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SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 401k Plan overview

Plan NameSAFETY MANAGEMENT GROUP, LLC 401(K) PLAN
Plan identification number 001

SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN Benefits

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

401k Sponsoring company profile

SAFETY MANAGEMENT GROUP has sponsored the creation of one or more 401k plans.

Company Name:SAFETY MANAGEMENT GROUP
Employer identification number (EIN):352012191
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01TRAVIS SPOTTS
0012023-01-01
0012023-01-01TRAVIS SPOTTS
0012022-01-01
0012022-01-01TRAVIS SPOTTS
0012021-01-01
0012021-01-01REBECCA OGLE
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01REBECCA OGLE REBECCA OGLE2018-10-10
0012016-01-01BOBBY PIRTLE BOBBY PIRTLE2017-09-20
0012015-01-01ROBERT PIRTLE ROBERT PIRTLE2016-11-25
0012015-01-01ROBERT PIRTLE ROBERT PIRTLE2016-10-17
0012014-01-01ROBERT PIRTLE2015-04-10 ROBERT PIRTLE2015-04-10
0012013-01-01ROBERT PIRTLE2014-06-02 ROBERT PIRTLE2014-06-02
0012012-01-01BOBBY PIRTLE2013-04-22 BOBBY PIRTLE2013-04-22
0012011-01-01ROBERT PIRTLE2012-04-05 ROBERT PIRTLE2012-04-05
0012010-01-01ROBERT PIRTLE2011-04-14 ROBERT PIRTLE2011-04-14

Plan Statistics for SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN

401k plan membership statisitcs for SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN

Measure Date Value
2023: SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01316
Total number of active participants reported on line 7a of the Form 55002023-01-01267
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0150
Total of all active and inactive participants2023-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01317
Number of participants with account balances2023-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0131
2022: SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01265
Total number of active participants reported on line 7a of the Form 55002022-01-01228
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0146
Total of all active and inactive participants2022-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01274
Number of participants with account balances2022-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01249
Total number of active participants reported on line 7a of the Form 55002021-01-01217
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01252
Number of participants with account balances2021-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01247
Total number of active participants reported on line 7a of the Form 55002020-01-01213
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01243
Number of participants with account balances2020-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01215
Total number of active participants reported on line 7a of the Form 55002019-01-01190
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01229
Number of participants with account balances2019-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0127
2018: SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01185
Total number of active participants reported on line 7a of the Form 55002018-01-01191
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0125
Total of all active and inactive participants2018-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01216
Number of participants with account balances2018-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01166
Total number of active participants reported on line 7a of the Form 55002017-01-01163
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01187
Number of participants with account balances2017-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01160
Total number of active participants reported on line 7a of the Form 55002016-01-01147
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01167
Number of participants with account balances2016-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01129
Total number of active participants reported on line 7a of the Form 55002015-01-01143
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01159
Number of participants with account balances2015-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112

