Logo

R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameR.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN
Plan identification number 001

R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

R.W. SCREW PRODUCTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:R.W. SCREW PRODUCTS, INC.
Employer identification number (EIN):340906760
NAIC Classification:332700

Additional information about R.W. SCREW PRODUCTS, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1962-12-13
Company Identification Number: 315909
Legal Registered Office Address: 999 OBERLIN ROAD SW
-
MASSILLON
United States of America (USA)
44647

More information about R.W. SCREW PRODUCTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01JEFF LEITCH
0012014-01-01JEFF LEITCH
0012013-01-01
0012012-01-01DIANE WOOLLEY-DITSLER DIANE WOOLLEY-DITSLER2013-10-08
0012011-01-01DIANE WOOLLEY-DITSLER DIANE WOOLLEY-DITSLER2012-10-02
0012010-01-01DIANE WOOLLEY-DITSLER DIANE WOOLLEY-DITSLER2011-10-05
0012009-01-01DIANE WOOLLEY-DITSLER DIANE WOOLLEY-DITSLER2010-10-05
0012009-01-01DIANE WOOLLEY-DITSLER DIANE WOOLLEY-DITSLER2010-10-05

Plan Statistics for R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN

Measure Date Value
2015: R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01231
Total number of active participants reported on line 7a of the Form 55002015-01-01224
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01233
Number of participants with account balances2015-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01227
Total number of active participants reported on line 7a of the Form 55002014-01-01226
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01231
Number of participants with account balances2014-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01223
Total number of active participants reported on line 7a of the Form 55002013-01-01222
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01227
Number of participants with account balances2013-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01210
Total number of active participants reported on line 7a of the Form 55002012-01-01211
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01221
Total participants2012-01-01221
Number of participants with account balances2012-01-01165
2011: R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01184
Total number of active participants reported on line 7a of the Form 55002011-01-01212
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01225
Number of participants with account balances2011-01-01164
2010: R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01177
Total number of active participants reported on line 7a of the Form 55002010-01-01184
Number of other retired or separated participants entitled to future benefits2010-01-0122
Total of all active and inactive participants2010-01-01206
Total participants2010-01-01206
Number of participants with account balances2010-01-01164
2009: R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01224
Total number of active participants reported on line 7a of the Form 55002009-01-01174
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01200
Total participants2009-01-01200
Number of participants with account balances2009-01-01179

