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STAGNARO DISTRIBUTING 401(K) PLAN 401k Plan overview

Plan NameSTAGNARO DISTRIBUTING 401(K) PLAN
Plan identification number 001

STAGNARO DISTRIBUTING 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STAGNARO HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:STAGNARO HOLDINGS, INC.
Employer identification number (EIN):271822334
NAIC Classification:424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STAGNARO DISTRIBUTING 401(K) PLAN

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
0012017-01-01CHAD KAMSTRA
0012016-01-01CHAD KAMSTRA
0012015-01-01CHAD KAMSTRA
0012014-01-01CHAD KAMSTRA
0012013-01-01CHAD KAMSTRA
0012012-01-01CHAD KAMSTRA
0012011-01-01CHAD KAMSTRA
0012010-01-01GREG KUNTZ

Plan Statistics for STAGNARO DISTRIBUTING 401(K) PLAN

401k plan membership statisitcs for STAGNARO DISTRIBUTING 401(K) PLAN

Measure Date Value
2022: STAGNARO DISTRIBUTING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01245
Total number of active participants reported on line 7a of the Form 55002022-01-01195
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0167
Total of all active and inactive participants2022-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01262
Number of participants with account balances2022-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: STAGNARO DISTRIBUTING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01229
Total number of active participants reported on line 7a of the Form 55002021-01-01183
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0153
Total of all active and inactive participants2021-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01236
Number of participants with account balances2021-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STAGNARO DISTRIBUTING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01239
Total number of active participants reported on line 7a of the Form 55002020-01-01177
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01223
Number of participants with account balances2020-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STAGNARO DISTRIBUTING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01234
Total number of active participants reported on line 7a of the Form 55002019-01-01183
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01233
Number of participants with account balances2019-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STAGNARO DISTRIBUTING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01278
Total number of active participants reported on line 7a of the Form 55002018-01-01177
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01231
Number of participants with account balances2018-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STAGNARO DISTRIBUTING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01268
Total number of active participants reported on line 7a of the Form 55002017-01-01177
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0183
Total of all active and inactive participants2017-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01260
Number of participants with account balances2017-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STAGNARO DISTRIBUTING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01219
Total number of active participants reported on line 7a of the Form 55002016-01-01181
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01211
Number of participants with account balances2016-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STAGNARO DISTRIBUTING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01239
Total number of active participants reported on line 7a of the Form 55002015-01-01183
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01214
Number of participants with account balances2015-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STAGNARO DISTRIBUTING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01206
Total number of active participants reported on line 7a of the Form 55002014-01-01175
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01201
Number of participants with account balances2014-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STAGNARO DISTRIBUTING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01200
Total number of active participants reported on line 7a of the Form 55002013-01-01165
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01189
Number of participants with account balances2013-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STAGNARO DISTRIBUTING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01182
Total number of active participants reported on line 7a of the Form 55002012-01-01172
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 participants2012-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01196
Number of participants with account balances2012-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STAGNARO DISTRIBUTING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01178
Total number of active participants reported on line 7a of the Form 55002011-01-01170
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01182
Number of participants with account balances2011-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: STAGNARO DISTRIBUTING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01171
Total number of active participants reported on line 7a of the Form 55002010-01-01165
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01176
Number of participants with account balances2010-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on STAGNARO DISTRIBUTING 401(K) PLAN

Measure Date Value
2022 : STAGNARO DISTRIBUTING 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-649,664
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$141,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$112,034
Expenses. Certain deemed distributions of participant loans2022-12-31$-6,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,012,756
Value of total assets at end of year2022-12-31$9,418,838
Value of total assets at beginning of year2022-12-31$10,209,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,146
Total interest from all sources2022-12-31$5,559
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$49,044
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$49,044
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$667,758
Participant contributions at end of year2022-12-31$141,117
Participant contributions at beginning of year2022-12-31$77,522
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$408
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$143,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-790,796
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,418,838
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,209,634
