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JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN
Plan identification number 003

JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JAMES W. FOWLER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:JAMES W. FOWLER COMPANY
Employer identification number (EIN):930677813
NAIC Classification:236200

Additional information about JAMES W. FOWLER COMPANY

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1977-02-03
Company Identification Number: 11936812
Legal Registered Office Address: 12775 WESTVIEW DRIVE

DALLAS
United States of America (USA)
97338

More information about JAMES W. FOWLER COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JAMES FOWLER
0032016-01-01JAMES FOWLER
0032015-01-01JAMES FOWLER
0032014-01-01JAMES FOWLER
0032013-01-01JAMES FOWLER
0032012-01-01URSULA LANDE
0032011-01-01URSULA LANDE
0032009-01-01URSULA LANDE

Plan Statistics for JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01291
Total number of active participants reported on line 7a of the Form 55002022-01-01190
Number of retired or separated participants receiving benefits2022-01-0133
Number of other retired or separated participants entitled to future benefits2022-01-0199
Total of all active and inactive participants2022-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01322
Number of participants with account balances2022-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01339
Total number of active participants reported on line 7a of the Form 55002021-01-01168
Number of retired or separated participants receiving benefits2021-01-0132
Number of other retired or separated participants entitled to future benefits2021-01-0191
Total of all active and inactive participants2021-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01291
Number of participants with account balances2021-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01293
Total number of active participants reported on line 7a of the Form 55002020-01-01216
Number of retired or separated participants receiving benefits2020-01-0120
Number of other retired or separated participants entitled to future benefits2020-01-01103
Total of all active and inactive participants2020-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01339
Number of participants with account balances2020-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01274
Total number of active participants reported on line 7a of the Form 55002019-01-01179
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-0197
Total of all active and inactive participants2019-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01293
Number of participants with account balances2019-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01303
Total number of active participants reported on line 7a of the Form 55002018-01-01148
Number of retired or separated participants receiving benefits2018-01-0115
Number of other retired or separated participants entitled to future benefits2018-01-01111
Total of all active and inactive participants2018-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01274
Number of participants with account balances2018-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01289
Total number of active participants reported on line 7a of the Form 55002017-01-01172
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01131
Total of all active and inactive participants2017-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01303
Number of participants with account balances2017-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01248
Total number of active participants reported on line 7a of the Form 55002016-01-01143
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01146
Total of all active and inactive participants2016-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01289
Number of participants with account balances2016-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01240
Total number of active participants reported on line 7a of the Form 55002015-01-01116
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01132
Total of all active and inactive participants2015-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01248
Number of participants with account balances2015-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01210
Total number of active participants reported on line 7a of the Form 55002014-01-01128
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01112
Total of all active and inactive participants2014-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01240
Number of participants with account balances2014-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01168
Total number of active participants reported on line 7a of the Form 55002013-01-0195
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01115
Total of all active and inactive participants2013-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01210
Number of participants with account balances2013-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01159
Total number of active participants reported on line 7a of the Form 55002012-01-0187
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0181
Total of all active and inactive participants2012-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01168
Number of participants with account balances2012-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01239
Total number of active participants reported on line 7a of the Form 55002011-01-0176
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0183
Total of all active and inactive participants2011-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01159
Number of participants with account balances2011-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01245
Total number of active participants reported on line 7a of the Form 55002009-01-01102
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01129
Total of all active and inactive participants2009-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01232
Number of participants with account balances2009-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$36,202
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$16,017
Total income from all sources (including contributions)2022-12-31$38,355
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,049,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,958,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,079,177
Value of total assets at end of year2022-12-31$12,783,849
Value of total assets at beginning of year2022-12-31$14,774,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$91,473
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$410,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$410,404
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$983,069
Participant contributions at end of year2022-12-31$713
Participant contributions at beginning of year2022-12-31$713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$36,202
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$16,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,011,220
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,747,647
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,758,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,267,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,567,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,092,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$835,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,451,226
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$1,096,108
Employer contributions (assets) at end of year2022-12-31$423,034
Employer contributions (assets) at beginning of year2022-12-31$370,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,958,102
Contract administrator fees2022-12-31$91,473
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 name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : JAMES W. FOWLER CO. 401(K) PROFIT SHARING 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$16,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$18,124
Total income from all sources (including contributions)2021-12-31$4,139,912
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,764,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,663,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,386,702
Value of total assets at end of year2021-12-31$14,774,884
Value of total assets at beginning of year2021-12-31$14,401,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$100,990
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$482,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$482,004
Administrative expenses professional fees incurred2021-12-31$6,200
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$911,423
Participant contributions at end of year2021-12-31$713
Participant contributions at beginning of year2021-12-31$713
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$390,947
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$16,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$18,124
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$375,667
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,758,867
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,383,200
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$6,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,567,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,993,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$835,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,050,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,271,206
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$1,084,332
Employer contributions (assets) at end of year2021-12-31$370,865
Employer contributions (assets) at beginning of year2021-12-31$356,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,663,255
Contract administrator fees2021-12-31$87,890
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 name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : JAMES W. FOWLER CO. 401(K) PROFIT SHARING 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$18,124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$17,460
Total income from all sources (including contributions)2020-12-31$3,731,151
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,626,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,538,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,086,530
Value of total assets at end of year2020-12-31$14,401,324
Value of total assets at beginning of year2020-12-31$12,296,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$88,562
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$322,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$322,471
Administrative expenses professional fees incurred2020-12-31$7,175
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$876,258
Participant contributions at end of year2020-12-31$713
Participant contributions at beginning of year2020-12-31$713
