Plan Name | COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | PHILLIP V. PURSIFULL | 2023-08-08 | ||
001 | 2021-01-01 | PHILLIP V. PURSIFULL | 2022-08-04 | ||
001 | 2020-01-01 | PHILLIP V. PURSIFULL | 2021-09-29 | ||
001 | 2019-01-01 | PHILLIP V. PURSIFULL | 2020-08-26 | ||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | PHILLIP V. PURSIFULL | |||
001 | 2015-01-01 | PHILLIP V. PURSIFULL | |||
001 | 2014-01-01 | PHILLIP V. PURSIFULL | |||
001 | 2013-01-01 | PHILLIP V. PURSIFULL | |||
001 | 2012-01-01 | PHILLIP V. PURSIFULL | |||
001 | 2011-01-01 | PHILLIP V. PURSIFULL | |||
001 | 2010-01-01 | PHILLIP V. PURSIFULL | |||
001 | 2009-01-01 | PHILLIP V. PURSIFULL | PHILLIP V. PURSIFULL | 2010-07-21 |
Measure | Date | Value |
---|---|---|
2022: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 731 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 580 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 48 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 246 |
Total of all active and inactive participants | 2022-01-01 | 874 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 875 |
Number of participants with account balances | 2022-01-01 | 875 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 57 |
2021: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 576 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 504 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 40 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 180 |
Total of all active and inactive participants | 2021-01-01 | 724 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 724 |
Number of participants with account balances | 2021-01-01 | 723 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 39 |
2020: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 524 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 397 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 37 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 129 |
Total of all active and inactive participants | 2020-01-01 | 563 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 563 |
Number of participants with account balances | 2020-01-01 | 563 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 26 |
2019: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 466 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 372 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 29 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 121 |
Total of all active and inactive participants | 2019-01-01 | 522 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 522 |
Number of participants with account balances | 2019-01-01 | 521 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 22 |
2018: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 448 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 320 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 116 |
Total of all active and inactive participants | 2018-01-01 | 455 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 455 |
Number of participants with account balances | 2018-01-01 | 454 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 34 |
2017: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 427 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 336 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 24 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 84 |
Total of all active and inactive participants | 2017-01-01 | 444 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 3 |
Total participants | 2017-01-01 | 447 |
Number of participants with account balances | 2017-01-01 | 441 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 22 |
2016: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 394 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 328 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 72 |
Total of all active and inactive participants | 2016-01-01 | 415 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 415 |
Number of participants with account balances | 2016-01-01 | 411 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 21 |
2015: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 355 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 312 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 57 |
Total of all active and inactive participants | 2015-01-01 | 384 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 384 |
Number of participants with account balances | 2015-01-01 | 382 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 31 |
2014: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 316 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 301 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 42 |
Total of all active and inactive participants | 2014-01-01 | 350 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 350 |
Number of participants with account balances | 2014-01-01 | 348 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 26 |
2013: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 271 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 273 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 31 |
Total of all active and inactive participants | 2013-01-01 | 314 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 315 |
Number of participants with account balances | 2013-01-01 | 313 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 15 |
2012: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 232 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 230 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 35 |
Total of all active and inactive participants | 2012-01-01 | 268 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 268 |
Number of participants with account balances | 2012-01-01 | 267 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 14 |
2011: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 185 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 204 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 21 |
Total of all active and inactive participants | 2011-01-01 | 230 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 230 |
Number of participants with account balances | 2011-01-01 | 230 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 6 |
2010: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 163 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 164 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 11 |
Total of all active and inactive participants | 2010-01-01 | 177 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 177 |
Number of participants with account balances | 2010-01-01 | 177 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 9 |
2009: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 149 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
Total of all active and inactive participants | 2009-01-01 | 156 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 156 |
Number of participants with account balances | 2009-01-01 | 156 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 6 |
Measure | Date | Value |
---|---|---|
2022 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $3,000,464 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 assets | 2022-12-31 | $-3,681,087 |
