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KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 401k Plan overview

Plan NameKISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P
Plan identification number 001

KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GEO. W. KISTLER, INC. DBA KISTLER O'BRIEN FIRE PROTECTION has sponsored the creation of one or more 401k plans.

Company Name:GEO. W. KISTLER, INC. DBA KISTLER O'BRIEN FIRE PROTECTION
Employer identification number (EIN):231729679
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TOM DERKITS TOM DERKITS2018-07-30
0012016-01-01THOMAS DERKITS THOMAS DERKITS2017-09-08
0012015-01-01THOMAS P DERKITS THOMAS P DERKITS2016-10-17
0012014-01-01TOM DERKITS TOM DERKITS2015-10-14
0012013-01-01THOMAS P DERKITS THOMAS P DERKITS2014-10-13
0012012-01-01THOMAS DERKITS THOMAS DERKITS2013-07-29
0012011-01-01TOM DERKITS
0012010-01-01TOM DERKITS TOM DERKITS2011-10-17
0012009-01-01TOM DERKITS TOM DERKITS2010-10-13

Plan Statistics for KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P

401k plan membership statisitcs for KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P

Measure Date Value
2022: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2022 401k membership
Total participants, beginning-of-year2022-01-01223
Total number of active participants reported on line 7a of the Form 55002022-01-01197
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0140
Total of all active and inactive participants2022-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01238
Number of participants with account balances2022-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0135
2021: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2021 401k membership
Total participants, beginning-of-year2021-01-01181
Total number of active participants reported on line 7a of the Form 55002021-01-01173
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0145
Total of all active and inactive participants2021-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01218
Number of participants with account balances2021-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2020 401k membership
Total participants, beginning-of-year2020-01-01186
Total number of active participants reported on line 7a of the Form 55002020-01-01148
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01174
Number of participants with account balances2020-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2019 401k membership
Total participants, beginning-of-year2019-01-01185
Total number of active participants reported on line 7a of the Form 55002019-01-01149
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01182
Number of participants with account balances2019-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2018 401k membership
Total participants, beginning-of-year2018-01-01178
Total number of active participants reported on line 7a of the Form 55002018-01-01148
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01182
Number of participants with account balances2018-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2017 401k membership
Total participants, beginning-of-year2017-01-01167
Total number of active participants reported on line 7a of the Form 55002017-01-01137
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01170
Number of participants with account balances2017-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2016 401k membership
Total participants, beginning-of-year2016-01-01160
Total number of active participants reported on line 7a of the Form 55002016-01-01137
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01166
Number of participants with account balances2016-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2015 401k membership
Total participants, beginning-of-year2015-01-01155
Total number of active participants reported on line 7a of the Form 55002015-01-01132
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01158
Number of participants with account balances2015-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2014 401k membership
Total participants, beginning-of-year2014-01-01166
Total number of active participants reported on line 7a of the Form 55002014-01-01132
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01154
Number of participants with account balances2014-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2013 401k membership
Total participants, beginning-of-year2013-01-01159
Total number of active participants reported on line 7a of the Form 55002013-01-01132
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01157
Number of participants with account balances2013-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2012 401k membership
Total participants, beginning-of-year2012-01-01155
Total number of active participants reported on line 7a of the Form 55002012-01-01131
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01156
Number of participants with account balances2012-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2011 401k membership
Total participants, beginning-of-year2011-01-01133
Total number of active participants reported on line 7a of the Form 55002011-01-01122
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01150
Number of participants with account balances2011-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2010 401k membership
Total participants, beginning-of-year2010-01-01136
Total number of active participants reported on line 7a of the Form 55002010-01-01128
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01128
Number of participants with account balances2010-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2009 401k membership
Total participants, beginning-of-year2009-01-01151
Total number of active participants reported on line 7a of the Form 55002009-01-01126
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01148
Number of participants with account balances2009-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P

