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WILLIAM R. NASH 401(K) PLAN 401k Plan overview

Plan NameWILLIAM R. NASH 401(K) PLAN
Plan identification number 001

WILLIAM R. NASH 401(K) PLAN Benefits

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

WILLIAM R. NASH, LLC has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM R. NASH, LLC
Employer identification number (EIN):591274711
NAIC Classification:812990
NAIC Description:All Other Personal Services

Additional information about WILLIAM R. NASH, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1969-10-08
Company Identification Number: 353529
Legal Registered Office Address: 6401 Nob Hill Rd.

TAMARAC

33321

More information about WILLIAM R. NASH, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM R. NASH 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01MARIA A ROIG2020-10-14
0012018-01-01MARIA A ROIG2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01RUSSELL NASH
0012011-01-01RUSSELL NASH
0012010-01-01LOURDES OPPERMAN
0012009-01-01RUSSELL NASH RUSSELL NASH2011-03-22
0012009-01-01WILLIAM NASH WILLIAM NASH2011-03-22
0012009-01-01JOE BOZZA
0012009-01-01RUSSELL NASH RUSSELL NASH2011-03-22
0012009-01-01RUSSELL P. NASH RUSSELL P. NASH2010-12-13

Plan Statistics for WILLIAM R. NASH 401(K) PLAN

401k plan membership statisitcs for WILLIAM R. NASH 401(K) PLAN

Measure Date Value
2020: WILLIAM R. NASH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01583
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WILLIAM R. NASH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01424
Total number of active participants reported on line 7a of the Form 55002019-01-01430
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0194
Total of all active and inactive participants2019-01-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01531
Number of participants with account balances2019-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0199
2018: WILLIAM R. NASH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01375
Total number of active participants reported on line 7a of the Form 55002018-01-01328
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0159
Total of all active and inactive participants2018-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01393
Number of participants with account balances2018-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0149
2017: WILLIAM R. NASH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01540
Total number of active participants reported on line 7a of the Form 55002017-01-01287
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01355
Number of participants with account balances2017-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01119
2016: WILLIAM R. NASH 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01359
Total number of active participants reported on line 7a of the Form 55002016-01-01436
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0182
Total of all active and inactive participants2016-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01523
Number of participants with account balances2016-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0157
2015: WILLIAM R. NASH 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01288
Total number of active participants reported on line 7a of the Form 55002015-01-01232
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01273
Number of participants with account balances2015-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: WILLIAM R. NASH 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01227
Total number of active participants reported on line 7a of the Form 55002014-01-01236
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01279
Number of participants with account balances2014-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: WILLIAM R. NASH 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01196
Total number of active participants reported on line 7a of the Form 55002013-01-01167
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01210
Number of participants with account balances2013-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: WILLIAM R. NASH 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01238
Total number of active participants reported on line 7a of the Form 55002012-01-01131
Number of other retired or separated participants entitled to future benefits2012-01-0161
Total of all active and inactive participants2012-01-01192
Total participants2012-01-01192
Number of participants with account balances2012-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: WILLIAM R. NASH 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01292
Total number of active participants reported on line 7a of the Form 55002011-01-01165
Number of retired or separated participants receiving benefits2011-01-0173
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01238
Total participants2011-01-01238
Number of participants with account balances2011-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0144
2010: WILLIAM R. NASH 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01250
Total number of active participants reported on line 7a of the Form 55002010-01-01168
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0185
Total of all active and inactive participants2010-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01255
Number of participants with account balances2010-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0125
2009: WILLIAM R. NASH 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01257
Total number of active participants reported on line 7a of the Form 55002009-01-01135
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01103
Total of all active and inactive participants2009-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01241
Number of participants with account balances2009-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117

