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R.W. BECKETT PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan NameR.W. BECKETT PROFIT SHARING AND 401(K) PLAN
Plan identification number 001

R.W. BECKETT PROFIT SHARING AND 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

R.W. BECKETT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:R.W. BECKETT CORPORATION
Employer identification number (EIN):340673444
NAIC Classification:339900

Additional information about R.W. BECKETT CORPORATION

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1947-04-15
Company Identification Number: 201388
Legal Registered Office Address: 5333 MEADOW LANE COURT
-
ELYRIA
United States of America (USA)
44035

More information about R.W. BECKETT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R.W. BECKETT PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01PETER DUFFIELD RICK SWARTZ2018-10-05
0012016-01-01RICK SWARTZ PETER DUFFIELD2017-09-13
0012015-01-01AMY ROBERTS
0012014-01-01AMY ROBERTS
0012013-01-01AMY ROBERTS
0012012-01-01AMY ROBERTS
0012011-01-01AMY ROBERTS
0012009-01-01AMY ROBERTS

Plan Statistics for R.W. BECKETT PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for R.W. BECKETT PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2023: R.W. BECKETT PROFIT SHARING AND 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01355
Total number of active participants reported on line 7a of the Form 55002023-01-01293
Number of retired or separated participants receiving benefits2023-01-0116
Number of other retired or separated participants entitled to future benefits2023-01-0144
Total of all active and inactive participants2023-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01353
Number of participants with account balances2023-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0132
2022: R.W. BECKETT PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01217
Total number of active participants reported on line 7a of the Form 55002022-01-01300
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0154
Total of all active and inactive participants2022-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01354
Number of participants with account balances2022-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: R.W. BECKETT PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01182
Total number of active participants reported on line 7a of the Form 55002021-01-01164
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01217
Number of participants with account balances2021-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: R.W. BECKETT PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01188
Total number of active participants reported on line 7a of the Form 55002020-01-01140
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01181
Number of participants with account balances2020-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: R.W. BECKETT PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01174
Total number of active participants reported on line 7a of the Form 55002019-01-01147
Number of retired or separated participants receiving benefits2019-01-0115
Number of other retired or separated participants entitled to future benefits2019-01-0126
Total of all active and inactive participants2019-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01188
Number of participants with account balances2019-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: R.W. BECKETT PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01167
Total number of active participants reported on line 7a of the Form 55002018-01-01144
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01174
Number of participants with account balances2018-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: R.W. BECKETT PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01165
Total number of active participants reported on line 7a of the Form 55002017-01-01147
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01163
Number of participants with account balances2017-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: R.W. BECKETT PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01178
Total number of active participants reported on line 7a of the Form 55002016-01-01145
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01165
Number of participants with account balances2016-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: R.W. BECKETT PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01178
Total number of active participants reported on line 7a of the Form 55002015-01-01152
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01178
Number of participants with account balances2015-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: R.W. BECKETT PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01182
Total number of active participants reported on line 7a of the Form 55002014-01-01152
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01178
Number of participants with account balances2014-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: R.W. BECKETT PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01187
Total number of active participants reported on line 7a of the Form 55002013-01-01160
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01181
Number of participants with account balances2013-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: R.W. BECKETT PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01195
Total number of active participants reported on line 7a of the Form 55002012-01-01165
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01187
Number of participants with account balances2012-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: R.W. BECKETT PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01182
Total number of active participants reported on line 7a of the Form 55002011-01-01168
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01194
Number of participants with account balances2011-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: R.W. BECKETT PROFIT SHARING AND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01201
Total number of active participants reported on line 7a of the Form 55002009-01-01167
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01188
Number of participants with account balances2009-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on R.W. BECKETT PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2023 : R.W. BECKETT PROFIT SHARING AND 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$7,161,421
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,877,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,843,583
Value of total corrective distributions2023-12-31$13,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,092,269
Value of total assets at end of year2023-12-31$36,585,014
Value of total assets at beginning of year2023-12-31$33,301,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$21,007
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,032,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,032,360
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,597,496
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$150,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,283,708
Value of net assets at end of year (total assets less liabilities)2023-12-31$36,585,014
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$33,301,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$9,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$30,590,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$26,873,658
Value of interest in common/collective trusts at end of year2023-12-31$5,979,159
Value of interest in common/collective trusts at beginning of year2023-12-31$6,427,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,897,345
Net investment gain or loss from common/collective trusts2023-12-31$139,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,344,708
Employer contributions (assets) at end of year2023-12-31$15,141
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,843,583
Contract administrator fees2023-12-31$11,715
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2023-12-31341818258
2022 : R.W. BECKETT PROFIT SHARING AND 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$0
Total income from all sources (including contributions)2022-12-31$-729,038
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,557,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,544,516
Value of total corrective distributions2022-12-31$480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,717,218
Value of total assets at end of year2022-12-31$33,301,306
Value of total assets at beginning of year2022-12-31$36,587,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,083
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,174,725
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$1,174,725
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$1,472,366
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$896,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,286,117
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,301,306
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$36,587,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,873,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,268,288
Value of interest in common/collective trusts at end of year2022-12-31$6,427,648
Value of interest in common/collective trusts at beginning of year2022-12-31$6,319,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,728,544
Net investment gain or loss from common/collective trusts2022-12-31$107,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,348,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,544,516
Contract administrator fees2022-12-31$12,083
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 name2022-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2022-12-31341818258
2021 : R.W. BECKETT PROFIT SHARING AND 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$5,428,298
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$499,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$488,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,886,668
Value of total assets at end of year2021-12-31$36,587,423
Value of total assets at beginning of year2021-12-31$31,658,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,169
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,597,403
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$1,597,403
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$871,753
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$24,817
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$4,928,911
Value of net assets at end of year (total assets less liabilities)2021-12-31$36,587,423
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$31,658,512
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$30,268,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,952,719
Value of interest in common/collective trusts at end of year2021-12-31$6,319,135
Value of interest in common/collective trusts at beginning of year2021-12-31$5,505,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,848,503
Net investment gain or loss from common/collective trusts2021-12-31$95,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$990,098
