Logo

POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePOOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

POOL & ELECTRICAL PRODUCTS INC. has sponsored the creation of one or more 401k plans.

Company Name:POOL & ELECTRICAL PRODUCTS INC.
Employer identification number (EIN):330509158
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Additional information about POOL & ELECTRICAL PRODUCTS INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1994-05-13
Company Identification Number: C1889752
Legal Registered Office Address: 1250 E Francis St

Ontario
United States of America (USA)
91761

More information about POOL & ELECTRICAL PRODUCTS INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARISA GONZALEZ2022-11-14 MARISA GONZALEZ2022-11-14
0012021-01-01CARNE H. DAVID2022-10-17 CARNE H. DAVID2022-10-17
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SANDRA BECERRA
0012016-01-01SANDRA BECERRA
0012015-01-01SANDRA BECERRA
0012014-01-01SANDRA BECERRA
0012013-01-01SANDRA BECERRA
0012012-01-01SANDRA BECERRA
0012011-01-01SANDRA BECERRA
0012010-01-01SANDRA BECERRA
0012009-01-01SANDRA BECERRA SANDRA BECERRA2010-10-06

Plan Statistics for POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01372
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01398
Total number of active participants reported on line 7a of the Form 55002021-01-01230
Number of retired or separated participants receiving benefits2021-01-01142
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01372
Number of participants with account balances2021-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01293
Total number of active participants reported on line 7a of the Form 55002020-01-01223
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0191
Total of all active and inactive participants2020-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01314
Number of participants with account balances2020-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01259
Total number of active participants reported on line 7a of the Form 55002019-01-01209
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0184
Total of all active and inactive participants2019-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01293
Number of participants with account balances2019-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01260
Total number of active participants reported on line 7a of the Form 55002018-01-01203
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0150
Total of all active and inactive participants2018-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01253
Number of participants with account balances2018-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01223
Total number of active participants reported on line 7a of the Form 55002017-01-01182
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0175
Total of all active and inactive participants2017-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01257
Number of participants with account balances2017-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01207
Total number of active participants reported on line 7a of the Form 55002016-01-01166
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-0144
Total of all active and inactive participants2016-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01223
Number of participants with account balances2016-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01200
Total number of active participants reported on line 7a of the Form 55002015-01-01164
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0143
Total of all active and inactive participants2015-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01207
Number of participants with account balances2015-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01180
Total number of active participants reported on line 7a of the Form 55002014-01-01157
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01193
Number of participants with account balances2014-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01157
Total number of active participants reported on line 7a of the Form 55002013-01-01151
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01177
Number of participants with account balances2013-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01150
Total number of active participants reported on line 7a of the Form 55002012-01-01135
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01157
Number of participants with account balances2012-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01136
Total number of active participants reported on line 7a of the Form 55002011-01-01128
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01147
Number of participants with account balances2011-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2010: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01135
Total number of active participants reported on line 7a of the Form 55002010-01-01120
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0114
Total of all active and inactive participants2010-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01135
Number of participants with account balances2010-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01124
Total number of active participants reported on line 7a of the Form 55002009-01-01114
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01127
Number of participants with account balances2009-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114

