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MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameMILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST
Plan identification number 001

MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST Benefits

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

401k Sponsoring company profile

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

Company Name:MILLWOOD, INC.
Employer identification number (EIN):341725500
NAIC Classification:321900

Additional information about MILLWOOD, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1992-12-16
Company Identification Number: 833625
Legal Registered Office Address: 3708 INTERNATIONAL BOULEVARD
-
VIENNA
United States of America (USA)
44473

More information about MILLWOOD, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BRIDGET RETTGER2023-10-12
0012021-01-01BRIDGET RETTGER2022-10-12
0012020-01-01PHILLIP FONG2021-10-13
0012019-01-01PHILLIP FONG2020-10-08
0012018-01-01PHILLIP FONG2019-10-13
0012017-01-01
0012016-01-01
0012015-01-01PHILLIP FONG
0012014-01-01PHILLIP FONG
0012013-01-01PHILLIP FONG
0012012-01-01PHILLIP FONG
0012011-01-01PHILLIP FONG
0012010-01-01PHILLIP FONG
0012009-01-01PHILLIP FONG
0012009-01-01PHILLIP FONG

Plan Statistics for MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-011,592
Total number of active participants reported on line 7a of the Form 55002022-01-011,395
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01290
Total of all active and inactive participants2022-01-011,686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,687
Number of participants with account balances2022-01-011,001
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0187
2021: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-011,618
Total number of active participants reported on line 7a of the Form 55002021-01-011,237
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01313
Total of all active and inactive participants2021-01-011,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,551
Number of participants with account balances2021-01-01996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01149
2020: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-011,557
Total number of active participants reported on line 7a of the Form 55002020-01-011,330
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01262
Total of all active and inactive participants2020-01-011,593
Total participants2020-01-011,593
Number of participants with account balances2020-01-01968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01108
2019: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-011,511
Total number of active participants reported on line 7a of the Form 55002019-01-011,290
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01242
Total of all active and inactive participants2019-01-011,532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,532
Number of participants with account balances2019-01-01881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01136
2018: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011,455
Total number of active participants reported on line 7a of the Form 55002018-01-011,254
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01209
Total of all active and inactive participants2018-01-011,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,463
Number of participants with account balances2018-01-01817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01122
2017: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011,540
Total number of active participants reported on line 7a of the Form 55002017-01-011,253
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01202
Total of all active and inactive participants2017-01-011,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,455
Number of participants with account balances2017-01-01825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01152
2016: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011,230
Total number of active participants reported on line 7a of the Form 55002016-01-011,265
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01244
Total of all active and inactive participants2016-01-011,509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,509
Number of participants with account balances2016-01-01870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0181
2015: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-011,065
Total number of active participants reported on line 7a of the Form 55002015-01-01995
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01162
Total of all active and inactive participants2015-01-011,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,157
Number of participants with account balances2015-01-01650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0155
2014: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01982
Total number of active participants reported on line 7a of the Form 55002014-01-01898
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01116
Total of all active and inactive participants2014-01-011,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,014
Number of participants with account balances2014-01-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0132
2013: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-011,004
Total number of active participants reported on line 7a of the Form 55002013-01-01812
Number of other retired or separated participants entitled to future benefits2013-01-01112
Total of all active and inactive participants2013-01-01924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01924
Number of participants with account balances2013-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0129
2012: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01815
Total number of active participants reported on line 7a of the Form 55002012-01-01877
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01931
Number of participants with account balances2012-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01789
Total number of active participants reported on line 7a of the Form 55002011-01-01744
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0148
Total of all active and inactive participants2011-01-01792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01792
Number of participants with account balances2011-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01807
Total number of active participants reported on line 7a of the Form 55002010-01-01741
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0148
Total of all active and inactive participants2010-01-01789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01789
Number of participants with account balances2010-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0115
2009: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01644
Total number of active participants reported on line 7a of the Form 55002009-01-01684
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0142
Total of all active and inactive participants2009-01-01726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01726
Number of participants with account balances2009-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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$214,439