Measure Date Value
2022 : KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-965,905
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$981,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$932,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,103,694
Value of total assets at end of year2022-12-31$11,123,775
Value of total assets at beginning of year2022-12-31$13,070,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$48,353
Total interest from all sources2022-12-31$9,040
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$180,305
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$180,305
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$809,106
Participant contributions at end of year2022-12-31$200,012
Participant contributions at beginning of year2022-12-31$212,736
Participant contributions at end of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,947,189
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,123,775
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,070,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$22,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,668,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,643,418
Interest on participant loans2022-12-31$9,040
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$255,662
Value of interest in common/collective trusts at beginning of year2022-12-31$214,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,269,413
Net investment gain or loss from common/collective trusts2022-12-31$10,469
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$290,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$932,931
Contract administrator fees2022-12-31$25,354
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 name2022-12-31THE GATTUSO GROUP, INC.
Accountancy firm EIN2022-12-31203907569
2021 : KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,826,834
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,156,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,127,870
Value of total corrective distributions2021-12-31$5,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$977,387
Value of total assets at end of year2021-12-31$13,070,964
Value of total assets at beginning of year2021-12-31$11,400,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,004
Total interest from all sources2021-12-31$10,384
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$134,397
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$134,397
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 period2021-12-31Yes
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$671,947
Participant contributions at end of year2021-12-31$212,736
Participant contributions at beginning of year2021-12-31$221,512
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$70,104
Other income not declared elsewhere2021-12-31$3,722
Administrative expenses (other) incurred2021-12-31$2,268
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$1,670,061
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,070,964
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,400,903
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$10,368
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,643,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$482,857
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,696,534
Interest on participant loans2021-12-31$10,384
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$214,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$694,204
Net investment gain/loss from pooled separate accounts2021-12-31$1,003,698
Net investment gain or loss from common/collective trusts2021-12-31$3,042
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$235,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,127,870
Contract administrator fees2021-12-31$10,368
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31THE GATTUSO GROUP, INC.
Accountancy firm EIN2021-12-31203907569
2020 : KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,364,321
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$300,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$285,715
Value of total corrective distributions2020-12-31$7,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$673,125
Value of total assets at end of year2020-12-31$11,400,903
Value of total assets at beginning of year2020-12-31$9,337,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,839
Total interest from all sources2020-12-31$18,813
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$466,120
Participant contributions at end of year2020-12-31$221,512
Participant contributions at beginning of year2020-12-31$184,494
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$33,604
Other income not declared elsewhere2020-12-31$6,112
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$2,063,749
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,400,903
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,337,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$10,696,534
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,600,750
Interest on participant loans2020-12-31$12,331
Interest earned on other investments2020-12-31$6,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$482,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$551,910
Net investment gain/loss from pooled separate accounts2020-12-31$1,666,271
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$173,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$285,715
Contract administrator fees2020-12-31$7,839
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31THE GATTUSO GROUP, INC.
Accountancy firm EIN2020-12-31203907569
2019 : KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,340,919
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$864,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$855,161
Expenses. Certain deemed distributions of participant loans2019-12-31$1,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$633,421
Value of total assets at end of year2019-12-31$9,337,154
Value of total assets at beginning of year2019-12-31$7,860,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,237
Total interest from all sources2019-12-31$16,831
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$455,855
Participant contributions at end of year2019-12-31$184,494
Participant contributions at beginning of year2019-12-31$133,545
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,988
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$1,476,487
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,337,154
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,860,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$8,600,750
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,171,296
Interest on participant loans2019-12-31$8,573
Interest earned on other investments2019-12-31$8,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$551,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$555,826
Net investment gain/loss from pooled separate accounts2019-12-31$1,690,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$162,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$855,161
Contract administrator fees2019-12-31$8,237
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31THE GATTUSO GROUP, INC
Accountancy firm EIN2019-12-31203907569
2018 : KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$174,832
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$388,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$381,235
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$670,504
Value of total assets at end of year2018-12-31$7,860,667
Value of total assets at beginning of year2018-12-31$8,074,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,150
Total interest from all sources2018-12-31$13,762
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$467,352
Participant contributions at end of year2018-12-31$133,545
Participant contributions at beginning of year2018-12-31$131,239
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$36,955
Other income not declared elsewhere2018-12-31$5,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-213,553
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,860,667
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,074,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$7,171,296
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,416,783
Interest on participant loans2018-12-31$5,683
Interest earned on other investments2018-12-31$8,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$555,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$526,198
Net investment gain/loss from pooled separate accounts2018-12-31$-515,234
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$166,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$381,235
Contract administrator fees2018-12-31$7,150
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 name2018-12-31THE GATTUSO GROUP, INC.
Accountancy firm EIN2018-12-31203907569
2017 : KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,730,316
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$456,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$449,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$615,331
Value of total assets at end of year2017-12-31$8,074,220
Value of total assets at beginning of year2017-12-31$6,800,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,718
Total interest from all sources2017-12-31$15,202
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$446,221
Participant contributions at end of year2017-12-31$131,239
Participant contributions at beginning of year2017-12-31$168,599
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,830
Other income not declared elsewhere2017-12-31$5,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,273,993
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,074,220
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,800,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$7,416,783
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,103,069
Interest on participant loans2017-12-31$7,356
Interest earned on other investments2017-12-31$7,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$526,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$528,559
Net investment gain/loss from pooled separate accounts2017-12-31$1,094,083
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$160,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$449,605
Contract administrator fees2017-12-31$6,718
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 name2017-12-31THE GATTUSO GROUP, INC.
Accountancy firm EIN2017-12-31203907569
2016 : KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,033,763
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$252,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$245,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$582,790
Value of total assets at end of year2016-12-31$6,800,227
Value of total assets at beginning of year2016-12-31$6,019,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,852
Total interest from all sources2016-12-31$13,852
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$423,477
Participant contributions at end of year2016-12-31$168,599
Participant contributions at beginning of year2016-12-31$125,716
Other income not declared elsewhere2016-12-31$5,875
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$781,041
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,800,227
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,019,186
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 pooled separate accounts at end of year2016-12-31$6,103,069
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,425,150
Interest on participant loans2016-12-31$6,164
