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HARDING, SHYMANSKI & COMPANY 401(K) PLAN 401k Plan overview

Plan NameHARDING, SHYMANSKI & COMPANY 401(K) PLAN
Plan identification number 001

HARDING, SHYMANSKI & COMPANY 401(K) PLAN Benefits

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

401k Sponsoring company profile

HARDING, SHYMANSKI & COMPANY, PSC has sponsored the creation of one or more 401k plans.

Company Name:HARDING, SHYMANSKI & COMPANY, PSC
Employer identification number (EIN):351346211
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARDING, SHYMANSKI & COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MATTHEW E FOLZ2023-10-16
0012021-01-01MATTHEW E FOLZ2022-10-04
0012020-01-01MATTHEW E FOLZ2021-10-01
0012020-01-01MATTHEW E FOLZ2021-10-01
0012019-01-01
0012018-01-01TRUDY STOCK
0012017-01-01TRUDY STOCK
0012016-01-01TRUDY STOCK
0012015-01-01TRUDY STOCK
0012014-01-01TRUDY STOCK
0012013-01-01TRUDY STOCK
0012012-01-01TRUDY STOCK
0012011-01-01STEPHEN T. TITZER
0012009-01-01STEPHEN T. TITZER STEPHEN T. TITZER2011-06-07
0012009-01-01STEPHEN T. TITZER STEPHEN T. TITZER2010-07-22
0012009-01-01STEPHEN T. TITZER
0012009-01-01STEPHEN T. TITZER
0012009-01-01STEPHEN T. TITZER
0012009-01-01STEPHEN T. TITZER

Plan Statistics for HARDING, SHYMANSKI & COMPANY 401(K) PLAN

401k plan membership statisitcs for HARDING, SHYMANSKI & COMPANY 401(K) PLAN

Measure Date Value
2022: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01221
Total number of active participants reported on line 7a of the Form 55002022-01-01176
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0138
Total of all active and inactive participants2022-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01220
Number of participants with account balances2022-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01227
Total number of active participants reported on line 7a of the Form 55002021-01-01180
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0140
Total of all active and inactive participants2021-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01221
Number of participants with account balances2021-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01243
Total number of active participants reported on line 7a of the Form 55002020-01-01175
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0150
Total of all active and inactive participants2020-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01225
Number of participants with account balances2020-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01266
Total number of active participants reported on line 7a of the Form 55002019-01-01177
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01243
Number of participants with account balances2019-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0122
2018: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01198
Total number of active participants reported on line 7a of the Form 55002018-01-01182
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01239
Number of participants with account balances2018-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01198
Total number of active participants reported on line 7a of the Form 55002017-01-01150
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01201
Number of participants with account balances2017-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01179
Total number of active participants reported on line 7a of the Form 55002016-01-01138
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0147
Total of all active and inactive participants2016-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01185
Number of participants with account balances2016-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01168
Total number of active participants reported on line 7a of the Form 55002015-01-01132
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01177
Number of participants with account balances2015-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01162
Total number of active participants reported on line 7a of the Form 55002014-01-01127
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01165
Number of participants with account balances2014-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01152
Total number of active participants reported on line 7a of the Form 55002013-01-01116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01152
Number of participants with account balances2013-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0122
2012: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01110
Total number of active participants reported on line 7a of the Form 55002012-01-0199
Number of retired or separated participants receiving benefits2012-01-0135
Total of all active and inactive participants2012-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01134
Number of participants with account balances2012-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01107
Total number of active participants reported on line 7a of the Form 55002011-01-0198
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01134
Number of participants with account balances2011-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01108
Total number of active participants reported on line 7a of the Form 55002009-01-01108
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01134
Number of participants with account balances2009-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on HARDING, SHYMANSKI & COMPANY 401(K) PLAN