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$14,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,011,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,173,416
Value of interest in pooled separate accounts at end of year2022-12-31$1,060,263
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,167,348
Interest on participant loans2022-12-31$3,613
Interest earned on other investments2022-12-31$1,946
Value of interest in common/collective trusts at end of year2022-12-31$6,013,533
Value of interest in common/collective trusts at beginning of year2022-12-31$6,600,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$192,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$189,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-336,620
Net investment gain/loss from pooled separate accounts2022-12-31$-184,812
Net investment gain or loss from common/collective trusts2022-12-31$-1,195,591
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$201,185
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$112,034
Contract administrator fees2022-12-31$20,147
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 name2022-12-31CASSADY SCHILLER & ASSOCIATES, INC
Accountancy firm EIN2022-12-31311311065
2021 : STAGNARO DISTRIBUTING 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,037,876
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$227,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$185,187
Expenses. Certain deemed distributions of participant loans2021-12-31$6,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$791,036
Value of total assets at end of year2021-12-31$10,209,634
Value of total assets at beginning of year2021-12-31$8,399,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$35,998
Total interest from all sources2021-12-31$4,835
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$36,748
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$36,748
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$607,990
Participant contributions at end of year2021-12-31$77,522
Participant contributions at beginning of year2021-12-31$52,631
Participant contributions at end of year2021-12-31$408
Participant contributions at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,809,974
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,209,634
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,399,660
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$19,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,173,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,727,549
Value of interest in pooled separate accounts at end of year2021-12-31$1,167,348
Value of interest in pooled separate accounts at beginning of year2021-12-31$960,220
Interest on participant loans2021-12-31$3,223
Interest earned on other investments2021-12-31$1,612
Value of interest in common/collective trusts at end of year2021-12-31$6,600,867
Value of interest in common/collective trusts at beginning of year2021-12-31$5,506,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$189,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$152,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$233,640
Net investment gain/loss from pooled separate accounts2021-12-31$183,736
Net investment gain or loss from common/collective trusts2021-12-31$787,881
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$183,046
Employer contributions (assets) at end of year2021-12-31$122
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$185,187
Contract administrator fees2021-12-31$16,146
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 name2021-12-31CASSADY SCHILLER & ASSOCIATES, INC
Accountancy firm EIN2021-12-31311311065
2020 : STAGNARO DISTRIBUTING 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,760,601
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$333,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$291,954
Expenses. Certain deemed distributions of participant loans2020-12-31$8,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$726,992
Value of total assets at end of year2020-12-31$8,399,660
Value of total assets at beginning of year2020-12-31$6,972,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$32,979
Total interest from all sources2020-12-31$4,359
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$31,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$31,340
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$558,007
Participant contributions at end of year2020-12-31$52,631
Participant contributions at beginning of year2020-12-31$65,644
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,427,221
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,399,660
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,972,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$19,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,727,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,423,259
Value of interest in pooled separate accounts at end of year2020-12-31$960,220
Value of interest in pooled separate accounts at beginning of year2020-12-31$759,668
Interest on participant loans2020-12-31$2,714
Interest earned on other investments2020-12-31$1,645
Value of interest in common/collective trusts at end of year2020-12-31$5,506,636
Value of interest in common/collective trusts at beginning of year2020-12-31$4,590,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$152,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$133,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$185,663
Net investment gain/loss from pooled separate accounts2020-12-31$120,212
Net investment gain or loss from common/collective trusts2020-12-31$692,035
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$168,985
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$291,954
Contract administrator fees2020-12-31$13,259
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 name2020-12-31CASSADY SCHILLER & ASSOCIATES, INC
Accountancy firm EIN2020-12-31311311065
2019 : STAGNARO DISTRIBUTING 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,885,394
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$474,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$433,028
Expenses. Certain deemed distributions of participant loans2019-12-31$8,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$672,788
Value of total assets at end of year2019-12-31$6,972,439
Value of total assets at beginning of year2019-12-31$5,561,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,869
Total interest from all sources2019-12-31$2,121
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$119,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$119,986
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$504,600
Participant contributions at end of year2019-12-31$65,644