Total of all expenses incurred | 2022-12-31 | $10,608,661 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $161,731,026 |
Value of total assets at beginning of year | 2022-12-31 | $152,199,899 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $146,991 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,242,390 |
Administrative expenses professional fees incurred | 2022-12-31 | $146,991 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $4,740,994 |
Participant contributions at end of year | 2022-12-31 | $733,074 |
Participant contributions at beginning of year | 2022-12-31 | $728,117 |
Participant contributions at end of year | 2022-12-31 | $154,593 |
Participant contributions at beginning of year | 2022-12-31 | $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 year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $813,895 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $51,525,530 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $57,292,392 |
Interest on participant loans | 2022-12-31 | $35,156 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $14,407,299 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $6,789,099 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $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 year | 2022-12-31 | $299,133 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $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 assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $81,293,822 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $78,293,358 |
Contributions received in cash from employer | 2022-12-31 | $12,248,867 |
Employer contributions (assets) at end of year | 2022-12-31 | $10,715,112 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $6,267,586 |
Income. Dividends from common stock | 2022-12-31 | $9,376,450 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $10,461,670 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $498,648 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $102,037 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $1,289,920 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $1,788,511 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $-3,681,087 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | KATZ SAPPER & MILLER LLP |
Accountancy firm EIN | 2022-12-31 | 351090346 |
2021 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $13,464,767 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $2,297,219 |
Total of all expenses incurred | 2021-12-31 | $12,604,441 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $152,199,899 |
Value of total assets at beginning of year | 2021-12-31 | $126,058,676 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $114,801 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,933,559 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $3,767,240 |
Participant contributions at end of year | 2021-12-31 | $728,117 |
Participant contributions at beginning of year | 2021-12-31 | $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 year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $114,801 |
Total non interest bearing cash at end of year | 2021-12-31 | $938,799 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $57,292,392 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $46,932,162 |
Interest on participant loans | 2021-12-31 | $38,131 |
Income. Interest from corporate debt instruments | 2021-12-31 | $2,763 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $6,789,099 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $6,299,208 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $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 year | 2021-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $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 assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $78,293,358 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $65,166,328 |
Contributions received in cash from employer | 2021-12-31 | $7,495,033 |
Employer contributions (assets) at end of year | 2021-12-31 | $6,267,586 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $5,489,353 |
Income. Dividends from common stock | 2021-12-31 | $25,445 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $12,489,640 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $102,037 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $105,056 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $1,788,511 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $1,089,138 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $2,297,219 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | KATZ SAPPER & MILLER LLP |
Accountancy firm EIN | 2021-12-31 | 351090346 |
2020 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $17,243,389 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $17,243,389 |
Total transfer of assets to this plan | 2020-12-31 | $413,442 |
Total transfer of assets from this plan | 2020-12-31 | $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 assets | 2020-12-31 | $976,489 |
Total of all expenses incurred | 2020-12-31 | $5,862,677 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $126,058,676 |
Value of total assets at beginning of year | 2020-12-31 | $95,195,960 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $89,234 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,167,547 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,083,236 |
Participant contributions at end of year | 2020-12-31 | $974,429 |
Participant contributions at beginning of year | 2020-12-31 | $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 year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $89,234 |
Total non interest bearing cash at end of year | 2020-12-31 | $3,002 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $46,932,162 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $35,879,064 |
Interest on participant loans | 2020-12-31 | $39,334 |
Income. Interest from US Government securities | 2020-12-31 | $7,626 |
Income. Interest from corporate debt instruments | 2020-12-31 | $5,871 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $6,299,208 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $4,499,456 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $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 year | 2020-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $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 assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $65,166,328 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $48,101,189 |
Contributions received in cash from employer | 2020-12-31 | $6,516,855 |
Employer contributions (assets) at end of year | 2020-12-31 | $5,489,353 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $4,951,549 |
Income. Dividends from common stock | 2020-12-31 | $6,962 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,773,443 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $105,056 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $369,282 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $1,089,138 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $491,206 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $976,489 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | KATZ SAPPER & MILLER LLP |
