Logo

PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 401k Plan overview

Plan NamePACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST
Plan identification number 001

PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST Benefits

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

PACIFIC COAST SALES AND SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:PACIFIC COAST SALES AND SERVICE, INC.
Employer identification number (EIN):942940366
NAIC Classification:488990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01DENNIS COONAN2024-07-10
0012021-10-01DENNIS COONAN2023-07-21
0012020-10-01DENNIS COONAN2022-07-15
0012019-10-01MICHAEL WOOD2021-07-15
0012018-10-01MICHAEL J. WOOD2020-04-15
0012017-10-01MICHAEL WOOD2020-02-03
0012016-10-01MICHAEL J. WOOD2019-08-26
0012015-10-01
0012014-10-01JODI LARSON
0012014-10-01JODI LARSON
0012013-10-01JODI LARSON
0012012-10-01MICHAEL WOOD MICHAEL WOOD2014-07-15
0012011-10-01MICHAEL WOOD MICHAEL WOOD2013-08-02
0012009-10-01MICHAEL WOOD MICHAEL WOOD2011-07-13
0012008-10-01

Plan Statistics for PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST

401k plan membership statisitcs for PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST

Measure Date Value
2022: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-10-01182
Total number of active participants reported on line 7a of the Form 55002022-10-01116
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-0157
Total of all active and inactive participants2022-10-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-01173
Number of participants with account balances2022-10-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-013
2021: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-10-01186
Total number of active participants reported on line 7a of the Form 55002021-10-01106
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0175
Total of all active and inactive participants2021-10-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01181
Number of participants with account balances2021-10-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-013
2020: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-10-01193
Total number of active participants reported on line 7a of the Form 55002020-10-01102
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0181
Total of all active and inactive participants2020-10-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01183
Number of participants with account balances2020-10-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-011
2019: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-10-01261
Total number of active participants reported on line 7a of the Form 55002019-10-01183
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0183
Total of all active and inactive participants2019-10-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01266
Number of participants with account balances2019-10-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-014
2018: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-10-01261
Total number of active participants reported on line 7a of the Form 55002018-10-01183
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0182
Total of all active and inactive participants2018-10-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01265
Number of participants with account balances2018-10-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-016
2017: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-10-01267
Total number of active participants reported on line 7a of the Form 55002017-10-01178
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0180
Total of all active and inactive participants2017-10-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01258
Number of participants with account balances2017-10-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-013
2016: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-10-01259
Total number of active participants reported on line 7a of the Form 55002016-10-01194
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0165
Total of all active and inactive participants2016-10-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01259
Number of participants with account balances2016-10-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-014
2015: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-10-01253
Total number of active participants reported on line 7a of the Form 55002015-10-01181
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0168
Total of all active and inactive participants2015-10-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01249
Number of participants with account balances2015-10-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-017
2014: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-10-01257
Total number of active participants reported on line 7a of the Form 55002014-10-01191
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0161
Total of all active and inactive participants2014-10-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01252
Number of participants with account balances2014-10-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-013
2013: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-10-01182
Total number of active participants reported on line 7a of the Form 55002013-10-01159
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0131
Total of all active and inactive participants2013-10-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01190
Number of participants with account balances2013-10-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-011
2012: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-10-01203
Total number of active participants reported on line 7a of the Form 55002012-10-01124
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0183
Total of all active and inactive participants2012-10-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01207
Number of participants with account balances2012-10-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-013
2011: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-10-01202
Total number of active participants reported on line 7a of the Form 55002011-10-01164
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0142
Total of all active and inactive participants2011-10-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01206
Number of participants with account balances2011-10-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-10-01205
Total number of active participants reported on line 7a of the Form 55002009-10-01157
Number of other retired or separated participants entitled to future benefits2009-10-0139
Total of all active and inactive participants2009-10-01196
Total participants2009-10-01196
Number of participants with account balances2009-10-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-011