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$65,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$18,124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$17,460
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$2,104,249
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,383,200
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,278,951
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$6,482
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,993,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,210,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,050,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$807,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,322,150
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$1,145,030
Employer contributions (assets) at end of year2020-12-31$356,817
Employer contributions (assets) at beginning of year2020-12-31$278,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,538,340
Contract administrator fees2020-12-31$74,905
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-12-31431947695
2019 : JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$17,460
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$17,460
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,128
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,128
Total income from all sources (including contributions)2019-12-31$3,781,990
Total income from all sources (including contributions)2019-12-31$3,781,990
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,094,467
Total of all expenses incurred2019-12-31$1,094,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,017,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,017,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,795,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,795,238
Value of total assets at end of year2019-12-31$12,296,411
Value of total assets at end of year2019-12-31$12,296,411
Value of total assets at beginning of year2019-12-31$9,609,556
Value of total assets at beginning of year2019-12-31$9,609,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,496
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$333,965
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$333,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$333,965
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$333,965
Administrative expenses professional fees incurred2019-12-31$7,300
Administrative expenses professional fees incurred2019-12-31$7,300
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$719,345
Contributions received from participants2019-12-31$719,345
Participant contributions at end of year2019-12-31$713
Participant contributions at end of year2019-12-31$713
Participant contributions at beginning 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$7,188
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$17,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$17,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$18,128
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$18,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,687,523
Value of net income/loss2019-12-31$2,687,523
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,278,951
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,278,951
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,591,428
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,591,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,419
Investment advisory and management fees2019-12-31$2,419
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,210,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,210,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,801,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,801,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$807,371
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$807,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$593,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$593,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,652,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,652,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,068,705
Contributions received in cash from employer2019-12-31$1,068,705
Employer contributions (assets) at end of year2019-12-31$278,144
Employer contributions (assets) at end of year2019-12-31$278,144
Employer contributions (assets) at beginning of year2019-12-31$213,896
Employer contributions (assets) at beginning of year2019-12-31$213,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,017,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,017,971
Contract administrator fees2019-12-31$66,777
Contract administrator fees2019-12-31$66,777
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BERNTSON PORTER & COMPANY PLLC
Accountancy firm name2019-12-31BERNTSON PORTER & COMPANY PLLC
Accountancy firm EIN2019-12-31911308574
Accountancy firm EIN2019-12-31911308574
2018 : JAMES W. FOWLER CO. 401(K) PROFIT SHARING 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$18,128
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,930
Total income from all sources (including contributions)2018-12-31$827,883
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,661,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,585,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,461,777
Value of total assets at end of year2018-12-31$9,609,556
Value of total assets at beginning of year2018-12-31$10,429,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$75,856
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$356,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$356,035
Administrative expenses professional fees incurred2018-12-31$4,650
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$513,433
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$18,128
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$4,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-833,529
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,591,428
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,424,957
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$1,617
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,801,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,727,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$593,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$507,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-989,929
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$948,344
Employer contributions (assets) at end of year2018-12-31$213,896
Employer contributions (assets) at beginning of year2018-12-31$195,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,585,556
Contract administrator fees2018-12-31$69,589
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 name2018-12-31BERNTSON PORTER & COMPANY PLLC
Accountancy firm EIN2018-12-31911308574
2017 : JAMES W. FOWLER CO. 401(K) PROFIT SHARING 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$4,930
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$21,738
Total income from all sources (including contributions)2017-12-31$2,853,811
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,503,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,438,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,493,600
Value of total assets at end of year2017-12-31$10,429,887
Value of total assets at beginning of year2017-12-31$9,096,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$64,826
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$298,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$298,798
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$463,737
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$46
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$32,253
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$4,930
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$21,738
Other income not declared elsewhere2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,350,208
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,424,957
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,074,749
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$905
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,727,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,926,553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$507,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,061,413
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$997,610
Employer contributions (assets) at end of year2017-12-31$195,046
Employer contributions (assets) at beginning of year2017-12-31$169,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,438,777
Contract administrator fees2017-12-31$63,921
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 name2017-12-31BERNTSON PORTER & COMPANY PLLC
Accountancy firm EIN2017-12-31911308574
2016 : JAMES W. FOWLER CO. 401(K) PROFIT SHARING 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$21,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$28,455
Total income from all sources (including contributions)2016-12-31$1,911,592
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,808,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,748,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,212,966
Value of total assets at end of year2016-12-31$9,096,487
Value of total assets at beginning of year2016-12-31$8,999,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$60,061
Total interest from all sources2016-12-31$0
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$378,043
Participant contributions at end of year2016-12-31$46
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$49,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$21,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$28,455
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$103,297
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,074,749
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,971,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,926,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,868,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$698,626
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$785,895
Employer contributions (assets) at end of year2016-12-31$169,888
Employer contributions (assets) at beginning of year2016-12-31$131,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,748,234
Contract administrator fees2016-12-31$60,061
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 name2016-12-31BERNTSON PORTER & COMPANY PLLC
Accountancy firm EIN2016-12-31911308574
2015 : JAMES W. FOWLER CO. 401(K) PROFIT SHARING 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$28,455
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$31,815
Total income from all sources (including contributions)2015-12-31$1,066,829
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,081,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,011,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,165,102
