UNITED FIRE PROTECTION, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITED FIRE PROTECTION, INC 401(K) PLAN
Measure | Date | Value |
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2020 : UNITED FIRE PROTECTION, INC 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,891,182 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $103,305 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $83,972 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $4,143 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,207,207 |
Value of total assets at end of year | 2020-12-31 | $4,934,072 |
Value of total assets at beginning of year | 2020-12-31 | $3,146,195 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $15,190 |
Total interest from all sources | 2020-12-31 | $7,952 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $127,666 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $127,666 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $315,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $474,744 |
Participant contributions at end of year | 2020-12-31 | $137,023 |
Participant contributions at beginning of year | 2020-12-31 | $125,985 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $481,176 |
Other income not declared elsewhere | 2020-12-31 | $12,335 |
Administrative expenses (other) incurred | 2020-12-31 | $15,190 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,787,877 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,934,072 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,146,195 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,802,610 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,235,219 |
Interest on participant loans | 2020-12-31 | $7,927 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $965,581 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $784,991 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $28,858 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $25 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $400,214 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $135,808 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $251,287 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $83,972 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | ROWLSON & COMPANY PA |
Accountancy firm EIN | 2020-12-31 | 593208351 |
2019 : UNITED FIRE PROTECTION, INC 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,073,628 |
Total income from all sources (including contributions) | 2019-12-31 | $1,073,628 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $141,386 |
Total of all expenses incurred | 2019-12-31 | $141,386 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $129,812 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $129,812 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $367 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $367 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $605,133 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $605,133 |
Value of total assets at end of year | 2019-12-31 | $3,146,195 |
Value of total assets at end of year | 2019-12-31 | $3,146,195 |
Value of total assets at beginning of year | 2019-12-31 | $2,213,953 |
Value of total assets at beginning of year | 2019-12-31 | $2,213,953 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $11,207 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $11,207 |
Total interest from all sources | 2019-12-31 | $5,415 |
Total interest from all sources | 2019-12-31 | $5,415 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $70,317 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $70,317 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $70,317 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $70,317 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $222,000 |
Value of fidelity bond cover | 2019-12-31 | $222,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $373,063 |
Contributions received from participants | 2019-12-31 | $373,063 |
Participant contributions at end of year | 2019-12-31 | $125,985 |
Participant contributions at end of year | 2019-12-31 | $125,985 |
Participant contributions at beginning of year | 2019-12-31 | $62,588 |
Participant contributions at beginning of year | 2019-12-31 | $62,588 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $34,886 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $34,886 |
Other income not declared elsewhere | 2019-12-31 | $7,368 |
Other income not declared elsewhere | 2019-12-31 | $7,368 |
Administrative expenses (other) incurred | 2019-12-31 | $11,207 |
Administrative expenses (other) incurred | 2019-12-31 | $11,207 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $932,242 |
Value of net income/loss | 2019-12-31 | $932,242 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,146,195 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,146,195 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,213,953 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,213,953 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,235,219 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,235,219 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,574,257 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,574,257 |
Interest on participant loans | 2019-12-31 | $5,415 |
Interest on participant loans | 2019-12-31 | $5,415 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $784,991 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $784,991 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $565,675 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $565,675 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $11,433 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $11,433 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $11,433 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $11,433 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $237,658 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $237,658 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $147,737 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $147,737 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $197,184 |
Contributions received in cash from employer | 2019-12-31 | $197,184 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $129,812 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $129,812 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | ROWLSON & COMPANY PA |
Accountancy firm name | 2019-12-31 | ROWLSON & COMPANY PA |
Accountancy firm EIN | 2019-12-31 | 593208351 |
Accountancy firm EIN | 2019-12-31 | 593208351 |
2018 : UNITED FIRE PROTECTION, INC 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $304,776 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $254,456 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $248,762 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $5,694 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $466,534 |
Value of total assets at end of year | 2018-12-31 | $2,213,953 |
Value of total assets at beginning of year | 2018-12-31 | $2,163,633 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $4,537 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $117,993 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $117,993 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $217,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $304,339 |
Participant contributions at end of year | 2018-12-31 | $62,588 |
Participant contributions at beginning of year | 2018-12-31 | $84,080 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $50,320 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,213,953 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,163,633 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,574,257 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,522,837 |
Interest on participant loans | 2018-12-31 | $4,424 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $565,675 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $549,782 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $11,433 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $6,934 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $6,934 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $113 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-239,369 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-44,919 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $162,195 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $248,762 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | ROWLSON & COMPANY PA |
Accountancy firm EIN | 2018-12-31 | 593208351 |
2017 : UNITED FIRE PROTECTION, INC 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $750,596 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $118,298 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $112,532 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $3,441 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $460,037 |
Value of total assets at end of year | 2017-12-31 | $2,163,633 |
Value of total assets at beginning of year | 2017-12-31 | $1,531,335 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,325 |
Total interest from all sources | 2017-12-31 | $2,938 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $84,225 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $84,225 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $154,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $306,641 |
Participant contributions at end of year | 2017-12-31 | $84,080 |
Participant contributions at beginning of year | 2017-12-31 | $46,452 |
Administrative expenses (other) incurred | 2017-12-31 | $2,325 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $632,298 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,163,633 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,531,335 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,522,837 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,240,632 |
Interest on participant loans | 2017-12-31 | $2,925 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $549,782 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $219,594 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $6,934 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $24,657 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $24,657 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $13 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $135,859 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $67,537 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $153,396 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $112,532 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | ROWLSON & COMPANY PA |
Accountancy firm EIN | 2017-12-31 | 593208351 |