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TRAVIS INDUSTRIES, INC. 401K PLAN 401k Plan overview

Plan NameTRAVIS INDUSTRIES, INC. 401K PLAN
Plan identification number 001

TRAVIS INDUSTRIES, INC. 401K 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRAVIS INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:TRAVIS INDUSTRIES, INC.
Employer identification number (EIN):911403129
NAIC Classification:332900

Additional information about TRAVIS INDUSTRIES, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1988-03-08
Company Identification Number: 601073429
Legal Registered Office Address: 1413 E HAWTHORNE RD

SPOKANE
United States of America (USA)
992183100

More information about TRAVIS INDUSTRIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRAVIS INDUSTRIES, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DANIEL GARSKE2023-10-11 DANIEL GARSKE2023-10-11
0012021-01-01DANIEL GARSKE2022-10-18 DANIEL GARSKE2022-10-18
0012020-01-01SCOTT A CHAFFIN2021-09-28
0012019-01-01SCOTT A CHAFFIN2020-09-25
0012018-01-01SCOTT A CHAFFIN2019-09-25
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01SCOTT A CHAFFIN
0012013-01-01TRAVIS GARSKE
0012012-01-01TRAVIS GARSKE
0012011-01-01TRAVIS GARSKE
0012009-01-01TRAVIS GARSKE

Plan Statistics for TRAVIS INDUSTRIES, INC. 401K PLAN

401k plan membership statisitcs for TRAVIS INDUSTRIES, INC. 401K PLAN

Measure Date Value
2022: TRAVIS INDUSTRIES, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01585
Total number of active participants reported on line 7a of the Form 55002022-01-01405
Number of retired or separated participants receiving benefits2022-01-0123
Number of other retired or separated participants entitled to future benefits2022-01-01150
Total of all active and inactive participants2022-01-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01579
Number of participants with account balances2022-01-01577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0148
2021: TRAVIS INDUSTRIES, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01530
Total number of active participants reported on line 7a of the Form 55002021-01-01387
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01136
Total of all active and inactive participants2021-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01528
Number of participants with account balances2021-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0132
2020: TRAVIS INDUSTRIES, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01501
Total number of active participants reported on line 7a of the Form 55002020-01-01395
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01104
Total of all active and inactive participants2020-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01503
Number of participants with account balances2020-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: TRAVIS INDUSTRIES, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01524
Total number of active participants reported on line 7a of the Form 55002019-01-01384
Number of retired or separated participants receiving benefits2019-01-0185
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01469
Number of participants with account balances2019-01-01465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: TRAVIS INDUSTRIES, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01579
Total number of active participants reported on line 7a of the Form 55002018-01-01354
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01122
Total of all active and inactive participants2018-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01476
Number of participants with account balances2018-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0135
2017: TRAVIS INDUSTRIES, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01554
Total number of active participants reported on line 7a of the Form 55002017-01-01348
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01199
Total of all active and inactive participants2017-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01547
Number of participants with account balances2017-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0126
2016: TRAVIS INDUSTRIES, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01530
Total number of active participants reported on line 7a of the Form 55002016-01-01349
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01183
Total of all active and inactive participants2016-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01532
Number of participants with account balances2016-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0126
2015: TRAVIS INDUSTRIES, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01480
Total number of active participants reported on line 7a of the Form 55002015-01-01327
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01159
Total of all active and inactive participants2015-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01486
Number of participants with account balances2015-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: TRAVIS INDUSTRIES, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01468
Total number of active participants reported on line 7a of the Form 55002014-01-01307
Number of retired or separated participants receiving benefits2014-01-0113
Number of other retired or separated participants entitled to future benefits2014-01-01132
Total of all active and inactive participants2014-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01452
Number of participants with account balances2014-01-01446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: TRAVIS INDUSTRIES, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01450
Total number of active participants reported on line 7a of the Form 55002013-01-01288
Number of retired or separated participants receiving benefits2013-01-0120
Number of other retired or separated participants entitled to future benefits2013-01-01132
Total of all active and inactive participants2013-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01441
Number of participants with account balances2013-01-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: TRAVIS INDUSTRIES, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01440
Total number of active participants reported on line 7a of the Form 55002012-01-01270
Number of retired or separated participants receiving benefits2012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-01144
Total of all active and inactive participants2012-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01424
Number of participants with account balances2012-01-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2011: TRAVIS INDUSTRIES, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01478
Total number of active participants reported on line 7a of the Form 55002011-01-01274
Number of retired or separated participants receiving benefits2011-01-0115
Number of other retired or separated participants entitled to future benefits2011-01-01139
Total of all active and inactive participants2011-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01428
Number of participants with account balances2011-01-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0124
2009: TRAVIS INDUSTRIES, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01460
Total number of active participants reported on line 7a of the Form 55002009-01-01304
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01158
Total of all active and inactive participants2009-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01462
Number of participants with account balances2009-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on TRAVIS INDUSTRIES, INC. 401K PLAN

