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ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 401k Plan overview

Plan NameROBERT GIBB & SONS, INC. PROFIT SHARING TRUST
Plan identification number 001

ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Life insurance

401k Sponsoring company profile

ROBERT GIBB & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT GIBB & SONS, INC.
Employer identification number (EIN):450221248
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES THIBERT2024-10-15
0012022-01-01JAMES THIBERT2023-10-13
0012021-01-01JAMES THIBERT2022-10-14
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAMES THIBERT
0012016-01-01ROBERT GIBB ROBERT GIBB2017-10-12
0012015-01-01ROBERT GIBB
0012014-01-01
0012013-01-01ROBERT GIBB ROBERT GIBB2014-10-13
0012012-01-01ROBERT GIBB
0012011-01-01MARK HANSON
0012010-01-01MARK HANSON
0012009-01-01ROBERT GIBB JR
0012009-01-01ROBERT GIBB JR

Plan Statistics for ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST

401k plan membership statisitcs for ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST

Measure Date Value
2020: ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01123
Total number of active participants reported on line 7a of the Form 55002020-01-0190
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01121
Number of participants with account balances2020-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01127
Total number of active participants reported on line 7a of the Form 55002019-01-0192
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0126
Total of all active and inactive participants2019-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01118
Number of participants with account balances2019-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01123
Total number of active participants reported on line 7a of the Form 55002018-01-0198
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01123
Number of participants with account balances2018-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01178
Total number of active participants reported on line 7a of the Form 55002017-01-0193
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01128
Number of participants with account balances2017-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01198
Total number of active participants reported on line 7a of the Form 55002016-01-01132
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0143
Total of all active and inactive participants2016-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01175
Number of participants with account balances2016-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01175
Total number of active participants reported on line 7a of the Form 55002015-01-01164
Number of retired or separated participants receiving benefits2015-01-0130
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01194
Number of participants with account balances2015-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01167
Total number of active participants reported on line 7a of the Form 55002014-01-01145
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01174
Number of participants with account balances2014-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01143
Total number of active participants reported on line 7a of the Form 55002013-01-01138
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01163
Number of participants with account balances2013-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01160
Total number of active participants reported on line 7a of the Form 55002012-01-01121
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01139
Number of participants with account balances2012-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01131
Total number of active participants reported on line 7a of the Form 55002011-01-01144
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01158
Number of participants with account balances2011-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01134
Total number of active participants reported on line 7a of the Form 55002010-01-01102
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0118
Total of all active and inactive participants2010-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01121
Number of participants with account balances2010-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01145
Total number of active participants reported on line 7a of the Form 55002009-01-01114
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01138
Number of participants with account balances2009-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST

Measure Date Value
2020 : ROBERT GIBB & SONS, INC. PROFIT SHARING 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$64,774
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$52,121
Total income from all sources (including contributions)2020-12-31$1,045,324
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$93,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$76,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$287,980
Value of total assets at end of year2020-12-31$5,417,349
Value of total assets at beginning of year2020-12-31$4,452,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,123
Total interest from all sources2020-12-31$1,460
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$165,434
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$165,434
Administrative expenses professional fees incurred2020-12-31$875
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$185,741
Participant contributions at end of year2020-12-31$24,742
Participant contributions at beginning of year2020-12-31$32,020
Participant contributions at end of year2020-12-31$2,510
Participant contributions at beginning of year2020-12-31$4,328
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$63,085
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$64,774
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$52,121
Other income not declared elsewhere2020-12-31$104
Total non interest bearing cash at end of year2020-12-31$64,774
Total non interest bearing cash at beginning of year2020-12-31$47,117
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$951,816
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,352,575
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,400,759
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$5,177,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,213,394
Interest on participant loans2020-12-31$1,460
Value of interest in common/collective trusts at end of year2020-12-31$108,845
Value of interest in common/collective trusts at beginning of year2020-12-31$106,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$588,358
Net investment gain or loss from common/collective trusts2020-12-31$1,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$39,154
Employer contributions (assets) at end of year2020-12-31$38,614
Employer contributions (assets) at beginning of year2020-12-31$49,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$76,385
Contract administrator fees2020-12-31$16,248
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 name2020-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2020-12-31450310328
2019 : ROBERT GIBB & SONS, INC. PROFIT SHARING 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$52,121
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$52,121
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$47,885
Total income from all sources (including contributions)2019-12-31$1,068,151
Total income from all sources (including contributions)2019-12-31$1,068,151
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$259,023
Total of all expenses incurred2019-12-31$259,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$242,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$242,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$269,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$269,328
Value of total assets at end of year2019-12-31$4,452,880
Value of total assets at end of year2019-12-31$4,452,880
Value of total assets at beginning of year2019-12-31$3,639,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,843
Total interest from all sources2019-12-31$2,945
Total interest from all sources2019-12-31$2,945
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$134,396
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$134,396
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$134,396
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$134,396
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
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$173,531
Contributions received from participants2019-12-31$173,531
Participant contributions at end of year2019-12-31$32,020
Participant contributions at beginning of year2019-12-31$50,925
Participant contributions at end of year2019-12-31$4,328
Participant contributions at beginning of year2019-12-31$4,012
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$46,476
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$46,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$52,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$52,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$47,885
Total non interest bearing cash at end of year2019-12-31$47,117
Total non interest bearing cash at beginning of year2019-12-31$47,885
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$809,128
Value of net income/loss2019-12-31$809,128
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,400,759
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,400,759
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,591,631
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
Investment advisory and management fees2019-12-31$15,717
Investment advisory and management fees2019-12-31$15,717
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,213,394
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,213,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,378,441
Interest on participant loans2019-12-31$2,945
Interest on participant loans2019-12-31$2,945
Value of interest in common/collective trusts at end of year2019-12-31$106,700
Value of interest in common/collective trusts at end of year2019-12-31$106,700
Value of interest in common/collective trusts at beginning of year2019-12-31$104,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$659,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$659,263
Net investment gain or loss from common/collective trusts2019-12-31$2,219
Net investment gain or loss from common/collective trusts2019-12-31$2,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$49,321
Contributions received in cash from employer2019-12-31$49,321
Employer contributions (assets) at end of year2019-12-31$49,321
Employer contributions (assets) at beginning of year2019-12-31$53,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$242,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$242,180
Contract administrator fees2019-12-31$1,126
Contract administrator fees2019-12-31$1,126
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 name2019-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm name2019-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2019-12-31450310328
Accountancy firm EIN2019-12-31450310328
2018 : ROBERT GIBB & SONS, INC. PROFIT SHARING 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$47,885
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$37,057
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$243,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$227,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$219,613
Value of total assets at end of year2018-12-31$3,639,516
Value of total assets at beginning of year2018-12-31$3,798,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,417
Total interest from all sources2018-12-31$2,316
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$141,348
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$139,432
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 period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$156,987
Participant contributions at end of year2018-12-31$50,925
Participant contributions at beginning of year2018-12-31$63,463
Participant contributions at end of year2018-12-31$4,012
Participant contributions at beginning of year2018-12-31$4,047
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$47,885
Total non interest bearing cash at end of year2018-12-31$47,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-206,480
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,591,631
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,798,111
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$15,455
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,378,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,559,469
Interest on participant loans2018-12-31$2,316
Value of interest in common/collective trusts at end of year2018-12-31$104,949
Value of interest in common/collective trusts at beginning of year2018-12-31$121,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-326,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$53,304
Employer contributions (assets) at end of year2018-12-31$53,304
Employer contributions (assets) at beginning of year2018-12-31$49,669
Income. Dividends from common stock2018-12-31$1,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$227,120
Contract administrator fees2018-12-31$962
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2018-12-31450310328
2017 : ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$43,771
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$50,542
Total income from all sources (including contributions)2017-12-31$708,257
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,059,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,041,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$239,421
Value of total assets at end of year2017-12-31$3,841,883
Value of total assets at beginning of year2017-12-31$4,199,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,202
Total interest from all sources2017-12-31$3,630
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$120,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$120,940
