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OFFICE STAR PRODUCTS 401(K) PLAN 401k Plan overview

Plan NameOFFICE STAR PRODUCTS 401(K) PLAN
Plan identification number 002

OFFICE STAR PRODUCTS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BLUMENTHAL DISTRIBUTING, INC. has sponsored the creation of one or more 401k plans.

Company Name:BLUMENTHAL DISTRIBUTING, INC.
Employer identification number (EIN):953887135
NAIC Classification:453990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OFFICE STAR PRODUCTS 401(K) 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
0022019-01-01JENNIFER BLUMENTHAL-KELSCH2020-10-11
0022018-01-01JENNIFER BLUMENTHAL-KELSCH2019-09-12
0022017-01-01
0022016-01-01JENNIFER BLUMENTHAL-KELSCH
0022015-01-01RICHARD BLUMENTHAL RICHARD BLUMENTHAL2016-10-14
0022014-01-01RICHARD BLUMENTHAL RICHARD BLUMENTHAL2015-10-15
0022013-01-01RICHARD BLUMENTHAL RICHARD BLUMENTHAL2014-09-17
0022012-01-01RICHARD BLUMENTHAL RICHARD BLUMENTHAL2013-09-19
0022011-01-01RICHARD BLUMENTHAL
0022009-01-01RICHARD BLUMENTHAL

Plan Statistics for OFFICE STAR PRODUCTS 401(K) PLAN

401k plan membership statisitcs for OFFICE STAR PRODUCTS 401(K) PLAN

Measure Date Value
2022: OFFICE STAR PRODUCTS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01177
Total number of active participants reported on line 7a of the Form 55002022-01-01132
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0124
Total of all active and inactive participants2022-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01156
Number of participants with account balances2022-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OFFICE STAR PRODUCTS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01194
Total number of active participants reported on line 7a of the Form 55002021-01-01145
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0125
Total of all active and inactive participants2021-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01170
Number of participants with account balances2021-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: OFFICE STAR PRODUCTS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01237
Total number of active participants reported on line 7a of the Form 55002020-01-01208
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01226
Number of participants with account balances2020-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OFFICE STAR PRODUCTS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01219
Total number of active participants reported on line 7a of the Form 55002019-01-01200
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01200
Number of participants with account balances2019-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: OFFICE STAR PRODUCTS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01229
Total number of active participants reported on line 7a of the Form 55002018-01-01183
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01219
Number of participants with account balances2018-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: OFFICE STAR PRODUCTS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01176
Total number of active participants reported on line 7a of the Form 55002017-01-01151
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01179
Number of participants with account balances2017-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: OFFICE STAR PRODUCTS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01222
Total number of active participants reported on line 7a of the Form 55002016-01-01129
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01154
Number of participants with account balances2016-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: OFFICE STAR PRODUCTS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01169
Total number of active participants reported on line 7a of the Form 55002015-01-01125
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01166
Number of participants with account balances2015-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OFFICE STAR PRODUCTS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01158
Total number of active participants reported on line 7a of the Form 55002014-01-01123
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01155
Number of participants with account balances2014-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: OFFICE STAR PRODUCTS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01155
Total number of active participants reported on line 7a of the Form 55002013-01-01120
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01150
Number of participants with account balances2013-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: OFFICE STAR PRODUCTS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01155
Total number of active participants reported on line 7a of the Form 55002012-01-01119
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01148
Number of participants with account balances2012-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: OFFICE STAR PRODUCTS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01164
Total number of active participants reported on line 7a of the Form 55002011-01-01118
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01149
Number of participants with account balances2011-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: OFFICE STAR PRODUCTS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01150
Total number of active participants reported on line 7a of the Form 55002009-01-01121
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01151
Number of participants with account balances2009-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on OFFICE STAR PRODUCTS 401(K) PLAN