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$124,118
Total income from all sources (including contributions)2022-12-31$-1,312,533
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,130,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,764,874
Value of total corrective distributions2022-12-31$199,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,496,232
Value of total assets at end of year2022-12-31$25,750,503
Value of total assets at beginning of year2022-12-31$29,102,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$165,872
Total interest from all sources2022-12-31$21,129
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,735,903
Participant contributions at end of year2022-12-31$659,498
Participant contributions at beginning of year2022-12-31$569,086
Participant contributions at end of year2022-12-31$10,893
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$311,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$15,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,935
Total non interest bearing cash at end of year2022-12-31$2,145
Total non interest bearing cash at beginning of year2022-12-31$1,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,442,557
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,536,064
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,978,621
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$11,721,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,503,665
Interest on participant loans2022-12-31$21,129
Value of interest in common/collective trusts at end of year2022-12-31$12,656,740
Value of interest in common/collective trusts at beginning of year2022-12-31$13,445,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$697,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$583,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,829,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$448,659
Employer contributions (assets) at end of year2022-12-31$1,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,764,874
Contract administrator fees2022-12-31$165,872
Liabilities. Value of benefit claims payable at end of year2022-12-31$199,278
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$122,183
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31O'CONNOR, HOSO & LOREE, LLC
Accountancy firm EIN2022-12-31562470951
2021 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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$124,118
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$160,272
Total income from all sources (including contributions)2021-12-31$6,555,320
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,099,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,813,902
Value of total corrective distributions2021-12-31$122,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,958,457
Value of total assets at end of year2021-12-31$29,102,739
Value of total assets at beginning of year2021-12-31$25,683,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$163,462
Total interest from all sources2021-12-31$18,280
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,506,366
Participant contributions at end of year2021-12-31$569,086
Participant contributions at beginning of year2021-12-31$505,151
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$21,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,353
Total non interest bearing cash at end of year2021-12-31$1,174
Total non interest bearing cash at beginning of year2021-12-31$1,329
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$3,455,773
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,978,621
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,522,848
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$14,503,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,746,864
Interest on participant loans2021-12-31$18,280
Value of interest in common/collective trusts at end of year2021-12-31$13,445,573
Value of interest in common/collective trusts at beginning of year2021-12-31$11,575,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$583,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$854,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,578,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$430,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,813,902
Contract administrator fees2021-12-31$163,462
Liabilities. Value of benefit claims payable at end of year2021-12-31$122,183
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$158,919
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31O'CONNOR, HOSO & LOREE, LLC
Accountancy firm EIN2021-12-31562470951
2020 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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$160,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$184,778
Total income from all sources (including contributions)2020-12-31$6,442,726
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,057,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$759,327
Value of total corrective distributions2020-12-31$158,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,685,560
Value of total assets at end of year2020-12-31$25,683,120
Value of total assets at beginning of year2020-12-31$20,322,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$139,252
Total interest from all sources2020-12-31$20,003
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,238,521
Participant contributions at end of year2020-12-31$505,151
Participant contributions at beginning of year2020-12-31$397,665
Participant contributions at beginning of year2020-12-31$225
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$52,679
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,650
Total non interest bearing cash at end of year2020-12-31$1,329
Total non interest bearing cash at beginning of year2020-12-31$1,512
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$5,385,228
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,522,848
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,137,620
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$12,746,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,188,424
Interest on participant loans2020-12-31$20,003
Value of interest in common/collective trusts at end of year2020-12-31$11,575,177
Value of interest in common/collective trusts at beginning of year2020-12-31$9,251,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$854,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$482,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,737,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$394,360
Employer contributions (assets) at beginning of year2020-12-31$56
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$759,327
Contract administrator fees2020-12-31$139,252
Liabilities. Value of benefit claims payable at end of year2020-12-31$158,919
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$183,128
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31O'CONNOR, HOSO & LOREE, LLC
Accountancy firm EIN2020-12-31562470951
2019 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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$184,778
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$171,159