Financial Data on PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST

Measure Date Value
2023 : PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total income from all sources (including contributions)2023-09-30$3,106,917
Total loss/gain on sale of assets2023-09-30$0
Total of all expenses incurred2023-09-30$1,499,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$1,446,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$1,226,062
Value of total assets at end of year2023-09-30$16,148,595
Value of total assets at beginning of year2023-09-30$14,541,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$53,518
Total interest from all sources2023-09-30$37,796
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$540,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-09-30$540,898
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$1,000,000
If this is an individual account plan, was there a blackout period2023-09-30No
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Contributions received from participants2023-09-30$929,507
Participant contributions at end of year2023-09-30$260,690
Participant contributions at beginning of year2023-09-30$334,219
Participant contributions at end of year2023-09-30$37,197
Participant contributions at beginning of year2023-09-30$28,572
Income. Received or receivable in cash from other sources (including rollovers)2023-09-30$0
Administrative expenses (other) incurred2023-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Value of net income/loss2023-09-30$1,607,019
Value of net assets at end of year (total assets less liabilities)2023-09-30$16,148,595
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$14,541,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-30$14,483,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-30$12,505,876
Interest on participant loans2023-09-30$21,477
Income. Interest from loans (other than to participants)2023-09-30$0
Interest earned on other investments2023-09-30$16,319
Income. Interest from corporate debt instruments2023-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-09-30$1,070,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-09-30$1,385,714
Expenses. Payments to insurance carriers foe the provision of benefits2023-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-30$1,302,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30No
Was there a failure to transmit to the plan any participant contributions2023-09-30Yes
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Contributions received in cash from employer2023-09-30$296,555
Employer contributions (assets) at end of year2023-09-30$296,555
Employer contributions (assets) at beginning of year2023-09-30$287,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$1,446,380
Contract administrator fees2023-09-30$53,518
Did the plan have assets held for investment2023-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30No
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30BPM LLP
Accountancy firm EIN2023-09-30814234542
2022 : PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$6,885
Total income from all sources (including contributions)2022-09-30$-1,752,080
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$989,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$957,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$1,140,834
Value of total assets at end of year2022-09-30$14,541,576
Value of total assets at beginning of year2022-09-30$17,289,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$31,498
Total interest from all sources2022-09-30$15,915
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$1,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$831,823
Participant contributions at end of year2022-09-30$334,219
Participant contributions at beginning of year2022-09-30$318,908
Participant contributions at end of year2022-09-30$28,572
Participant contributions at beginning of year2022-09-30$27,980
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$21,816
Administrative expenses (other) incurred2022-09-30$0
Liabilities. Value of operating payables at beginning of year2022-09-30$6,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-2,741,537
Value of net assets at end of year (total assets less liabilities)2022-09-30$14,541,576
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$17,283,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$12,505,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$14,951,622
Interest on participant loans2022-09-30$15,915
Income. Interest from loans (other than to participants)2022-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$1,385,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$1,750,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-2,908,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30Yes
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$287,195
Employer contributions (assets) at end of year2022-09-30$287,195
Employer contributions (assets) at beginning of year2022-09-30$241,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$957,959
Contract administrator fees2022-09-30$31,498
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30BPM LLP
Accountancy firm EIN2022-09-30814234542
2021 : PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$6,885
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$5,952
Total income from all sources (including contributions)2021-09-30$4,483,671
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$1,782,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$1,750,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$1,421,673
Value of total assets at end of year2021-09-30$17,289,998
Value of total assets at beginning of year2021-09-30$14,588,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$31,668
Total interest from all sources2021-09-30$12,080
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$451,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$451,359
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$1,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$814,418
Participant contributions at end of year2021-09-30$318,908
Participant contributions at beginning of year2021-09-30$263,771
Participant contributions at end of year2021-09-30$27,980
Participant contributions at beginning of year2021-09-30$27,758
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$365,806
Administrative expenses (other) incurred2021-09-30$0
Liabilities. Value of operating payables at end of year2021-09-30$6,885
Liabilities. Value of operating payables at beginning of year2021-09-30$5,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$2,701,055
Value of net assets at end of year (total assets less liabilities)2021-09-30$17,283,113
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$14,582,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$14,951,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$12,467,424
Interest on participant loans2021-09-30$12,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$1,750,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$1,584,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$2,598,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30Yes
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$241,449
Employer contributions (assets) at end of year2021-09-30$241,449
Employer contributions (assets) at beginning of year2021-09-30$245,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$1,750,948
Contract administrator fees2021-09-30$31,668
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30BPM LLP
Accountancy firm EIN2021-09-30814234542
2020 : PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$5,952
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$2,081,085
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$386,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$336,359
Expenses. Certain deemed distributions of participant loans2020-09-30$16,179
Value of total corrective distributions2020-09-30$5,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$978,734
Value of total assets at end of year2020-09-30$14,588,010
Value of total assets at beginning of year2020-09-30$12,887,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$28,112
Total interest from all sources2020-09-30$21,847
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$446,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$446,567
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$1,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$729,750
Participant contributions at end of year2020-09-30$263,771
Participant contributions at beginning of year2020-09-30$370,364
Participant contributions at end of year2020-09-30$27,758
Participant contributions at beginning of year2020-09-30$21,106
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$3,932
Administrative expenses (other) incurred2020-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$1,694,483
Value of net assets at end of year (total assets less liabilities)2020-09-30$14,582,058
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$12,887,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$12,467,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$10,852,927
Interest on participant loans2020-09-30$21,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$1,584,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$1,360,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$633,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30Yes
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$245,052
Employer contributions (assets) at end of year2020-09-30$245,052
Employer contributions (assets) at beginning of year2020-09-30$282,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$336,359
Contract administrator fees2020-09-30$28,112
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Liabilities. Value of acquisition indebtedness at end of year2020-09-30$5,952
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30BPM LLP
Accountancy firm EIN2020-09-30814234542
2019 : PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$1,239,750
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$904,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$807,654
Expenses. Certain deemed distributions of participant loans2019-09-30$72,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$940,023
Value of total assets at end of year2019-09-30$12,887,575
Value of total assets at beginning of year2019-09-30$12,552,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$24,158
Total interest from all sources2019-09-30$788,138
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$657,228
Participant contributions at end of year2019-09-30$370,364
Participant contributions at beginning of year2019-09-30$427,942
Participant contributions at end of year2019-09-30$21,106
Participant contributions at beginning of year2019-09-30$40,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$335,000
Value of net assets at end of year (total assets less liabilities)2019-09-30$12,887,575
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$12,552,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$10,852,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$10,719,050
Interest on participant loans2019-09-30$16,946
Interest earned on other investments2019-09-30$771,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$1,360,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$1,143,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-488,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$282,795
Employer contributions (assets) at end of year2019-09-30$282,795
Employer contributions (assets) at beginning of year2019-09-30$221,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$807,654
Contract administrator fees2019-09-30$24,158
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30BPM LLP
Accountancy firm EIN2019-09-30814234542
2018 : PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$2,095,056
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$1,759,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$1,741,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$995,095
Value of total assets at end of year2018-09-30$12,552,575
Value of total assets at beginning of year2018-09-30$12,216,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$17,361
Total interest from all sources2018-09-30$19,994
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$707,208
Participant contributions at end of year2018-09-30$427,942
Participant contributions at beginning of year2018-09-30$447,423
Participant contributions at end of year2018-09-30$40,761
Participant contributions at beginning of year2018-09-30$23,668
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$66,782
Administrative expenses (other) incurred2018-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$335,697
Value of net assets at end of year (total assets less liabilities)2018-09-30$12,552,575
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$12,216,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$10,719,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$10,588,571
Interest on participant loans2018-09-30$19,994
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$2,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$2,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$1,143,717
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$989,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$1,079,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30Yes
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$221,105
Employer contributions (assets) at end of year2018-09-30$221,105
Employer contributions (assets) at beginning of year2018-09-30$164,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$1,741,998
Contract administrator fees2018-09-30$17,361
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30BPM LLP
Accountancy firm EIN2018-09-30814234542
2017 : PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$2,449,758
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$3,076,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$3,063,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$835,447
Value of total assets at end of year2017-09-30$12,216,878
Value of total assets at beginning of year2017-09-30$12,843,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$13,580
Total interest from all sources2017-09-30$35,521
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$1,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$670,924
Participant contributions at end of year2017-09-30$447,423
Participant contributions at beginning of year2017-09-30$490,325
Participant contributions at end of year2017-09-30$23,668
Participant contributions at beginning of year2017-09-30$23,649
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$-627,059
Value of net assets at end of year (total assets less liabilities)2017-09-30$12,216,878
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$12,843,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$10,588,571
Value of interest in pooled separate accounts at end of year2017-09-30$0
Value of interest in pooled separate accounts at beginning of year2017-09-30$12,023,322
Interest on participant loans2017-09-30$21,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$2,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$13,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$989,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$1,578,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30Yes
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$164,523
Employer contributions (assets) at end of year2017-09-30$164,523
Employer contributions (assets) at beginning of year2017-09-30$306,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$3,063,237
Contract administrator fees2017-09-30$13,580
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30BPM LLP
Accountancy firm EIN2017-09-30814234542
2016 : PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$2,251,566
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$2,186,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$2,170,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$995,513
Value of total assets at end of year2016-09-30$12,843,937
Value of total assets at beginning of year2016-09-30$12,778,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$15,551
Total interest from all sources2016-09-30$49,291
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$688,650
Participant contributions at end of year2016-09-30$490,325
Participant contributions at beginning of year2016-09-30$468,139
Participant contributions at end of year2016-09-30$23,649
Participant contributions at beginning of year2016-09-30$25,180
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$0
Administrative expenses (other) incurred2016-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$65,405
Value of net assets at end of year (total assets less liabilities)2016-09-30$12,843,937
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$12,778,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in pooled separate accounts at end of year2016-09-30$12,023,322
Value of interest in pooled separate accounts at beginning of year2016-09-30$12,126,561
Interest on participant loans2016-09-30$30,616
Interest earned on other investments2016-09-30$18,675
Net investment gain/loss from pooled separate accounts2016-09-30$1,206,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$306,863
Employer contributions (assets) at end of year2016-09-30$306,641
Employer contributions (assets) at beginning of year2016-09-30$158,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$2,170,610
Contract administrator fees2016-09-30$15,551
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-09-30431947695
2015 : PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$7,936
Total income from all sources (including contributions)2015-09-30$800,793
Total of all expenses incurred2015-09-30$669,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$669,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$896,383
Value of total assets at end of year2015-09-30$12,778,532
Value of total assets at beginning of year2015-09-30$12,654,965
Total interest from all sources2015-09-30$22,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$737,731
Participant contributions at end of year2015-09-30$468,139
Participant contributions at beginning of year2015-09-30$444,136
Participant contributions at end of year2015-09-30$25,180
Participant contributions at beginning of year2015-09-30$22,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$7,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$131,503
Value of net assets at end of year (total assets less liabilities)2015-09-30$12,778,532
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$12,647,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in pooled separate accounts at end of year2015-09-30$12,126,561
Value of interest in pooled separate accounts at beginning of year2015-09-30$10,360,020
