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PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 401k Plan overview

Plan NamePUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN
Plan identification number 001

PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

PUGET SOUND PIPE & SUPPLY CO. has sponsored the creation of one or more 401k plans.

Company Name:PUGET SOUND PIPE & SUPPLY CO.
Employer identification number (EIN):910979228
NAIC Classification:423300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01NEIL WEINSTEIN
0012016-01-01NEIL WEINSTEIN
0012015-01-01NEIL WEINSTEIN
0012014-01-01NEIL WEINSTEIN
0012013-01-01NEIL WEINSTEIN
0012012-01-01NEIL WEINSTEIN2013-08-01
0012011-01-01NEIL WEINSTEIN2013-08-01
0012010-01-01NEIL WEINSTEIN2011-10-03

Plan Statistics for PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN

401k plan membership statisitcs for PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN

Measure Date Value
2023: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01178
Total number of active participants reported on line 7a of the Form 55002023-01-01155
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0137
Total of all active and inactive participants2023-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01192
Number of participants with account balances2023-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0112
2022: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01168
Total number of active participants reported on line 7a of the Form 55002022-01-01148
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01178
Number of participants with account balances2022-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01188
Total number of active participants reported on line 7a of the Form 55002021-01-01140
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0123
Total of all active and inactive participants2021-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01168
Number of participants with account balances2021-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01171
Total number of active participants reported on line 7a of the Form 55002020-01-01157
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01181
Number of participants with account balances2020-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01154
Total number of active participants reported on line 7a of the Form 55002019-01-01138
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0133
Total of all active and inactive participants2019-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01171
Number of participants with account balances2019-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01150
Total number of active participants reported on line 7a of the Form 55002018-01-01134
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01154
Number of participants with account balances2018-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01136
Total number of active participants reported on line 7a of the Form 55002017-01-01126
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01150
Number of participants with account balances2017-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01154
Total number of active participants reported on line 7a of the Form 55002016-01-01118
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01136
Number of participants with account balances2016-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01190
Total number of active participants reported on line 7a of the Form 55002015-01-01132
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01154
Number of participants with account balances2015-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01129
Total number of active participants reported on line 7a of the Form 55002014-01-01168
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01190
Number of participants with account balances2014-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01118
Total number of active participants reported on line 7a of the Form 55002013-01-01118
Number of retired or separated participants receiving benefits2013-01-0111
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01129
Number of participants with account balances2013-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013