Measure Date Value
2022 : OFFICE STAR PRODUCTS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,131,447
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$721,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$672,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$887,966
Value of total assets at end of year2022-12-31$13,492,839
Value of total assets at beginning of year2022-12-31$16,345,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$48,562
Total interest from all sources2022-12-31$11,440
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$154,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$154,623
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$556,270
Other income not declared elsewhere2022-12-31$591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,852,457
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,492,839
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,345,296
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$9,979,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,254,881
Value of interest in pooled separate accounts at end of year2022-12-31$2,734,102
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,438,226
Interest earned on other investments2022-12-31$11,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$779,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$652,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,619,146
Net investment gain/loss from pooled separate accounts2022-12-31$-566,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$331,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$672,448
Contract administrator fees2022-12-31$48,562
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 name2022-12-31WITHUM
Accountancy firm EIN2022-12-31222027092
2021 : OFFICE STAR PRODUCTS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,029,412
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$910,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$856,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$911,778
Value of total assets at end of year2021-12-31$16,345,296
Value of total assets at beginning of year2021-12-31$14,226,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$53,477
Total interest from all sources2021-12-31$8,895
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$170,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$170,821
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$553,883
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$30,942
Other income not declared elsewhere2021-12-31$656
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$2,119,192
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,345,296
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,226,104
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$12,254,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,633,311
Value of interest in pooled separate accounts at end of year2021-12-31$3,438,226
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,079,239
Interest earned on other investments2021-12-31$8,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$652,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$513,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,522,769
Net investment gain/loss from pooled separate accounts2021-12-31$414,493
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$326,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$856,743
Contract administrator fees2021-12-31$53,477
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 name2021-12-31WITHUM, SMITH & BROWN
Accountancy firm EIN2021-12-31222027092
2020 : OFFICE STAR PRODUCTS 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,940,653
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$324,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$283,884
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,042,351
Value of total assets at end of year2020-12-31$14,226,104
Value of total assets at beginning of year2020-12-31$11,610,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$41,099
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$10,276
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$136,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$136,578
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$546,898
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$28,340
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$156,800
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$1,290
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$11,559,557
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$2,615,670
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,226,104
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,610,434
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,633,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$3,079,239
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$10,276
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$513,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,355,810
Net investment gain/loss from pooled separate accounts2020-12-31$394,348
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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$338,653
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$22,537
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$283,884
Contract administrator fees2020-12-31$41,099
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WITHUM, SMITH & BROWN
Accountancy firm EIN2020-12-31222027092
2019 : OFFICE STAR PRODUCTS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,006,420
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$664,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$648,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$873,659
Value of total assets at end of year2019-12-31$11,610,434
Value of total assets at beginning of year2019-12-31$9,268,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,938
Total interest from all sources2019-12-31$13,799
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$523,182
Participant contributions at end of year2019-12-31$28,340
Participant contributions at beginning of year2019-12-31$13,296
Total non interest bearing cash at end of year2019-12-31$11,559,557
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$2,342,371
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,610,434
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,268,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,687,896
Interest earned on other investments2019-12-31$13,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$556,742
Net investment gain/loss from pooled separate accounts2019-12-31$2,118,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$350,477
Employer contributions (assets) at end of year2019-12-31$22,537
Employer contributions (assets) at beginning of year2019-12-31$10,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$648,111
Contract administrator fees2019-12-31$15,938
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 investment2019-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31REDWITZ, INC.
Accountancy firm EIN2019-12-31330850406
2018 : OFFICE STAR PRODUCTS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$388,112
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$383,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$381,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$890,271
Value of total assets at end of year2018-12-31$9,268,063
Value of total assets at beginning of year2018-12-31$9,263,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,736
Total interest from all sources2018-12-31$9,505
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$552,695
