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,707,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,381,336
Value of interest in pooled separate accounts at end of year2020-12-31$9,003,398
Interest on participant loans2020-12-31$16,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,010,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$307,935
Net investment gain/loss from pooled separate accounts2020-12-31$1,003,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,305,166
Contract administrator fees2020-12-31$5,579
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ELSENER & ELSENER, LLP
Accountancy firm EIN2020-12-31680038828
2019 : L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$28
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$28
Total income from all sources (including contributions)2019-12-31$2,459,965
Total of all expenses incurred2019-12-31$688,747
Total of all expenses incurred2019-12-31$688,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$681,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$681,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$578,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$578,019
Value of total assets at end of year2019-12-31$9,707,770
Value of total assets at end of year2019-12-31$9,707,770
Value of total assets at beginning of year2019-12-31$7,936,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,680
Total interest from all sources2019-12-31$16,676
Total interest from all sources2019-12-31$16,676
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$152,281
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$152,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$152,281
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$152,281
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$566,224
Contributions received from participants2019-12-31$566,224
Participant contributions at end of year2019-12-31$325,599
Participant contributions at end of year2019-12-31$325,599
Participant contributions at beginning of year2019-12-31$290,390
Participant contributions at beginning of year2019-12-31$290,390
Participant contributions at end of year2019-12-31$835
Participant contributions at end of year2019-12-31$835
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,795
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,795
Liabilities. Value of operating payables at beginning of year2019-12-31$28
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,771,218
Value of net income/loss2019-12-31$1,771,218
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,707,770
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,707,770
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,936,552
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,936,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,381,336
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,381,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,646,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,646,190
Interest on participant loans2019-12-31$16,676
Interest on participant loans2019-12-31$16,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,712,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,712,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$681,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$681,067
Contract administrator fees2019-12-31$7,680
Contract administrator fees2019-12-31$7,680
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ELSENER & ELSENER, LLP
Accountancy firm name2019-12-31ELSENER & ELSENER, LLP
Accountancy firm EIN2019-12-31680038828
2018 : L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$28
Total income from all sources (including contributions)2018-12-31$264,703
Total of all expenses incurred2018-12-31$824,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$816,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$674,515
Value of total assets at end of year2018-12-31$7,936,580
Value of total assets at beginning of year2018-12-31$8,496,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,509
Total interest from all sources2018-12-31$13,247
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$125,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$125,138
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$544,442
Participant contributions at end of year2018-12-31$290,390
Participant contributions at beginning of year2018-12-31$285,278
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$130,073
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Liabilities. Value of operating payables at end of year2018-12-31$28
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-559,561
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,936,552
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,496,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,646,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,210,835
Interest on participant loans2018-12-31$13,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-548,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$816,755
Contract administrator fees2018-12-31$7,509
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ELSENER & ELSENER, LLP
Accountancy firm EIN2018-12-31680038828
2017 : L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,714,692
Total of all expenses incurred2017-12-31$958,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$940,863
Value of total corrective distributions2017-12-31$6,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$476,407
Value of total assets at end of year2017-12-31$8,496,113
Value of total assets at beginning of year2017-12-31$7,739,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,754
Total interest from all sources2017-12-31$18,585
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$124,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$124,811
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$421,779
Participant contributions at end of year2017-12-31$285,278
Participant contributions at beginning of year2017-12-31$304,554
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$54,628
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$756,555
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,496,113
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,739,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,210,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,280,177
Interest on participant loans2017-12-31$13,392
Interest earned on other investments2017-12-31$5,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$154,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,094,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$940,863
Contract administrator fees2017-12-31$9,425
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BOWERS, O'CONNOR & ASSOCIATES, LLP
Accountancy firm EIN2017-12-31813385673
2016 : L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,155,653
Total of all expenses incurred2016-12-31$1,100,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,091,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$442,074
Value of total assets at end of year2016-12-31$7,739,558
Value of total assets at beginning of year2016-12-31$7,684,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,941
Total interest from all sources2016-12-31$19,941
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$112,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$112,880
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$410,496
Participant contributions at end of year2016-12-31$304,554
Participant contributions at beginning of year2016-12-31$254,931
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$5
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$31,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$55,036
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,739,558
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,684,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,280,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,188,302
Interest on participant loans2016-12-31$11,731
Interest earned on other investments2016-12-31$8,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$154,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$241,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$580,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,091,676
Contract administrator fees2016-12-31$8,941
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BOWERS, O'CONNOR & ASSOCIATES, LLP
Accountancy firm EIN2016-12-31813385673
2015 : L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$328,786
Total of all expenses incurred2015-12-31$312,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$304,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$418,224
Value of total assets at end of year2015-12-31$7,684,522
Value of total assets at beginning of year2015-12-31$7,667,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,205
Total interest from all sources2015-12-31$22,233
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$100,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$100,607
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$408,224
Participant contributions at end of year2015-12-31$254,931
Participant contributions at beginning of year2015-12-31$275,420
Participant contributions at end of year2015-12-31$5
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$16,573
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,684,522
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,667,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,188,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,157,397
Interest on participant loans2015-12-31$13,042
Interest earned on other investments2015-12-31$9,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$241,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$235,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-212,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$304,008
Contract administrator fees2015-12-31$8,205
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BOWERS, O'CONNER, & BONOVICH, LLP
Accountancy firm EIN2015-12-31471217512
2014 : L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$378
Total income from all sources (including contributions)2014-12-31$1,032,679
Total of all expenses incurred2014-12-31$1,125,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,114,452
Value of total corrective distributions2014-12-31$1,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$469,932
Value of total assets at end of year2014-12-31$7,667,949
Value of total assets at beginning of year2014-12-31$7,760,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,123
Total interest from all sources2014-12-31$25,113
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$97,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$97,567
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$403,260
Participant contributions at end of year2014-12-31$275,420
Participant contributions at beginning of year2014-12-31$341,798
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$66,672
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-92,332
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,667,949
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,760,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,157,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,037,185
Interest on participant loans2014-12-31$12,868
Interest earned on other investments2014-12-31$12,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$235,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$381,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$440,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,114,452
Contract administrator fees2014-12-31$9,123
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BONOVICH & ASSOCIATES CPAS
Accountancy firm EIN2014-12-31471217512
2013 : L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$378
Total income from all sources (including contributions)2013-12-31$1,856,179
Total of all expenses incurred2013-12-31$147,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$137,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$353,616
Value of total assets at end of year2013-12-31$7,760,659
Value of total assets at beginning of year2013-12-31$6,051,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,305
Total interest from all sources2013-12-31$27,816
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$86,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$86,083
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$333,924
Participant contributions at end of year2013-12-31$341,798
Participant contributions at beginning of year2013-12-31$282,212
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$100
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$19,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$378
Other income not declared elsewhere2013-12-31$597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,709,103
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,760,281
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,051,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,037,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,396,568
Interest on participant loans2013-12-31$13,552
Interest earned on other investments2013-12-31$14,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$381,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$372,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,388,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$137,771
Contract administrator fees2013-12-31$9,305
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BONOVICH & ASSOCIATES CPAS
Accountancy firm EIN2013-12-31271526904
2012 : L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,207,048
Total of all expenses incurred2012-12-31$427,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$410,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$441,301
Value of total assets at end of year2012-12-31$6,051,178
Value of total assets at beginning of year2012-12-31$5,271,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,425
Total interest from all sources2012-12-31$24,786
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$82,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$82,231
Administrative expenses professional fees incurred2012-12-31$9,216
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$328,595
Participant contributions at end of year2012-12-31$282,212
Participant contributions at beginning of year2012-12-31$196,756
Participant contributions at end of year2012-12-31$100
Participant contributions at beginning of year2012-12-31$100