Interest on participant loans2015-09-30$22,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$1,755,518
Net investment gain/loss from pooled separate accounts2015-09-30$-118,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$158,652
Employer contributions (assets) at end of year2015-09-30$158,652
Employer contributions (assets) at beginning of year2015-09-30$73,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$669,290
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-09-30431947695
2014 : PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$7,936
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$1,913
Total income from all sources (including contributions)2014-09-30$1,890,976
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$781,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$770,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$794,737
Value of total assets at end of year2014-09-30$12,654,965
Value of total assets at beginning of year2014-09-30$11,539,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$11,147
Total interest from all sources2014-09-30$25,120
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Administrative expenses professional fees incurred2014-09-30$11,147
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$721,658
Participant contributions at end of year2014-09-30$444,136
Participant contributions at beginning of year2014-09-30$411,490
Participant contributions at end of year2014-09-30$22,212
Participant contributions at beginning of year2014-09-30$25,828
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$7,936
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$1,913
Administrative expenses (other) incurred2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$1,109,327
Value of net assets at end of year (total assets less liabilities)2014-09-30$12,647,029
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$11,537,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in pooled separate accounts at end of year2014-09-30$10,360,020
Value of interest in pooled separate accounts at beginning of year2014-09-30$9,455,657
Interest on participant loans2014-09-30$25,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$1,755,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$1,375,980
Net investment gain/loss from pooled separate accounts2014-09-30$1,071,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$73,079
Employer contributions (assets) at end of year2014-09-30$73,079
Employer contributions (assets) at beginning of year2014-09-30$270,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$770,502
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-09-30431947695
2013 : PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$1,913
Total income from all sources (including contributions)2013-09-30$2,373,003
Total of all expenses incurred2013-09-30$337,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$321,918
Value of total corrective distributions2013-09-30$5,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$927,235
Value of total assets at end of year2013-09-30$11,539,615
Value of total assets at beginning of year2013-09-30$9,501,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$9,239
Total interest from all sources2013-09-30$42,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$614,915
Participant contributions at end of year2013-09-30$411,490
Participant contributions at beginning of year2013-09-30$413,777
Participant contributions at end of year2013-09-30$25,828
Participant contributions at beginning of year2013-09-30$22,113
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$48,590
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$1,913
Administrative expenses (other) incurred2013-09-30$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Income. Non cash contributions2013-09-30$263,730
Value of net income/loss2013-09-30$2,035,972
Value of net assets at end of year (total assets less liabilities)2013-09-30$11,537,702
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$9,501,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$6,614
Value of interest in pooled separate accounts at end of year2013-09-30$9,455,657
Value of interest in pooled separate accounts at beginning of year2013-09-30$7,607,647
Interest on participant loans2013-09-30$24,172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$18,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$1,375,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$1,329,133
Net investment gain/loss from pooled separate accounts2013-09-30$1,403,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30Yes
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Employer contributions (assets) at end of year2013-09-30$270,660
Employer contributions (assets) at beginning of year2013-09-30$129,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$321,918
Contract administrator fees2013-09-30$2,475
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-09-30431947695
2012 : PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$2,124,012
Total of all expenses incurred2012-09-30$492,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$486,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$767,838
Value of total assets at end of year2012-09-30$9,501,730
Value of total assets at beginning of year2012-09-30$7,870,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$6,306
Total interest from all sources2012-09-30$43,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Administrative expenses professional fees incurred2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$640,542
Participant contributions at end of year2012-09-30$413,777
Participant contributions at beginning of year2012-09-30$390,152
Participant contributions at end of year2012-09-30$22,113
Participant contributions at beginning of year2012-09-30$21,992
Other income not declared elsewhere2012-09-30$41
Administrative expenses (other) incurred2012-09-30$95
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$1,631,492
Value of net assets at end of year (total assets less liabilities)2012-09-30$9,501,730
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$7,870,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$4,511
Value of interest in pooled separate accounts at end of year2012-09-30$7,607,647
Value of interest in pooled separate accounts at beginning of year2012-09-30$6,254,748
Interest on participant loans2012-09-30$23,469
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$20,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$1,329,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$1,054,782
Net investment gain/loss from pooled separate accounts2012-09-30$1,312,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30Yes
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$127,296
Employer contributions (assets) at end of year2012-09-30$129,060
Employer contributions (assets) at beginning of year2012-09-30$148,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$486,214
Contract administrator fees2012-09-30$1,700
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2012-09-30431947695
2011 : PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$1,028
Total income from all sources (including contributions)2011-09-30$620,512
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$342,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$325,153
Value of total corrective distributions2011-09-30$10,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$819,926
Value of total assets at end of year2011-09-30$7,870,239
Value of total assets at beginning of year2011-09-30$7,593,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$6,411
Total interest from all sources2011-09-30$47,494
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$631,502
Participant contributions at end of year2011-09-30$390,152
Participant contributions at beginning of year2011-09-30$414,534
Participant contributions at end of year2011-09-30$21,992
Participant contributions at beginning of year2011-09-30$21,623
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$40,814
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$1,028
Other income not declared elsewhere2011-09-30$-749
Administrative expenses (other) incurred2011-09-30$215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$277,987
Value of net assets at end of year (total assets less liabilities)2011-09-30$7,870,239
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$7,592,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$4,096
Interest on participant loans2011-09-30$25,225
Value of interest in common/collective trusts at end of year2011-09-30$6,254,748
Value of interest in common/collective trusts at beginning of year2011-09-30$6,150,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$1,054,783
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$885,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$885,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$22,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$1,054,782
Net investment gain or loss from common/collective trusts2011-09-30$-246,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30Yes
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$147,610
Employer contributions (assets) at end of year2011-09-30$148,564
Employer contributions (assets) at beginning of year2011-09-30$120,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$325,153
Contract administrator fees2011-09-30$2,100
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2011-09-30431947695