Financial Data on POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-08$-702,535
Total of all expenses incurred2022-06-08$9,239,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-08$8,793,998
Expenses. Certain deemed distributions of participant loans2022-06-08$323,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-08$357
Value of total assets at end of year2022-06-08$0
Value of total assets at beginning of year2022-06-08$9,942,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-08$122,405
Total interest from all sources2022-06-08$2,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-08Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-06-08$0
Was this plan covered by a fidelity bond2022-06-08No
If this is an individual account plan, was there a blackout period2022-06-08No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-08$0
Were there any nonexempt tranactions with any party-in-interest2022-06-08No
Participant contributions at end of year2022-06-08$0
Participant contributions at beginning of year2022-06-08$346,613
Participant contributions at end of year2022-06-08$0
Participant contributions at beginning of year2022-06-08$988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-08No
Value of net income/loss2022-06-08$-9,942,315
Value of net assets at end of year (total assets less liabilities)2022-06-08$0
Value of net assets at beginning of year (total assets less liabilities)2022-06-08$9,942,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-08No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-08No
Were any leases to which the plan was party in default or uncollectible2022-06-08No
Investment advisory and management fees2022-06-08$78,608
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-08$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-08$8,391,240
Interest on participant loans2022-06-08$2,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-08$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-08$811,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-08$-705,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-08No
Was there a failure to transmit to the plan any participant contributions2022-06-08No
Has the plan failed to provide any benefit when due under the plan2022-06-08No
Contributions received in cash from employer2022-06-08$357
Employer contributions (assets) at end of year2022-06-08$0
Employer contributions (assets) at beginning of year2022-06-08$391,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-08$8,793,998
Contract administrator fees2022-06-08$43,797
Did the plan have assets held for investment2022-06-08Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-08No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-08No
Opinion of an independent qualified public accountant for this plan2022-06-08Unqualified
Accountancy firm name2022-06-08MAZARS USA, LLP
Accountancy firm EIN2022-06-08131459550
2021 : POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end 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$1,873,783
Total of all expenses incurred2021-12-31$681,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$603,630
Expenses. Certain deemed distributions of participant loans2021-12-31$22,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$855,688
Value of total assets at end of year2021-12-31$9,942,315
Value of total assets at beginning of year2021-12-31$8,749,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$55,402
Total interest from all sources2021-12-31$22,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
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$446,201
Participant contributions at end of year2021-12-31$346,613
Participant contributions at beginning of year2021-12-31$357,530
Participant contributions at end of year2021-12-31$988
Participant contributions at beginning of year2021-12-31$12,929
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$17,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,192,455
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,942,315
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,749,860
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
Investment advisory and management fees2021-12-31$928
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,391,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,848,833
Interest on participant loans2021-12-31$22,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$811,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,074,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$995,881
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$391,607
Employer contributions (assets) at end of year2021-12-31$391,607
Employer contributions (assets) at beginning of year2021-12-31$456,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$603,630
Contract administrator fees2021-12-31$54,474
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 name2021-12-31MAZARS USA, LLP
Accountancy firm EIN2021-12-31131459550
2020 : POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,033,471
Total of all expenses incurred2020-12-31$598,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$536,360
Expenses. Certain deemed distributions of participant loans2020-12-31$10,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$974,422
Value of total assets at end of year2020-12-31$8,749,860
Value of total assets at beginning of year2020-12-31$7,315,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$51,688
Total interest from all sources2020-12-31$25,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$508,967
Participant contributions at end of year2020-12-31$357,530
Participant contributions at beginning of year2020-12-31$361,506
Participant contributions at end of year2020-12-31$12,929
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,434,481
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,749,860
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,315,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$24,003
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,848,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,705,942
Interest on participant loans2020-12-31$25,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,074,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$797,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,033,074
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$458,138
Employer contributions (assets) at end of year2020-12-31$456,265
Employer contributions (assets) at beginning of year2020-12-31$450,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$536,360
Contract administrator fees2020-12-31$27,685
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MAZARS USA, LLP
Accountancy firm EIN2020-12-31131459550
2019 : POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,043,390
Total of all expenses incurred2019-12-31$765,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$734,743
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$970,881
Value of total assets at end of year2019-12-31$7,315,379
Value of total assets at beginning of year2019-12-31$6,037,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,973
Total interest from all sources2019-12-31$23,717
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 period2019-12-31No
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$514,239
Participant contributions at end of year2019-12-31$361,506
Participant contributions at beginning of year2019-12-31$313,349
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$14,068
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,893
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,375
Other income not declared elsewhere2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,277,674
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,315,379
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,037,705
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
Investment advisory and management fees2019-12-31$22,428
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,705,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,139,482
Interest on participant loans2019-12-31$23,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$797,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,159,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,048,792
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$450,749
Employer contributions (assets) at end of year2019-12-31$450,749
Employer contributions (assets) at beginning of year2019-12-31$406,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$734,743
Contract administrator fees2019-12-31$8,545
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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 name2019-12-31ROGERS CLEM & CO.
Accountancy firm EIN2019-12-31952694521
2018 : POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$550,150
Total of all expenses incurred2018-12-31$535,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$502,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$829,741
Value of total assets at end of year2018-12-31$6,037,705
Value of total assets at beginning of year2018-12-31$6,023,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,862
Total interest from all sources2018-12-31$18,984
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$424,592
Participant contributions at end of year2018-12-31$313,349
Participant contributions at beginning of year2018-12-31$267,082
Participant contributions at end of year2018-12-31$14,068
Participant contributions at beginning of year2018-12-31$6,086
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,252
Other income not declared elsewhere2018-12-31$1,222
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$14,670
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,037,705
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,023,035
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
Investment advisory and management fees2018-12-31$19,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,139,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,144,560
Interest on participant loans2018-12-31$18,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,159,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,273,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-299,797
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$405,149
Employer contributions (assets) at end of year2018-12-31$406,801
Employer contributions (assets) at beginning of year2018-12-31$329,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$502,618
Contract administrator fees2018-12-31$13,100
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 name2018-12-31ROGERS CLEM & CO.
Accountancy firm EIN2018-12-31952694521
2017 : POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,332,265
Total of all expenses incurred2017-12-31$632,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$606,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$709,950
Value of total assets at end of year2017-12-31$6,023,035
Value of total assets at beginning of year2017-12-31$5,322,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,425
Total interest from all sources2017-12-31$16,424
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$374,621
Participant contributions at end of year2017-12-31$6,086
Participant contributions at beginning of year2017-12-31$4,740
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,250
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,252
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$8,390
Assets. Loans (other than to participants) at end of year2017-12-31$267,082
Assets. Loans (other than to participants) at beginning of year2017-12-31$237,270
Other income not declared elsewhere2017-12-31$-5,196
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$700,209
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,023,035
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,322,826
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
Investment advisory and management fees2017-12-31$18,204
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,144,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,189,424