Participant contributions at end of year2018-12-31$13,296
Participant contributions at beginning of year2018-12-31$250
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$5,003
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,268,063
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,263,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$8,687,896
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,811,248
Interest earned on other investments2018-12-31$9,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$556,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$451,312
Net investment gain/loss from pooled separate accounts2018-12-31$-511,664
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$337,576
Employer contributions (assets) at end of year2018-12-31$10,129
Employer contributions (assets) at beginning of year2018-12-31$250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$381,373
Contract administrator fees2018-12-31$1,736
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 name2018-12-31REDWITZ, INC.
Accountancy firm EIN2018-12-31330850406
2017 : OFFICE STAR PRODUCTS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,243,208
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$179,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$177,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$857,111
Value of total assets at end of year2017-12-31$9,263,060
Value of total assets at beginning of year2017-12-31$7,198,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,098
Total interest from all sources2017-12-31$4,533
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$505,485
Participant contributions at end of year2017-12-31$250
Participant contributions at beginning of year2017-12-31$11,150
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$13,493
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$2,064,147
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,263,060
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,198,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$8,811,248
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,731,296
Interest earned on other investments2017-12-31$4,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$451,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$448,906
Net investment gain/loss from pooled separate accounts2017-12-31$1,381,564
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$338,133
Employer contributions (assets) at end of year2017-12-31$250
Employer contributions (assets) at beginning of year2017-12-31$7,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$177,963
Contract administrator fees2017-12-31$1,098
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 name2017-12-31REDWITZ, INC.
Accountancy firm EIN2017-12-31330850406
2016 : OFFICE STAR PRODUCTS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,189,846
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$255,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$247,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$728,466
Value of total assets at end of year2016-12-31$7,198,913
Value of total assets at beginning of year2016-12-31$6,264,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,515
Total interest from all sources2016-12-31$2,051
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$440,341
Participant contributions at end of year2016-12-31$11,150
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,262
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$934,477
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,198,913
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,264,436
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 beginning of year2016-12-31$6,264,437
Value of interest in pooled separate accounts at end of year2016-12-31$6,731,296
Interest earned on other investments2016-12-31$2,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$-1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$-1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$448,906
Net investment gain/loss from pooled separate accounts2016-12-31$459,329
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$282,863
Employer contributions (assets) at end of year2016-12-31$7,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$247,854
Contract administrator fees2016-12-31$7,515
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 name2016-12-31REDWITZ, INC.
Accountancy firm EIN2016-12-31330850406
2015 : OFFICE STAR PRODUCTS 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$508,127
Total of all expenses incurred2015-12-31$759,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$746,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$658,590
Value of total assets at end of year2015-12-31$6,264,436
Value of total assets at beginning of year2015-12-31$6,515,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$398,780
Participant contributions at beginning of year2015-12-31$1,250
Administrative expenses (other) incurred2015-12-31$12,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-250,923
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,264,436
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,515,359
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$6,264,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,513,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$-1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$-1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$-1
Net investment gain/loss from pooled separate accounts2015-12-31$-150,463
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$259,810
Employer contributions (assets) at beginning of year2015-12-31$750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$746,053
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 name2015-12-31REDWITZ, INC.
Accountancy firm EIN2015-12-31330850406
2014 : OFFICE STAR PRODUCTS 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,021,720
Total of all expenses incurred2014-12-31$571,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$557,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$687,920
Value of total assets at end of year2014-12-31$6,515,359
Value of total assets at beginning of year2014-12-31$6,064,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,177
Total interest from all sources2014-12-31$71
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$93
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$425,448
Participant contributions at end of year2014-12-31$1,250
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,661
Other income not declared elsewhere2014-12-31$3,269
Administrative expenses (other) incurred2014-12-31$13,084
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$450,577
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,515,359
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,064,782
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$6,513,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,055,224
Interest earned on other investments2014-12-31$71
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$-1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$92
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$92
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,466
Net investment gain/loss from pooled separate accounts2014-12-31$330,460
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$257,811
Employer contributions (assets) at end of year2014-12-31$750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$557,966
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 name2014-12-31ROBERT R. REDWITZ & CO.
Accountancy firm EIN2014-12-31330850406
2013 : OFFICE STAR PRODUCTS 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,519,402
