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PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NamePREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST
Plan identification number 001

PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST Benefits

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

401k Sponsoring company profile

PREMIER POWER MAINTENANCE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PREMIER POWER MAINTENANCE CORPORATION
Employer identification number (EIN):351762965
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WES ANDERSON2024-08-21
0012022-01-01WES ANDERSON2023-10-09
0012021-01-01BROOKE GROSS2022-10-12
0012021-01-01WES ANDERSON2023-03-10
0012020-01-01BROOKE GROSS2021-10-11
0012020-01-01BROOKE GROSS2022-10-13
0012019-01-01BROOKE GROSS2020-10-12
0012019-01-01BROOKE GROSS2021-09-28
0012018-01-01BROOKE GROSS2019-10-10
0012017-01-01
0012016-01-01EILEEN M. TEMPLEMAN2017-06-22
0012015-01-01EILEEN M. TEMPLEMAN2016-06-21
0012014-01-01EILEEN M. TEMPLEMAN2015-07-16
0012013-01-01EILEEN M. TEMPLEMAN2014-06-03
0012012-01-01JESSICA E. SIETSEMA2013-05-20
0012011-01-01NICHOLAS GIBSON2012-04-11
0012010-01-01NICHOLAS GIBSON2011-05-20

Plan Statistics for PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01169
Total number of active participants reported on line 7a of the Form 55002023-01-01135
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0128
Total of all active and inactive participants2023-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01163
Number of participants with account balances2023-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0115
2022: PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01156
Total number of active participants reported on line 7a of the Form 55002022-01-01134
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0134
Total of all active and inactive participants2022-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01168
Number of participants with account balances2022-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01158
Total number of active participants reported on line 7a of the Form 55002021-01-01132
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0123
Total of all active and inactive participants2021-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01155
Number of participants with account balances2021-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01142
Total number of active participants reported on line 7a of the Form 55002020-01-01135
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01156
Number of participants with account balances2020-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01140
Total number of active participants reported on line 7a of the Form 55002019-01-01128
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01141
Number of participants with account balances2019-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01126
Total number of active participants reported on line 7a of the Form 55002018-01-01122
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01135
Number of participants with account balances2018-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014