Value of total assets at end of year2015-12-31$8,999,907
Value of total assets at beginning of year2015-12-31$9,018,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$70,272
Total interest from all sources2015-12-31$0
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$351,312
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$28,455
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$31,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-15,114
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,971,452
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,986,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,868,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,018,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-98,273
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$810,885
Employer contributions (assets) at end of year2015-12-31$131,445
Employer contributions (assets) at beginning of year2015-12-31$16
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,011,671
Contract administrator fees2015-12-31$70,272
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 name2015-12-31BERNTSON PORTER & COMPANY PLLC
Accountancy firm EIN2015-12-31911308574
2014 : JAMES W. FOWLER CO. 401(K) PROFIT SHARING 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$31,815
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,301
Total income from all sources (including contributions)2014-12-31$1,495,515
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,349,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,279,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$944,694
Value of total assets at end of year2014-12-31$9,018,381
Value of total assets at beginning of year2014-12-31$8,846,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$69,930
Total interest from all sources2014-12-31$0
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$364,137
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$7,774
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$31,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$6,301
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$146,029
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,986,566
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,840,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,018,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,794,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$550,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$580,557
Employer contributions (assets) at end of year2014-12-31$16
Employer contributions (assets) at beginning of year2014-12-31$44,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,279,556
Contract administrator fees2014-12-31$69,930
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 name2014-12-31BERNTSON PORTER & COMPANY PLLC
Accountancy firm EIN2014-12-31911308574
2013 : JAMES W. FOWLER CO. 401(K) PROFIT SHARING 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$6,301
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$2,668,496
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,259,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,167,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,374,799
Value of total assets at end of year2013-12-31$8,846,838
Value of total assets at beginning of year2013-12-31$7,431,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$92,467
Total interest from all sources2013-12-31$0
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$357,224
Participant contributions at end of year2013-12-31$7,774
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$403,586
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$44
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$6,301
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$374
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$16,747
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$1,408,564
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,840,537
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,431,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,794,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,185,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$175,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$175,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,293,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$613,989
Employer contributions (assets) at end of year2013-12-31$44,331
Employer contributions (assets) at beginning of year2013-12-31$54,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,167,421
Contract administrator fees2013-12-31$92,093
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 name2013-12-31BERNTSON PORTER & COMPANY PLLC
Accountancy firm EIN2013-12-31911308574
2012 : JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,616,339
Total of all expenses incurred2012-12-31$938,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$861,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$708,876
Value of total assets at end of year2012-12-31$7,431,973
Value of total assets at beginning of year2012-12-31$6,754,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$76,913
Total interest from all sources2012-12-31$18
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$275,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$275,454
Administrative expenses professional fees incurred2012-12-31$4,631
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$391,587
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$5,293
Other income not declared elsewhere2012-12-31$2,107
Administrative expenses (other) incurred2012-12-31$7
Total non interest bearing cash at end of year2012-12-31$16,747
Total non interest bearing cash at beginning of year2012-12-31$4,823
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$677,942
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,431,973
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,754,031
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$52,240
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,185,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,319,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$175,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$188,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$188,855
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$629,884
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$317,289
Employer contributions (assets) at end of year2012-12-31$54,266
Employer contributions (assets) at beginning of year2012-12-31$235,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$861,484
Contract administrator fees2012-12-31$20,035
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 name2012-12-31BERNTSON PORTER & COMPANY PLLC
Accountancy firm EIN2012-12-31911308574
2011 : JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,070,732
Total of all expenses incurred2011-12-31$1,287,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,200,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,210,583
Value of total assets at end of year2011-12-31$6,754,031
Value of total assets at beginning of year2011-12-31$6,971,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$87,333
Total interest from all sources2011-12-31$18
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$164,242
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$164,242
Administrative expenses professional fees incurred2011-12-31$4,762
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$452,906
Participant contributions at end of year2011-12-31$5,293
Participant contributions at beginning of year2011-12-31$20,973
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,621
Other income not declared elsewhere2011-12-31$7,569
Administrative expenses (other) incurred2011-12-31$89
Total non interest bearing cash at end of year2011-12-31$4,823
Total non interest bearing cash at beginning of year2011-12-31$3,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-217,124
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,754,031
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,971,155
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
Investment advisory and management fees2011-12-31$54,432
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,319,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,757,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$188,855
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-311,680
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$755,056
Employer contributions (assets) at end of year2011-12-31$235,853
Employer contributions (assets) at beginning of year2011-12-31$189,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,200,523
Contract administrator fees2011-12-31$28,050
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 name2011-12-31BERNTSON PORTER & COMPANY PLLC
Accountancy firm EIN2011-12-31911308574
2010 : JAMES W. FOWLER CO. 401(K) PROFIT SHARING 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$0
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$2,121,329
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,072,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,004,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,256,506
Value of total assets at end of year2010-12-31$6,971,155
Value of total assets at beginning of year2010-12-31$5,922,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$68,134
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$177,156
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$177,156
Administrative expenses professional fees incurred2010-12-31$1,680
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$354,586
Participant contributions at end of year2010-12-31$20,973
Participant contributions at beginning of year2010-12-31$13,530
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$38,615
Other income not declared elsewhere2010-12-31$3,611
Administrative expenses (other) incurred2010-12-31$1,537
Total non interest bearing cash at end of year2010-12-31$3,355
Total non interest bearing cash at beginning of year2010-12-31$193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,048,472
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,971,155
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,922,683
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$46,378
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,757,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,682,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$684,056
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$863,305
Employer contributions (assets) at end of year2010-12-31$189,231
Employer contributions (assets) at beginning of year2010-12-31$226,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,004,723
Contract administrator fees2010-12-31$18,539
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 name2010-12-31BERTSON PORTER & COMPANY LLC
Accountancy firm EIN2010-12-31911308574

