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COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 401k Plan overview

Plan NameCOMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN
Plan identification number 001

COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

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

Company Name:COMMISSIONING AGENTS, INC.
Employer identification number (EIN):351986486
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about COMMISSIONING AGENTS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1998-03-27
Company Identification Number: 0012038806
Legal Registered Office Address: 2601 FORTUNE CIR E STE 301B

INDIANAPOLIS
United States of America (USA)
46241

More information about COMMISSIONING AGENTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PHILLIP V. PURSIFULL2023-08-08
0012021-01-01PHILLIP V. PURSIFULL2022-08-04
0012020-01-01PHILLIP V. PURSIFULL2021-09-29
0012019-01-01PHILLIP V. PURSIFULL2020-08-26
0012018-01-01
0012017-01-01
0012016-01-01PHILLIP V. PURSIFULL
0012015-01-01PHILLIP V. PURSIFULL
0012014-01-01PHILLIP V. PURSIFULL
0012013-01-01PHILLIP V. PURSIFULL
0012012-01-01PHILLIP V. PURSIFULL
0012011-01-01PHILLIP V. PURSIFULL
0012010-01-01PHILLIP V. PURSIFULL
0012009-01-01PHILLIP V. PURSIFULL PHILLIP V. PURSIFULL2010-07-21

Plan Statistics for COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN

401k plan membership statisitcs for COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN

Measure Date Value
2022: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01731
Total number of active participants reported on line 7a of the Form 55002022-01-01580
Number of retired or separated participants receiving benefits2022-01-0148
Number of other retired or separated participants entitled to future benefits2022-01-01246
Total of all active and inactive participants2022-01-01874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01875
Number of participants with account balances2022-01-01875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0157
2021: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01576
Total number of active participants reported on line 7a of the Form 55002021-01-01504
Number of retired or separated participants receiving benefits2021-01-0140
Number of other retired or separated participants entitled to future benefits2021-01-01180
Total of all active and inactive participants2021-01-01724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01724
Number of participants with account balances2021-01-01723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0139
2020: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01524
Total number of active participants reported on line 7a of the Form 55002020-01-01397
Number of retired or separated participants receiving benefits2020-01-0137
Number of other retired or separated participants entitled to future benefits2020-01-01129
Total of all active and inactive participants2020-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01563
Number of participants with account balances2020-01-01563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0126
2019: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01466
Total number of active participants reported on line 7a of the Form 55002019-01-01372
Number of retired or separated participants receiving benefits2019-01-0129
Number of other retired or separated participants entitled to future benefits2019-01-01121
Total of all active and inactive participants2019-01-01522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01522
Number of participants with account balances2019-01-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0122
2018: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01448
Total number of active participants reported on line 7a of the Form 55002018-01-01320
Number of retired or separated participants receiving benefits2018-01-0119
Number of other retired or separated participants entitled to future benefits2018-01-01116
Total of all active and inactive participants2018-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01455
Number of participants with account balances2018-01-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0134
2017: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01427
Total number of active participants reported on line 7a of the Form 55002017-01-01336
Number of retired or separated participants receiving benefits2017-01-0124
Number of other retired or separated participants entitled to future benefits2017-01-0184
Total of all active and inactive participants2017-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01447
Number of participants with account balances2017-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01394
Total number of active participants reported on line 7a of the Form 55002016-01-01328
Number of retired or separated participants receiving benefits2016-01-0115
Number of other retired or separated participants entitled to future benefits2016-01-0172
Total of all active and inactive participants2016-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01415
Number of participants with account balances2016-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121
2015: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01355
Total number of active participants reported on line 7a of the Form 55002015-01-01312
Number of retired or separated participants receiving benefits2015-01-0115
Number of other retired or separated participants entitled to future benefits2015-01-0157
Total of all active and inactive participants2015-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01384
Number of participants with account balances2015-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0131
2014: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01316
Total number of active participants reported on line 7a of the Form 55002014-01-01301
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01350
Number of participants with account balances2014-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0126
2013: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01271
Total number of active participants reported on line 7a of the Form 55002013-01-01273
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01315
Number of participants with account balances2013-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01232
Total number of active participants reported on line 7a of the Form 55002012-01-01230
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01268
Number of participants with account balances2012-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01185