Financial Data on WILLIAM R. NASH 401(K) PLAN

Measure Date Value
2020 : WILLIAM R. NASH 401(K) PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$10,084,913
Total income from all sources (including contributions)2020-12-31$2,599,116
Total of all expenses incurred2020-12-31$2,539,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,438,597
Value of total corrective distributions2020-12-31$12,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,187,144
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$10,025,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$88,320
Total interest from all sources2020-12-31$27,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$968,325
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$464,775
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$17,253
Total non interest bearing cash at beginning of year2020-12-31$13,244
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$59,877
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,025,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$74,400
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,524,647
Interest on participant loans2020-12-31$27,063
Net investment gain/loss from pooled separate accounts2020-12-31$1,384,909
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$218,819
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$5,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,438,597
Contract administrator fees2020-12-31$13,920
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31Yes
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SHAVELL & CO. P.A.
Accountancy firm EIN2020-12-31260040529
2019 : WILLIAM R. NASH 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,740,142
Total income from all sources (including contributions)2019-12-31$2,740,142
Total of all expenses incurred2019-12-31$292,045
Total of all expenses incurred2019-12-31$292,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$201,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$201,978
Value of total corrective distributions2019-12-31$9,504
Value of total corrective distributions2019-12-31$9,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,166,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,166,709
Value of total assets at end of year2019-12-31$10,025,036
Value of total assets at end of year2019-12-31$10,025,036
Value of total assets at beginning of year2019-12-31$7,576,939
Value of total assets at beginning of year2019-12-31$7,576,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$80,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$80,563
Total interest from all sources2019-12-31$22,644
Total interest from all sources2019-12-31$22,644
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
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$932,615
Contributions received from participants2019-12-31$932,615
Participant contributions at end of year2019-12-31$464,775
Participant contributions at end of year2019-12-31$464,775
Participant contributions at beginning of year2019-12-31$392,296
Participant contributions at beginning of year2019-12-31$392,296
Participant contributions at end of year2019-12-31$17,253
Participant contributions at end of year2019-12-31$17,253
Participant contributions at beginning of year2019-12-31$12,150
Participant contributions at beginning of year2019-12-31$12,150
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$37,258
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$37,258
Total non interest bearing cash at end of year2019-12-31$13,244
Total non interest bearing cash at end of year2019-12-31$13,244
Total non interest bearing cash at beginning of year2019-12-31$18,495
Total non interest bearing cash at beginning of year2019-12-31$18,495
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$2,448,097
Value of net income/loss2019-12-31$2,448,097
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,025,036
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,025,036
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,576,939
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,576,939
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$34,096
Investment advisory and management fees2019-12-31$34,096
Value of interest in pooled separate accounts at end of year2019-12-31$9,524,647
Value of interest in pooled separate accounts at end of year2019-12-31$9,524,647
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,146,559
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,146,559
Interest on participant loans2019-12-31$22,644
Interest on participant loans2019-12-31$22,644
Net investment gain or loss from common/collective trusts2019-12-31$1,550,789
Net investment gain or loss from common/collective trusts2019-12-31$1,550,789
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$196,836
Contributions received in cash from employer2019-12-31$196,836
Employer contributions (assets) at end of year2019-12-31$5,117
Employer contributions (assets) at end of year2019-12-31$5,117
Employer contributions (assets) at beginning of year2019-12-31$7,439
Employer contributions (assets) at beginning of year2019-12-31$7,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$201,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$201,978
Contract administrator fees2019-12-31$46,467
Contract administrator fees2019-12-31$46,467
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 name2019-12-31SHAVELL & CO. P.A.
Accountancy firm name2019-12-31SHAVELL & CO. P.A.
Accountancy firm EIN2019-12-31260040529
Accountancy firm EIN2019-12-31260040529
2018 : WILLIAM R. NASH 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$441,389
Total of all expenses incurred2018-12-31$676,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$632,202
Value of total corrective distributions2018-12-31$8,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$972,580
Value of total assets at end of year2018-12-31$7,576,939
Value of total assets at beginning of year2018-12-31$7,812,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$35,892
Total interest from all sources2018-12-31$19,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$745,290
Participant contributions at end of year2018-12-31$392,296
Participant contributions at beginning of year2018-12-31$357,556
Participant contributions at end of year2018-12-31$12,150
Participant contributions at beginning of year2018-12-31$51
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$36,265
Total non interest bearing cash at end of year2018-12-31$18,495
Total non interest bearing cash at beginning of year2018-12-31$19,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-235,332
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,576,939
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,812,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$7,146,559
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,433,475
Interest on participant loans2018-12-31$19,825
Net investment gain/loss from pooled separate accounts2018-12-31$-551,016
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$191,025
Employer contributions (assets) at end of year2018-12-31$7,439