Participant contributions at beginning of year2019-12-31$56,517
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$16,807
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$1,410,819
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,972,439
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,561,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$19,688
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,423,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,025,346
Value of interest in pooled separate accounts at end of year2019-12-31$759,668
Value of interest in pooled separate accounts at beginning of year2019-12-31$556,106
Interest on participant loans2019-12-31$2,121
Value of interest in common/collective trusts at end of year2019-12-31$4,590,642
Value of interest in common/collective trusts at beginning of year2019-12-31$3,815,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$133,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$107,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$153,125
Net investment gain/loss from pooled separate accounts2019-12-31$140,606
Net investment gain or loss from common/collective trusts2019-12-31$796,768
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$151,381
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$433,028
Contract administrator fees2019-12-31$13,181
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 name2019-12-31CASSADY SCHILLER & ASSOCIATES, INC
Accountancy firm EIN2019-12-31311311065
2018 : STAGNARO DISTRIBUTING 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$148,289
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$517,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$479,658
Expenses. Certain deemed distributions of participant loans2018-12-31$4,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$627,239
Value of total assets at end of year2018-12-31$5,561,620
Value of total assets at beginning of year2018-12-31$5,930,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$33,281
Total interest from all sources2018-12-31$2,486
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$107,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$107,160
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$485,702
Participant contributions at end of year2018-12-31$56,517
Participant contributions at beginning of year2018-12-31$65,167
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$17,677
Other income not declared elsewhere2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-369,152
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,561,620
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,930,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$19,666
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,025,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$968,624
Value of interest in pooled separate accounts at end of year2018-12-31$556,106
Value of interest in pooled separate accounts at beginning of year2018-12-31$751,512
Interest on participant loans2018-12-31$2,486
Interest earned on other investments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$3,815,947
Value of interest in common/collective trusts at beginning of year2018-12-31$3,998,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$107,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$95,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-180,766
Net investment gain/loss from pooled separate accounts2018-12-31$-72,068
Net investment gain or loss from common/collective trusts2018-12-31$-335,762
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$141,537
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$33,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$479,658
Contract administrator fees2018-12-31$13,615
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 name2018-12-31CASSADY SCHILLER & ASSOCIATES, INC
Accountancy firm EIN2018-12-31311311065
2017 : STAGNARO DISTRIBUTING 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,451,000
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$915,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$893,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$613,484
Value of total assets at end of year2017-12-31$5,930,772
Value of total assets at beginning of year2017-12-31$5,395,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,561
Total interest from all sources2017-12-31$2,782
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$69,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$69,755
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$417,283
Participant contributions at end of year2017-12-31$65,167
Participant contributions at beginning of year2017-12-31$98,229
Participant contributions at end of year2017-12-31$17,677
Participant contributions at beginning of year2017-12-31$12,857
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$45,519
Other income not declared elsewhere2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$535,188
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,930,772
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,395,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$11,181
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$968,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$847,846
Value of interest in pooled separate accounts at end of year2017-12-31$751,512
Value of interest in pooled separate accounts at beginning of year2017-12-31$444,676
Interest on participant loans2017-12-31$2,782
Value of interest in common/collective trusts at end of year2017-12-31$3,998,774
Value of interest in common/collective trusts at beginning of year2017-12-31$3,752,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$95,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$205,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$73,979
Net investment gain/loss from pooled separate accounts2017-12-31$120,607
Net investment gain or loss from common/collective trusts2017-12-31$570,393
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$150,682
Employer contributions (assets) at end of year2017-12-31$33,776
Employer contributions (assets) at beginning of year2017-12-31$33,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$893,251
Contract administrator fees2017-12-31$11,380
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 name2017-12-31CASSADY SCHILLER & ASSOCIATES, INC
Accountancy firm EIN2017-12-31311311065
2016 : STAGNARO DISTRIBUTING 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$929,838
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$537,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$510,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$538,348
Value of total assets at end of year2016-12-31$5,395,584