Total number of active participants reported on line 7a of the Form 55002011-01-01204
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01230
Number of participants with account balances2011-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01163
Total number of active participants reported on line 7a of the Form 55002010-01-01164
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01177
Number of participants with account balances2010-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01138
Total number of active participants reported on line 7a of the Form 55002009-01-01149
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01156
Number of participants with account balances2009-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN

Measure Date Value
2022 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$3,000,464
Total unrealized appreciation/depreciation of assets2022-12-31$3,000,464
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$20,139,788
Total loss/gain on sale of assets2022-12-31$-3,681,087
Total of all expenses incurred2022-12-31$10,608,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,461,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$18,347,381
Value of total assets at end of year2022-12-31$161,731,026
Value of total assets at beginning of year2022-12-31$152,199,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$146,991
Total interest from all sources2022-12-31$105,943
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$10,618,840
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$1,242,390
Administrative expenses professional fees incurred2022-12-31$146,991
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,740,994
Participant contributions at end of year2022-12-31$733,074
Participant contributions at beginning of year2022-12-31$728,117
Participant contributions at end of year2022-12-31$154,593
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,357,520
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$813,895
Total non interest bearing cash at beginning of year2022-12-31$938,799
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$9,531,127
Value of net assets at end of year (total assets less liabilities)2022-12-31$161,731,026
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$152,199,899
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$51,525,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$57,292,392
Interest on participant loans2022-12-31$35,156
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$14,407,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,789,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,789,099
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$70,787
Asset value of US Government securities at end of year2022-12-31$299,133
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,251,753
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
Assets. Invements in employer securities at end of year2022-12-31$81,293,822
Assets. Invements in employer securities at beginning of year2022-12-31$78,293,358
Contributions received in cash from employer2022-12-31$12,248,867
Employer contributions (assets) at end of year2022-12-31$10,715,112
Employer contributions (assets) at beginning of year2022-12-31$6,267,586
Income. Dividends from common stock2022-12-31$9,376,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,461,670
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$498,648
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$102,037
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$1,289,920
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$1,788,511
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$-3,681,087
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KATZ SAPPER & MILLER LLP
Accountancy firm EIN2022-12-31351090346
2021 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$13,464,767
Total unrealized appreciation/depreciation of assets2021-12-31$13,464,767
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$38,745,664
Total loss/gain on sale of assets2021-12-31$2,297,219
Total of all expenses incurred2021-12-31$12,604,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,489,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,498,521
Value of total assets at end of year2021-12-31$152,199,899
Value of total assets at beginning of year2021-12-31$126,058,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$114,801
Total interest from all sources2021-12-31$43,201
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,959,004
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$1,933,559
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,767,240
Participant contributions at end of year2021-12-31$728,117
Participant contributions at beginning of year2021-12-31$974,429
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$236,248
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$114,801
Total non interest bearing cash at end of year2021-12-31$938,799
Total non interest bearing cash at beginning of year2021-12-31$3,002
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$26,141,223
Value of net assets at end of year (total assets less liabilities)2021-12-31$152,199,899
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$126,058,676
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$57,292,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$46,932,162
Interest on participant loans2021-12-31$38,131
Income. Interest from corporate debt instruments2021-12-31$2,763
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,789,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,299,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,299,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,307
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,482,952
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
Assets. Invements in employer securities at end of year2021-12-31$78,293,358
Assets. Invements in employer securities at beginning of year2021-12-31$65,166,328
Contributions received in cash from employer2021-12-31$7,495,033
Employer contributions (assets) at end of year2021-12-31$6,267,586
Employer contributions (assets) at beginning of year2021-12-31$5,489,353
Income. Dividends from common stock2021-12-31$25,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,489,640
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$102,037
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$105,056
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$1,788,511
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,089,138
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