Financial Data on SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN

Measure Date Value
2023 : SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$6,185,974
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,718,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,607,977
Expenses. Certain deemed distributions of participant loans2023-12-31$12,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,111,013
Value of total assets at end of year2023-12-31$20,857,227
Value of total assets at beginning of year2023-12-31$16,389,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$98,348
Total interest from all sources2023-12-31$11,445
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$70,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$70,288
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,821,373
Participant contributions at end of year2023-12-31$205,774
Participant contributions at beginning of year2023-12-31$199,450
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$419,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,467,431
Value of net assets at end of year (total assets less liabilities)2023-12-31$20,857,227
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$16,389,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$3,505,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$2,812,222
Value of interest in pooled separate accounts at end of year2023-12-31$1,924,816
Value of interest in pooled separate accounts at beginning of year2023-12-31$1,670,007
Interest on participant loans2023-12-31$11,445
Value of interest in common/collective trusts at end of year2023-12-31$15,221,191
Value of interest in common/collective trusts at beginning of year2023-12-31$11,708,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$454,445
Net investment gain/loss from pooled separate accounts2023-12-31$420,785
Net investment gain or loss from common/collective trusts2023-12-31$2,117,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$870,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,607,977
Contract administrator fees2023-12-31$98,348
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CBIZ CPAS, P.C.
Accountancy firm EIN2023-12-31431947695
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$6,185,974
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,718,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,607,977
Expenses. Certain deemed distributions of participant loans2023-01-01$12,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$3,111,013
Value of total assets at end of year2023-01-01$20,857,227
Value of total assets at beginning of year2023-01-01$16,389,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$98,348
Total interest from all sources2023-01-01$11,445
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$70,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$70,288
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,821,373
Participant contributions at end of year2023-01-01$205,774
Participant contributions at beginning of year2023-01-01$199,450
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$419,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$4,467,431
Value of net assets at end of year (total assets less liabilities)2023-01-01$20,857,227
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$16,389,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$3,505,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$2,812,222
Value of interest in pooled separate accounts at end of year2023-01-01$1,924,816
Value of interest in pooled separate accounts at beginning of year2023-01-01$1,670,007
Interest on participant loans2023-01-01$11,445
Value of interest in common/collective trusts at end of year2023-01-01$15,221,191
Value of interest in common/collective trusts at beginning of year2023-01-01$11,708,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$454,445
Net investment gain/loss from pooled separate accounts2023-01-01$420,785
Net investment gain or loss from common/collective trusts2023-01-01$2,117,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$870,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,607,977
Contract administrator fees2023-01-01$98,348
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CBIZ CPAS, P.C.
Accountancy firm EIN2023-01-01431947695
2022 : SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-578,515
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,490,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,403,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,767,616
Value of total assets at end of year2022-12-31$16,389,796
Value of total assets at beginning of year2022-12-31$18,459,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$87,716
Total interest from all sources2022-12-31$12,433
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$55,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$55,486
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,560,400
Participant contributions at end of year2022-12-31$199,450
Participant contributions at beginning of year2022-12-31$217,116
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$486,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,069,310
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,389,796
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,459,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,812,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,962,469
Value of interest in pooled separate accounts at end of year2022-12-31$1,670,007
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,494,095
Interest on participant loans2022-12-31$12,433
Value of interest in common/collective trusts at end of year2022-12-31$11,708,117
Value of interest in common/collective trusts at beginning of year2022-12-31$12,785,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-525,217
Net investment gain/loss from pooled separate accounts2022-12-31$-677,377
Net investment gain or loss from common/collective trusts2022-12-31$-2,211,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$720,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,403,079
Contract administrator fees2022-12-31$87,716
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SOMERSET CPAS P.C.
Accountancy firm EIN2022-12-31201717681
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-578,515
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,490,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,403,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,767,616
Value of total assets at end of year2022-01-01$16,389,796
Value of total assets at beginning of year2022-01-01$18,459,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$87,716
Total interest from all sources2022-01-01$12,433
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$55,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$55,486
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,560,400
Participant contributions at end of year2022-01-01$199,450
Participant contributions at beginning of year2022-01-01$217,116
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$486,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,069,310
Value of net assets at end of year (total assets less liabilities)2022-01-01$16,389,796
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$18,459,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$2,812,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$2,962,469
Value of interest in pooled separate accounts at end of year2022-01-01$1,670,007
Value of interest in pooled separate accounts at beginning of year2022-01-01$2,494,095
Interest on participant loans2022-01-01$12,433
Value of interest in common/collective trusts at end of year2022-01-01$11,708,117
Value of interest in common/collective trusts at beginning of year2022-01-01$12,785,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-525,217
Net investment gain/loss from pooled separate accounts2022-01-01$-677,377
Net investment gain or loss from common/collective trusts2022-01-01$-2,211,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$720,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,403,079
Contract administrator fees2022-01-01$87,716
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01SOMERSET CPAS P.C.
Accountancy firm EIN2022-01-01201717681
2021 : SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,039,855
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,385,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,294,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,590,618
Value of total assets at end of year2021-12-31$18,459,106
Value of total assets at beginning of year2021-12-31$14,804,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$90,789
Total interest from all sources2021-12-31$13,705
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$46,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$46,247
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,524,960
Participant contributions at end of year2021-12-31$217,116
Participant contributions at beginning of year2021-12-31$211,889
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$378,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,654,767
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,459,106
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,804,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,962,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,012,292
Value of interest in pooled separate accounts at end of year2021-12-31$2,494,095
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,391,212
Interest on participant loans2021-12-31$13,705
Value of interest in common/collective trusts at end of year2021-12-31$12,785,426
Value of interest in common/collective trusts at beginning of year2021-12-31$10,188,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$360,767
Net investment gain/loss from pooled separate accounts2021-12-31$351,470
Net investment gain or loss from common/collective trusts2021-12-31$1,677,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$686,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,294,299
Contract administrator fees2021-12-31$90,789
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SOMERSET CPAS P.C.
Accountancy firm EIN2021-12-31201717681
2020 : SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,376,963
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,795,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,723,169
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,140,501
Value of total assets at end of year2020-12-31$14,804,339
Value of total assets at beginning of year2020-12-31$13,222,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$71,884
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$16,304
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$46,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$46,804
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,339,839
Participant contributions at end of year2020-12-31$211,889
Participant contributions at beginning of year2020-12-31$271,180
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$159
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$148,711
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$13
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,581,910
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,804,339
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,222,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,012,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,426,746
Value of interest in pooled separate accounts at end of year2020-12-31$2,391,212
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,406,318
Interest on participant loans2020-12-31$16,304
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$10,188,946
Value of interest in common/collective trusts at beginning of year2020-12-31$8,117,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$301,576
Net investment gain/loss from pooled separate accounts2020-12-31$585,969
Net investment gain or loss from common/collective trusts2020-12-31$1,285,796
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$651,951
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$637
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,723,169
Contract administrator fees2020-12-31$71,884
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SOMERSET CPAS P. C.
Accountancy firm EIN2020-12-31201717681
2019 : SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,353,130
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,196,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,171,531
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,036,319
Value of total assets at end of year2019-12-31$13,222,429
Value of total assets at beginning of year2019-12-31$10,065,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,146
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$17,850
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$40,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$40,464
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$1,214,772
Participant contributions at end of year2019-12-31$271,180
Participant contributions at beginning of year2019-12-31$264,695
Participant contributions at end of year2019-12-31$159
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$260,492
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,156,453
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,222,429
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,065,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,426,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,506,594
Value of interest in pooled separate accounts at end of year2019-12-31$2,406,318
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,527,066
Interest on participant loans2019-12-31$17,850
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$8,117,389
Value of interest in common/collective trusts at beginning of year2019-12-31$5,766,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$363,930
Net investment gain/loss from pooled separate accounts2019-12-31$557,387
Net investment gain or loss from common/collective trusts2019-12-31$1,337,180
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$561,055
Employer contributions (assets) at end of year2019-12-31$637
Employer contributions (assets) at beginning of year2019-12-31$1,559
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,171,531
Contract administrator fees2019-12-31$25,146
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SOMERSET CPAS
Accountancy firm EIN2019-12-31201717681
2018 : SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$972,360
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$632,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$628,346
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,727,460
Value of total assets at end of year2018-12-31$10,065,976
Value of total assets at beginning of year2018-12-31$9,725,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,770
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$14,699
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$27,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$27,517
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$900,131
Participant contributions at end of year2018-12-31$264,695
Participant contributions at beginning of year2018-12-31$198,477
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$34,149
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$445,568
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$7
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$340,244
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,065,976
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,725,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,506,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,694,098
Value of interest in pooled separate accounts at end of year2018-12-31$2,527,066
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,531,847
Interest on participant loans2018-12-31$14,699
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$5,766,062
Value of interest in common/collective trusts at beginning of year2018-12-31$5,258,606
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-200,933
Net investment gain/loss from pooled separate accounts2018-12-31$-74,422