Measure Date Value
2022 : HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,176,674
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,637,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,598,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,372,280
Value of total assets at end of year2022-12-31$36,785,463
Value of total assets at beginning of year2022-12-31$48,599,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$38,349
Total interest from all sources2022-12-31$16,511
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,050,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,050,289
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$1,247,079
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$297,048
Other income not declared elsewhere2022-12-31$1
Administrative expenses (other) incurred2022-12-31$38,349
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$10,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,813,715
Value of net assets at end of year (total assets less liabilities)2022-12-31$36,785,463
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$48,599,178
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$35,444,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$47,722,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,041,311
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$555,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$555,169
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$16,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,615,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$828,153
Employer contributions (assets) at end of year2022-12-31$299,953
Employer contributions (assets) at beginning of year2022-12-31$310,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,598,692
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KRAFT CPAS, LLC
Accountancy firm EIN2022-12-31620171325
2021 : HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,489,859
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,711,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,684,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,307,546
Value of total assets at end of year2021-12-31$48,599,178
Value of total assets at beginning of year2021-12-31$42,821,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,341
Total interest from all sources2021-12-31$30
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,557,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,557,956
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$1,247,460
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$221,661
Other income not declared elsewhere2021-12-31$15,220
Administrative expenses (other) incurred2021-12-31$27,341
Total non interest bearing cash at end of year2021-12-31$10,967
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,777,963
Value of net assets at end of year (total assets less liabilities)2021-12-31$48,599,178
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$42,821,215
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$47,722,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$42,557,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$555,169
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$263,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$263,685
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$30
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,609,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$838,425
Employer contributions (assets) at end of year2021-12-31$310,683
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,684,555
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 name2021-12-31KRAFT CPAS, LLC
Accountancy firm EIN2021-12-31620171325
2020 : HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,822,590
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,352,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,344,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,861,873
Value of total assets at end of year2020-12-31$42,821,215
Value of total assets at beginning of year2020-12-31$37,351,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,064
Total interest from all sources2020-12-31$8
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$976,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$976,928
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 period2020-12-31Yes
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$1,140,141
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,401
Other income not declared elsewhere2020-12-31$9,602
Administrative expenses (other) incurred2020-12-31$8,064
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$5,469,999
Value of net assets at end of year (total assets less liabilities)2020-12-31$42,821,215
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$37,351,216
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$42,557,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$37,104,209
Interest on participant loans2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$263,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,974,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$718,331
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$247,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,344,527
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31KRAFT CPAS, LLC
Accountancy firm EIN2020-12-31620171325
2019 : HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,736,340
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$595,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$595,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,698,645
Value of total assets at end of year2019-12-31$37,351,216
Value of total assets at beginning of year2019-12-31$30,210,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,008,965
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,044
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$7,141,017
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,351,216
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,210,199
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$37,104,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,745,948
Value of interest in common/collective trusts at beginning of year2019-12-31$4,245,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,037,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$674,636
Employer contributions (assets) at end of year2019-12-31$247,007
Employer contributions (assets) at beginning of year2019-12-31$218,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$595,323
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 name2019-12-31KRAFT CPAS, LLC
Accountancy firm EIN2019-12-31620171325
2018 : HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-517,479
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,169,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,169,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,708,206
Value of total assets at end of year2018-12-31$30,210,199
Value of total assets at beginning of year2018-12-31$31,897,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$923,875
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$179,975
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,687,247
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,210,199
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$31,897,446
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$25,745,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,536,336
Value of interest in common/collective trusts at end of year2018-12-31$4,245,952
Value of interest in common/collective trusts at beginning of year2018-12-31$3,040,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$33,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$33,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$65,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,225,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$604,356
Employer contributions (assets) at end of year2018-12-31$218,299
Employer contributions (assets) at beginning of year2018-12-31$221,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,169,768
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 name2018-12-31KRAFT CPAS, PLLC
Accountancy firm EIN2018-12-31620171325
2017 : HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,807,825
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$461,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$461,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,492,385
Value of total assets at end of year2017-12-31$31,897,446
Value of total assets at beginning of year2017-12-31$25,551,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$838,806
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$22,209
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$28,538
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,345,861
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,897,446
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,551,585
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$28,536,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,210,289
Value of interest in common/collective trusts at end of year2017-12-31$3,040,469
Value of interest in common/collective trusts at beginning of year2017-12-31$3,055,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$33,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$65,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$61,585
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,315,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$625,041
Employer contributions (assets) at end of year2017-12-31$221,478
Employer contributions (assets) at beginning of year2017-12-31$202,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$461,237
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 name2017-12-31KRAFT CPAS, PLLC
Accountancy firm EIN2017-12-31620171325
2016 : HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,199,769
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,388,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,388,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,358,848
Value of total assets at end of year2016-12-31$25,551,585
Value of total assets at beginning of year2016-12-31$23,740,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$794,696
Participant contributions at end of year2016-12-31$22,209
Participant contributions at beginning of year2016-12-31$24,594
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$27,456
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,810,907
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,551,585
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,740,678
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$22,210,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,444,168
Value of interest in common/collective trusts at end of year2016-12-31$3,055,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$61,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$57,836
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,840,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$536,696
Employer contributions (assets) at end of year2016-12-31$202,143
Employer contributions (assets) at beginning of year2016-12-31$214,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,388,135
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 name2016-12-31KRAFT CPAS, PLLC
Accountancy firm EIN2016-12-31620171325
2015 : HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$935,236
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$261,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$261,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,328,792