Interest on participant loans2017-12-31$16,333
Interest earned on other investments2017-12-31$91
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,273,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,619,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$611,087
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$329,079
Employer contributions (assets) at end of year2017-12-31$329,079
Employer contributions (assets) at beginning of year2017-12-31$263,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$606,631
Contract administrator fees2017-12-31$7,221
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 name2017-12-31ROGERS CLEM & CO.
Accountancy firm EIN2017-12-31952694521
2016 : POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$959,389
Total of all expenses incurred2016-12-31$477,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$463,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$672,374
Value of total assets at end of year2016-12-31$5,322,826
Value of total assets at beginning of year2016-12-31$4,841,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,904
Total interest from all sources2016-12-31$16,056
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$252,840
Participant contributions at end of year2016-12-31$4,740
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$8,390
Assets. Loans (other than to participants) at end of year2016-12-31$237,270
Assets. Loans (other than to participants) at beginning of year2016-12-31$275,831
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$481,410
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,322,826
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,841,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,189,424
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,822,214
Interest on participant loans2016-12-31$16,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,619,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,743,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$270,959
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$413,989
Employer contributions (assets) at end of year2016-12-31$263,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$463,075
Contract administrator fees2016-12-31$14,904
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 name2016-12-31ROGERS CLEM & CO
Accountancy firm EIN2016-12-31952694521
2015 : POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$712,043
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,017,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,009,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$626,458
Value of total assets at end of year2015-12-31$4,841,416
Value of total assets at beginning of year2015-12-31$5,146,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,095
Total interest from all sources2015-12-31$83,957
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$290,469
Participant contributions at end of year2015-12-31$275,831
Participant contributions at beginning of year2015-12-31$258,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-305,245
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,841,416
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,146,661
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 pooled separate accounts at end of year2015-12-31$2,822,214
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,685,314
Interest on participant loans2015-12-31$19,441
Interest earned on other investments2015-12-31$64,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,743,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,203,281
Net investment gain/loss from pooled separate accounts2015-12-31$1,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$335,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,009,193
Contract administrator fees2015-12-31$8,095
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 name2015-12-31ROGERS CLEM & CO
Accountancy firm EIN2015-12-31952694521
2014 : POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$901,869
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$396,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$391,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$618,787
Value of total assets at end of year2014-12-31$5,146,661
Value of total assets at beginning of year2014-12-31$4,641,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,647
Total interest from all sources2014-12-31$73,784
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$293,319
Participant contributions at end of year2014-12-31$258,066
Participant contributions at beginning of year2014-12-31$212,592
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$505,077
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,146,661
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,641,584
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 pooled separate accounts at end of year2014-12-31$2,685,314
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,383,907
Interest on participant loans2014-12-31$15,702
Interest earned on other investments2014-12-31$58,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,203,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,045,085
Net investment gain/loss from pooled separate accounts2014-12-31$209,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$325,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$391,145
Contract administrator fees2014-12-31$5,647
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 name2014-12-31ROGERS CLEM & COMPANY
Accountancy firm EIN2014-12-31952694521
2013 : POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,087,864
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$59,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$55,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$587,997
Value of total assets at end of year2013-12-31$4,641,584
Value of total assets at beginning of year2013-12-31$3,613,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,659
Total interest from all sources2013-12-31$64,754
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$288,062
Participant contributions at end of year2013-12-31$212,592
Participant contributions at beginning of year2013-12-31$156,132
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$31,916
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$1,028,447
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,641,584
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,613,137
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 pooled separate accounts at end of year2013-12-31$2,383,907
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,721,336
Interest on participant loans2013-12-31$12,199
Interest earned on other investments2013-12-31$52,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,045,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,735,669
Net investment gain/loss from pooled separate accounts2013-12-31$435,113
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$268,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$55,758
Contract administrator fees2013-12-31$3,659
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31ROGERS, CLEM & COMPANY
Accountancy firm EIN2013-12-31952694521
2012 : POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$737,634
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$552,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$549,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$466,488
Value of total assets at end of year2012-12-31$3,613,137
Value of total assets at beginning of year2012-12-31$3,428,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,988
Total interest from all sources2012-12-31$64,371
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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$245,777
Participant contributions at end of year2012-12-31$156,132
Participant contributions at beginning of year2012-12-31$169,591
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$184,879
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,613,137
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,428,258
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 pooled separate accounts at end of year2012-12-31$1,721,336
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,741,058
Interest on participant loans2012-12-31$12,379
Interest earned on other investments2012-12-31$51,992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,735,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,517,609
Net investment gain/loss from pooled separate accounts2012-12-31$206,775
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$220,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$549,767
Contract administrator fees2012-12-31$2,988
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31ROGERS, CLEM & COMPANY
Accountancy firm EIN2012-12-31952694521
2011 : POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$467,160
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$317,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$312,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$433,179
Value of total assets at end of year2011-12-31$3,428,258
Value of total assets at beginning of year2011-12-31$3,278,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,660
Total interest from all sources2011-12-31$59,199
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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$223,591
Participant contributions at end of year2011-12-31$169,591
Participant contributions at beginning of year2011-12-31$217,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$149,321
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,428,258
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,278,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,741,058
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,800,445
Interest on participant loans2011-12-31$13,452
Interest earned on other investments2011-12-31$45,747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,517,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,261,408
Net investment gain/loss from pooled separate accounts2011-12-31$-25,218
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$209,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$312,179
Contract administrator fees2011-12-31$5,660
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31ROGERS, CLEM & COMPANY
Accountancy firm EIN2011-12-31952694521
2010 : POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$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$607,173
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$20,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$367,995
Value of total assets at end of year2010-12-31$3,278,937
Value of total assets at beginning of year2010-12-31$2,692,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,409
Total interest from all sources2010-12-31$52,353
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$237,245
Participant contributions at end of year2010-12-31$217,084
Participant contributions at beginning of year2010-12-31$132,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$586,202
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,278,937
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,692,735
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 pooled separate accounts at end of year2010-12-31$1,800,445
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,692,027
Interest on participant loans2010-12-31$11,684
Interest earned on other investments2010-12-31$40,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,261,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$867,901
Net investment gain/loss from pooled separate accounts2010-12-31$186,825
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$130,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$16,562
Contract administrator fees2010-12-31$4,409
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31ROGERS, CLEM & COMPANY
Accountancy firm EIN2010-12-31952694521
2009 : POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING 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 POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN

2022: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING 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: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING 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
2010: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: POOL & ELECTRICAL PRODUCTS, INC. 401(K) PROFIT SHARING 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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JL9T
Policy instance 1
Insurance contract or identification numberGAP-CP-JL9T
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-06-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JL9T
Policy instance 1
Insurance contract or identification numberGAP-CP-JL9T
Number of Individuals Covered372
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JL9T
Policy instance 1
Insurance contract or identification numberGAP-CP-JL9T
Number of Individuals Covered294
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
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JL9T
Policy instance 1
Insurance contract or identification numberGAP-CP-JL9T
Number of Individuals Covered293
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JL9T
Policy instance 1
Insurance contract or identification numberGAP-CP-JL9T
Number of Individuals Covered253
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JL9T
Policy instance 1
Insurance contract or identification numberGAP-CP-JL9T
Number of Individuals Covered257
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63287
Policy instance 1
Insurance contract or identification number63287
Number of Individuals Covered207
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,659
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,659
Insurance broker organization code?3
Insurance broker nameLEADERS GROUP
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63287
Policy instance 1
Insurance contract or identification number63287
Number of Individuals Covered193
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,033
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,033
Insurance broker organization code?3
Insurance broker nameLEADERS GROUP
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63287
Policy instance 1
Insurance contract or identification number63287
Number of Individuals Covered177
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,210
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,210
Insurance broker organization code?3
Insurance broker nameLEADERS GROUP
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63287
Policy instance 1
Insurance contract or identification number63287
Number of Individuals Covered157
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,713
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,713
Insurance broker organization code?3
Insurance broker nameROBIN ROBERTSON
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63287
Policy instance 1
Insurance contract or identification number63287
Number of Individuals Covered147
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,994
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63287
Policy instance 1
Insurance contract or identification number63287
Number of Individuals Covered135
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,039
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,039
Insurance broker organization code?3
Insurance broker nameROBIN ROBERTSON

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1