Total income from all sources (including contributions)2019-12-31$6,022,254
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,979,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,668,133
Value of total corrective distributions2019-12-31$179,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,347,525
Value of total assets at end of year2019-12-31$20,322,398
Value of total assets at beginning of year2019-12-31$16,265,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$131,620
Total interest from all sources2019-12-31$17,360
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,997,431
Participant contributions at end of year2019-12-31$397,665
Participant contributions at beginning of year2019-12-31$334,830
Participant contributions at end of year2019-12-31$225
Participant contributions at beginning of year2019-12-31$65,907
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,650
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,446
Total non interest bearing cash at end of year2019-12-31$1,512
Total non interest bearing cash at beginning of year2019-12-31$1,449
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$4,042,806
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,137,620
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,094,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,188,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,260,686
Interest on participant loans2019-12-31$17,360
Value of interest in common/collective trusts at end of year2019-12-31$9,251,670
Value of interest in common/collective trusts at beginning of year2019-12-31$7,150,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$482,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$443,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,127,266
Net investment gain or loss from common/collective trusts2019-12-31$1,530,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$340,336
Employer contributions (assets) at end of year2019-12-31$56
Employer contributions (assets) at beginning of year2019-12-31$9,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,668,133
Contract administrator fees2019-12-31$131,620
Liabilities. Value of benefit claims payable at end of year2019-12-31$183,128
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$169,713
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 name2019-12-31O'CONNOR, HOSO & LOREE, LLC
Accountancy firm EIN2019-12-31562470951
2018 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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$171,159
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$235,903
Total income from all sources (including contributions)2018-12-31$1,557,615
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,651,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,368,293
Value of total corrective distributions2018-12-31$168,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,085,793
Value of total assets at end of year2018-12-31$16,265,973
Value of total assets at beginning of year2018-12-31$16,424,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$114,993
Total interest from all sources2018-12-31$16,056
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$347,781
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$347,781
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,770,096
Participant contributions at end of year2018-12-31$334,830
Participant contributions at beginning of year2018-12-31$338,703
Participant contributions at end of year2018-12-31$65,907
Participant contributions at beginning of year2018-12-31$67,589
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,008
Total non interest bearing cash at end of year2018-12-31$1,449
Total non interest bearing cash at beginning of year2018-12-31$1,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-93,994
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,094,814
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,188,808
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$8,260,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,761,212
Interest on participant loans2018-12-31$16,056
Value of interest in common/collective trusts at end of year2018-12-31$7,150,744
Value of interest in common/collective trusts at beginning of year2018-12-31$6,966,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$443,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$281,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$450,213
Net investment gain or loss from common/collective trusts2018-12-31$-1,342,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$307,988
Employer contributions (assets) at end of year2018-12-31$9,072
Employer contributions (assets) at beginning of year2018-12-31$9,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,368,293
Contract administrator fees2018-12-31$114,993
Liabilities. Value of benefit claims payable at end of year2018-12-31$169,713
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$234,895
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 name2018-12-31O'CONNOR, HOSO & LOREE, LLC
Accountancy firm EIN2018-12-31562470951
2017 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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$235,903
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$197,180
Total income from all sources (including contributions)2017-12-31$4,485,761
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,265,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,911,116
Value of total corrective distributions2017-12-31$234,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,315,329
Value of total assets at end of year2017-12-31$16,424,711
Value of total assets at beginning of year2017-12-31$14,165,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$119,326
Total interest from all sources2017-12-31$12,112
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$311,387
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$311,387
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,674,713
Participant contributions at end of year2017-12-31$338,703
Participant contributions at beginning of year2017-12-31$407,479
Participant contributions at end of year2017-12-31$67,589
Participant contributions at beginning of year2017-12-31$57,238
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$343,330
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,008
Total non interest bearing cash at end of year2017-12-31$1,011
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$2,220,424
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,188,808
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,968,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,761,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,596,042
Interest on participant loans2017-12-31$12,112
Value of interest in common/collective trusts at end of year2017-12-31$6,966,022
Value of interest in common/collective trusts at beginning of year2017-12-31$4,841,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$281,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$257,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,080,081
Net investment gain or loss from common/collective trusts2017-12-31$766,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$297,286