Financial Data on PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN

Measure Date Value
2023 : PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,114,963
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$480,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$466,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,045,029
Value of total assets at end of year2023-12-31$15,987,804
Value of total assets at beginning of year2023-12-31$13,353,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$14,161
Total interest from all sources2023-12-31$8,823
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$294,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$294,399
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$928,190
Participant contributions at end of year2023-12-31$121,269
Participant contributions at beginning of year2023-12-31$145,956
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$521,018
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$366,449
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$19,780
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$154,570
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,634,668
Value of net assets at end of year (total assets less liabilities)2023-12-31$15,987,804
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$13,353,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$12,888,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$10,006,554
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$8,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$2,359,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$2,750,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,612,142
Net investment gain/loss from pooled separate accounts2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$97,059
Employer contributions (assets) at end of year2023-12-31$97,059
Employer contributions (assets) at beginning of year2023-12-31$83,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$466,134
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SHANNON & ASSOCIATES, LLP
Accountancy firm EIN2023-12-31911125800
2022 : PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-921,558
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$553,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$545,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$916,692
Value of total assets at end of year2022-12-31$13,353,136
Value of total assets at beginning of year2022-12-31$14,828,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,438
Total interest from all sources2022-12-31$5,664
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$226,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$226,088
Administrative expenses professional fees incurred2022-12-31$8,438
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$809,605
Participant contributions at end of year2022-12-31$145,956
Participant contributions at beginning of year2022-12-31$117,193
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$366,449
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$580,927
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$23,704
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-124,081
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,475,385
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,353,136
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,828,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,006,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,252,477
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$5,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,750,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,753,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,945,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$83,383
Employer contributions (assets) at end of year2022-12-31$83,383
Employer contributions (assets) at beginning of year2022-12-31$124,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$545,389
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SHANNON & ASSOCIATES, LLP
Accountancy firm EIN2022-12-31911125800
2021 : PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,888
Total income from all sources (including contributions)2021-12-31$2,889,447
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$796,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$784,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$863,811
Value of total assets at end of year2021-12-31$14,828,521
Value of total assets at beginning of year2021-12-31$12,737,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,488
Total interest from all sources2021-12-31$5,660
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$303,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$303,951
Administrative expenses professional fees incurred2021-12-31$11,488
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$737,191
Participant contributions at end of year2021-12-31$117,193
Participant contributions at beginning of year2021-12-31$132,999
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$580,927
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$474,687
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,620
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,888
Other income not declared elsewhere2021-12-31$106,240
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$1,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,093,256
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,828,521
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,735,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,252,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,627,312
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$5,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,753,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,474,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,609,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$124,000
Employer contributions (assets) at end of year2021-12-31$124,000
Employer contributions (assets) at beginning of year2021-12-31$25,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$784,703
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SHANNON & ASSOCIATES, LLP
Accountancy firm EIN2021-12-31911125800
2020 : PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,888
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$2,159,966
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$531,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$518,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$788,500
Value of total assets at end of year2020-12-31$12,737,153
Value of total assets at beginning of year2020-12-31$11,106,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,844
Total interest from all sources2020-12-31$7,257
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$226,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$226,047
Administrative expenses professional fees incurred2020-12-31$12,844
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$697,117
Participant contributions at end of year2020-12-31$132,999
Participant contributions at beginning of year2020-12-31$139,887
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$474,687
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$359,510
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,473
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,888
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$115,177
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$1,888
Total non interest bearing cash at beginning of year2020-12-31$17,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,628,843
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,735,265
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,106,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,627,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,645,451
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$0
Interest on participant loans2020-12-31$7,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,474,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,868,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,022,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$83,910
Employer contributions (assets) at end of year2020-12-31$25,910
Employer contributions (assets) at beginning of year2020-12-31$76,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$518,279
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SHANNON & ASSOCIATES, LLP
Accountancy firm EIN2020-12-31911125800
2019 : PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-862
Total unrealized appreciation/depreciation of assets2019-12-31$-862
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$862
Total income from all sources (including contributions)2019-12-31$2,686,178
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$448,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$430,261
Expenses. Certain deemed distributions of participant loans2019-12-31$3,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$855,326
Value of total assets at end of year2019-12-31$11,106,422
Value of total assets at beginning of year2019-12-31$8,869,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,738
Total interest from all sources2019-12-31$6,119
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$203,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$203,154
Administrative expenses professional fees incurred2019-12-31$1,920
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$646,022
Participant contributions at end of year2019-12-31$139,887
Participant contributions at beginning of year2019-12-31$131,946
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$359,510
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$253,891
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$133,216
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$105,619
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$17,476
Total non interest bearing cash at beginning of year2019-12-31$18,378
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$2,237,763
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,106,422
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,868,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$12,818
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,645,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,715,677
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$6,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,868,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,676,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,516,822
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$76,088
Employer contributions (assets) at end of year2019-12-31$76,088
Employer contributions (assets) at beginning of year2019-12-31$73,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$430,261
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$862
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SHANNON & ASSOCIATES, LLP
Accountancy firm EIN2019-12-31911125800
2018 : PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-11,137
Total unrealized appreciation/depreciation of assets2018-12-31$-11,137
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$862
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$884,438
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$283,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$272,539
Value of total corrective distributions2018-12-31$9,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,254,427
Value of total assets at end of year2018-12-31$8,869,521
Value of total assets at beginning of year2018-12-31$8,267,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,370
Total interest from all sources2018-12-31$8,088
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$170,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$170,305
Administrative expenses professional fees incurred2018-12-31$1,370
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$605,082
Participant contributions at end of year2018-12-31$131,946
Participant contributions at beginning of year2018-12-31$197,834
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$14,341
Assets. Other investments not covered elsewhere at end of year2018-12-31$253,891
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$242,754
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$575,847