Employer contributions (assets) at beginning of year2018-12-31$2,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$632,202
Contract administrator fees2018-12-31$35,892
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 name2018-12-31SHAVELL & CO. P.A.
Accountancy firm EIN2018-12-31260040529
2017 : WILLIAM R. NASH 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,980,586
Total of all expenses incurred2017-12-31$1,534,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,469,054
Expenses. Certain deemed distributions of participant loans2017-12-31$15,113
Value of total corrective distributions2017-12-31$11,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$844,343
Value of total assets at end of year2017-12-31$7,812,271
Value of total assets at beginning of year2017-12-31$7,365,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,440
Total interest from all sources2017-12-31$16,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$687,543
Participant contributions at end of year2017-12-31$357,556
Participant contributions at beginning of year2017-12-31$331,261
Participant contributions at end of year2017-12-31$51
Total non interest bearing cash at end of year2017-12-31$19,015
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$446,308
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,812,271
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,365,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$7,433,475
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,015,689
Interest on participant loans2017-12-31$16,422
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$14,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$14,189
Net investment gain/loss from pooled separate accounts2017-12-31$1,119,821
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$156,800
Employer contributions (assets) at end of year2017-12-31$2,174
Employer contributions (assets) at beginning of year2017-12-31$4,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,469,054
Contract administrator fees2017-12-31$38,440
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 name2017-12-31BENILEZ & COMPANY CPAS
Accountancy firm EIN2017-12-31800649092
2016 : WILLIAM R. NASH 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,363,395
Total of all expenses incurred2016-12-31$257,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$222,879
Expenses. Certain deemed distributions of participant loans2016-12-31$2,292
Value of total corrective distributions2016-12-31$4,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$892,922
Value of total assets at end of year2016-12-31$7,365,963
Value of total assets at beginning of year2016-12-31$6,259,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,387
Total interest from all sources2016-12-31$13,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$670,680
Participant contributions at end of year2016-12-31$331,261
Participant contributions at beginning of year2016-12-31$274,445
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$65,751
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$1,106,234
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,365,963
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,259,729
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 pooled separate accounts at end of year2016-12-31$7,015,689
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,983,102
Interest on participant loans2016-12-31$13,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$14,189
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,182
Net investment gain/loss from pooled separate accounts2016-12-31$456,778
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$156,491
Employer contributions (assets) at end of year2016-12-31$4,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$222,879
Contract administrator fees2016-12-31$27,387
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 name2016-12-31BENILEZ & COMPANY CPAS
Accountancy firm EIN2016-12-31800649092
2015 : WILLIAM R. NASH 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$553,694
Total of all expenses incurred2015-12-31$484,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$451,059
Value of total corrective distributions2015-12-31$4,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$613,473
Value of total assets at end of year2015-12-31$6,259,729
Value of total assets at beginning of year2015-12-31$6,190,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,010
Total interest from all sources2015-12-31$13,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$501,751
Participant contributions at end of year2015-12-31$274,445
Participant contributions at beginning of year2015-12-31$352,551
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$69,048
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,259,729
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,190,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$5,983,102
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,835,542
Interest on participant loans2015-12-31$13,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,588
Net investment gain/loss from pooled separate accounts2015-12-31$-72,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$111,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$451,059
Contract administrator fees2015-12-31$29,010
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 name2015-12-31BENITEZ & COMPANY CPAS
Accountancy firm EIN2015-12-31800649092
2014 : WILLIAM R. NASH 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$788,306
Total of all expenses incurred2014-12-31$276,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$235,223
Expenses. Certain deemed distributions of participant loans2014-12-31$2,876
Value of total corrective distributions2014-12-31$8,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$525,050
Value of total assets at end of year2014-12-31$6,190,681
Value of total assets at beginning of year2014-12-31$5,679,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,862
Total interest from all sources2014-12-31$16,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$436,161
Participant contributions at end of year2014-12-31$352,551
Participant contributions at beginning of year2014-12-31$342,456
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,989
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$511,644
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,190,681
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,679,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$5,835,542
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,322,775
Interest on participant loans2014-12-31$16,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$13,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$13,806
Net investment gain/loss from pooled separate accounts2014-12-31$247,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$85,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$235,223
Contract administrator fees2014-12-31$29,862
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 name2014-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2014-12-31560574444