Value of total assets at beginning of year2016-12-31$5,003,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,638
Total interest from all sources2016-12-31$2,531
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$30,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$30,511
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$391,302
Participant contributions at end of year2016-12-31$98,229
Participant contributions at beginning of year2016-12-31$41,013
Participant contributions at end of year2016-12-31$12,857
Participant contributions at beginning of year2016-12-31$13,702
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$392,026
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,395,584
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,003,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$847,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$797,023
Value of interest in pooled separate accounts at end of year2016-12-31$444,676
Value of interest in pooled separate accounts at beginning of year2016-12-31$264,175
Interest on participant loans2016-12-31$2,531
Interest earned on other investments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$3,752,835
Value of interest in common/collective trusts at beginning of year2016-12-31$3,718,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$205,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$165,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$43,281
Net investment gain/loss from pooled separate accounts2016-12-31$63,690
Net investment gain or loss from common/collective trusts2016-12-31$251,477
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$147,046
Employer contributions (assets) at end of year2016-12-31$33,573
Employer contributions (assets) at beginning of year2016-12-31$4,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$510,174
Contract administrator fees2016-12-31$7,638
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 name2016-12-31CASSADY SCHILLER & ASSOCIATES, INC
Accountancy firm EIN2016-12-31311311065
2015 : STAGNARO DISTRIBUTING 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$524,599
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$204,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$197,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$604,941
Value of total assets at end of year2015-12-31$5,003,558
Value of total assets at beginning of year2015-12-31$4,683,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,554
Total interest from all sources2015-12-31$3,053
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$37,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$37,018
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$392,070
Participant contributions at end of year2015-12-31$41,013
Participant contributions at beginning of year2015-12-31$31,421
Participant contributions at end of year2015-12-31$4,093
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$95,251
Other income not declared elsewhere2015-12-31$900
Administrative expenses (other) incurred2015-12-31$6,554
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$320,165
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,003,558
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,683,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$797,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$723,423
Value of interest in pooled separate accounts at end of year2015-12-31$264,175
Value of interest in pooled separate accounts at beginning of year2015-12-31$236,703
Interest on participant loans2015-12-31$1,025
Interest earned on other investments2015-12-31$2,028
Value of interest in common/collective trusts at end of year2015-12-31$3,718,199
Value of interest in common/collective trusts at beginning of year2015-12-31$3,542,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$165,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$149,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-65,669
Net investment gain/loss from pooled separate accounts2015-12-31$-3,280
Net investment gain or loss from common/collective trusts2015-12-31$-52,364
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$117,620
Employer contributions (assets) at end of year2015-12-31$13,702
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$197,880
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 name2015-12-31CASSADY SCHILLER & ASSOCIATES, INC
Accountancy firm EIN2015-12-31311311065
2014 : STAGNARO DISTRIBUTING 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$715,568
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$545,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$539,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$466,466
Value of total assets at end of year2014-12-31$4,683,393
Value of total assets at beginning of year2014-12-31$4,513,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,346
Total interest from all sources2014-12-31$991
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$49,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$49,527
Administrative expenses professional fees incurred2014-12-31$520
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$351,576
Participant contributions at end of year2014-12-31$31,421
Participant contributions at beginning of year2014-12-31$33,579
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,270
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$169,610
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,683,393
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,513,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$723,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$556,388
Value of interest in pooled separate accounts at end of year2014-12-31$236,703
Value of interest in pooled separate accounts at beginning of year2014-12-31$175,569
Interest on participant loans2014-12-31$991
Value of interest in common/collective trusts at end of year2014-12-31$3,542,229
Value of interest in common/collective trusts at beginning of year2014-12-31$3,333,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$149,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$415,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-28,725
Net investment gain/loss from pooled separate accounts2014-12-31$21,638
Net investment gain or loss from common/collective trusts2014-12-31$205,671
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$102,620
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$539,612
Contract administrator fees2014-12-31$5,826
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 name2014-12-31CASSADY SCHILLER & ASSOCIATES, INC
Accountancy firm EIN2014-12-31311311065
2013 : STAGNARO DISTRIBUTING 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,183,051