Aggregate proceeds on sale of assets2021-12-31$2,297,219
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KATZ SAPPER & MILLER LLP
Accountancy firm EIN2021-12-31351090346
2020 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$17,243,389
Total unrealized appreciation/depreciation of assets2020-12-31$17,243,389
Total transfer of assets to this plan2020-12-31$413,442
Total transfer of assets from this plan2020-12-31$377,663
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$36,689,614
Total loss/gain on sale of assets2020-12-31$976,489
Total of all expenses incurred2020-12-31$5,862,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,773,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,296,681
Value of total assets at end of year2020-12-31$126,058,676
Value of total assets at beginning of year2020-12-31$95,195,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$89,234
Total interest from all sources2020-12-31$77,470
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,174,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,167,547
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,083,236
Participant contributions at end of year2020-12-31$974,429
Participant contributions at beginning of year2020-12-31$898,586
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$696,590
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$89,234
Total non interest bearing cash at end of year2020-12-31$3,002
Total non interest bearing cash at beginning of year2020-12-31$5,628
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$30,826,937
Value of net assets at end of year (total assets less liabilities)2020-12-31$126,058,676
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$95,195,960
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$46,932,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,879,064
Interest on participant loans2020-12-31$39,334
Income. Interest from US Government securities2020-12-31$7,626
Income. Interest from corporate debt instruments2020-12-31$5,871
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,299,208
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,499,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,499,456
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$24,639
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,921,076
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
Assets. Invements in employer securities at end of year2020-12-31$65,166,328
Assets. Invements in employer securities at beginning of year2020-12-31$48,101,189
Contributions received in cash from employer2020-12-31$6,516,855
Employer contributions (assets) at end of year2020-12-31$5,489,353
Employer contributions (assets) at beginning of year2020-12-31$4,951,549
Income. Dividends from common stock2020-12-31$6,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,773,443
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$105,056
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$369,282
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,089,138
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$491,206
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
Aggregate proceeds on sale of assets2020-12-31$976,489
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KATZ SAPPER & MILLER LLP
Accountancy firm EIN2020-12-31351090346
2019 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,231,341
Total unrealized appreciation/depreciation of assets2019-12-31$4,231,341
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$20,050,107
Total loss/gain on sale of assets2019-12-31$770,492
Total of all expenses incurred2019-12-31$6,093,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,014,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,712,154
Value of total assets at end of year2019-12-31$95,195,960
Value of total assets at beginning of year2019-12-31$81,239,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$79,605
Total interest from all sources2019-12-31$153,527
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$945,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$931,049
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,774,290
Participant contributions at end of year2019-12-31$898,586
Participant contributions at beginning of year2019-12-31$726,458
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$59,764
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$60,000
Administrative expenses (other) incurred2019-12-31$79,605
Total non interest bearing cash at end of year2019-12-31$5,628
Total non interest bearing cash at beginning of year2019-12-31$9,168
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$13,956,120
Value of net assets at end of year (total assets less liabilities)2019-12-31$95,195,960
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$81,239,840
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$35,879,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,992,249
Interest on participant loans2019-12-31$34,376
Income. Interest from US Government securities2019-12-31$12,198
Income. Interest from corporate debt instruments2019-12-31$9,477
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,499,456
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,383,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,383,707
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$97,476
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$64,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,236,962
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
Assets. Invements in employer securities at end of year2019-12-31$48,101,189
Assets. Invements in employer securities at beginning of year2019-12-31$44,069,315
Contributions received in cash from employer2019-12-31$5,878,100
Employer contributions (assets) at end of year2019-12-31$4,951,549
Employer contributions (assets) at beginning of year2019-12-31$4,282,308
Income. Dividends from common stock2019-12-31$14,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,014,382
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$369,282
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$532,690
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$491,206
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,119,696
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
Aggregate proceeds on sale of assets2019-12-31$770,492
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 name2019-12-31KATZ SAPPER & MILLER LLP
Accountancy firm EIN2019-12-31351090346
2018 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$1,737,002
Total unrealized appreciation/depreciation of assets2018-12-31$1,737,002