2013 : WILLIAM R. NASH 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,302,173
Total of all expenses incurred2013-12-31$668,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$616,700
Expenses. Certain deemed distributions of participant loans2013-12-31$21,281
Value of total corrective distributions2013-12-31$2,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$450,234
Value of total assets at end of year2013-12-31$5,679,037
Value of total assets at beginning of year2013-12-31$5,045,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,732
Total interest from all sources2013-12-31$14,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$362,321
Participant contributions at end of year2013-12-31$342,456
Participant contributions at beginning of year2013-12-31$353,140
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,379
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$633,824
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,679,037
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,045,213
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
Investment advisory and management fees2013-12-31$2,918
Value of interest in pooled separate accounts at end of year2013-12-31$5,322,775
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,689,227
Income. Interest from loans (other than to participants)2013-12-31$14,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$13,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,846
Net investment gain/loss from pooled separate accounts2013-12-31$837,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$77,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$616,700
Contract administrator fees2013-12-31$24,814
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 name2013-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-12-31431947695
2012 : WILLIAM R. NASH 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,113,399
Total of all expenses incurred2012-12-31$980,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$952,508
Value of total corrective distributions2012-12-31$683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$469,323
Value of total assets at end of year2012-12-31$5,045,213
Value of total assets at beginning of year2012-12-31$4,912,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,110
Total interest from all sources2012-12-31$15,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$385,580
Participant contributions at end of year2012-12-31$353,140
Participant contributions at beginning of year2012-12-31$390,489
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$20,429
Administrative expenses (other) incurred2012-12-31$3,196
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$133,098
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,045,213
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,912,115
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 beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$4,689,227
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,505,392
Interest on participant loans2012-12-31$15,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$16,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$16,234
Net investment gain/loss from pooled separate accounts2012-12-31$628,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$63,314
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$952,508
Contract administrator fees2012-12-31$23,914
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 name2012-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2012-12-31431947695
2011 : WILLIAM R. NASH 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$467,556
Total of all expenses incurred2011-12-31$681,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$652,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$573,522
Value of total assets at end of year2011-12-31$4,912,115
Value of total assets at beginning of year2011-12-31$5,125,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,087
Total interest from all sources2011-12-31$15,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$23,587
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$477,557
Participant contributions at end of year2011-12-31$390,489
Participant contributions at beginning of year2011-12-31$382,398
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$9,448
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,384
Other income not declared elsewhere2011-12-31$26,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-213,853
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,912,115
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,125,968
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,732,058
Value of interest in pooled separate accounts at end of year2011-12-31$4,505,392
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$15,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$16,234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-147,839
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$94,581
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$2,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$652,322
Contract administrator fees2011-12-31$5,500
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 name2011-12-31MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN2011-12-31431947695
2010 : WILLIAM R. NASH 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,285,876
Total of all expenses incurred2010-12-31$493,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$459,822
Value of total corrective distributions2010-12-31$10,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$723,890
Value of total assets at end of year2010-12-31$5,125,968
Value of total assets at beginning of year2010-12-31$4,333,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,206
Total interest from all sources2010-12-31$15,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$587,620
Participant contributions at end of year2010-12-31$382,398
Participant contributions at beginning of year2010-12-31$383,540
Participant contributions at end of year2010-12-31$9,448
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,044
Administrative expenses (other) incurred2010-12-31$23,206
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$792,728
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,125,968
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,333,240
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$4,732,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,479,827
Income. Interest from loans (other than to participants)2010-12-31$15,304
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$469,873
Net investment gain/loss from pooled separate accounts2010-12-31$546,682
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$132,226
Employer contributions (assets) at end of year2010-12-31$2,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$459,822
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN2010-12-31431947695
2009 : WILLIAM R. NASH 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for WILLIAM R. NASH 401(K) PLAN