Financial Data on R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN

Measure Date Value
2015 : R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING 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$522,588
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$863,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$861,544
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$637,895
Value of total assets at end of year2015-12-31$15,974,752
Value of total assets at beginning of year2015-12-31$16,315,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,780
Total interest from all sources2015-12-31$93,170
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$657,593
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$657,593
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$392,085
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$13,479
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-340,736
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,974,752
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,315,488
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
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,662,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,734,012
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$93,170
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,312,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,559,298
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-866,070
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$245,810
Employer contributions (assets) at beginning of year2015-12-31$8,699
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$861,544
Contract administrator fees2015-12-31$1,780
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2015-12-31410746749
2014 : R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-627,308
Total unrealized appreciation/depreciation of assets2014-12-31$-627,308
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$1,616,740
Total loss/gain on sale of assets2014-12-31$391,812
Total of all expenses incurred2014-12-31$2,308,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,286,624
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$645,763
Value of total assets at end of year2014-12-31$16,315,488
Value of total assets at beginning of year2014-12-31$17,007,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,912
Total interest from all sources2014-12-31$66,963
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$617,881
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$613,057
Administrative expenses professional fees incurred2014-12-31$11,946
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$50,595
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$391,699
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$8,699
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$579
Total non interest bearing cash at beginning of year2014-12-31$2,125,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-691,796
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,315,488
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,007,284
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
Assets. partnership/joint venture interests at beginning of year2014-12-31$33,518
Investment advisory and management fees2014-12-31$8,767
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,734,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,518,318
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$66,638
Income. Interest from US Government securities2014-12-31$319
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$228,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$228,487
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,559,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$2,641,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$521,629
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$254,064
Employer contributions (assets) at end of year2014-12-31$13,479
Income. Dividends from common stock2014-12-31$4,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,286,624
Contract administrator fees2014-12-31$620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,409,005
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
Aggregate proceeds on sale of assets2014-12-31$1,484,379
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,092,567
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 name2014-12-31BRUNER COX
Accountancy firm EIN2014-12-31340641962
2013 : R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$774,169
Total unrealized appreciation/depreciation of assets2013-12-31$774,169
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$346,672
Total income from all sources (including contributions)2013-12-31$2,903,055
Total loss/gain on sale of assets2013-12-31$998,340
Total of all expenses incurred2013-12-31$163,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$37,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$578,457
Value of total assets at end of year2013-12-31$17,007,284
Value of total assets at beginning of year2013-12-31$14,614,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$125,981
Total interest from all sources2013-12-31$309
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$464,557
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$391,856
Administrative expenses professional fees incurred2013-12-31$73,633
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$50,595
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$128,706
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$342,501
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$2,125,920
Total non interest bearing cash at beginning of year2013-12-31$2,956
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$2,739,578
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,007,284
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,267,706
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
Assets. partnership/joint venture interests at end of year2013-12-31$33,518
Assets. partnership/joint venture interests at beginning of year2013-12-31$2,858,989
Investment advisory and management fees2013-12-31$52,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,518,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,595,071
Income. Interest from corporate debt instruments2013-12-31$269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$228,487
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$241,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$241,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$40
Asset value of US Government securities at end of year2013-12-31$2,641,441
Asset value of US Government securities at beginning of year2013-12-31$131,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$87,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$235,956
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$5,570
Income. Dividends from common stock2013-12-31$67,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$37,496
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,409,005
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,655,973
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$346,672
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
Aggregate proceeds on sale of assets2013-12-31$6,989,044
Aggregate carrying amount (costs) on sale of assets2013-12-31$5,990,704
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 name2013-12-31BRUNER COX LLP
Accountancy firm EIN2013-12-31340641962
2012 : R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$633,350
Total unrealized appreciation/depreciation of assets2012-12-31$633,350
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$346,672
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,154,472
Total income from all sources (including contributions)2012-12-31$2,059,115
Total loss/gain on sale of assets2012-12-31$-98,890
Total of all expenses incurred2012-12-31$1,269,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,132,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$561,173
Value of total assets at end of year2012-12-31$14,614,378
Value of total assets at beginning of year2012-12-31$14,632,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$137,409
Total interest from all sources2012-12-31$36
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$397,888
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$335,087
Administrative expenses professional fees incurred2012-12-31$80,129
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$128,706
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$75,655
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$335,120
Participant contributions at beginning of year2012-12-31$359
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$200,000
Other income not declared elsewhere2012-12-31$425
Total non interest bearing cash at end of year2012-12-31$2,956
Total non interest bearing cash at beginning of year2012-12-31$6,364
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$789,198
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,267,706
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,478,508
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
Assets. partnership/joint venture interests at end of year2012-12-31$2,858,989
Assets. partnership/joint venture interests at beginning of year2012-12-31$2,619,556
Investment advisory and management fees2012-12-31$57,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,595,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,227,943
Income. Interest from US Government securities2012-12-31$36
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$241,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$309,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$309,606
Asset value of US Government securities at end of year2012-12-31$131,102
Asset value of US Government securities at beginning of year2012-12-31$1,177,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$565,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$226,053
Employer contributions (assets) at beginning of year2012-12-31$175
Income. Dividends from preferred stock2012-12-31$7,559
Income. Dividends from common stock2012-12-31$55,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,132,508
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,655,973
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,016,287
Liabilities. Value of benefit claims payable at end of year2012-12-31$346,672
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,154,472
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
Aggregate proceeds on sale of assets2012-12-31$6,098,458
Aggregate carrying amount (costs) on sale of assets2012-12-31$6,197,348
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 name2012-12-31VOLPE, BROWN & COMPANY, LLC
Accountancy firm EIN2012-12-31263039379
2011 : R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$34,158
Total unrealized appreciation/depreciation of assets2011-12-31$34,158
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,154,472
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$430,245
Total income from all sources (including contributions)2011-12-31$-34,950
Total loss/gain on sale of assets2011-12-31$-740,695
Total of all expenses incurred2011-12-31$1,619,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,487,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$577,167
Value of total assets at end of year2011-12-31$14,632,980
Value of total assets at beginning of year2011-12-31$15,563,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$131,766
Total interest from all sources2011-12-31$30
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$414,029
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$373,289
Administrative expenses professional fees incurred2011-12-31$71,336
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$75,655
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$127,447
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$347,451
Participant contributions at end of year2011-12-31$359
Participant contributions at beginning of year2011-12-31$291
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$200,000
Other income not declared elsewhere2011-12-31$184
Total non interest bearing cash at end of year2011-12-31$6,364
Total non interest bearing cash at beginning of year2011-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,654,610
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,478,508
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,133,118
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
Assets. partnership/joint venture interests at end of year2011-12-31$2,619,556
Assets. partnership/joint venture interests at beginning of year2011-12-31$3,281,223
Investment advisory and management fees2011-12-31$60,430
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,227,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,869,518
Income. Interest from US Government securities2011-12-31$30
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$309,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$239,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$239,917
Asset value of US Government securities at end of year2011-12-31$1,177,035
Asset value of US Government securities at beginning of year2011-12-31$262,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-319,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$229,716
Employer contributions (assets) at end of year2011-12-31$175
Employer contributions (assets) at beginning of year2011-12-31$145
Income. Dividends from preferred stock2011-12-31$5,186
Income. Dividends from common stock2011-12-31$35,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,487,894
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,016,287
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,781,938
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,154,472
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$430,245
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
Aggregate proceeds on sale of assets2011-12-31$8,925,934
Aggregate carrying amount (costs) on sale of assets2011-12-31$9,666,629
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 name2011-12-31VOLPE, BROWN & COMPANY, LLC
Accountancy firm EIN2011-12-31263039379
2010 : R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,383,868
Total unrealized appreciation/depreciation of assets2010-12-31$1,383,868
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$430,245
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$624,530
Total income from all sources (including contributions)2010-12-31$2,479,874
Total loss/gain on sale of assets2010-12-31$-410,006
Total of all expenses incurred2010-12-31$2,552,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,382,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$582,819
Value of total assets at end of year2010-12-31$15,563,363
Value of total assets at beginning of year2010-12-31$15,830,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$170,211
Total interest from all sources2010-12-31$51
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$284,498
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$229,918
Administrative expenses professional fees incurred2010-12-31$104,468
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$127,447
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$74,510
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$350,230
Participant contributions at end of year2010-12-31$291
Participant contributions at beginning of year2010-12-31$11,819
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$200,000
Other income not declared elsewhere2010-12-31$1,579
Total non interest bearing cash at end of year2010-12-31$2
Total non interest bearing cash at beginning of year2010-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-72,376
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,133,118
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,205,494
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
Assets. partnership/joint venture interests at end of year2010-12-31$3,281,223
Assets. partnership/joint venture interests at beginning of year2010-12-31$2,972,882
Investment advisory and management fees2010-12-31$65,743
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,869,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,766,098
Income. Interest from US Government securities2010-12-31$51
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$239,917
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$204,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$204,116
Asset value of US Government securities at end of year2010-12-31$262,882
Asset value of US Government securities at beginning of year2010-12-31$770,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$637,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$232,589
Employer contributions (assets) at end of year2010-12-31$145
Employer contributions (assets) at beginning of year2010-12-31$7,981
Income. Dividends from preferred stock2010-12-31$10,698
Income. Dividends from common stock2010-12-31$43,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,382,039
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,781,938
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,821,857
Liabilities. Value of benefit claims payable at end of year2010-12-31$430,245
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$624,530
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
Aggregate proceeds on sale of assets2010-12-31$20,497,861
Aggregate carrying amount (costs) on sale of assets2010-12-31$20,907,867
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 name2010-12-31VOLPE, BROWN & COMPANY, LLC
Accountancy firm EIN2010-12-31263039379