Form 5500 Responses for JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN

2022: JAMES W. FOWLER CO. 401(K) PROFIT SHARING 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 – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JAMES W. FOWLER CO. 401(K) PROFIT SHARING 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 – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAMES W. FOWLER CO. 401(K) PROFIT SHARING 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 – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAMES W. FOWLER CO. 401(K) PROFIT SHARING 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 – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES W. FOWLER CO. 401(K) PROFIT SHARING 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 – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES W. FOWLER CO. 401(K) PROFIT SHARING 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 – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES W. FOWLER CO. 401(K) PROFIT SHARING 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 – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES W. FOWLER CO. 401(K) PROFIT SHARING 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 – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES W. FOWLER CO. 401(K) PROFIT SHARING 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 – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JAMES W. FOWLER CO. 401(K) PROFIT SHARING 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336166-01
Policy instance 1
Insurance contract or identification number336166-01
Number of Individuals Covered268
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,900
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $2,900
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336166-01
Policy instance 1
Insurance contract or identification number336166-01
Number of Individuals Covered247
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,104
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $2,104
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336166-01
Policy instance 1
Insurance contract or identification number336166-01
Number of Individuals Covered254
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,337
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $2,337
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336166-01
Policy instance 1
Insurance contract or identification number336166-01
Number of Individuals Covered264
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,861
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $1,861
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336166-01
Policy instance 1
Insurance contract or identification number336166-01
Number of Individuals Covered251
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,692
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $1,692
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336166-01
Policy instance 1
Insurance contract or identification number336166-01
Number of Individuals Covered211
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,319
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $1,319
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameROBERT WELLE
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336166-01
Policy instance 1
Insurance contract or identification number336166-01
Number of Individuals Covered205
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $702
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $702
Insurance broker organization code?3
Insurance broker nameROBERT WELLE
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336166-01
Policy instance 1
Insurance contract or identification number336166-01
Number of Individuals Covered207
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $662
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $662
Insurance broker organization code?3
Insurance broker nameROBERT WELLE
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336166-01
Policy instance 1
Insurance contract or identification number336166-01
Number of Individuals Covered179
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $239
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $239
Insurance broker organization code?3
Insurance broker nameROBERT WELLE

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