Measure Date Value
2022 : TRAVIS INDUSTRIES, INC. 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-3,634,351
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,896,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,740,042
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,524,159
Value of total assets at end of year2022-12-31$33,918,130
Value of total assets at beginning of year2022-12-31$39,448,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$156,430
Total interest from all sources2022-12-31$17,258
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$1,237,840
Participant contributions at end of year2022-12-31$422,403
Participant contributions at beginning of year2022-12-31$314,876
Participant contributions at end of year2022-12-31$-5,177
Participant contributions at beginning of year2022-12-31$-3,240
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$119,668
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$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,530,823
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,918,130
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$39,448,953
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
Investment advisory and management fees2022-12-31$50,355
Value of interest in pooled separate accounts at end of year2022-12-31$32,324,045
Value of interest in pooled separate accounts at beginning of year2022-12-31$37,994,384
Interest on participant loans2022-12-31$17,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$10,208
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$12,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$12,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-6,175,768
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$1,166,651
Employer contributions (assets) at end of year2022-12-31$1,166,651
Employer contributions (assets) at beginning of year2022-12-31$1,130,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,740,042
Contract administrator fees2022-12-31$106,075
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EIDE BAILLY
Accountancy firm EIN2022-12-31450250958
2021 : TRAVIS INDUSTRIES, INC. 401K 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$0
Total income from all sources (including contributions)2021-12-31$6,736,321
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,094,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,899,797
Expenses. Certain deemed distributions of participant loans2021-12-31$9,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,344,323
Value of total assets at end of year2021-12-31$39,448,953
Value of total assets at beginning of year2021-12-31$34,806,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$184,953
Total interest from all sources2021-12-31$16,993
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$1,181,878
Participant contributions at end of year2021-12-31$314,876
Participant contributions at beginning of year2021-12-31$289,709
Participant contributions at end of year2021-12-31$-3,240
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$20,930
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$0
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$4,642,011
Value of net assets at end of year (total assets less liabilities)2021-12-31$39,448,953
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,806,942
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
Investment advisory and management fees2021-12-31$55,558
Value of interest in pooled separate accounts at end of year2021-12-31$37,994,384
Value of interest in pooled separate accounts at beginning of year2021-12-31$33,088,144
Interest on participant loans2021-12-31$14,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$12,418
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$10,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$10,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$476,436
Net investment gain/loss from pooled separate accounts2021-12-31$4,375,005
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$1,141,515
Employer contributions (assets) at end of year2021-12-31$1,130,515
Employer contributions (assets) at beginning of year2021-12-31$941,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,899,797
Contract administrator fees2021-12-31$129,395
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : TRAVIS INDUSTRIES, INC. 401K 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,756,370
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$506,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$354,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,959,497
Value of total assets at end of year2020-12-31$34,806,942
Value of total assets at beginning of year2020-12-31$28,557,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$152,088
Total interest from all sources2020-12-31$20,607
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$983,089
Participant contributions at end of year2020-12-31$289,709
Participant contributions at beginning of year2020-12-31$317,906
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$26,901
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,249,879
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,806,942
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,557,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$42,970
Value of interest in pooled separate accounts at end of year2020-12-31$33,088,144
Value of interest in pooled separate accounts at beginning of year2020-12-31$26,924,826
Interest on participant loans2020-12-31$15,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$10,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$19,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$19,252
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$476,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$437,704
Net investment gain/loss from pooled separate accounts2020-12-31$4,776,266
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$949,507
Employer contributions (assets) at end of year2020-12-31$941,807
Employer contributions (assets) at beginning of year2020-12-31$857,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$354,403
Contract administrator fees2020-12-31$109,118
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 name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : TRAVIS INDUSTRIES, INC. 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,939,520
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,703,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,549,725
Expenses. Certain deemed distributions of participant loans2019-12-31$4,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,839,356
Value of total assets at end of year2019-12-31$28,557,063
Value of total assets at beginning of year2019-12-31$25,320,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$148,995
Total interest from all sources2019-12-31$20,440
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
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$964,731
Participant contributions at end of year2019-12-31$317,906
Participant contributions at beginning of year2019-12-31$284,156
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,236,426
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,557,063
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,320,637
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$40,374
Value of interest in pooled separate accounts at end of year2019-12-31$26,924,826
Value of interest in pooled separate accounts at beginning of year2019-12-31$23,808,838
Interest on participant loans2019-12-31$16,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$19,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$30,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$30,181
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$437,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$407,418
Net investment gain/loss from pooled separate accounts2019-12-31$5,079,724
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$873,028
Employer contributions (assets) at end of year2019-12-31$857,375
Employer contributions (assets) at beginning of year2019-12-31$790,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,549,725
Contract administrator fees2019-12-31$108,621
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 name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : TRAVIS INDUSTRIES, INC. 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$122,852
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$839,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$768,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,707,855