Financial Data on PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,887,330
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$753,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$704,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,534,728
Value of total assets at end of year2023-12-31$17,511,841
Value of total assets at beginning of year2023-12-31$14,378,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$49,250
Total interest from all sources2023-12-31$42,377
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$44,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$44,037
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$944,400
Participant contributions at end of year2023-12-31$544,131
Participant contributions at beginning of year2023-12-31$486,356
Participant contributions at end of year2023-12-31$67,212
Participant contributions at beginning of year2023-12-31$31,423
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$190,674
Other income not declared elsewhere2023-12-31$-197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,133,404
Value of net assets at end of year (total assets less liabilities)2023-12-31$17,511,841
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$14,378,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,874,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$2,394,235
Value of interest in pooled separate accounts at end of year2023-12-31$1,206
Value of interest in pooled separate accounts at beginning of year2023-12-31$1,169
Interest on participant loans2023-12-31$31,889
Interest earned on other investments2023-12-31$10,488
Value of interest in common/collective trusts at end of year2023-12-31$13,488,172
Value of interest in common/collective trusts at beginning of year2023-12-31$10,616,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$519,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$553,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$450,505
Net investment gain/loss from pooled separate accounts2023-12-31$114
Net investment gain or loss from common/collective trusts2023-12-31$1,815,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$399,654
Employer contributions (assets) at end of year2023-12-31$16,464
Employer contributions (assets) at beginning of year2023-12-31$295,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$704,676
Contract administrator fees2023-12-31$49,250
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KATZ,SAPPER & MILLER, LLP
Accountancy firm EIN2023-12-31351090346
2022 : PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-878,305
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$834,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$786,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,649,225
Value of total assets at end of year2022-12-31$14,378,437
Value of total assets at beginning of year2022-12-31$16,090,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$47,120
Total interest from all sources2022-12-31$29,512
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$41,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$41,209
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$953,218
Participant contributions at end of year2022-12-31$486,356
Participant contributions at beginning of year2022-12-31$424,151
Participant contributions at end of year2022-12-31$31,423
Participant contributions at beginning of year2022-12-31$46,408
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$11,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,712,322
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,378,437
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,090,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,394,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,718,036
Value of interest in pooled separate accounts at end of year2022-12-31$1,169
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,007
Interest on participant loans2022-12-31$21,730
Interest earned on other investments2022-12-31$7,782
Value of interest in common/collective trusts at end of year2022-12-31$10,616,089
Value of interest in common/collective trusts at beginning of year2022-12-31$12,139,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$553,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$427,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-507,377
Net investment gain/loss from pooled separate accounts2022-12-31$-750
Net investment gain or loss from common/collective trusts2022-12-31$-2,090,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$684,689
Employer contributions (assets) at end of year2022-12-31$295,588
Employer contributions (assets) at beginning of year2022-12-31$329,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$786,897
Contract administrator fees2022-12-31$47,120
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KATZ,SAPPER & MILLER, LLP
Accountancy firm EIN2022-12-31351090346
2021 : PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,607,317
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$871,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$814,032
Value of total corrective distributions2021-12-31$12,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,660,493
Value of total assets at end of year2021-12-31$16,090,759
Value of total assets at beginning of year2021-12-31$13,355,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$45,686
Total interest from all sources2021-12-31$28,832
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$30,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$30,492
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$927,109
Participant contributions at end of year2021-12-31$424,151
Participant contributions at beginning of year2021-12-31$385,776
Participant contributions at end of year2021-12-31$46,408
Participant contributions at beginning of year2021-12-31$29,067
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$27,745
Other income not declared elsewhere2021-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,735,338
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,090,759
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,355,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,718,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,297,995
Value of interest in pooled separate accounts at end of year2021-12-31$5,007
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,170
Interest on participant loans2021-12-31$21,750
Interest earned on other investments2021-12-31$7,082
Value of interest in common/collective trusts at end of year2021-12-31$12,139,898
Value of interest in common/collective trusts at beginning of year2021-12-31$10,831,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$427,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$545,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$358,751
Net investment gain/loss from pooled separate accounts2021-12-31$1,503
Net investment gain or loss from common/collective trusts2021-12-31$1,527,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$705,639
Employer contributions (assets) at end of year2021-12-31$329,562
Employer contributions (assets) at beginning of year2021-12-31$261,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$814,032
Contract administrator fees2021-12-31$45,686
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 name2021-12-31KATZ,SAPPER & MILLER, LLP
Accountancy firm EIN2021-12-31351090346
2020 : PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,234,004
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,503,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,441,602
Value of total corrective distributions2020-12-31$27,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,636,911
Value of total assets at end of year2020-12-31$13,356,168
Value of total assets at beginning of year2020-12-31$11,626,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$34,508
Total interest from all sources2020-12-31$23,249
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$15,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$15,837
Administrative expenses professional fees incurred2020-12-31$250
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$866,723
Participant contributions at end of year2020-12-31$382,176
Participant contributions at beginning of year2020-12-31$258,402
Participant contributions at end of year2020-12-31$29,067
Participant contributions at beginning of year2020-12-31$4,342
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$130,034
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,311
Other income not declared elsewhere2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,730,051
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,356,168
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,626,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,298,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,671,803
Value of interest in pooled separate accounts at end of year2020-12-31$4,170
Value of interest in pooled separate accounts at beginning of year2020-12-31$20,076
Interest on participant loans2020-12-31$17,483
Interest earned on other investments2020-12-31$5,766
Value of interest in common/collective trusts at end of year2020-12-31$10,831,328
Value of interest in common/collective trusts at beginning of year2020-12-31$8,992,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$545,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$27,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$164,838
Net investment gain/loss from pooled separate accounts2020-12-31$-104
Net investment gain or loss from common/collective trusts2020-12-31$1,393,273
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$640,154
Employer contributions (assets) at end of year2020-12-31$261,919
Employer contributions (assets) at beginning of year2020-12-31$651,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,441,602
Contract administrator fees2020-12-31$34,258
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 name2020-12-31KATZ, SAPPER & MILLER
Accountancy firm EIN2020-12-31351090346
2019 : PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,192
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,192
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,263,812
Total income from all sources (including contributions)2019-12-31$3,263,812
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$317,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$287,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$287,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,511,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,511,346
Value of total assets at end of year2019-12-31$11,626,117
Value of total assets at end of year2019-12-31$11,626,117
Value of total assets at beginning of year2019-12-31$8,676,152
Value of total assets at beginning of year2019-12-31$8,676,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,629
Total interest from all sources2019-12-31$9,923
Total interest from all sources2019-12-31$9,923
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$30,252
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$30,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$30,252
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$30,252
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$847,687
Contributions received from participants2019-12-31$847,687
Participant contributions at end of year2019-12-31$258,402
Participant contributions at end of year2019-12-31$258,402
Participant contributions at beginning of year2019-12-31$103,619
Participant contributions at beginning of year2019-12-31$103,619
Participant contributions at end of year2019-12-31$4,342
Participant contributions at end of year2019-12-31$4,342
Participant contributions at beginning of year2019-12-31$605
Participant contributions at beginning of year2019-12-31$605
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$13,225
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$13,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,192
Other income not declared elsewhere2019-12-31$139
Other income not declared elsewhere2019-12-31$139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,946,773
Value of net income/loss2019-12-31$2,946,773
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,622,925
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,622,925
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,676,152
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,676,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,671,803
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,671,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,263,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,263,728
Value of interest in pooled separate accounts at end of year2019-12-31$20,076
Value of interest in pooled separate accounts at end of year2019-12-31$20,076
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,440
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,440
Interest on participant loans2019-12-31$9,567
Interest on participant loans2019-12-31$9,567
Interest earned on other investments2019-12-31$356
Interest earned on other investments2019-12-31$356
Value of interest in common/collective trusts at end of year2019-12-31$8,992,368
Value of interest in common/collective trusts at end of year2019-12-31$8,992,368
Value of interest in common/collective trusts at beginning of year2019-12-31$6,629,336
Value of interest in common/collective trusts at beginning of year2019-12-31$6,629,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$27,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$27,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$228,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$228,508
Net investment gain/loss from pooled separate accounts2019-12-31$1,632
Net investment gain/loss from pooled separate accounts2019-12-31$1,632
Net investment gain or loss from common/collective trusts2019-12-31$1,482,012
Net investment gain or loss from common/collective trusts2019-12-31$1,482,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$650,434
Contributions received in cash from employer2019-12-31$650,434
Employer contributions (assets) at end of year2019-12-31$651,430
Employer contributions (assets) at end of year2019-12-31$651,430
Employer contributions (assets) at beginning of year2019-12-31$675,954
Employer contributions (assets) at beginning of year2019-12-31$675,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$287,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$287,410
Contract administrator fees2019-12-31$29,629
Contract administrator fees2019-12-31$29,629
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PENSION ASSURANCE LLP
Accountancy firm name2019-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2019-12-31300840934
Accountancy firm EIN2019-12-31300840934
2018 : PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,651,230
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$848,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$824,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,282,008
Value of total assets at end of year2018-12-31$8,676,152
Value of total assets at beginning of year2018-12-31$7,873,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,851
Total interest from all sources2018-12-31$5,553
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$13,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$13,236
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$781,481
Participant contributions at end of year2018-12-31$103,619
Participant contributions at beginning of year2018-12-31$127,169
Participant contributions at end of year2018-12-31$605
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$205,771
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$802,398
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,676,152
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,873,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,263,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$684,485
Value of interest in pooled separate accounts at end of year2018-12-31$1,440
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$5,401
Interest earned on other investments2018-12-31$152
Value of interest in common/collective trusts at end of year2018-12-31$6,629,336
Value of interest in common/collective trusts at beginning of year2018-12-31$7,060,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-68,940
Net investment gain/loss from pooled separate accounts2018-12-31$-82
Net investment gain or loss from common/collective trusts2018-12-31$-580,545
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$1,294,756
Employer contributions (assets) at end of year2018-12-31$675,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$824,981
Contract administrator fees2018-12-31$23,851
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 name2018-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2018-12-31300840934