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$112,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$779,586
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,051,178
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,271,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,396,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,674,301
Interest on participant loans2012-12-31$9,600
Interest earned on other investments2012-12-31$15,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$372,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$400,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$658,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$410,037
Contract administrator fees2012-12-31$8,209
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BONOVICH & ASSOCIATES CPAS
Accountancy firm EIN2012-12-31271526904
2011 : L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$95
Total income from all sources (including contributions)2011-12-31$223,076
Total of all expenses incurred2011-12-31$382,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$366,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$322,985
Value of total assets at end of year2011-12-31$5,271,592
Value of total assets at beginning of year2011-12-31$5,431,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,982
Total interest from all sources2011-12-31$28,455
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$80,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$80,314
Administrative expenses professional fees incurred2011-12-31$7,566
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$302,736
Participant contributions at end of year2011-12-31$196,756
Participant contributions at beginning of year2011-12-31$188,416
Participant contributions at end of year2011-12-31$100
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$20,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$95
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-159,719
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,271,592
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,431,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,674,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,717,620
Interest on participant loans2011-12-31$9,003
Interest earned on other investments2011-12-31$19,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$400,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$525,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-208,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$366,813
Contract administrator fees2011-12-31$8,416
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BONOVICH & ASSOCIATES CPAS
Accountancy firm EIN2011-12-31271526904
2010 : L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$95
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$291
Total income from all sources (including contributions)2010-12-31$919,154
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$786,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$773,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$358,543
Value of total assets at end of year2010-12-31$5,431,406
Value of total assets at beginning of year2010-12-31$5,298,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,578
Total interest from all sources2010-12-31$33,355
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$77,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$77,150
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$357,354
Participant contributions at end of year2010-12-31$188,416
Participant contributions at beginning of year2010-12-31$216,105
Participant contributions at beginning of year2010-12-31$55
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,189
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$95
Liabilities. Value of operating payables at beginning of year2010-12-31$291
Total non interest bearing cash at beginning of year2010-12-31$291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$133,048
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,431,311
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,298,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,717,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,406,254
Interest on participant loans2010-12-31$11,192
Interest earned on other investments2010-12-31$22,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$525,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$675,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$450,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$773,528
Contract administrator fees2010-12-31$12,578
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LEIGHTON & BONOVICH
Accountancy firm EIN2010-12-31271526904
2009 : L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for L.N. CURTIS & SONS 401(K) RETIREMENT PLAN

2022: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: L.N. CURTIS & SONS 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG39885
Policy instance 1
Insurance contract or identification numberG39885
Number of Individuals Covered147
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG39885
Policy instance 1
Insurance contract or identification numberG39885
Number of Individuals Covered142
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG39885
Policy instance 1
Insurance contract or identification numberG39885
Number of Individuals Covered143
Insurance policy start date2020-09-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
KANSAS CITY LIFE (National Association of Insurance Commissioners NAIC id number: 65129 )
Policy contract number23129
Policy instance 1
Insurance contract or identification number23129
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
KANSAS CITY LIFE (National Association of Insurance Commissioners NAIC id number: 65129 )
Policy contract number23129
Policy instance 1
Insurance contract or identification number23129
Number of Individuals Covered22
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
KANSAS CITY LIFE (National Association of Insurance Commissioners NAIC id number: 65129 )
Policy contract number23129
Policy instance 1
Insurance contract or identification number23129
Number of Individuals Covered23
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
KANSAS CITY LIFE (National Association of Insurance Commissioners NAIC id number: 65129 )
Policy contract number23129
Policy instance 1
Insurance contract or identification number23129
Number of Individuals Covered36
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
KANSAS CITY LIFE (National Association of Insurance Commissioners NAIC id number: 65129 )
Policy contract number23129
Policy instance 1
Insurance contract or identification number23129
Number of Individuals Covered38
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
KANSAS CITY LIFE (National Association of Insurance Commissioners NAIC id number: 65129 )
Policy contract number23129
Policy instance 1
Insurance contract or identification number23129
Number of Individuals Covered39
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
KANSAS CITY LIFE (National Association of Insurance Commissioners NAIC id number: 65129 )
Policy contract number23129
Policy instance 1
Insurance contract or identification number23129
Number of Individuals Covered49
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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