Value of total assets at end of year2018-12-31$25,320,637
Value of total assets at beginning of year2018-12-31$26,036,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$70,595
Total interest from all sources2018-12-31$17,691
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$892,687
Participant contributions at end of year2018-12-31$284,156
Participant contributions at beginning of year2018-12-31$312,038
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$50,436
Administrative expenses (other) incurred2018-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-716,190
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,320,637
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,036,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$38,897
Value of interest in pooled separate accounts at end of year2018-12-31$23,808,838
Value of interest in pooled separate accounts at beginning of year2018-12-31$24,619,137
Interest on participant loans2018-12-31$13,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$30,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,991
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$407,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$383,438
Net investment gain/loss from pooled separate accounts2018-12-31$-1,653,130
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$815,168
Employer contributions (assets) at end of year2018-12-31$790,044
Employer contributions (assets) at beginning of year2018-12-31$715,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$768,447
Contract administrator fees2018-12-31$31,694
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : TRAVIS INDUSTRIES, INC. 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,081,859
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$732,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$676,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,536,183
Value of total assets at end of year2017-12-31$26,036,827
Value of total assets at beginning of year2017-12-31$21,687,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$55,606
Total interest from all sources2017-12-31$18,872
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$770,194
Participant contributions at end of year2017-12-31$312,038
Participant contributions at beginning of year2017-12-31$347,311
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$44,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$49,265
Administrative expenses (other) incurred2017-12-31$96
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$4,349,512
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,036,827
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,687,315
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
Investment advisory and management fees2017-12-31$35,494
Value of interest in pooled separate accounts at end of year2017-12-31$24,619,137
Value of interest in pooled separate accounts at beginning of year2017-12-31$19,881,144
Interest on participant loans2017-12-31$15,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,833
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$383,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$798,540
Net investment gain/loss from pooled separate accounts2017-12-31$3,477,539
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$721,673
Employer contributions (assets) at end of year2017-12-31$715,223
Employer contributions (assets) at beginning of year2017-12-31$656,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$676,741
Contract administrator fees2017-12-31$20,016
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : TRAVIS INDUSTRIES, INC. 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
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$2,739,977
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$396,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$341,750
Expenses. Certain deemed distributions of participant loans2016-12-31$5,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,386,244
Value of total assets at end of year2016-12-31$21,687,315
Value of total assets at beginning of year2016-12-31$19,343,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,247
Total interest from all sources2016-12-31$16,602
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$713,953
Participant contributions at end of year2016-12-31$347,311
Participant contributions at beginning of year2016-12-31$291,359
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$41,361
Administrative expenses (other) incurred2016-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,343,348
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,687,315
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,343,967
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
Investment advisory and management fees2016-12-31$29,890
Value of interest in pooled separate accounts at end of year2016-12-31$19,881,144
Value of interest in pooled separate accounts at beginning of year2016-12-31$18,128,827
Interest on participant loans2016-12-31$14,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,833
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,870
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$798,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$313,515
Net investment gain/loss from pooled separate accounts2016-12-31$1,295,770
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$658,328
Employer contributions (assets) at end of year2016-12-31$656,487
Employer contributions (assets) at beginning of year2016-12-31$607,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$341,750
Contract administrator fees2016-12-31$19,355
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : TRAVIS INDUSTRIES, INC. 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$1,088,191
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$223,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$175,244
Expenses. Certain deemed distributions of participant loans2015-12-31$2,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,255,978
Value of total assets at end of year2015-12-31$19,343,967
Value of total assets at beginning of year2015-12-31$18,479,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$45,637
Total interest from all sources2015-12-31$13,958
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$652,179
Participant contributions at end of year2015-12-31$291,359
Participant contributions at beginning of year2015-12-31$294,879
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$39,059
Administrative expenses (other) incurred2015-12-31$163
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$864,732
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,343,967
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,479,235
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$28,209
Value of interest in pooled separate accounts at end of year2015-12-31$18,128,827
Value of interest in pooled separate accounts at beginning of year2015-12-31$17,293,462
Interest on participant loans2015-12-31$12,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,892
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$313,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$305,907
Net investment gain/loss from pooled separate accounts2015-12-31$-220,804
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$603,799
Employer contributions (assets) at end of year2015-12-31$607,396
Employer contributions (assets) at beginning of year2015-12-31$582,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$175,244
Contract administrator fees2015-12-31$17,265
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : TRAVIS INDUSTRIES, INC. 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$1,993,147
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$920,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$877,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,209,596
Value of total assets at end of year2014-12-31$18,479,235
Value of total assets at beginning of year2014-12-31$17,406,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$43,235
Total interest from all sources2014-12-31$13,885
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$627,501
Participant contributions at end of year2014-12-31$294,879
Participant contributions at beginning of year2014-12-31$268,045
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$87,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$12,294
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$1,072,432
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,479,235
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,406,803