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$7,425,918
Total loss/gain on sale of assets2018-12-31$41,893
Total of all expenses incurred2018-12-31$5,877,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,802,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,633,671
Value of total assets at end of year2018-12-31$81,239,840
Value of total assets at beginning of year2018-12-31$79,691,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$74,994
Total interest from all sources2018-12-31$84,837
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,079,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$955,378
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,379,344
Participant contributions at end of year2018-12-31$726,458
Participant contributions at beginning of year2018-12-31$631,140
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$131,763
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$60,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$894,368
Administrative expenses (other) incurred2018-12-31$74,994
Total non interest bearing cash at end of year2018-12-31$9,168
Total non interest bearing cash at beginning of year2018-12-31$7,457
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$1,547,952
Value of net assets at end of year (total assets less liabilities)2018-12-31$81,239,840
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$79,691,888
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$27,992,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,791,103
Interest on participant loans2018-12-31$24,616
Income. Interest from US Government securities2018-12-31$1,725
Income. Interest from corporate debt instruments2018-12-31$21,376
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$195,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,383,707
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,062,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,062,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$37,120
Asset value of US Government securities at end of year2018-12-31$64,249
Asset value of US Government securities at beginning of year2018-12-31$99,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,151,202
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
Assets. Invements in employer securities at end of year2018-12-31$44,069,315
Assets. Invements in employer securities at beginning of year2018-12-31$40,425,434
Contributions received in cash from employer2018-12-31$5,122,564
Employer contributions (assets) at end of year2018-12-31$4,282,308
Employer contributions (assets) at beginning of year2018-12-31$4,370,681
Income. Dividends from common stock2018-12-31$124,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,802,972
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$532,690
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$573,191
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,119,696
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$641,016
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
Aggregate proceeds on sale of assets2018-12-31$41,893
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KATZ SAPPER & MILLER LLP
Accountancy firm EIN2018-12-31351090346
2017 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-4,078,377
Total unrealized appreciation/depreciation of assets2017-12-31$-4,078,377
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$9,168,010
Total loss/gain on sale of assets2017-12-31$31,670
Total of all expenses incurred2017-12-31$5,542,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,473,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,898,412
Value of total assets at end of year2017-12-31$79,691,888
Value of total assets at beginning of year2017-12-31$76,066,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$68,238
Total interest from all sources2017-12-31$58,777
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,581,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$668,555
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,143,782
Participant contributions at end of year2017-12-31$631,140
Participant contributions at beginning of year2017-12-31$600,983
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$554,060
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$894,368
Total non interest bearing cash at end of year2017-12-31$7,457
Total non interest bearing cash at beginning of year2017-12-31$6,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,625,779
Value of net assets at end of year (total assets less liabilities)2017-12-31$79,691,888
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$76,066,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$68,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,791,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,507,689
Interest on participant loans2017-12-31$22,492
Income. Interest from corporate debt instruments2017-12-31$17,966
Value of interest in common/collective trusts at end of year2017-12-31$195,616
Value of interest in common/collective trusts at beginning of year2017-12-31$167,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,062,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,155,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,155,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$18,319
Asset value of US Government securities at end of year2017-12-31$99,619
Asset value of US Government securities at beginning of year2017-12-31$49,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,673,925
Net investment gain or loss from common/collective trusts2017-12-31$2,466
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
Assets. Invements in employer securities at end of year2017-12-31$40,425,434
Assets. Invements in employer securities at beginning of year2017-12-31$44,347,268
Contributions received in cash from employer2017-12-31$5,200,570
Employer contributions (assets) at end of year2017-12-31$4,370,681
Employer contributions (assets) at beginning of year2017-12-31$4,180,261
Income. Dividends from common stock2017-12-31$912,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,473,993
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$573,191
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$624,166
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$641,016
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$426,794
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
Aggregate proceeds on sale of assets2017-12-31$31,670
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 name2017-12-31KATZ SAPPER & MILLER LLP
Accountancy firm EIN2017-12-31351090346