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$6,816
Other income not declared elsewhere2018-12-31$9,945
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$18,378
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$600,851
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,868,659
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,267,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,715,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,279,055
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$8,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,676,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,460,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-547,190
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$73,498
Employer contributions (assets) at end of year2018-12-31$73,498
Employer contributions (assets) at beginning of year2018-12-31$66,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$272,539
Liabilities. Value of benefit claims payable at end of year2018-12-31$862
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SHANNON & ASSOCIATES, LLP
Accountancy firm EIN2018-12-31911125800
2017 : PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-18,277
Total unrealized appreciation/depreciation of assets2017-12-31$-18,277
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$8,261
Total income from all sources (including contributions)2017-12-31$1,539,995
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$380,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$368,951
Value of total corrective distributions2017-12-31$9,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$553,914
Value of total assets at end of year2017-12-31$8,267,808
Value of total assets at beginning of year2017-12-31$7,116,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,158
Total interest from all sources2017-12-31$8,628
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$136,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$136,382
Administrative expenses professional fees incurred2017-12-31$2,158
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$475,087
Participant contributions at end of year2017-12-31$197,834
Participant contributions at beginning of year2017-12-31$168,941
Participant contributions at end of year2017-12-31$14,341
Participant contributions at beginning of year2017-12-31$22,989
Assets. Other investments not covered elsewhere at end of year2017-12-31$242,754
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$230,215
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,803
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$6,816
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,003
Other income not declared elsewhere2017-12-31$73,310
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$1,000
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$8,859
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$1,159,147
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,267,808
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,108,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,279,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,616,564
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$8,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,460,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,000,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$785,862
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$66,024
Employer contributions (assets) at end of year2017-12-31$66,024
Employer contributions (assets) at beginning of year2017-12-31$66,648
Income. Dividends from common stock2017-12-31$176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$368,951
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$7,261
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 name2017-12-31SHANNON & ASSOCIATES, LLP
Accountancy firm EIN2017-12-31911125800
2016 : PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$27,626
Total unrealized appreciation/depreciation of assets2016-12-31$27,626
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,200,427
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$810,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$802,148
Expenses. Certain deemed distributions of participant loans2016-12-31$2,676
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$579,565
Value of total assets at end of year2016-12-31$7,116,922
Value of total assets at beginning of year2016-12-31$6,719,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,090
Total interest from all sources2016-12-31$6,631
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$129,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$129,905
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$512,916
Participant contributions at end of year2016-12-31$168,941
Participant contributions at beginning of year2016-12-31$149,040
Participant contributions at end of year2016-12-31$22,989
Participant contributions at beginning of year2016-12-31$12,203
Assets. Other investments not covered elsewhere at end of year2016-12-31$230,215
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$579,887
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,003
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,877
Other income not declared elsewhere2016-12-31$51,800
Administrative expenses (other) incurred2016-12-31$865
Liabilities. Value of operating payables at end of year2016-12-31$1,000
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$8,859
Total non interest bearing cash at beginning of year2016-12-31$594
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$389,513
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,108,661
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,719,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,616,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,942,920
Interest on participant loans2016-12-31$6,631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,000,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$963,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$404,900
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$66,649
Employer contributions (assets) at end of year2016-12-31$66,648
Employer contributions (assets) at beginning of year2016-12-31$69,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$802,148
Contract administrator fees2016-12-31$5,225
Liabilities. Value of benefit claims payable at end of year2016-12-31$7,261
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SHANNON & ASSOCIATES, LLP
Accountancy firm EIN2016-12-31911125800
2015 : PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-32,808
Total unrealized appreciation/depreciation of assets2015-12-31$-32,808
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$692,302
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$353,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$349,126
Expenses. Certain deemed distributions of participant loans2015-12-31$972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$696,439
Value of total assets at end of year2015-12-31$6,719,148
Value of total assets at beginning of year2015-12-31$6,380,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,448
Total interest from all sources2015-12-31$3,011
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$122,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$122,012
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$537,247
Participant contributions at end of year2015-12-31$149,040
Participant contributions at beginning of year2015-12-31$40,878
Participant contributions at end of year2015-12-31$12,203
Assets. Other investments not covered elsewhere at end of year2015-12-31$579,887
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$612,695
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$84,410
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,877
Other income not declared elsewhere2015-12-31$23,214
Administrative expenses (other) incurred2015-12-31$1,240
Total non interest bearing cash at end of year2015-12-31$594
Total non interest bearing cash at beginning of year2015-12-31$594
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$338,756
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,719,148
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,380,392
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
Investment advisory and management fees2015-12-31$44
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,942,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,592,067
Interest on participant loans2015-12-31$3,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$963,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,069,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-119,566
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$74,782
Employer contributions (assets) at end of year2015-12-31$69,322
Employer contributions (assets) at beginning of year2015-12-31$64,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$349,126
Contract administrator fees2015-12-31$2,164
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 name2015-12-31SHANNON & ASSOCIATES, LLP
Accountancy firm EIN2015-12-31911125800
2014 : PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$52,820
Total unrealized appreciation/depreciation of assets2014-12-31$52,820
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,096,468
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$21,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,636
Expenses. Certain deemed distributions of participant loans2014-12-31$1,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$674,192
Value of total assets at end of year2014-12-31$6,380,392
Value of total assets at beginning of year2014-12-31$5,304,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,845
Total interest from all sources2014-12-31$1,876
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$166,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$166,289
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$484,535
Participant contributions at end of year2014-12-31$40,878
Participant contributions at beginning of year2014-12-31$77,991
Assets. Other investments not covered elsewhere at end of year2014-12-31$612,695
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$559,874
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$125,385
Other income not declared elsewhere2014-12-31$-42,667
Administrative expenses (other) incurred2014-12-31$3,666
Total non interest bearing cash at end of year2014-12-31$594
Total non interest bearing cash at beginning of year2014-12-31$38,386
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$1,075,398
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,380,392
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,304,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,592,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,627,498
Interest on participant loans2014-12-31$1,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,069,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$940,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$243,958
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$64,272
Employer contributions (assets) at end of year2014-12-31$64,272
Employer contributions (assets) at beginning of year2014-12-31$60,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,636
Contract administrator fees2014-12-31$6,179
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 name2014-12-31SHANNON & ASSOCIATES, LLP
Accountancy firm EIN2014-12-31911125800
2013 : PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$994,129
Expenses. Total of all expenses incurred2013-12-31$373,846
Benefits paid (including direct rollovers)2013-12-31$361,399
Total plan assets at end of year2013-12-31$4,685,647
Total plan assets at beginning of year2013-12-31$4,065,364
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$449,717
Contributions received from other sources (not participants or employers)2013-12-31$45,116
Other income received2013-12-31$444,302
Net income (gross income less expenses)2013-12-31$620,283
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,685,647
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,065,364
Assets. Value of participant loans2013-12-31$79,023
Total contributions received or receivable from employer(s)2013-12-31$54,994
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$12,447
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN

2023: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number210966
Policy instance 1
Insurance contract or identification number210966
Number of Individuals Covered127
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,925
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number210966
Policy instance 1
Insurance contract or identification number210966
Number of Individuals Covered123
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,879
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5879
Additional information about fees paid to insurance brokerRECORDKEEPING FEE
Insurance broker organization code?5
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number210966
Policy instance 1
Insurance contract or identification number210966
Number of Individuals Covered125
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,478
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8478
Additional information about fees paid to insurance brokerRECORDKEEPING FEE
Insurance broker organization code?5
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number210966
Policy instance 1
Insurance contract or identification number210966
Number of Individuals Covered137
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,678
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9678
Additional information about fees paid to insurance brokerRECORDKEEPING FEE
Insurance broker organization code?5
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number210966
Policy instance 1
Insurance contract or identification number210966
Number of Individuals Covered126
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,140
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12818
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR FEE
Insurance broker organization code?7
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number210966
Policy instance 1
Insurance contract or identification number210966
Number of Individuals Covered124
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $284
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees284
Additional information about fees paid to insurance brokerRECORDKEEPING FEE
Insurance broker organization code?5
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number210966
Policy instance 1
Insurance contract or identification number210966
Number of Individuals Covered116
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $528
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees528
Additional information about fees paid to insurance brokerRECORDKEEPING FEE
Insurance broker organization code?5
Insurance broker nameTRAUTMANN MAHER AND ASSOCIATES, INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number210966
Policy instance 1
Insurance contract or identification number210966
Number of Individuals Covered134
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $961
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees961
Additional information about fees paid to insurance brokerRECORDKEEPING FEE
Insurance broker organization code?5
Insurance broker nameTRAUTMANN MAHER AND ASSOCIATES, INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number210966
Policy instance 1
Insurance contract or identification number210966
Number of Individuals Covered97
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,199
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1199
Additional information about fees paid to insurance brokerRECORDKEEPING FEE
Insurance broker organization code?5
Insurance broker nameLEADING RETIREMENT SOLUTIONS

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