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
Investment advisory and management fees2014-12-31$26,326
Value of interest in pooled separate accounts at end of year2014-12-31$17,293,462
Value of interest in pooled separate accounts at beginning of year2014-12-31$16,249,331
Interest on participant loans2014-12-31$12,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,892
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,639
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$305,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$300,211
Net investment gain/loss from pooled separate accounts2014-12-31$757,372
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$582,095
Employer contributions (assets) at end of year2014-12-31$582,095
Employer contributions (assets) at beginning of year2014-12-31$494,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$877,480
Contract administrator fees2014-12-31$16,909
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : TRAVIS INDUSTRIES, INC. 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,426,063
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$621,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$580,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,103,293
Value of total assets at end of year2013-12-31$17,406,803
Value of total assets at beginning of year2013-12-31$14,601,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,040
Total interest from all sources2013-12-31$13,893
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$574,418
Participant contributions at end of year2013-12-31$268,045
Participant contributions at beginning of year2013-12-31$286,765
Participant contributions at end of year2013-12-31$87,694
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$33,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,805,059
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,406,803
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,601,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$23,528
Value of interest in pooled separate accounts at end of year2013-12-31$16,249,331
Value of interest in pooled separate accounts at beginning of year2013-12-31$13,522,708
Interest on participant loans2013-12-31$12,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$13,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$13,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$300,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$330,422
Net investment gain/loss from pooled separate accounts2013-12-31$2,308,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$494,883
Employer contributions (assets) at end of year2013-12-31$494,883
Employer contributions (assets) at beginning of year2013-12-31$448,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$580,964
Contract administrator fees2013-12-31$16,512
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : TRAVIS INDUSTRIES, INC. 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,510,712
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$847,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$810,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,020,546
Value of total assets at end of year2012-12-31$14,601,744
Value of total assets at beginning of year2012-12-31$12,938,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$36,933
Total interest from all sources2012-12-31$14,845
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$523,785
Participant contributions at end of year2012-12-31$286,765
Participant contributions at beginning of year2012-12-31$236,565
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$48,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,662,965
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,601,744
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,938,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$6,943
Value of interest in pooled separate accounts at end of year2012-12-31$13,522,708
Value of interest in pooled separate accounts at beginning of year2012-12-31$11,890,536
Interest on participant loans2012-12-31$13,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$13,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$330,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$321,739
Net investment gain/loss from pooled separate accounts2012-12-31$1,475,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$448,553
Employer contributions (assets) at end of year2012-12-31$448,553
Employer contributions (assets) at beginning of year2012-12-31$485,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$810,814
Contract administrator fees2012-12-31$29,982
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : TRAVIS INDUSTRIES, INC. 401K PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,863
Total income from all sources (including contributions)2011-12-31$629,089
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$309,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$273,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$993,361
Value of total assets at end of year2011-12-31$12,938,779
Value of total assets at beginning of year2011-12-31$12,620,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$35,156
Total interest from all sources2011-12-31$13,074
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$505,065
Participant contributions at end of year2011-12-31$236,565
Participant contributions at beginning of year2011-12-31$220,325
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$320,046
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,938,779
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,618,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$11,890,536
Value of interest in pooled separate accounts at beginning of year2011-12-31$11,876,396
Interest on participant loans2011-12-31$11,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$86
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$86
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$321,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$119,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-377,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$487,755
Employer contributions (assets) at end of year2011-12-31$485,891
Employer contributions (assets) at beginning of year2011-12-31$403,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$273,887
Contract administrator fees2011-12-31$35,156
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : TRAVIS INDUSTRIES, INC. 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,863
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,269,390
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$409,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$366,500
Expenses. Certain deemed distributions of participant loans2010-12-31$5,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$943,803
Value of total assets at end of year2010-12-31$12,620,596
Value of total assets at beginning of year2010-12-31$10,758,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$37,774
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$15,698
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$15,241
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$495,482
Participant contributions at end of year2010-12-31$220,325
Participant contributions at beginning of year2010-12-31$239,815
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$40,908
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$1,859,964
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,618,733
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,758,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$22,533
Value of interest in pooled separate accounts at end of year2010-12-31$11,876,396
Value of interest in pooled separate accounts at beginning of year2010-12-31$10,082,993
Interest on participant loans2010-12-31$12,443
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$86
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,431
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$119,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$108,791
Net investment gain/loss from pooled separate accounts2010-12-31$1,309,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$407,413
Employer contributions (assets) at end of year2010-12-31$403,836
Employer contributions (assets) at beginning of year2010-12-31$323,739
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$366,500
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318
2009 : TRAVIS INDUSTRIES, INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TRAVIS INDUSTRIES, INC. 401K PLAN