Accountancy firm EIN | 2020-12-31 | 351090346 |
2019 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $4,231,341 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $770,492 |
Total of all expenses incurred | 2019-12-31 | $6,093,987 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $95,195,960 |
Value of total assets at beginning of year | 2019-12-31 | $81,239,840 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $79,605 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $931,049 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,774,290 |
Participant contributions at end of year | 2019-12-31 | $898,586 |
Participant contributions at beginning of year | 2019-12-31 | $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 year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $60,000 |
Administrative expenses (other) incurred | 2019-12-31 | $79,605 |
Total non interest bearing cash at end of year | 2019-12-31 | $5,628 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $35,879,064 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $27,992,249 |
Interest on participant loans | 2019-12-31 | $34,376 |
Income. Interest from US Government securities | 2019-12-31 | $12,198 |
Income. Interest from corporate debt instruments | 2019-12-31 | $9,477 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $4,499,456 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,383,707 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $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 year | 2019-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $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 assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $48,101,189 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $44,069,315 |
Contributions received in cash from employer | 2019-12-31 | $5,878,100 |
Employer contributions (assets) at end of year | 2019-12-31 | $4,951,549 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $4,282,308 |
Income. Dividends from common stock | 2019-12-31 | $14,582 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,014,382 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $369,282 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $532,690 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $491,206 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $1,119,696 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $770,492 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | KATZ SAPPER & MILLER LLP |
Accountancy firm EIN | 2019-12-31 | 351090346 |
2018 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $1,737,002 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $41,893 |
Total of all expenses incurred | 2018-12-31 | $5,877,966 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $81,239,840 |
Value of total assets at beginning of year | 2018-12-31 | $79,691,888 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $74,994 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $955,378 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,379,344 |
Participant contributions at end of year | 2018-12-31 | $726,458 |
Participant contributions at beginning of year | 2018-12-31 | $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 year | 2018-12-31 | $60,000 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $894,368 |
Administrative expenses (other) incurred | 2018-12-31 | $74,994 |
Total non interest bearing cash at end of year | 2018-12-31 | $9,168 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $27,992,249 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $29,791,103 |
Interest on participant loans | 2018-12-31 | $24,616 |
Income. Interest from US Government securities | 2018-12-31 | $1,725 |
Income. Interest from corporate debt instruments | 2018-12-31 | $21,376 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $195,616 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $2,383,707 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $2,062,263 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $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 year | 2018-12-31 | $64,249 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $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 assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $44,069,315 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $40,425,434 |
Contributions received in cash from employer | 2018-12-31 | $5,122,564 |
Employer contributions (assets) at end of year | 2018-12-31 | $4,282,308 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $4,370,681 |
Income. Dividends from common stock | 2018-12-31 | $124,339 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $5,802,972 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $532,690 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $573,191 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $1,119,696 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $641,016 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $41,893 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | KATZ SAPPER & MILLER LLP |
Accountancy firm EIN | 2018-12-31 | 351090346 |
2017 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-4,078,377 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-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 assets | 2017-12-31 | $31,670 |
Total of all expenses incurred | 2017-12-31 | $5,542,231 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $79,691,888 |
Value of total assets at beginning of year | 2017-12-31 | $76,066,109 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $68,238 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $668,555 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,143,782 |
Participant contributions at end of year | 2017-12-31 | $631,140 |
Participant contributions at beginning of year | 2017-12-31 | $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 year | 2017-12-31 | $894,368 |
Total non interest bearing cash at end of year | 2017-12-31 | $7,457 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $68,238 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $29,791,103 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $23,507,689 |
Interest on participant loans | 2017-12-31 | $22,492 |
Income. Interest from corporate debt instruments | 2017-12-31 | $17,966 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $195,616 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $167,722 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $2,062,263 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $2,155,019 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $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 year | 2017-12-31 | $99,619 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $2,466 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $40,425,434 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $44,347,268 |
Contributions received in cash from employer | 2017-12-31 | $5,200,570 |
Employer contributions (assets) at end of year | 2017-12-31 | $4,370,681 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $4,180,261 |