2016 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$5,057,110
Total unrealized appreciation/depreciation of assets2016-12-31$5,057,110
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$15,540,971
Total loss/gain on sale of assets2016-12-31$-25,645
Total of all expenses incurred2016-12-31$3,589,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,535,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,140,792
Value of total assets at end of year2016-12-31$76,066,109
Value of total assets at beginning of year2016-12-31$64,114,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$53,628
Total interest from all sources2016-12-31$34,031
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,689,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$909,034
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,012,074
Participant contributions at end of year2016-12-31$600,983
Participant contributions at beginning of year2016-12-31$724,033
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$145,058
Total non interest bearing cash at end of year2016-12-31$6,485
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$11,951,683
Value of net assets at end of year (total assets less liabilities)2016-12-31$76,066,109
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$64,114,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$53,628
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,507,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,094,070
Interest on participant loans2016-12-31$21,962
Income. Interest from US Government securities2016-12-31$562
Income. Interest from corporate debt instruments2016-12-31$9,788
Value of interest in common/collective trusts at end of year2016-12-31$167,722
Value of interest in common/collective trusts at beginning of year2016-12-31$128,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,155,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,316,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,316,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,719
Asset value of US Government securities at end of year2016-12-31$49,722
Asset value of US Government securities at beginning of year2016-12-31$49,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$643,550
Net investment gain or loss from common/collective trusts2016-12-31$1,558
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
Assets. Invements in employer securities at end of year2016-12-31$44,347,268
Assets. Invements in employer securities at beginning of year2016-12-31$38,168,140
Contributions received in cash from employer2016-12-31$4,983,660
Employer contributions (assets) at end of year2016-12-31$4,180,261
Employer contributions (assets) at beginning of year2016-12-31$3,920,518
Income. Dividends from common stock2016-12-31$1,780,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,535,660
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$624,166
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$469,693
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$426,794
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$243,766
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
Aggregate proceeds on sale of assets2016-12-31$1,367,753
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,393,398
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 name2016-12-31KATZ SAPPER & MILLER LLP
Accountancy firm EIN2016-12-31351090346
2015 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$632,158
Total unrealized appreciation/depreciation of assets2015-12-31$632,158
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$8,574,969
Total loss/gain on sale of assets2015-12-31$-133
Total of all expenses incurred2015-12-31$3,081,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,034,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,926,740
Value of total assets at end of year2015-12-31$64,114,426
Value of total assets at beginning of year2015-12-31$58,621,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$47,055
Total interest from all sources2015-12-31$56,096
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$578,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$561,289
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,889,672
Participant contributions at end of year2015-12-31$724,033
Participant contributions at beginning of year2015-12-31$630,356
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$372,724
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$822,777
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$5,493,129
Value of net assets at end of year (total assets less liabilities)2015-12-31$64,114,426
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$58,621,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$47,055
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,094,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,329,691
Interest on participant loans2015-12-31$47,016
Income. Interest from corporate debt instruments2015-12-31$8,814
Value of interest in common/collective trusts at end of year2015-12-31$128,023
Value of interest in common/collective trusts at beginning of year2015-12-31$136,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,316,512
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,812,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,812,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$266
Asset value of US Government securities at end of year2015-12-31$49,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$380,456
Net investment gain or loss from common/collective trusts2015-12-31$1,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$38,168,140
Assets. Invements in employer securities at beginning of year2015-12-31$34,885,745
Contributions received in cash from employer2015-12-31$4,664,344
Employer contributions (assets) at end of year2015-12-31$3,920,518
Employer contributions (assets) at beginning of year2015-12-31$3,622,181
Income. Dividends from common stock2015-12-31$17,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,034,785
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$469,693
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$250,783
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$243,766
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$130,180
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
Aggregate proceeds on sale of assets2015-12-31$1,762,810
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,762,943
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 name2015-12-31KATZ SAPPER & MILLER
Accountancy firm EIN2015-12-31351090346
2014 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,141,758