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$245,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$232,495
Value of total corrective distributions2013-12-31$7,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$581,681
Value of total assets at end of year2013-12-31$4,513,783
Value of total assets at beginning of year2013-12-31$3,575,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,671
Total interest from all sources2013-12-31$1,187
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
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$400
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$322,632
Participant contributions at end of year2013-12-31$33,579
Participant contributions at beginning of year2013-12-31$66,786
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$12,165
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$162,259
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$938,028
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,513,783
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,575,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$556,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$241,336
Value of interest in pooled separate accounts at end of year2013-12-31$175,569
Value of interest in pooled separate accounts at beginning of year2013-12-31$34,255
Interest on participant loans2013-12-31$1,187
Interest earned on other investments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$3,333,218
Value of interest in common/collective trusts at beginning of year2013-12-31$3,032,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$415,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$185,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$87,378
Net investment gain/loss from pooled separate accounts2013-12-31$37,439
Net investment gain or loss from common/collective trusts2013-12-31$475,366
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$96,790
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$3,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$232,495
Contract administrator fees2013-12-31$4,271
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 name2013-12-31CASSADY SCHILLER & ASSOCIATES, INC
Accountancy firm EIN2013-12-31311311065
2012 : STAGNARO DISTRIBUTING 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$682,586
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$34,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$26,324
Value of total corrective distributions2012-12-31$6,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$394,772
Value of total assets at end of year2012-12-31$3,575,755
Value of total assets at beginning of year2012-12-31$2,927,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,107
Total interest from all sources2012-12-31$2,118
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$296,678
Participant contributions at end of year2012-12-31$66,786
Participant contributions at beginning of year2012-12-31$75,346
Participant contributions at end of year2012-12-31$12,165
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,090
Other income not declared elsewhere2012-12-31$2,729
Administrative expenses (other) incurred2012-12-31$2,107
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$648,056
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,575,755
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,927,699
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$241,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$34,255
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,831,990
Interest on participant loans2012-12-31$2,118
Value of interest in common/collective trusts at end of year2012-12-31$3,032,442
Value of interest in common/collective trusts at beginning of year2012-12-31$1,020,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$185,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$-4,001
Net investment gain/loss from pooled separate accounts2012-12-31$238,664
Net investment gain or loss from common/collective trusts2012-12-31$48,304
Net gain/loss from 103.12 investment entities2012-12-31$0
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$89,004
Employer contributions (assets) at end of year2012-12-31$3,650
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$26,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31CASSADY SCHILLER & ASSOCIATES, INC
Accountancy firm EIN2012-12-31311311065
2011 : STAGNARO DISTRIBUTING 401(K) PLAN 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$404,230
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$116,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$109,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$448,213
Value of total assets at end of year2011-12-31$2,927,699
Value of total assets at beginning of year2011-12-31$2,639,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,318
Total interest from all sources2011-12-31$1,584
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$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$289,059
Participant contributions at end of year2011-12-31$75,346
Participant contributions at beginning of year2011-12-31$48,503
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$72,486
Administrative expenses (other) incurred2011-12-31$7,318
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$287,891
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,927,699
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,639,808
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$1,831,990
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,635,829
Interest on participant loans2011-12-31$1,584
Value of interest in common/collective trusts at end of year2011-12-31$1,020,363
Value of interest in common/collective trusts at beginning of year2011-12-31$955,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-113,458
Net investment gain or loss from common/collective trusts2011-12-31$67,891
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$86,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$109,021
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 name2011-12-31CASSADY, SCHILLER & ASSOCIATES, INC
Accountancy firm EIN2011-12-31311311065
2010 : STAGNARO DISTRIBUTING 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$659,151
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$32,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$32,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$475,563
Value of total assets at end of year2010-12-31$2,639,808
Value of total assets at beginning of year2010-12-31$2,013,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$841
Total interest from all sources2010-12-31$2,080
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$210,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$278,569