Income. Dividends from common stock | 2017-12-31 | $912,582 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,473,993 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $573,191 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $624,166 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $641,016 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $426,794 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $31,670 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | KATZ SAPPER & MILLER LLP |
Accountancy firm EIN | 2017-12-31 | 351090346 |
2016 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $5,057,110 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $-25,645 |
Total of all expenses incurred | 2016-12-31 | $3,589,288 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $76,066,109 |
Value of total assets at beginning of year | 2016-12-31 | $64,114,426 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $53,628 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $909,034 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,012,074 |
Participant contributions at end of year | 2016-12-31 | $600,983 |
Participant contributions at beginning of year | 2016-12-31 | $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 year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $53,628 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $23,507,689 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $19,094,070 |
Interest on participant loans | 2016-12-31 | $21,962 |
Income. Interest from US Government securities | 2016-12-31 | $562 |
Income. Interest from corporate debt instruments | 2016-12-31 | $9,788 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $167,722 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $128,023 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $2,155,019 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,316,512 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 year | 2016-12-31 | $49,722 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $1,558 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $44,347,268 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $38,168,140 |
Contributions received in cash from employer | 2016-12-31 | $4,983,660 |
Employer contributions (assets) at end of year | 2016-12-31 | $4,180,261 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $3,920,518 |
Income. Dividends from common stock | 2016-12-31 | $1,780,541 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,535,660 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $624,166 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $469,693 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $426,794 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $243,766 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $1,367,753 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $1,393,398 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | KATZ SAPPER & MILLER LLP |
Accountancy firm EIN | 2016-12-31 | 351090346 |
2015 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $632,158 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 assets | 2015-12-31 | $-133 |
Total of all expenses incurred | 2015-12-31 | $3,081,840 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $64,114,426 |
Value of total assets at beginning of year | 2015-12-31 | $58,621,297 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $47,055 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $561,289 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,889,672 |
Participant contributions at end of year | 2015-12-31 | $724,033 |
Participant contributions at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $47,055 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $19,094,070 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $16,329,691 |
Interest on participant loans | 2015-12-31 | $47,016 |
Income. Interest from corporate debt instruments | 2015-12-31 | $8,814 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $128,023 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $136,834 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,316,512 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,812,750 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $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 trusts | 2015-12-31 | $1,147 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $38,168,140 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $34,885,745 |
Contributions received in cash from employer | 2015-12-31 | $4,664,344 |
Employer contributions (assets) at end of year | 2015-12-31 | $3,920,518 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $3,622,181 |
Income. Dividends from common stock | 2015-12-31 | $17,216 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,034,785 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $469,693 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $250,783 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $243,766 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $130,180 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $1,762,810 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $1,762,943 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | KATZ SAPPER & MILLER |
Accountancy firm EIN | 2015-12-31 | 351090346 |
2014 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $1,141,758 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $538 |
Total of all expenses incurred | 2014-12-31 | $3,976,370 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $58,621,297 |
Value of total assets at beginning of year | 2014-12-31 | $51,074,252 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $40,603 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,393,737 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,692,159 |
Participant contributions at end of year | 2014-12-31 | $630,356 |
Participant contributions at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $822,777 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $1,583,272 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $40,603 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $16,329,691 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $12,480,005 |
Interest on participant loans | 2014-12-31 | $17,640 |
Income. Interest from corporate debt instruments | 2014-12-31 | $2,966 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $136,834 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $136,635 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,812,750 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $846,123 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $508 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $34,885,745 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $32,504,574 |
Contributions received in cash from employer | 2014-12-31 | $5,364,273 |
Employer contributions (assets) at end of year | 2014-12-31 | $3,622,181 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $3,159,675 |