Form 5500 Responses for PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST

2022: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement – InsuranceYes
2022-10-01Plan benefit arrangement - TrustYes
2021: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: PACIFIC COAST SALES & SERVICE, INC. 401-K PLAN AND TRUST 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedYes
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92197-01
Policy instance 1
Insurance contract or identification number92197-01
Number of Individuals Covered60
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Total amount of commissions paid to insurance brokerUSD $61,429
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $24,891
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR
Insurance broker organization code?7
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92197-01
Policy instance 1
Insurance contract or identification number92197-01
Number of Individuals Covered71
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92197-01
Policy instance 1
Insurance contract or identification number92197-01
Number of Individuals Covered74
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92197-01
Policy instance 1
Insurance contract or identification number92197-01
Number of Individuals Covered81
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92197-01
Policy instance 1
Insurance contract or identification number92197-01
Number of Individuals Covered64
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $1,944
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,944
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92197-01
Policy instance 1
Insurance contract or identification number92197-01
Number of Individuals Covered58
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $2,285
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92197-01
Policy instance 1
Insurance contract or identification number92197-01
Number of Individuals Covered51
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker organization code?7
Insurance broker nameRANDOLPH BREAUX
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92197-01
Policy instance 1
Insurance contract or identification number92197-01
Number of Individuals Covered51
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $3,439
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
Commission paid to Insurance BrokerUSD $3,439
Insurance broker organization code?7
Insurance broker nameRANDOLPH BREAUX
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92197-01
Policy instance 1
Insurance contract or identification number92197-01
Number of Individuals Covered144
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $19,674
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $19,674
Insurance broker organization code?3
Insurance broker nameRANDOLPH BREAUX
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number92197-01
Policy instance 1
Insurance contract or identification number92197-01
Number of Individuals Covered142
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $19,551
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1