Employer contributions (assets) at end of year2017-12-31$9,075
Employer contributions (assets) at beginning of year2017-12-31$5,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,911,116
Contract administrator fees2017-12-31$119,326
Liabilities. Value of benefit claims payable at end of year2017-12-31$234,895
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$197,180
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 name2017-12-31O'CONNOR, HOSO & LOREE, LLC
Accountancy firm EIN2017-12-31562470951
2016 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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$197,180
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$215,064
Total income from all sources (including contributions)2016-12-31$2,940,798
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,241,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$951,952
Value of total corrective distributions2016-12-31$197,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,879,945
Value of total assets at end of year2016-12-31$14,165,564
Value of total assets at beginning of year2016-12-31$12,484,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$92,532
Total interest from all sources2016-12-31$18,646
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$223,989
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$223,989
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,529,615
Participant contributions at end of year2016-12-31$407,479
Participant contributions at beginning of year2016-12-31$408,954
Participant contributions at end of year2016-12-31$57,238
Participant contributions at beginning of year2016-12-31$46,784
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$69,013
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,068
Total non interest bearing cash at beginning of year2016-12-31$679
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$1,699,134
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,968,384
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,269,250
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$8,596,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,670,476
Interest on participant loans2016-12-31$12,915
Interest earned on other investments2016-12-31$5,731
Value of interest in common/collective trusts at end of year2016-12-31$4,841,834
Value of interest in common/collective trusts at beginning of year2016-12-31$4,163,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$257,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$184,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$475,145
Net investment gain or loss from common/collective trusts2016-12-31$343,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$281,317
Employer contributions (assets) at end of year2016-12-31$5,258
Employer contributions (assets) at beginning of year2016-12-31$9,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$951,952
Contract administrator fees2016-12-31$92,532
Liabilities. Value of benefit claims payable at end of year2016-12-31$197,180
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$213,996
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 name2016-12-31O'CONNOR, HOSO & LOREE, LLC
Accountancy firm EIN2016-12-31562470951
2015 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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$215,064
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$192,292
Total income from all sources (including contributions)2015-12-31$1,584,680
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$489,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$402,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,573,782
Value of total assets at end of year2015-12-31$12,484,314
Value of total assets at beginning of year2015-12-31$11,365,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$86,238
Total interest from all sources2015-12-31$15,569
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$230,807
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$230,807
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,279,941
Participant contributions at end of year2015-12-31$408,954
Participant contributions at beginning of year2015-12-31$403,543
Participant contributions at end of year2015-12-31$46,784
Participant contributions at beginning of year2015-12-31$37,928
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$54,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$519
Total non interest bearing cash at end of year2015-12-31$679
Total non interest bearing cash at beginning of year2015-12-31$1,189
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$1,095,602
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,269,250
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,173,648
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$7,670,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,993,325
Interest on participant loans2015-12-31$12,792
Interest earned on other investments2015-12-31$2,777
Value of interest in common/collective trusts at end of year2015-12-31$4,163,644
Value of interest in common/collective trusts at beginning of year2015-12-31$3,837,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$184,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$85,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-213,788
Net investment gain or loss from common/collective trusts2015-12-31$-21,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$238,985
Employer contributions (assets) at end of year2015-12-31$9,676
Employer contributions (assets) at beginning of year2015-12-31$7,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$402,840
Contract administrator fees2015-12-31$86,238
Liabilities. Value of benefit claims payable at end of year2015-12-31$213,996
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$191,773
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 name2015-12-31O'CONNOR, HOSO & LOREE, LLC
Accountancy firm EIN2015-12-31562470951
2014 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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$192,292
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$111,406
Total income from all sources (including contributions)2014-12-31$2,152,614
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$699,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$624,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,295,716
Value of total assets at end of year2014-12-31$11,365,940
Value of total assets at beginning of year2014-12-31$9,832,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$75,283
Total interest from all sources2014-12-31$13,421
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$211,810
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$211,810
Administrative expenses professional fees incurred2014-12-31$66,233
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,027,877
Participant contributions at end of year2014-12-31$403,543
Participant contributions at beginning of year2014-12-31$352,864
Participant contributions at end of year2014-12-31$37,928
Participant contributions at beginning of year2014-12-31$39,337
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$74,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$310