Form 5500 Responses for R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN

2015: R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: R.W. SCREW PRODUCTS, INC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61304
Policy instance 1
Insurance contract or identification numberMR 61304
Number of Individuals Covered233
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,214
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,214
Insurance broker organization code?1
Insurance broker nameSTIFEL NICOLAUS & COMPANY INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61304
Policy instance 1
Insurance contract or identification numberMR 61304
Number of Individuals Covered231
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,433
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,433
Insurance broker organization code?1
Insurance broker nameSTIFEL NICOLAUS & COMPANY INC
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberJ00033791
Policy instance 1
Insurance contract or identification numberJ00033791
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameJOHN A PACKAL, CLU, CHFC
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2TQ
Policy instance 1
Insurance contract or identification number2TQ
Number of Individuals Covered1
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameJOHN A PACKAL, CLU, CHFC
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP08244
Policy instance 1
Insurance contract or identification numberP08244
Number of Individuals Covered1
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?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2TQ
Policy instance 2
Insurance contract or identification number2TQ
Number of Individuals Covered1
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?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP08244
Policy instance 1
Insurance contract or identification numberP08244
Number of Individuals Covered1
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?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2TQ
Policy instance 2
Insurance contract or identification number2TQ
Number of Individuals Covered1
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?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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

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

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

See full terms and conditions

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