2020: WILLIAM R. NASH 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
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: WILLIAM R. NASH 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILLIAM R. NASH 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILLIAM R. NASH 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: WILLIAM R. NASH 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: WILLIAM R. NASH 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: WILLIAM R. NASH 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: WILLIAM R. NASH 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: WILLIAM R. NASH 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: WILLIAM R. NASH 401(K) PLAN 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
2010: WILLIAM R. NASH 401(K) PLAN 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
2009: WILLIAM R. NASH 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95169
Policy instance 1
Insurance contract or identification number95169
Number of Individuals Covered0
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,906
Amount paid for insurance broker fees18906
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95169
Policy instance 1
Insurance contract or identification number95169
Number of Individuals Covered490
Total amount of fees paid to insurance companyUSD $10,816
Amount paid for insurance broker fees10816
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95169
Policy instance 1
Insurance contract or identification number95169
Number of Individuals Covered386
Total amount of commissions paid to insurance brokerUSD $6,632
Total amount of fees paid to insurance companyUSD $4,090
Commission paid to Insurance BrokerUSD $6,632
Insurance broker organization code?4
Amount paid for insurance broker fees4090
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95169
Policy instance 1
Insurance contract or identification number95169
Number of Individuals Covered353
Total amount of commissions paid to insurance brokerUSD $5,465
Total amount of fees paid to insurance companyUSD $13,510
Amount paid for insurance broker fees13510
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $5,465
Insurance broker nameRAYMOND JAMES INSURANCE GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95169
Policy instance 1
Insurance contract or identification number95169
Number of Individuals Covered205
Total amount of commissions paid to insurance brokerUSD $27,555
Total amount of fees paid to insurance companyUSD $6,121
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,555
Insurance broker organization code?4
Amount paid for insurance broker fees6121
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95169
Policy instance 1
Insurance contract or identification number95169
Number of Individuals Covered202
Total amount of commissions paid to insurance brokerUSD $26,025
Total amount of fees paid to insurance companyUSD $2,992
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,025
Insurance broker organization code?4
Amount paid for insurance broker fees2992
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95169
Policy instance 1
Insurance contract or identification number95169
Number of Individuals Covered160
Total amount of commissions paid to insurance brokerUSD $23,215
Total amount of fees paid to insurance companyUSD $5,540
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,232
Insurance broker organization code?4
Amount paid for insurance broker fees5540
Insurance broker namePLANNING CORP. OF AMERICA, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95169
Policy instance 1
Insurance contract or identification number95169
Number of Individuals Covered199
Total amount of commissions paid to insurance brokerUSD $22,516
Total amount of fees paid to insurance companyUSD $5,815
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,516
Insurance broker organization code?3
Amount paid for insurance broker fees5815
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95169
Policy instance 1
Insurance contract or identification number95169
Number of Individuals Covered202
Total amount of commissions paid to insurance brokerUSD $21,773
Total amount of fees paid to insurance companyUSD $8,898
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027222
Policy instance 1
Insurance contract or identification numberGA-027222
Number of Individuals Covered0
Total amount of commissions paid to insurance brokerUSD $3,929
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,929
Insurance broker organization code?3
Insurance broker nameWALNUT STREET SEC INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95169
Policy instance 2
Insurance contract or identification number95169
Number of Individuals Covered230
Total amount of commissions paid to insurance brokerUSD $50,797
Total amount of fees paid to insurance companyUSD $13,739
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,797
Insurance broker organization code?3
Amount paid for insurance broker fees13739
Insurance broker nameTHE PENSION STUDIO

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