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$488,218
Contract administrator fees2021-12-31$11,169
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 name2021-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2021-12-31341818258
2020 : R.W. BECKETT PROFIT SHARING AND 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$4,644,380
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$531,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$523,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,917,015
Value of total assets at end of year2020-12-31$31,658,512
Value of total assets at beginning of year2020-12-31$27,545,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,843
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,010,232
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$1,010,232
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$818,548
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$45,226
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$4,113,007
Value of net assets at end of year (total assets less liabilities)2020-12-31$31,658,512
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,545,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,952,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,782,419
Value of interest in common/collective trusts at end of year2020-12-31$5,505,793
Value of interest in common/collective trusts at beginning of year2020-12-31$4,763,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,717,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,053,241
Employer contributions (assets) at end of year2020-12-31$200,000
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$523,530
Contract administrator fees2020-12-31$7,843
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 name2020-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2020-12-31341818258
2019 : R.W. BECKETT PROFIT SHARING AND 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$5,566,935
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,201,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,158,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,618,452
Value of total assets at end of year2019-12-31$27,545,505
Value of total assets at beginning of year2019-12-31$23,179,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,852
Total interest from all sources2019-12-31$102,094
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$870,073
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$870,073
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$767,354
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$29,693
Other income not declared elsewhere2019-12-31$-583
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$4,365,868
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,545,505
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,179,637
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$7,984
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,782,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,668,656
Value of interest in common/collective trusts at end of year2019-12-31$4,763,086
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,128,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,128,587
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$102,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,976,899
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$821,405
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$382,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,158,215
Contract administrator fees2019-12-31$34,868
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 name2019-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2019-12-31341818258
2018 : R.W. BECKETT PROFIT SHARING AND 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$219,767
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$990,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$955,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,533,242
Value of total assets at end of year2018-12-31$23,179,637
Value of total assets at beginning of year2018-12-31$23,950,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$35,041
Total interest from all sources2018-12-31$82,019
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,016,910
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$1,016,910
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$738,674
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$19,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-771,134
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,179,637
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,950,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,668,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,861,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,128,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,089,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,089,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$82,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,412,404
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$774,704
Employer contributions (assets) at end of year2018-12-31$382,394
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$955,860
Contract administrator fees2018-12-31$35,041
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 name2018-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2018-12-31381357951
2017 : R.W. BECKETT PROFIT SHARING AND 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$4,390,908
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$874,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$839,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,793,131
Value of total assets at end of year2017-12-31$23,950,771
Value of total assets at beginning of year2017-12-31$20,433,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,961
Total interest from all sources2017-12-31$64,680
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$710,210
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$710,210
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$643,876
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$424,151
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$3,516,809
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,950,771
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,433,962
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$1,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,861,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,515,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,089,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,918,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,918,870
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$64,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,822,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$725,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$839,138
Contract administrator fees2017-12-31$33,961
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 name2017-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2017-12-31381357951
2016 : R.W. BECKETT PROFIT SHARING AND 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$2,493,995
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,418,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,384,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,162,461
Value of total assets at end of year2016-12-31$20,433,962
Value of total assets at beginning of year2016-12-31$19,358,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$34,545
Total interest from all sources2016-12-31$180,512
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$774,757
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$774,757
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$4,000,000
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$564,076
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$349,413
Other income not declared elsewhere2016-12-31$799
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$1,075,167
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,433,962
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,358,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,515,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,091,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,918,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,918,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,918,350
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$180,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$375,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$598,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,384,283
Contract administrator fees2016-12-31$34,545
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 name2016-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2016-12-31381357951
2015 : R.W. BECKETT PROFIT SHARING AND 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$1,053,452
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,816,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,781,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,342,774
Value of total assets at end of year2015-12-31$19,358,795
Value of total assets at beginning of year2015-12-31$20,121,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$35,057
Total interest from all sources2015-12-31$62,470
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$700,046
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$700,046
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$4,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$544,750
Assets. Other investments not covered elsewhere at end of year2015-12-31$349,413
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$335,256
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$155,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-762,693
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,358,795
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,121,488
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$15,091,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,589,697
Interest earned on other investments2015-12-31$4,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,918,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,196,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,196,535
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$58,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,051,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$642,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,781,088
Contract administrator fees2015-12-31$35,057
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 name2015-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2015-12-31381357951
2014 : R.W. BECKETT PROFIT SHARING AND 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$1,952,118
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,687,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,647,894
Value of total corrective distributions2014-12-31$1,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,076,933
Value of total assets at end of year2014-12-31$20,121,488
Value of total assets at beginning of year2014-12-31$19,857,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$38,461
Total interest from all sources2014-12-31$62,753
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$874,382
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$874,382
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$4,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$519,175
Assets. Other investments not covered elsewhere at end of year2014-12-31$335,256
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$327,042
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$264,294
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,121,488
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,857,194
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
Investment advisory and management fees2014-12-31$2,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,589,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,347,965
Interest earned on other investments2014-12-31$5,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,196,535
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,180,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,180,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$57,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-61,950
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$557,758
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$1,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,647,894
Contract administrator fees2014-12-31$36,248
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 name2014-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2014-12-31381357951
2013 : R.W. BECKETT PROFIT SHARING AND 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$3,044,860
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,465,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,427,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$879,100
Value of total assets at end of year2013-12-31$19,857,194
Value of total assets at beginning of year2013-12-31$19,277,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$38,367
Total interest from all sources2013-12-31$71,277
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$597,889
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$597,889
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$4,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$502,849
Assets. Other investments not covered elsewhere at end of year2013-12-31$327,042
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$362,236
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$9,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$579,416
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,857,194
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,277,778
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
Investment advisory and management fees2013-12-31$989
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,347,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,604,899
Interest earned on other investments2013-12-31$7,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,180,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,305,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,305,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$64,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,496,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$366,388
Employer contributions (assets) at end of year2013-12-31$1,335
Employer contributions (assets) at beginning of year2013-12-31$5,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,427,077
Contract administrator fees2013-12-31$37,378
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2013-12-31381357951
2012 : R.W. BECKETT PROFIT SHARING AND 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$8,833
Total income from all sources (including contributions)2012-12-31$3,184,039
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$427,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$383,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,217,662
Value of total assets at end of year2012-12-31$19,277,778
Value of total assets at beginning of year2012-12-31$16,529,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$43,419
Total interest from all sources2012-12-31$63,172
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$675,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$675,360
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$4,000,000
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$519,420
Assets. Other investments not covered elsewhere at end of year2012-12-31$362,236
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$345,634
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$199,672
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$8,833
Liabilities. Value of operating payables at beginning of year2012-12-31$8,833
Total non interest bearing cash at beginning of year2012-12-31$20
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$2,756,880
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,277,778
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,520,898
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$14,604,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,220,056
Interest earned on other investments2012-12-31$7,439
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$3,937,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,305,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$17,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$17,467
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$55,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,209,507
Net investment gain or loss from common/collective trusts2012-12-31$18,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$498,570
Employer contributions (assets) at end of year2012-12-31$5,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$383,740
Contract administrator fees2012-12-31$43,419
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 name2012-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2012-12-31381357951
2011 : R.W. BECKETT PROFIT SHARING AND 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$8,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,265
Total income from all sources (including contributions)2011-12-31$1,228,928
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$271,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$240,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,191,425
Value of total assets at end of year2011-12-31$16,529,731
Value of total assets at beginning of year2011-12-31$15,570,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$30,832
Total interest from all sources2011-12-31$8,375
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$379,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$379,710
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$4,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$479,595
Assets. Other investments not covered elsewhere at end of year2011-12-31$345,634
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$328,455
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$63,809
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$8,833
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$7,265
Liabilities. Value of operating payables at end of year2011-12-31$8,833
Liabilities. Value of operating payables at beginning of year2011-12-31$7,265
Total non interest bearing cash at end of year2011-12-31$20
Total non interest bearing cash at beginning of year2011-12-31$1
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$957,578
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,520,898
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,563,320
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$12,220,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,666,476
Interest earned on other investments2011-12-31$8,373
Value of interest in common/collective trusts at end of year2011-12-31$3,937,721
Value of interest in common/collective trusts at beginning of year2011-12-31$3,546,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$17,467
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$21,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$21,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-515,671
Net investment gain or loss from common/collective trusts2011-12-31$165,089
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$648,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$240,518
Contract administrator fees2011-12-31$30,832
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2011-12-31381357951
2010 : R.W. BECKETT PROFIT SHARING AND 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$7,265
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$41,975
Total income from all sources (including contributions)2010-12-31$2,323,130
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,913,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,871,824
Value of total corrective distributions2010-12-31$10,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$880,734
Value of total assets at end of year2010-12-31$15,570,585
Value of total assets at beginning of year2010-12-31$18,196,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$31,784
Total interest from all sources2010-12-31$5
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$358,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$358,740
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
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$387,212
Assets. Other investments not covered elsewhere at end of year2010-12-31$328,455
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$326,115
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$7,265
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$10,409
Other income not declared elsewhere2010-12-31$16,883
Liabilities. Value of operating payables at end of year2010-12-31$7,265
Liabilities. Value of operating payables at beginning of year2010-12-31$41,975
Total non interest bearing cash at end of year2010-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-2,590,731
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,563,320
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,154,051
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$11,666,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,770,789
Value of interest in common/collective trusts at end of year2010-12-31$3,546,928
Value of interest in common/collective trusts at beginning of year2010-12-31$4,038,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$21,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$50,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$50,268
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$8,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$983,874
Net investment gain or loss from common/collective trusts2010-12-31$82,894
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$493,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,862,880
Contract administrator fees2010-12-31$31,784
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 name2010-12-31PLANTE AND MORAN PLLC
Accountancy firm EIN2010-12-31381357951
2009 : R.W. BECKETT PROFIT SHARING AND 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for R.W. BECKETT PROFIT SHARING AND 401(K) PLAN