Total unrealized appreciation/depreciation of assets2014-12-31$1,141,758
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$4,750
Total income from all sources (including contributions)2014-12-31$11,528,165
Total loss/gain on sale of assets2014-12-31$538
Total of all expenses incurred2014-12-31$3,976,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,935,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,471,705
Value of total assets at end of year2014-12-31$58,621,297
Value of total assets at beginning of year2014-12-31$51,074,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,603
Total interest from all sources2014-12-31$21,124
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,395,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,393,737
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,692,159
Participant contributions at end of year2014-12-31$630,356
Participant contributions at beginning of year2014-12-31$363,968
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,415,273
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$822,777
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,583,272
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,750
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$7,551,795
Value of net assets at end of year (total assets less liabilities)2014-12-31$58,621,297
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$51,069,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$40,603
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,329,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,480,005
Interest on participant loans2014-12-31$17,640
Income. Interest from corporate debt instruments2014-12-31$2,966
Value of interest in common/collective trusts at end of year2014-12-31$136,834
Value of interest in common/collective trusts at beginning of year2014-12-31$136,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,812,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$846,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$846,123
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$496,746
Net investment gain or loss from common/collective trusts2014-12-31$508
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
Assets. Invements in employer securities at end of year2014-12-31$34,885,745
Assets. Invements in employer securities at beginning of year2014-12-31$32,504,574
Contributions received in cash from employer2014-12-31$5,364,273
Employer contributions (assets) at end of year2014-12-31$3,622,181
Employer contributions (assets) at beginning of year2014-12-31$3,159,675
Income. Dividends from common stock2014-12-31$2,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,935,767
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$250,783
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$130,180
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$3,254,807
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,254,269
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 name2014-12-31KATZ SAPPER & MILLER
Accountancy firm EIN2014-12-31351090346
2013 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K 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$4,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$14,538,731
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,090,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,057,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,350,192
Value of total assets at end of year2013-12-31$51,074,252
Value of total assets at beginning of year2013-12-31$39,621,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,287
Total interest from all sources2013-12-31$8,407
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,583,272
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$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,458,023
Participant contributions at end of year2013-12-31$363,968
Participant contributions at beginning of year2013-12-31$158,274
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$138,940
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,583,272
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,750
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$11,447,823
Value of net assets at end of year (total assets less liabilities)2013-12-31$51,069,502
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$39,621,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$33,287
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,480,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,035,279
Interest on participant loans2013-12-31$8,407
Value of interest in common/collective trusts at end of year2013-12-31$136,635
Value of interest in common/collective trusts at beginning of year2013-12-31$154,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$846,123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$501,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$501,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,595,193
Net investment gain or loss from common/collective trusts2013-12-31$1,667
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
Assets. Invements in employer securities at end of year2013-12-31$32,504,574
Assets. Invements in employer securities at beginning of year2013-12-31$27,081,981
Contributions received in cash from employer2013-12-31$3,753,229
Employer contributions (assets) at end of year2013-12-31$3,159,675
Employer contributions (assets) at beginning of year2013-12-31$2,689,742
Income. Dividends from common stock2013-12-31$1,583,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,057,621
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31KATZ SAPPER & MILLER
Accountancy firm EIN2013-12-31351090346
2012 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$10,025,597
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,197,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,179,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,583,872
Value of total assets at end of year2012-12-31$39,621,679
Value of total assets at beginning of year2012-12-31$30,793,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,776
Total interest from all sources2012-12-31$6,423
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
Administrative expenses professional fees incurred2012-12-31$17,776
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,185,624
Participant contributions at end of year2012-12-31$158,274
Participant contributions at beginning of year2012-12-31$129,729
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$206,069
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$8,827,979