Total non interest bearing cash at end of year2014-12-31$1,189
Total non interest bearing cash at beginning of year2014-12-31$310
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$1,452,679
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,173,648
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,720,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,993,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,161,312
Interest on participant loans2014-12-31$11,750
Interest earned on other investments2014-12-31$1,671
Value of interest in common/collective trusts at end of year2014-12-31$3,837,192
Value of interest in common/collective trusts at beginning of year2014-12-31$3,230,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$85,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$41,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$389,439
Net investment gain or loss from common/collective trusts2014-12-31$242,228
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
Contributions received in cash from employer2014-12-31$192,997
Employer contributions (assets) at end of year2014-12-31$7,482
Employer contributions (assets) at beginning of year2014-12-31$6,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$624,652
Contract administrator fees2014-12-31$9,050
Liabilities. Value of benefit claims payable at end of year2014-12-31$191,773
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$111,096
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 name2014-12-31O'CONNOR, HOSO, & LOREE, LLC
Accountancy firm EIN2014-12-31562470951
2013 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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$111,406
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$119,459
Total income from all sources (including contributions)2013-12-31$2,714,644
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$471,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$405,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,115,438
Value of total assets at end of year2013-12-31$9,832,375
Value of total assets at beginning of year2013-12-31$7,597,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$65,694
Total interest from all sources2013-12-31$11,566
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$166,300
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$166,300
Administrative expenses professional fees incurred2013-12-31$26,973
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$896,593
Participant contributions at end of year2013-12-31$352,864
Participant contributions at beginning of year2013-12-31$251,446
Participant contributions at end of year2013-12-31$39,337
Participant contributions at beginning of year2013-12-31$31,211
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$48,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$539
Total non interest bearing cash at end of year2013-12-31$310
Total non interest bearing cash at beginning of year2013-12-31$537
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$2,243,074
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,720,969
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,477,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,161,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,782,418
Interest on participant loans2013-12-31$10,664
Interest earned on other investments2013-12-31$902
Value of interest in common/collective trusts at end of year2013-12-31$3,230,108
Value of interest in common/collective trusts at beginning of year2013-12-31$2,496,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$41,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$29,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$922,191
Net investment gain or loss from common/collective trusts2013-12-31$499,149
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$170,555
Employer contributions (assets) at end of year2013-12-31$6,850
Employer contributions (assets) at beginning of year2013-12-31$5,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$405,876
Contract administrator fees2013-12-31$38,721
Liabilities. Value of benefit claims payable at end of year2013-12-31$111,096
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$118,920
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 name2013-12-31O'CONNOR, HOSO, & LOREE, LLC
Accountancy firm EIN2013-12-31562470951
2012 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,581
Total unrealized appreciation/depreciation of assets2012-12-31$3,581
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$119,459
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$99,892
Total income from all sources (including contributions)2012-12-31$2,232,904
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$461,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$418,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,526,755
Value of total assets at end of year2012-12-31$7,597,354
Value of total assets at beginning of year2012-12-31$5,806,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$42,587
Total interest from all sources2012-12-31$10,453
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$108,989
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$108,989
Administrative expenses professional fees incurred2012-12-31$37,652
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$811,152
Participant contributions at end of year2012-12-31$251,446
Participant contributions at beginning of year2012-12-31$254,650
Participant contributions at end of year2012-12-31$31,211
Participant contributions at beginning of year2012-12-31$19,336
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$557,730
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$539
Total non interest bearing cash at end of year2012-12-31$537
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$1,771,683
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,477,895
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,706,212
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$4,782,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,528,892
Interest on participant loans2012-12-31$10,453
Value of interest in common/collective trusts at end of year2012-12-31$2,496,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$29,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$471,196
Net investment gain or loss from common/collective trusts2012-12-31$111,930
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$157,873
Employer contributions (assets) at end of year2012-12-31$5,278
Employer contributions (assets) at beginning of year2012-12-31$3,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$418,634
Contract administrator fees2012-12-31$4,935
Liabilities. Value of benefit claims payable at end of year2012-12-31$118,920
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$99,892
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 name2012-12-31O'CONNOR, HOSO & LUREE, LLC
Accountancy firm EIN2012-12-31562470951
2011 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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$99,892
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$105,298