Participant contributions at end of year2010-12-31$48,503
Participant contributions at beginning of year2010-12-31$39,696
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$113,422
Administrative expenses (other) incurred2010-12-31$841
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$626,237
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,639,808
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,013,571
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 end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,973,875
Value of interest in pooled separate accounts at end of year2010-12-31$2,591,305
Interest on participant loans2010-12-31$2,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$181,508
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$83,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$32,073
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 name2010-12-31CASSADY, SCHILLER & ASSOCIATES, INC
Accountancy firm EIN2010-12-31311311065

Form 5500 Responses for STAGNARO DISTRIBUTING 401(K) PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number524035
Policy instance 2
Insurance contract or identification number524035
Number of Individuals Covered242
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $640
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees640
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered242
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $114
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 $0
Amount paid for insurance broker fees114
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number524035
Policy instance 2
Insurance contract or identification number524035
Number of Individuals Covered257
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $658
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees658
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered257
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $108
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 $0
Amount paid for insurance broker fees108
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number524035
Policy instance 2
Insurance contract or identification number524035
Number of Individuals Covered239
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $432
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees432
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered239
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $80
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 $0
Amount paid for insurance broker fees80
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number524035
Policy instance 2
Insurance contract or identification number524035
Number of Individuals Covered234
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $384
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees384
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered234
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $69
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 $0
Amount paid for insurance broker fees69
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered231
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $72
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees72
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered260
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $64
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees64
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCREATIVE RETIREMENT SYSTEMS, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered136
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,194
Total amount of fees paid to insurance companyUSD $562
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 $743
Insurance broker organization code?3
Amount paid for insurance broker fees271
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameMERRILL LYNCH PIERCE FENNER & SMITH
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered150
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,385
Total amount of fees paid to insurance companyUSD $716
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 $1,385
Insurance broker organization code?3
Amount paid for insurance broker fees524
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameMERRILL LYNCH PIERCE FENNER & SMITH
PRINCIPAL LIFE INSURANCE CAMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number524035
Policy instance 1
Insurance contract or identification number524035
Number of Individuals Covered153
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,143
Total amount of fees paid to insurance companyUSD $8,630
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
Amount paid for insurance broker fees5984
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $2,143
Insurance broker nameMERRILL LYNCH PIERCE FENNER & SMITH
PRINCIPAL LIFE INSURANCE CAMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number524035
Policy instance 2
Insurance contract or identification number524035
Number of Individuals Covered159
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $17,208
Total amount of fees paid to insurance companyUSD $29
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 $17,208
Amount paid for insurance broker fees29
Additional information about fees paid to insurance brokerREFERRAL/ SERVICE FEE
Insurance broker organization code?3
Insurance broker nameMERRIL LYNCH LIFE AGENCY, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA# 823605
Policy instance 1
Insurance contract or identification numberGA# 823605
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,920
Total amount of fees paid to insurance companyUSD $1,523
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,026
Insurance broker organization code?3
Amount paid for insurance broker fees1523
Additional information about fees paid to insurance brokerSALES/ ADMINISTRAION
Insurance broker nameMERRILL LYNCH PIERCE FENNER SMITH I
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA# 823605
Policy instance 1
Insurance contract or identification numberGA# 823605
Number of Individuals Covered116
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,534
Total amount of fees paid to insurance companyUSD $1,346
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA# 823605
Policy instance 1
Insurance contract or identification numberGA# 823605
Number of Individuals Covered110
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $12,649
Total amount of fees paid to insurance companyUSD $5,000
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,649
Insurance broker organization code?3
Amount paid for insurance broker fees5000
Additional information about fees paid to insurance brokerSALES/ ADMINISTRAION
Insurance broker nameCREATIVE RETIREMENT SYSTEMS, INC

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