2022: TRAVIS INDUSTRIES, INC. 401K 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: TRAVIS INDUSTRIES, INC. 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: TRAVIS INDUSTRIES, INC. 401K 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: TRAVIS INDUSTRIES, INC. 401K 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: TRAVIS INDUSTRIES, INC. 401K 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: TRAVIS INDUSTRIES, INC. 401K 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: TRAVIS INDUSTRIES, INC. 401K 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: TRAVIS INDUSTRIES, INC. 401K 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: TRAVIS INDUSTRIES, INC. 401K 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: TRAVIS INDUSTRIES, INC. 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TRAVIS INDUSTRIES, INC. 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TRAVIS INDUSTRIES, INC. 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TRAVIS INDUSTRIES, INC. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63584
Policy instance 1
Insurance contract or identification number63584
Number of Individuals Covered613
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 $38,752
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?Yes
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 fees38752
Additional information about fees paid to insurance brokerPLAN DESIGN AND ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63584
Policy instance 1
Insurance contract or identification number63584
Number of Individuals Covered510
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 $39,437
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?Yes
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 fees39437
Additional information about fees paid to insurance brokerPLAN DESIGN AND ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63584
Policy instance 1
Insurance contract or identification number63584
Number of Individuals Covered503
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 $32,730
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?Yes
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 fees32730
Additional information about fees paid to insurance brokerPLAN DESIGN AND ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63584
Policy instance 1
Insurance contract or identification number63584
Number of Individuals Covered476
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 $37,448
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?Yes
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 fees37448
Additional information about fees paid to insurance brokerPLAN DESIGN AND ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63584
Policy instance 1
Insurance contract or identification number63584
Number of Individuals Covered513
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 $37,357
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?Yes
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 fees37357
Additional information about fees paid to insurance brokerPLAN DESIGN AND ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63584
Policy instance 1
Insurance contract or identification number63584
Number of Individuals Covered564
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 $28,628
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?Yes
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 fees28628
Additional information about fees paid to insurance brokerPLAN DESIGN AND ADMINISTRATION
Insurance broker organization code?5
Insurance broker namePOWERS STROMBERG PENSION CONSULTING
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63584
Policy instance 1
Insurance contract or identification number63584
Number of Individuals Covered515
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $28,209
Total amount of fees paid to insurance companyUSD $24,064
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 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?Yes
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 $28,209
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?4
Insurance broker nameNAS PENSION CONSULTING, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63584
Policy instance 1
Insurance contract or identification number63584
Number of Individuals Covered529
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $49,576
Total amount of fees paid to insurance companyUSD $0
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 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?Yes
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 $26,326
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?4
Insurance broker nameNAS PENSION CONSULTING, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63584
Policy instance 1
Insurance contract or identification number63584
Number of Individuals Covered504
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $51,711
Total amount of fees paid to insurance companyUSD $0
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 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?Yes
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 $23,528
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?4
Insurance broker nameNAS PENSION CONSULTING, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63584
Policy instance 1
Insurance contract or identification number63584
Number of Individuals Covered452
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $37,363
Total amount of fees paid to insurance companyUSD $0
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 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?Yes
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 $21,836
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?4
Insurance broker nameNAS PENSION CONSULTING, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63584
Policy instance 1
Insurance contract or identification number63584
Number of Individuals Covered424
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $39,696
Total amount of fees paid to insurance companyUSD $0
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 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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63584
Policy instance 1
Insurance contract or identification number63584
Number of Individuals Covered466
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $21,382
Total amount of fees paid to insurance companyUSD $20,571
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 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?Yes
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

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