Value of total assets at end of year2015-12-31$23,740,678
Value of total assets at beginning of year2015-12-31$23,067,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$743,962
Participant contributions at end of year2015-12-31$24,594
Participant contributions at beginning of year2015-12-31$19,278
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$39,343
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$673,616
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,740,678
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,067,062
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$23,444,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,831,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$57,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$54,287
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-393,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$545,487
Employer contributions (assets) at end of year2015-12-31$214,080
Employer contributions (assets) at beginning of year2015-12-31$162,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$260,873
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 name2015-12-31KRAFT CPAS, PLLC
Accountancy firm EIN2015-12-31620713250
2014 : HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,038,152
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$958,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$958,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,178,885
Value of total assets at end of year2014-12-31$23,067,062
Value of total assets at beginning of year2014-12-31$21,987,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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$663,989
Participant contributions at end of year2014-12-31$19,278
Participant contributions at beginning of year2014-12-31$16,862
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$19,697
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,079,951
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,067,062
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,987,111
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$22,831,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,770,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$54,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$50,932
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$859,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$495,199
Employer contributions (assets) at end of year2014-12-31$162,338
Employer contributions (assets) at beginning of year2014-12-31$148,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$957,453
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 name2014-12-31KRAFT CPAS, PLLC
Accountancy firm EIN2014-12-31620713250
2013 : HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,168
Total income from all sources (including contributions)2013-12-31$4,367,922
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,009,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,009,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,092,008
Value of total assets at end of year2013-12-31$21,987,111
Value of total assets at beginning of year2013-12-31$18,629,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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$636,209
Participant contributions at end of year2013-12-31$16,862
Participant contributions at beginning of year2013-12-31$15,710
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$9,576
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,168
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,358,353
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,987,111
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,628,758
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$21,770,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,435,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$50,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$47,732
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,275,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$446,223
Employer contributions (assets) at end of year2013-12-31$148,472
Employer contributions (assets) at beginning of year2013-12-31$130,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,008,823
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 name2013-12-31KRAFT CPAS, PLLC
Accountancy firm EIN2013-12-31620713250
2012 : HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,168
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$290
Total income from all sources (including contributions)2012-12-31$3,181,999
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$247,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$247,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,090,776
Value of total assets at end of year2012-12-31$18,629,926
Value of total assets at beginning of year2012-12-31$15,695,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$595,051
Participant contributions at end of year2012-12-31$15,710
Participant contributions at beginning of year2012-12-31$12,906
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$70,081
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$290
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$1,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,934,013
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,628,758
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,694,745
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$18,435,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,499,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$47,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$44,703
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,091,223
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$425,644
Employer contributions (assets) at end of year2012-12-31$130,985
Employer contributions (assets) at beginning of year2012-12-31$136,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$247,240
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 name2012-12-31KRAFT CPAS, PLLC
Accountancy firm EIN2012-12-31620713250
2011 : HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$290
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$582
Total income from all sources (including contributions)2011-12-31$653,689
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$183,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$183,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$975,424
Value of total assets at end of year2011-12-31$15,695,035
Value of total assets at beginning of year2011-12-31$15,225,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$567,618
Participant contributions at end of year2011-12-31$12,906
Participant contributions at beginning of year2011-12-31$14,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$582
Total non interest bearing cash at end of year2011-12-31$1,412
Total non interest bearing cash at beginning of year2011-12-31$1,272
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$469,803
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,694,745
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,224,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,499,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,035,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$44,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$41,904
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-321,735
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$407,806
Employer contributions (assets) at end of year2011-12-31$136,937
Employer contributions (assets) at beginning of year2011-12-31$132,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$183,140
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 name2011-12-31KRAFT CPAS, PLLC
Accountancy firm EIN2011-12-31620713250
2010 : HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$582
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$590
Total income from all sources (including contributions)2010-12-31$2,825,769
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$316,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$316,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,011,046
Value of total assets at end of year2010-12-31$15,225,524
Value of total assets at beginning of year2010-12-31$12,715,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$587,464
Participant contributions at end of year2010-12-31$14,024
Participant contributions at beginning of year2010-12-31$16,389
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$590
Total non interest bearing cash at end of year2010-12-31$1,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,509,735
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,224,942
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,715,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,035,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,523,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$41,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$39,180
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,814,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$423,582
Employer contributions (assets) at end of year2010-12-31$132,720
Employer contributions (assets) at beginning of year2010-12-31$136,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$315,066
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 name2010-12-31KRAFT CPAS, PLLC
Accountancy firm EIN2010-12-31620713250

Form 5500 Responses for HARDING, SHYMANSKI & COMPANY 401(K) PLAN

2022: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HARDING, SHYMANSKI & COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number6878122
Policy instance 1
Insurance contract or identification number6878122
Number of Individuals Covered0
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 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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number6878122
Policy instance 1
Insurance contract or identification number6878122
Number of Individuals Covered1
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?1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameGREGORY A MCROBERTS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number6878122
Policy instance 1
Insurance contract or identification number6878122
Number of Individuals Covered1
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?Yes
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameGREGORY A MCROBERTS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number6878122
Policy instance 1
Insurance contract or identification number6878122
Number of Individuals Covered1
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number6878122
Policy instance 1
Insurance contract or identification number6878122
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number6878122
Policy instance 1
Insurance contract or identification number6878122
Number of Individuals Covered1
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?Yes
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
Commission paid to Insurance BrokerUSD $0
Insurance broker name
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number6878122
Policy instance 1
Insurance contract or identification number6878122
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number6878122
Policy instance 1
Insurance contract or identification number6878122
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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

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