Form 5500 Responses for PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST

2023: PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST 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: PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST 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: PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PREMIER POWER MAINTENANCE CORPORATION PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623941
Policy instance 2
Insurance contract or identification number623941
Number of Individuals Covered163
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered163
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $8
Total amount of fees paid to insurance companyUSD $315
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623941
Policy instance 2
Insurance contract or identification number623941
Number of Individuals Covered165
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6
Total amount of fees paid to insurance companyUSD $1
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered165
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,172
Total amount of fees paid to insurance companyUSD $234
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,172
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623941
Policy instance 2
Insurance contract or identification number623941
Number of Individuals Covered149
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $11
Total amount of fees paid to insurance companyUSD $2
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered149
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,165
Total amount of fees paid to insurance companyUSD $233
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,165
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623941
Policy instance 2
Insurance contract or identification number623941
Number of Individuals Covered156
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $49
Total amount of fees paid to insurance companyUSD $10
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49
Insurance broker organization code?3
Amount paid for insurance broker fees10
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered156
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $685
Total amount of fees paid to insurance companyUSD $137
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $685
Insurance broker organization code?3
Amount paid for insurance broker fees137
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623941
Policy instance 2
Insurance contract or identification number623941
Number of Individuals Covered141
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $20
Total amount of fees paid to insurance companyUSD $4
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20
Insurance broker organization code?3
Amount paid for insurance broker fees4
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered141
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $47
Total amount of fees paid to insurance companyUSD $9
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47
Insurance broker organization code?3
Amount paid for insurance broker fees6
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623941
Policy instance 2
Insurance contract or identification number623941
Number of Individuals Covered142
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1
Total amount of fees paid to insurance companyUSD $34
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered142
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $24
Total amount of fees paid to insurance companyUSD $5
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE

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