2023: R.W. BECKETT PROFIT SHARING AND 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: R.W. BECKETT PROFIT SHARING AND 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: R.W. BECKETT PROFIT SHARING AND 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: R.W. BECKETT PROFIT SHARING AND 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: R.W. BECKETT PROFIT SHARING AND 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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: R.W. BECKETT PROFIT SHARING AND 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: R.W. BECKETT PROFIT SHARING AND 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: R.W. BECKETT PROFIT SHARING AND 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: R.W. BECKETT PROFIT SHARING AND 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 – Section 412(e)(3) insurance ContractsYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2015-01-01Plan benefit arrangement - TrustYes
2014: R.W. BECKETT PROFIT SHARING AND 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 – Section 412(e)(3) insurance ContractsYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2014-01-01Plan benefit arrangement - TrustYes
2013: R.W. BECKETT PROFIT SHARING AND 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 – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan benefit arrangement - TrustYes
2012: R.W. BECKETT PROFIT SHARING AND 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan benefit arrangement - TrustYes
2011: R.W. BECKETT PROFIT SHARING AND 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
2009: R.W. BECKETT PROFIT SHARING AND 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered23
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $10
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $9,389
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10
Insurance broker organization code?4
Insurance broker nameE T RICCHETTI & ASSOC INC.
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberP005909
Policy instance 2
Insurance contract or identification numberP005909
Number of Individuals Covered1
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $462
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered22
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $85
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $8,710
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $85
Insurance broker organization code?4
Insurance broker nameE T RICCHETTI & ASSOC INC.
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberP005909
Policy instance 2
Insurance contract or identification numberP005909
Number of Individuals Covered1
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $166
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered23
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $11
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $8,129
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11
Insurance broker organization code?4
Insurance broker nameE T RICCHETTI & ASSOC INC.
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberP005909
Policy instance 2
Insurance contract or identification numberP005909
Number of Individuals Covered2
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $270
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered26
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $11
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $8,893
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11
Insurance broker organization code?4
Insurance broker nameE T RICCHETTI & ASSOC INC.
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberP005909
Policy instance 2
Insurance contract or identification numberP005909
Number of Individuals Covered2
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $270
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberP005909
Policy instance 1
Insurance contract or identification numberP005909
Number of Individuals Covered2
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $270
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered26
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $769
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $8,536
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberP005909
Policy instance 1
Insurance contract or identification numberP005909
Number of Individuals Covered2
Insurance policy start date2009-04-01
Insurance policy end date2010-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $270
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered26
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $8,674
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees13
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?4
Insurance broker nameWILLIAM P JARAS

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