Net investment gain or loss from common/collective trusts2018-12-31$-521,968
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$381,761
Employer contributions (assets) at end of year2018-12-31$1,559
Employer contributions (assets) at beginning of year2018-12-31$8,555
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$628,346
Contract administrator fees2018-12-31$3,770
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SOMERSET CPAS, P. C.
Accountancy firm EIN2018-12-31201717681
2017 : SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,482,400
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$455,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$441,820
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$6,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,098,996
Value of total assets at end of year2017-12-31$9,725,732
Value of total assets at beginning of year2017-12-31$7,698,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,819
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$7,656
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$21,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$21,887
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$745,944
Participant contributions at end of year2017-12-31$198,477
Participant contributions at beginning of year2017-12-31$102,596
Participant contributions at end of year2017-12-31$34,149
Participant contributions at beginning of year2017-12-31$19,743
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$43,791
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$127
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,026,985
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,725,732
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,698,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,694,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,355,469
Value of interest in pooled separate accounts at end of year2017-12-31$2,531,847
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,066,520
Interest on participant loans2017-12-31$7,656
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$5,258,606
Value of interest in common/collective trusts at beginning of year2017-12-31$4,143,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$245,296
Net investment gain/loss from pooled separate accounts2017-12-31$387,986
Net investment gain or loss from common/collective trusts2017-12-31$720,452
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$309,261
Employer contributions (assets) at end of year2017-12-31$8,555
Employer contributions (assets) at beginning of year2017-12-31$11,042
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$441,820
Contract administrator fees2017-12-31$6,819
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SOMERSET CPAS, P. C.
Accountancy firm EIN2017-12-31201717681
2016 : SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,524,898
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$413,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$400,721
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$4,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,008,537
Value of total assets at end of year2016-12-31$7,698,747
Value of total assets at beginning of year2016-12-31$6,587,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,370
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$5,251
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$23,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$23,373
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$650,170
Participant contributions at end of year2016-12-31$102,596
Participant contributions at beginning of year2016-12-31$94,731
Participant contributions at end of year2016-12-31$19,743
Participant contributions at beginning of year2016-12-31$22,271
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$84,559
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$420
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,110,907
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,698,747
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,587,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,355,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,212,309
Value of interest in pooled separate accounts at end of year2016-12-31$2,066,520
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,838,541
Interest on participant loans2016-12-31$5,251
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$4,143,377
Value of interest in common/collective trusts at beginning of year2016-12-31$3,410,929
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$66,633
Net investment gain/loss from pooled separate accounts2016-12-31$138,588
Net investment gain or loss from common/collective trusts2016-12-31$282,516
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$273,808
Employer contributions (assets) at end of year2016-12-31$11,042
Employer contributions (assets) at beginning of year2016-12-31$9,059
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$400,301
Contract administrator fees2016-12-31$8,370
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SOMERSET CPAS
Accountancy firm EIN2016-12-31351101176
2015 : SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$792,382
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$292,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$272,112
Expenses. Certain deemed distributions of participant loans2015-12-31$12,093
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$809,782
Value of total assets at end of year2015-12-31$6,587,840
Value of total assets at beginning of year2015-12-31$6,088,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,445
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$5,128
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$23,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$23,428
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$531,741
Participant contributions at end of year2015-12-31$94,731
Participant contributions at beginning of year2015-12-31$103,978
Participant contributions at end of year2015-12-31$22,271
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$47,882
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$706
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$499,732
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,587,840
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,088,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,212,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$963,850
Value of interest in pooled separate accounts at end of year2015-12-31$1,838,541
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,887,029
Interest on participant loans2015-12-31$5,128
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$3,410,929
Value of interest in common/collective trusts at beginning of year2015-12-31$3,133,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-44,240
Net investment gain/loss from pooled separate accounts2015-12-31$33,364
Net investment gain or loss from common/collective trusts2015-12-31$-35,080
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$230,159
Employer contributions (assets) at end of year2015-12-31$9,059
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$271,406
Contract administrator fees2015-12-31$8,445
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Qualified
Accountancy firm name2015-12-31SOMERSET CPAS
Accountancy firm EIN2015-12-31351101176

Form 5500 Responses for SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN

2023: SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611484
Policy instance 1
Insurance contract or identification number611484
Number of Individuals Covered317
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611484
Policy instance 1
Insurance contract or identification number611484
Number of Individuals Covered274
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611484
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611484
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611484
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611484
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611484
Policy instance 1

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