Interest earned on other investments2016-12-31$7,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$528,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$468,320
Net investment gain/loss from pooled separate accounts2016-12-31$431,246
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$159,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$245,870
Contract administrator fees2016-12-31$6,852
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 name2016-12-31THE GATTUSO GROUP, INC.
Accountancy firm EIN2016-12-31203907569
2015 : KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$341,238
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$207,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$200,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$508,814
Value of total assets at end of year2015-12-31$6,019,186
Value of total assets at beginning of year2015-12-31$5,884,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,757
Total interest from all sources2015-12-31$12,223
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$1,000,000
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$374,047
Participant contributions at end of year2015-12-31$125,716
Participant contributions at beginning of year2015-12-31$117,414
Other income not declared elsewhere2015-12-31$5,700
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$134,231
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,019,186
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,884,955
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 pooled separate accounts at end of year2015-12-31$5,425,150
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,282,572
Interest on participant loans2015-12-31$5,167
Interest earned on other investments2015-12-31$7,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$468,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$484,969
Net investment gain/loss from pooled separate accounts2015-12-31$-185,499
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$134,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$200,250
Contract administrator fees2015-12-31$6,757
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 name2015-12-31THE GATTUSO GROUP, INC.
Accountancy firm EIN2015-12-31203907569
2014 : KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$770,087
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$397,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$388,003
Value of total corrective distributions2014-12-31$2,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$511,412
Value of total assets at end of year2014-12-31$5,884,955
Value of total assets at beginning of year2014-12-31$5,512,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,256
Total interest from all sources2014-12-31$12,336
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$1,000,000
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$371,385
Participant contributions at end of year2014-12-31$117,414
Participant contributions at beginning of year2014-12-31$108,794
Other income not declared elsewhere2014-12-31$5,970
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$372,820
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,884,955
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,512,135
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 pooled separate accounts at end of year2014-12-31$5,282,572
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,997,184
Interest on participant loans2014-12-31$5,342
Interest earned on other investments2014-12-31$6,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$484,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$406,157
Net investment gain/loss from pooled separate accounts2014-12-31$240,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$140,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$388,003
Contract administrator fees2014-12-31$7,256
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 name2014-12-31THE GATTUSO GROUP, INC
Accountancy firm EIN2014-12-31203907569
2013 : KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,392,727
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$180,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$173,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$505,929
Value of total assets at end of year2013-12-31$5,512,135
Value of total assets at beginning of year2013-12-31$4,299,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,579
Total interest from all sources2013-12-31$11,706
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$1,000,000
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$368,893
Participant contributions at end of year2013-12-31$108,794
Participant contributions at beginning of year2013-12-31$84,021
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$1,212,702
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,512,135
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,299,433
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 pooled separate accounts at end of year2013-12-31$4,997,184
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,822,470
Interest on participant loans2013-12-31$4,304
Interest earned on other investments2013-12-31$7,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$406,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$392,434
Net investment gain/loss from pooled separate accounts2013-12-31$875,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$137,036
Employer contributions (assets) at beginning of year2013-12-31$508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$173,446
Contract administrator fees2013-12-31$6,579
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31THE GATTUSO GROUP, INC
Accountancy firm EIN2013-12-31203907569
2012 : KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$995,834
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$502,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$495,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$481,044
Value of total assets at end of year2012-12-31$4,299,433
Value of total assets at beginning of year2012-12-31$3,806,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,702
Total interest from all sources2012-12-31$14,065
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
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$357,761
Participant contributions at end of year2012-12-31$84,021
Participant contributions at beginning of year2012-12-31$88,800
Participant contributions at beginning of year2012-12-31$14,407
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$398
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$493,253
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,299,433
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,806,180
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
Value of interest in pooled separate accounts at end of year2012-12-31$3,822,470
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,323,484
Interest on participant loans2012-12-31$4,306
Interest earned on other investments2012-12-31$9,759
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$392,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$374,137
Net investment gain/loss from pooled separate accounts2012-12-31$500,725
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$122,885
Employer contributions (assets) at end of year2012-12-31$508
Employer contributions (assets) at beginning of year2012-12-31$5,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$495,879
Contract administrator fees2012-12-31$6,702
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31THE GATTUSO GROUP, INC
Accountancy firm EIN2012-12-31203907569
2011 : KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$344,066
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$257,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$249,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$499,607
Value of total assets at end of year2011-12-31$3,806,180
Value of total assets at beginning of year2011-12-31$3,719,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,206
Total interest from all sources2011-12-31$12,602
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$317,989
Participant contributions at end of year2011-12-31$88,800
Participant contributions at beginning of year2011-12-31$75,435
Participant contributions at end of year2011-12-31$14,407
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$56,898
Other income not declared elsewhere2011-12-31$6,662
Total non interest bearing cash at beginning of year2011-12-31$773
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$86,275
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,806,180
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,719,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,323,484
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,640,101
Interest on participant loans2011-12-31$4,148
Interest earned on other investments2011-12-31$8,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$374,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,596
Net investment gain/loss from pooled separate accounts2011-12-31$-174,805
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$124,720
Employer contributions (assets) at end of year2011-12-31$5,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$249,585
Contract administrator fees2011-12-31$8,206
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31THE GATTUSO GROUP, INC.
Accountancy firm EIN2011-12-31203907569
2010 : KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$13,646
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$853,271
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$82,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$43,184
Expenses. Certain deemed distributions of participant loans2010-12-31$11,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$407,886
Value of total assets at end of year2010-12-31$3,719,905
Value of total assets at beginning of year2010-12-31$2,935,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27,218
Total interest from all sources2010-12-31$3,912
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$63,454
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$63,454
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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$267,031
Participant contributions at end of year2010-12-31$75,435
Participant contributions at beginning of year2010-12-31$69,291
Participant contributions at beginning of year2010-12-31$9,087
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$32,586
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,094
Total non interest bearing cash at end of year2010-12-31$773
Total non interest bearing cash at beginning of year2010-12-31$731
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$770,988
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,719,905
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,935,271
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
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,849,457
Value of interest in pooled separate accounts at end of year2010-12-31$3,640,101
Interest on participant loans2010-12-31$3,911
Interest earned on other investments2010-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$378,097
Net investment gain/loss from pooled separate accounts2010-12-31$-78
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$108,269
Employer contributions (assets) at beginning of year2010-12-31$3,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$43,184
Contract administrator fees2010-12-31$27,218
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31THE GATTUSO GROUP, INC.
Accountancy firm EIN2010-12-31203907569
2009 : KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P

2022: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 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 - TrustYes
2021: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KISTLER O'BRIEN FIRE PROTECTION EMPLOYEES 401(K) P 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

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067597
Policy instance 1
Insurance contract or identification number067597
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $0
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067597
Policy instance 1
Insurance contract or identification number067597
Number of Individuals Covered174
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067597
Policy instance 1
Insurance contract or identification number067597
Number of Individuals Covered182
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $18,384
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 $18,384
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067597
Policy instance 1
Insurance contract or identification number067597
Number of Individuals Covered182
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $20,859
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 $20,859
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067597
Policy instance 1
Insurance contract or identification number067597
Number of Individuals Covered170
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18,661
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 $18,661
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067597
Policy instance 1
Insurance contract or identification number067597
Number of Individuals Covered158
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,653
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?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 $14,653
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067597
Policy instance 1
Insurance contract or identification number067597
Number of Individuals Covered154
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14,000
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?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 $14,000
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067597
Policy instance 1
Insurance contract or identification number067597
Number of Individuals Covered157
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,187
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?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 $12,187
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067597
Policy instance 1
Insurance contract or identification number067597
Number of Individuals Covered156
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,163
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?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 $10,163
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067597
Policy instance 1
Insurance contract or identification number067597
Number of Individuals Covered150
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,715
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?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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067597
Policy instance 1
Insurance contract or identification number067597
Number of Individuals Covered128
Insurance policy start date2010-06-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $33,129
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?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

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