Administrative expenses professional fees incurred2017-12-31$18,202
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 period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$189,752
Participant contributions at end of year2017-12-31$63,463
Participant contributions at beginning of year2017-12-31$91,047
Participant contributions at end of year2017-12-31$4,047
Participant contributions at beginning of year2017-12-31$4,165
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$43,771
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$50,542
Total non interest bearing cash at end of year2017-12-31$43,772
Total non interest bearing cash at beginning of year2017-12-31$50,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-351,254
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,798,112
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,149,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,559,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,744,367
Interest on participant loans2017-12-31$3,630
Value of interest in common/collective trusts at end of year2017-12-31$121,463
Value of interest in common/collective trusts at beginning of year2017-12-31$120,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$125,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$342,541
Net investment gain or loss from common/collective trusts2017-12-31$1,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$49,669
Employer contributions (assets) at end of year2017-12-31$49,669
Employer contributions (assets) at beginning of year2017-12-31$61,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,041,309
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FIEBIGER, SWANSON, WEST & CO., PLLP
Accountancy firm EIN2017-12-31416134264
2016 : ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$50,542
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$108,423
Total income from all sources (including contributions)2016-12-31$905,696
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$295,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$269,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$492,934
Value of total assets at end of year2016-12-31$4,199,908
Value of total assets at beginning of year2016-12-31$3,648,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,230
Total interest from all sources2016-12-31$4,427
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$83,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$83,260
Administrative expenses professional fees incurred2016-12-31$26,230
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$261,207
Participant contributions at end of year2016-12-31$91,047
Participant contributions at beginning of year2016-12-31$94,422
Participant contributions at end of year2016-12-31$4,165
Participant contributions at beginning of year2016-12-31$3,392
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$170,072
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,456
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$50,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$87,388
Other income not declared elsewhere2016-12-31$165,583
Liabilities. Value of operating payables at beginning of year2016-12-31$100
Total non interest bearing cash at end of year2016-12-31$50,542
Total non interest bearing cash at beginning of year2016-12-31$87,388
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$609,765
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,149,366
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,539,601
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$3,744,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,049,364
Interest on participant loans2016-12-31$4,427
Value of interest in common/collective trusts at end of year2016-12-31$120,698
Value of interest in common/collective trusts at beginning of year2016-12-31$137,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$125,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$212,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$157,971
Net investment gain or loss from common/collective trusts2016-12-31$1,521
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$61,655
Employer contributions (assets) at end of year2016-12-31$61,655
Employer contributions (assets) at beginning of year2016-12-31$61,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$269,701
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
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$20,935
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 name2016-12-31FIEBIGER, SWANSON, WEST & CO., PLLP
Accountancy firm EIN2016-12-31416134264
2015 : ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$108,423
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$346,672
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$284,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$267,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$354,148
Value of total assets at end of year2015-12-31$3,648,024
Value of total assets at beginning of year2015-12-31$3,477,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,061
Total interest from all sources2015-12-31$2,337
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$120,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$120,805
Administrative expenses professional fees incurred2015-12-31$17,061
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$280,079
Participant contributions at end of year2015-12-31$94,422
Participant contributions at beginning of year2015-12-31$30,943
Participant contributions at end of year2015-12-31$3,392
Participant contributions at beginning of year2015-12-31$7,262
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$194,215
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$13,007
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$87,388
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$18,801
Liabilities. Value of operating payables at end of year2015-12-31$100
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$87,388
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$62,415
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,539,601
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,477,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,049,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,738,867
Interest on participant loans2015-12-31$2,337
Value of interest in common/collective trusts at end of year2015-12-31$137,335
Value of interest in common/collective trusts at beginning of year2015-12-31$439,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$212,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$22,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-151,337
Net investment gain or loss from common/collective trusts2015-12-31$1,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$61,062
Employer contributions (assets) at end of year2015-12-31$61,062
Employer contributions (assets) at beginning of year2015-12-31$66,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$244,549
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Liabilities. Value of benefit claims payable at end of year2015-12-31$20,935
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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 name2015-12-31FIEBIGER, SWANSON, WEST & CO., PLLP
Accountancy firm EIN2015-12-31416134264
2014 : ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2014 401k financial data
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$530,458
Total of all expenses incurred2014-12-31$232,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$218,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$337,712
Value of total assets at end of year2014-12-31$3,477,186
Value of total assets at beginning of year2014-12-31$3,179,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,727
Total interest from all sources2014-12-31$2,676
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$110,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$110,788
Administrative expenses professional fees incurred2014-12-31$13,727
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$271,276
Participant contributions at end of year2014-12-31$30,943
Participant contributions at beginning of year2014-12-31$62,436
Participant contributions at end of year2014-12-31$7,262
Participant contributions at beginning of year2014-12-31$1,704
Assets. Other investments not covered elsewhere at end of year2014-12-31$194,215
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$170,722
Other income not declared elsewhere2014-12-31$23,493
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$298,015
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,477,186
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,179,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,738,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,354,508
Interest on participant loans2014-12-31$2,676
Value of interest in common/collective trusts at end of year2014-12-31$439,463
Value of interest in common/collective trusts at beginning of year2014-12-31$527,653
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$22,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$50,644
Net investment gain or loss from common/collective trusts2014-12-31$5,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$66,436
Employer contributions (assets) at end of year2014-12-31$66,436
Employer contributions (assets) at beginning of year2014-12-31$62,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$196,069
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 name2014-12-31FIEBIGER, SWANSON, WEST & CO., PLLP
Accountancy firm EIN2014-12-31416134264
2013 : ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 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$856,084
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$450,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$415,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$295,513
Value of total assets at end of year2013-12-31$3,179,171
Value of total assets at beginning of year2013-12-31$2,773,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,991
Total interest from all sources2013-12-31$2,882
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$105,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$105,124
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$232,276
Participant contributions at end of year2013-12-31$62,436
Participant contributions at beginning of year2013-12-31$47,953
Participant contributions at end of year2013-12-31$1,704
Participant contributions at beginning of year2013-12-31$30
Assets. Other investments not covered elsewhere at end of year2013-12-31$170,722
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$123,753
Other income not declared elsewhere2013-12-31$46,971
Administrative expenses (other) incurred2013-12-31$100
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$155
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$405,847
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,179,171
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,773,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,354,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,066,767
Interest on participant loans2013-12-31$2,882
Value of interest in common/collective trusts at end of year2013-12-31$527,653
Value of interest in common/collective trusts at beginning of year2013-12-31$478,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$397,673
Net investment gain or loss from common/collective trusts2013-12-31$7,921
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$63,237
Employer contributions (assets) at end of year2013-12-31$62,148
Employer contributions (assets) at beginning of year2013-12-31$56,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$415,246
Contract administrator fees2013-12-31$34,891
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31FIEBIGER, SWANSON, WEST & CO., PLLP
Accountancy firm EIN2013-12-31416134264
2012 : ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 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$8,664
Total income from all sources (including contributions)2012-12-31$433,390
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$560,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$552,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$203,970
Value of total assets at end of year2012-12-31$2,773,324
Value of total assets at beginning of year2012-12-31$2,909,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,030
Total interest from all sources2012-12-31$2,576
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$22,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$22,560
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$147,407
Participant contributions at end of year2012-12-31$47,953
Participant contributions at beginning of year2012-12-31$66,375
Participant contributions at end of year2012-12-31$30
Participant contributions at beginning of year2012-12-31$904
Assets. Other investments not covered elsewhere at end of year2012-12-31$123,753
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$125,909
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$22,647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$8,664
Administrative expenses (other) incurred2012-12-31$8,030
Total non interest bearing cash at end of year2012-12-31$155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-127,516
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,773,324
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,900,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,066,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$998,513
Interest on participant loans2012-12-31$2,576
Value of interest in common/collective trusts at end of year2012-12-31$478,103
Value of interest in common/collective trusts at beginning of year2012-12-31$1,557,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$180,180
Net investment gain or loss from common/collective trusts2012-12-31$24,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$56,563
Employer contributions (assets) at end of year2012-12-31$56,563
Employer contributions (assets) at beginning of year2012-12-31$160,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$530,229
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 name2012-12-31EIDE BAILLY, LLP
Accountancy firm EIN2012-12-31450250958
2011 : ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,664
Total income from all sources (including contributions)2011-12-31$251,171
Total of all expenses incurred2011-12-31$318,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$300,150
Value of total corrective distributions2011-12-31$8,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$298,700
Value of total assets at end of year2011-12-31$2,909,504
Value of total assets at beginning of year2011-12-31$2,967,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,463
Total interest from all sources2011-12-31$2,647
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$13,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$13,385
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$138,553
Participant contributions at end of year2011-12-31$66,375
Participant contributions at beginning of year2011-12-31$63,336
Participant contributions at end of year2011-12-31$904
Participant contributions at beginning of year2011-12-31$1,325
Assets. Other investments not covered elsewhere at end of year2011-12-31$125,909
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$116,014
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$22,647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$8,664
Other income not declared elsewhere2011-12-31$26,559
Administrative expenses (other) incurred2011-12-31$9,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-67,106
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,900,840
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,967,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$998,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,025,264
Interest on participant loans2011-12-31$2,647
Value of interest in common/collective trusts at end of year2011-12-31$1,557,656
Value of interest in common/collective trusts at beginning of year2011-12-31$1,720,799
Net investment gain or loss from common/collective trusts2011-12-31$-34,711
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$160,147
Employer contributions (assets) at end of year2011-12-31$160,147
Employer contributions (assets) at beginning of year2011-12-31$41,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$277,503
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 name2011-12-31EIDE BAILLY, LLP
Accountancy firm EIN2011-12-31450250958
2010 : ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$501,510
Total of all expenses incurred2010-12-31$229,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$220,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$180,944
Value of total assets at end of year2010-12-31$2,967,946
Value of total assets at beginning of year2010-12-31$2,696,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,924
Total interest from all sources2010-12-31$4,389
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$12,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$12,336
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$139,736
Participant contributions at end of year2010-12-31$63,336
Participant contributions at beginning of year2010-12-31$57,367
Participant contributions at end of year2010-12-31$1,325
Participant contributions at beginning of year2010-12-31$694
Assets. Other investments not covered elsewhere at end of year2010-12-31$116,014
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$93,117
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$23,487
Administrative expenses (other) incurred2010-12-31$8,924
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$271,706
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,967,946
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,696,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,025,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,025,112
Interest on participant loans2010-12-31$3,312
Interest earned on other investments2010-12-31$1,077
Value of interest in common/collective trusts at end of year2010-12-31$1,720,799
Value of interest in common/collective trusts at beginning of year2010-12-31$1,484,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$159,343
Net investment gain or loss from common/collective trusts2010-12-31$144,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$41,208
Employer contributions (assets) at end of year2010-12-31$41,208
Employer contributions (assets) at beginning of year2010-12-31$35,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$197,393
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 name2010-12-31EIDE VAILLY, LLP
Accountancy firm EIN2010-12-31450250958
2009 : ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 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 ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST

2020: ROBERT GIBB & SONS, INC. PROFIT SHARING 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT GIBB & SONS, INC. PROFIT SHARING 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT GIBB & SONS, INC. PROFIT SHARING 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
2017: ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 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: ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 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: ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 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: ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 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: ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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: ROBERT GIBB & SONS, INC. PROFIT SHARING TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberN/A
Policy instance 1
Insurance contract or identification numberN/A
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberN/A
Policy instance 1
Insurance contract or identification numberN/A
Number of Individuals Covered0
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 $0
Insurance broker organization code?3
Insurance broker nameHALVORSEN DAVID L.
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberN/A
Policy instance 1
Insurance contract or identification numberN/A
Number of Individuals Covered2
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $560
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 $295
Insurance broker organization code?3
Insurance broker nameHALVORSON DAVID L.
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number
Policy instance 1
Number of Individuals Covered2
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $560
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $295
Insurance broker organization code?3
Insurance broker nameHALVORSON DAVID L
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number
Policy instance 1
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
Insurance broker organization code?3
Insurance broker nameDAWSON INSURANCE
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number
Policy instance 1
Number of Individuals Covered2
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $703
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
Commission paid to Insurance BrokerUSD $353
Insurance broker organization code?3
Insurance broker nameDAWSON INSURANCE
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number
Policy instance 1
Number of Individuals Covered2
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with allocated funds for individual policies?Yes
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number
Policy instance 1
Number of Individuals Covered2
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $703

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