Income. Dividends from common stock | 2014-12-31 | $2,049 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,935,767 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $250,783 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $130,180 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $3,254,807 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $3,254,269 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | KATZ SAPPER & MILLER |
Accountancy firm EIN | 2014-12-31 | 351090346 |
2013 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,090,908 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $51,074,252 |
Value of total assets at beginning of year | 2013-12-31 | $39,621,679 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $33,287 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,458,023 |
Participant contributions at end of year | 2013-12-31 | $363,968 |
Participant contributions at beginning of year | 2013-12-31 | $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 year | 2013-12-31 | $1,583,272 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $33,287 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $12,480,005 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $9,035,279 |
Interest on participant loans | 2013-12-31 | $8,407 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $136,635 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $154,953 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $846,123 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $501,450 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $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 trusts | 2013-12-31 | $1,667 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $32,504,574 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $27,081,981 |
Contributions received in cash from employer | 2013-12-31 | $3,753,229 |
Employer contributions (assets) at end of year | 2013-12-31 | $3,159,675 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $2,689,742 |
Income. Dividends from common stock | 2013-12-31 | $1,583,272 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $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 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | KATZ SAPPER & MILLER |
Accountancy firm EIN | 2013-12-31 | 351090346 |
2012 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,197,618 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $39,621,679 |
Value of total assets at beginning of year | 2012-12-31 | $30,793,700 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $17,776 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $17,776 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,185,624 |
Participant contributions at end of year | 2012-12-31 | $158,274 |
Participant contributions at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $9,035,279 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,015,280 |
Interest on participant loans | 2012-12-31 | $6,423 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $154,953 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $111,011 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $501,450 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $428,814 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $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 assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $27,081,981 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $21,869,592 |
Contributions received in cash from employer | 2012-12-31 | $3,192,179 |
Employer contributions (assets) at end of year | 2012-12-31 | $2,689,742 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $2,239,274 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $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 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | KATZ SAPPER & MILLER |
Accountancy firm EIN | 2012-12-31 | 351090346 |
2011 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $5,967,894 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $770,490 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $30,793,700 |
Value of total assets at beginning of year | 2011-12-31 | $21,888,930 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $12,302 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $104,834 |
Administrative expenses professional fees incurred | 2011-12-31 | $12,302 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $890,830 |
Participant contributions at end of year | 2011-12-31 | $129,729 |
Participant contributions at beginning of year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,015,280 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,555,540 |
Interest on participant loans | 2011-12-31 | $7,654 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $111,011 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $119,046 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $428,814 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $278,697 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $21,869,592 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $14,936,622 |
Contributions received in cash from employer | 2011-12-31 | $2,639,792 |
Employer contributions (assets) at end of year | 2011-12-31 | $2,239,274 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,876,990 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $758,188 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | KATZ SAPPER & MILLER |
Accountancy firm EIN | 2011-12-31 | 351090346 |
2010 : COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $2,781,401 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $506,028 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $21,888,930 |
Value of total assets at beginning of year | 2010-12-31 | $16,107,087 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $8,971 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $32,666 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $710,075 |
Participant contributions at end of year | 2010-12-31 | $122,035 |
Participant contributions at beginning of year | 2010-12-31 | $83,168 |
Participant contributions at beginning of year | 2010-12-31 | $32,422 |
Administrative expenses (other) incurred | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,555,540 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,823,389 |
Interest on participant loans | 2010-12-31 | $6,908 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $119,046 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $78,216 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $278,697 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $349,525 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 trusts | 2010-12-31 | $2,729 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $14,936,622 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $11,056,460 |
Contributions received in cash from employer | 2010-12-31 | $2,210,103 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,876,990 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,683,907 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $497,057 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | KATZ SAPPER & MILLER LLP |
Accountancy firm EIN | 2010-12-31 | 351090346 |
2022: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |