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| Plan Name | POWELLS SALES & SERVICE SALARY SAVINGS PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | POWELLS SALES & SERVICE |
| Employer identification number (EIN): | 232938594 |
| NAIC Classification: | 236110 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | TAMMY BRENNAN | 2024-07-17 | TAMMY BRENNAN | 2024-07-17 |
| 001 | 2022-01-01 | TAMMY BRENNAN | 2024-07-17 | ||
| 001 | 2021-01-01 | ANNETTE BOROSKY | 2022-10-13 | ANNETTE BOROSKY | 2022-10-13 |
| 001 | 2020-01-01 | ANNETTE BOROSKY | 2021-10-15 | ANNETTE BOROSKY | 2021-10-15 |
| 001 | 2019-01-01 | KENNETH POWELL | 2020-10-13 | PEGGIE PEET | 2020-10-13 |
| 001 | 2018-01-01 | PEGGIE L. PEET | 2019-10-03 | ||
| 001 | 2017-01-01 | KEN POWELL | 2018-06-12 | KEN POWELL | 2018-06-12 |
| 001 | 2016-01-01 | KEN POWELL | 2017-06-14 | ||
| 001 | 2015-01-01 | KEN POWELL | 2016-07-14 | ||
| 001 | 2014-01-01 | KEN POWELL | |||
| 001 | 2013-01-01 | KEN POWELL | 2014-09-24 | ||
| 001 | 2012-01-01 | KEN POWELL | 2013-05-17 | ||
| 001 | 2011-01-01 | KEN POWELL | 2012-04-12 | ||
| 001 | 2010-01-01 | KEN POWELL | 2011-05-06 |
| Measure | Date | Value |
|---|---|---|
| 2014: POWELLS SALES & SERVICE SALARY SAVINGS PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 24 |
| Number of participants with account balances | 2014-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2014 : POWELLS SALES & SERVICE SALARY SAVINGS PLAN 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $282,080 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $97,152 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $97,127 |
| Total plan assets at end of year | 2014-12-31 | $2,293,787 |
| Total plan assets at beginning of year | 2014-12-31 | $2,108,859 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $94,789 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $25 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $131,560 |
| Net income (gross income less expenses) | 2014-12-31 | $184,928 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,293,787 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,108,859 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $55,731 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2014: POWELLS SALES & SERVICE SALARY SAVINGS PLAN 2014 form 5500 responses | ||
|---|---|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | GA-833669 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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