Total of all expenses incurred2013-12-31$146,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$136,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$588,013
Value of total assets at end of year2013-12-31$6,064,782
Value of total assets at beginning of year2013-12-31$4,692,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,254
Total interest from all sources2013-12-31$141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$373,483
Other income not declared elsewhere2013-12-31$981
Administrative expenses (other) incurred2013-12-31$10,254
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$1,372,706
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,064,782
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,692,076
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$6,055,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,681,587
Interest earned on other investments2013-12-31$141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$92
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,341
Net investment gain/loss from pooled separate accounts2013-12-31$930,267
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$214,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$136,442
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 name2013-12-31ROBERT R. REDWITZ & CO.
Accountancy firm EIN2013-12-31330850406
2012 : OFFICE STAR PRODUCTS 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,088,808
Total of all expenses incurred2012-12-31$733,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$709,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$553,193
Value of total assets at end of year2012-12-31$4,692,076
Value of total assets at beginning of year2012-12-31$4,337,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,227
Total interest from all sources2012-12-31$174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$23,072
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$335,957
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,148
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$799
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$22,959
Administrative expenses (other) incurred2012-12-31$1,155
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$354,946
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,692,076
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,337,130
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$4,681,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,327,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,215
Net investment gain/loss from pooled separate accounts2012-12-31$535,441
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$194,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$709,635
Contract administrator fees2012-12-31$0
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 name2012-12-31ROBERT R. REDWITZ & CO.
Accountancy firm EIN2012-12-31330850406
2011 : OFFICE STAR PRODUCTS 401(K) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$419,389
Total of all expenses incurred2011-12-31$368,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$336,393
Value of total corrective distributions2011-12-31$2,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$474,803
Value of total assets at end of year2011-12-31$4,337,130
Value of total assets at beginning of year2011-12-31$4,286,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,904
Total interest from all sources2011-12-31$219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$29,904
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$303,432
Assets. Other investments not covered elsewhere at end of year2011-12-31$799
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,099
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Other income not declared elsewhere2011-12-31$703
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$50,977
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,337,130
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,286,153
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
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,327,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,275,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,059
Net investment gain/loss from pooled separate accounts2011-12-31$-56,336
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
Contributions received in cash from employer2011-12-31$171,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$336,393
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 name2011-12-31ROBERT R. REDWITZ & CO.
Accountancy firm EIN2011-12-31330850406
2010 : OFFICE STAR PRODUCTS 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$492,274
Total unrealized appreciation/depreciation of assets2010-12-31$492,274
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$935,160
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$75,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$48,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$442,366
Value of total assets at end of year2010-12-31$4,286,153
Value of total assets at beginning of year2010-12-31$3,426,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,449
Total interest from all sources2010-12-31$262
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$26,449
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$287,307
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,099
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,092
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$859,729
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,286,153
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,426,424
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$4,275,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,415,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,861
Net investment gain/loss from pooled separate accounts2010-12-31$258
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
Contributions received in cash from employer2010-12-31$155,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$48,982
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 name2010-12-31ROBERT R. REDWITZ & CO.
Accountancy firm EIN2010-12-31330850406
2009 : OFFICE STAR PRODUCTS 401(K) 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 OFFICE STAR PRODUCTS 401(K) PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered156
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number629530
Policy instance 2
Insurance contract or identification number629530
Number of Individuals Covered156
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered170
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number629530
Policy instance 2
Insurance contract or identification number629530
Number of Individuals Covered170
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered226
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number629530
Policy instance 2
Insurance contract or identification number629530
Number of Individuals Covered226
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810494
Policy instance 1
Insurance contract or identification number810494
Number of Individuals Covered200
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,017
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,017
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810494
Policy instance 1
Insurance contract or identification number810494
Number of Individuals Covered179
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,380
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,380
Insurance broker organization code?3
Insurance broker nameLINCOLN FINANCIAL ADVISORS CORP

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