Total income from all sources (including contributions)2011-12-31$825,371
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$373,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$307,180
Expenses. Certain deemed distributions of participant loans2011-12-31$49,980
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,073,349
Value of total assets at end of year2011-12-31$5,806,104
Value of total assets at beginning of year2011-12-31$5,359,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,125
Total interest from all sources2011-12-31$12,936
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$630,508
Participant contributions at end of year2011-12-31$254,650
Participant contributions at beginning of year2011-12-31$274,060
Participant contributions at end of year2011-12-31$19,336
Participant contributions at beginning of year2011-12-31$3,336
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$310,947
Administrative expenses (other) incurred2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$3,906
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$452,086
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,706,212
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,254,126
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
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,528,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,077,404
Interest on participant loans2011-12-31$12,936
Net investment gain/loss from pooled separate accounts2011-12-31$-260,914
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$131,894
Employer contributions (assets) at end of year2011-12-31$3,226
Employer contributions (assets) at beginning of year2011-12-31$718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$307,180
Contract administrator fees2011-12-31$16,125
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
Liabilities. Value of benefit claims payable at end of year2011-12-31$99,892
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$105,298
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 name2011-12-31O'CONNOR, HOSO AND LOREE, LLC
Accountancy firm EIN2011-12-31562470951
2010 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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$105,298
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$105,918
Total income from all sources (including contributions)2010-12-31$1,356,630
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$211,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$78,633
Expenses. Certain deemed distributions of participant loans2010-12-31$3,423
Value of total corrective distributions2010-12-31$105,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$751,526
Value of total assets at end of year2010-12-31$5,359,424
Value of total assets at beginning of year2010-12-31$4,214,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,153
Total interest from all sources2010-12-31$10,074
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$634,118
Participant contributions at end of year2010-12-31$274,060
Participant contributions at beginning of year2010-12-31$116,178
Participant contributions at end of year2010-12-31$3,336
Participant contributions at beginning of year2010-12-31$17,116
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,705
Administrative expenses (other) incurred2010-12-31$11,364
Total non interest bearing cash at end of year2010-12-31$3,906
Total non interest bearing cash at beginning of year2010-12-31$3,573
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$1,145,123
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,254,126
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,109,003
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
Investment advisory and management fees2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$5,077,404
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,074,415
Interest on participant loans2010-12-31$10,074
Net investment gain/loss from pooled separate accounts2010-12-31$595,030
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$109,703
Employer contributions (assets) at end of year2010-12-31$718
Employer contributions (assets) at beginning of year2010-12-31$3,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$78,633
Contract administrator fees2010-12-31$12,789
Liabilities. Value of benefit claims payable at end of year2010-12-31$105,298
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$105,918
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 name2010-12-31O'CONNOR, HOSO AND LOREE, LLC
Accountancy firm EIN2010-12-31562470951
2009 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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 MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST

2022: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808133
Policy instance 1
Insurance contract or identification number808133
Number of Individuals Covered1687
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808133
Policy instance 1
Insurance contract or identification number808133
Number of Individuals Covered1551
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808133
Policy instance 1
Insurance contract or identification number808133
Number of Individuals Covered1593
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808133
Policy instance 1
Insurance contract or identification number808133
Number of Individuals Covered1532
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808133
Policy instance 1
Insurance contract or identification number808133
Number of Individuals Covered1463
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808133
Policy instance 1
Insurance contract or identification number808133
Number of Individuals Covered1455
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808133
Policy instance 1
Insurance contract or identification number808133
Number of Individuals Covered1157
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808133
Policy instance 1
Insurance contract or identification number808133
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808133
Policy instance 1
Insurance contract or identification number808133
Number of Individuals Covered812
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?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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808133
Policy instance 1
Insurance contract or identification number808133
Number of Individuals Covered374
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47283
Policy instance 1
Insurance contract or identification number47283
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $23,970
Total amount of fees paid to insurance companyUSD $12,669
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47283
Policy instance 1
Insurance contract or identification number47283
Number of Individuals Covered435
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $26,187
Total amount of fees paid to insurance companyUSD $13,651
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 $26,187
Insurance broker organization code?3
Amount paid for insurance broker fees13651
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker nameSUMMIT RETIRMENT PLAN SERVICES INC

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