Value of net assets at end of year (total assets less liabilities)2012-12-31$39,621,679
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$30,793,700
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$9,035,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,015,280
Interest on participant loans2012-12-31$6,423
Value of interest in common/collective trusts at end of year2012-12-31$154,953
Value of interest in common/collective trusts at beginning of year2012-12-31$111,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$501,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$428,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$428,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,435,302
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
Assets. Invements in employer securities at end of year2012-12-31$27,081,981
Assets. Invements in employer securities at beginning of year2012-12-31$21,869,592
Contributions received in cash from employer2012-12-31$3,192,179
Employer contributions (assets) at end of year2012-12-31$2,689,742
Employer contributions (assets) at beginning of year2012-12-31$2,239,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,179,842
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31KATZ SAPPER & MILLER
Accountancy firm EIN2012-12-31351090346
2011 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$5,967,894
Total unrealized appreciation/depreciation of assets2011-12-31$5,967,894
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$9,675,260
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$770,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$758,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,858,571
Value of total assets at end of year2011-12-31$30,793,700
Value of total assets at beginning of year2011-12-31$21,888,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,302
Total interest from all sources2011-12-31$7,654
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$104,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$104,834
Administrative expenses professional fees incurred2011-12-31$12,302
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$890,830
Participant contributions at end of year2011-12-31$129,729
Participant contributions at beginning of year2011-12-31$122,035
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$327,949
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$8,904,770
Value of net assets at end of year (total assets less liabilities)2011-12-31$30,793,700
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,888,930
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$6,015,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,555,540
Interest on participant loans2011-12-31$7,654
Value of interest in common/collective trusts at end of year2011-12-31$111,011
Value of interest in common/collective trusts at beginning of year2011-12-31$119,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$428,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$278,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$278,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-263,693
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
Assets. Invements in employer securities at end of year2011-12-31$21,869,592
Assets. Invements in employer securities at beginning of year2011-12-31$14,936,622
Contributions received in cash from employer2011-12-31$2,639,792
Employer contributions (assets) at end of year2011-12-31$2,239,274
Employer contributions (assets) at beginning of year2011-12-31$1,876,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$758,188
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31KATZ SAPPER & MILLER
Accountancy firm EIN2011-12-31351090346
2010 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,781,401
Total unrealized appreciation/depreciation of assets2010-12-31$2,781,401
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,287,871
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$506,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$497,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,920,178
Value of total assets at end of year2010-12-31$21,888,930
Value of total assets at beginning of year2010-12-31$16,107,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,971
Total interest from all sources2010-12-31$7,055
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$32,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$32,666
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$710,075
Participant contributions at end of year2010-12-31$122,035
Participant contributions at beginning of year2010-12-31$83,168
Participant contributions at beginning of year2010-12-31$32,422
Administrative expenses (other) incurred2010-12-31$8,971
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$5,781,843
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,888,930
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,107,087
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$4,555,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,823,389
Interest on participant loans2010-12-31$6,908
Value of interest in common/collective trusts at end of year2010-12-31$119,046
Value of interest in common/collective trusts at beginning of year2010-12-31$78,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$278,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$349,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$349,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$543,842
Net investment gain or loss from common/collective trusts2010-12-31$2,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$14,936,622
Assets. Invements in employer securities at beginning of year2010-12-31$11,056,460
Contributions received in cash from employer2010-12-31$2,210,103
Employer contributions (assets) at end of year2010-12-31$1,876,990
Employer contributions (assets) at beginning of year2010-12-31$1,683,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$497,057
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31KATZ SAPPER & MILLER LLP
Accountancy firm EIN2010-12-31351090346

Form 5500 Responses for COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN

2022: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K 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: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K 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: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K 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: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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