OWENS DESIGN, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN
401k plan membership statisitcs for OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2017: OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 72 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 11 |
| Total of all active and inactive participants | 2017-01-01 | 83 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 83 |
| Number of participants with account balances | 2017-01-01 | 69 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 13 |
| Total of all active and inactive participants | 2016-01-01 | 71 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 71 |
| Number of participants with account balances | 2016-01-01 | 60 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
| 2015: OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 55 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11 |
| Total of all active and inactive participants | 2015-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 66 |
| Number of participants with account balances | 2015-01-01 | 58 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
| 2014: OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 59 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 7 |
| Total of all active and inactive participants | 2014-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 66 |
| Number of participants with account balances | 2014-01-01 | 55 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 60 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 10 |
| Total of all active and inactive participants | 2013-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 70 |
| Number of participants with account balances | 2013-01-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| 2012: OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 51 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 10 |
| Total of all active and inactive participants | 2012-01-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 61 |
| Number of participants with account balances | 2012-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 49 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 10 |
| Total of all active and inactive participants | 2011-01-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 59 |
| Number of participants with account balances | 2011-01-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2010: OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 46 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 11 |
| Total of all active and inactive participants | 2010-01-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 59 |
| Number of participants with account balances | 2010-01-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 14 |
| Total of all active and inactive participants | 2009-01-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 59 |
| Number of participants with account balances | 2009-01-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2017 : OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $1,841,607 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $968,989 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $956,266 |
| Total plan assets at end of year | 2017-12-31 | $8,923,563 |
| Total plan assets at beginning of year | 2017-12-31 | $8,050,945 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $588,309 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $5,270 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $1,170,524 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $872,618 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $8,923,563 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,050,945 |
| Assets. Value of participant loans | 2017-12-31 | $190,834 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $82,774 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $7,453 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $1,149,906 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $158,841 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $145,623 |
| Total plan assets at end of year | 2016-12-31 | $8,050,945 |
| Total plan assets at beginning of year | 2016-12-31 | $7,059,880 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $529,818 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $5,310 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $19,277 |
| Other income received | 2016-12-31 | $532,206 |
| Net income (gross income less expenses) | 2016-12-31 | $991,065 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $8,050,945 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,059,880 |
| Assets. Value of participant loans | 2016-12-31 | $179,335 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $68,605 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $7,908 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $676,475 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $344,014 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $327,816 |
| Total plan assets at end of year | 2015-12-31 | $7,059,880 |
| Total plan assets at beginning of year | 2015-12-31 | $6,727,419 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $497,929 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $5,510 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $173,000 |
| Other income received | 2015-12-31 | $-64,555 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $332,461 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $7,059,880 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,727,419 |
| Assets. Value of participant loans | 2015-12-31 | $196,609 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $70,101 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $10,688 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $996,512 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $226,949 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $211,229 |
| Total plan assets at end of year | 2014-12-31 | $6,727,419 |
| Total plan assets at beginning of year | 2014-12-31 | $5,957,856 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $515,729 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $5,705 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $5,222 |
| Other income received | 2014-12-31 | $407,485 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $769,563 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,727,419 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,957,856 |
| Assets. Value of participant loans | 2014-12-31 | $129,198 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $68,076 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $10,015 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $1,494,818 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $587,418 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $565,131 |
| Total plan assets at end of year | 2013-12-31 | $5,957,856 |
| Total plan assets at beginning of year | 2013-12-31 | $5,050,456 |
| Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $438,434 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $5,245 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $127,096 |
| Other income received | 2013-12-31 | $870,004 |
| Net income (gross income less expenses) | 2013-12-31 | $907,400 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,957,856 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,050,456 |
| Assets. Value of participant loans | 2013-12-31 | $70,662 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $59,284 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $17,042 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $1,008,804 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $310,714 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $288,756 |
| Total plan assets at end of year | 2012-12-31 | $5,050,456 |
| Total plan assets at beginning of year | 2012-12-31 | $4,352,366 |
| Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $421,982 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $4,775 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $527,085 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $698,090 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,050,456 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,352,366 |
| Assets. Value of participant loans | 2012-12-31 | $78,939 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $59,737 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $17,183 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $367,145 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $254,968 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $234,838 |
| Total plan assets at end of year | 2011-12-31 | $4,352,366 |
| Total plan assets at beginning of year | 2011-12-31 | $4,240,189 |
| Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $387,154 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $4,878 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-75,624 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $112,177 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,352,366 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,240,189 |
| Assets. Value of participant loans | 2011-12-31 | $99,426 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $55,615 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $15,252 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $926,554 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $168,683 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $148,421 |
| Total plan assets at end of year | 2010-12-31 | $4,240,189 |
| Total plan assets at beginning of year | 2010-12-31 | $3,482,318 |
| Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $325,043 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $6,624 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $69,276 |
| Other income received | 2010-12-31 | $481,794 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $757,871 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,240,189 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,482,318 |
| Assets. Value of participant loans | 2010-12-31 | $100,033 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $50,441 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $13,638 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2017: OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: OWENS DESIGN, INC. 401(K) RETIREMENT/PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 70610 |
| Policy instance | 1 |
| Insurance contract or identification number | 70610 | | Number of Individuals Covered | 72 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $20,790 | | Total amount of fees paid to insurance company | USD $9,431 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,790 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 9431 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | FLYNN, SHOJINAGA & ASSOCIATES, INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 70610 |
| Policy instance | 1 |
| Insurance contract or identification number | 70610 | | Number of Individuals Covered | 61 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $16,966 | | Total amount of fees paid to insurance company | USD $11,823 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,966 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 11815 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | T. ROWE PRICE ASSOCIATES, INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 70610 |
| Policy instance | 1 |
| Insurance contract or identification number | 70610 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $15,717 | | Total amount of fees paid to insurance company | USD $5,954 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,273 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 5952 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | T. ROWE PRICE ASSOCIATES, INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 70610 |
| Policy instance | 1 |
| Insurance contract or identification number | 70610 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $21,463 | | Total amount of fees paid to insurance company | USD $5,245 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,361 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 5245 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | FLYNN, SHOJINAGA & ASSOCIATES, INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 70610 |
| Policy instance | 1 |
| Insurance contract or identification number | 70610 | | Number of Individuals Covered | 55 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $16,595 | | Total amount of fees paid to insurance company | USD $8,671 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,595 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 8671 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | FLYNN, SHOJINAGA & ASSOCIATES, INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 70610 |
| Policy instance | 1 |
| Insurance contract or identification number | 70610 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $14,848 | | Total amount of fees paid to insurance company | USD $4,878 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 70610 |
| Policy instance | 1 |
| Insurance contract or identification number | 70610 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $13,094 | | Total amount of fees paid to insurance company | USD $6,729 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Amount paid for insurance broker fees | 6729 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $13,094 | | Insurance broker name | MINDSHARE BENEFITS & INSURANCE SERV |
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