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THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 401k Plan overview

Plan NameTHE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN
Plan identification number 005

THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EDWARD DON & COMPANY has sponsored the creation of one or more 401k plans.

Company Name:EDWARD DON & COMPANY
Employer identification number (EIN):362081964
NAIC Classification:423400

Additional information about EDWARD DON & COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2206050

More information about EDWARD DON & COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01JAMES P. JONES
0052016-01-01JAMES P JONES
0052015-01-01JAMES P. JONES
0052014-01-01JAMES P. JONES JAMES P. JONES2015-09-25
0052013-01-01ROBIN L CZARNY JAMES P JONES2014-07-31
0052012-01-01ROBIN L. CZARNY ROBIN L. CZARNY2013-10-10
0052011-01-01JACQUELINE A WILLIAMS
0052010-01-01JACQUELINE A WILLIAMS
0052009-01-01JACQUELINE A WILLIAMS JACQUELINE A WILLIAMS2010-10-13

Plan Statistics for THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN

401k plan membership statisitcs for THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN

Measure Date Value
2022: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,542
Total number of active participants reported on line 7a of the Form 55002022-01-011,185
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01379
Total of all active and inactive participants2022-01-011,575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0111
Total participants2022-01-011,586
Number of participants with account balances2022-01-011,430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0196
2021: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,596
Total number of active participants reported on line 7a of the Form 55002021-01-011,154
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-01353
Total of all active and inactive participants2021-01-011,518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-011,524
Number of participants with account balances2021-01-011,369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0150
2020: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,720
Total number of active participants reported on line 7a of the Form 55002020-01-011,121
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-01455
Total of all active and inactive participants2020-01-011,586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-011,591
Number of participants with account balances2020-01-011,428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01122
2019: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,536
Total number of active participants reported on line 7a of the Form 55002019-01-011,271
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01331
Total of all active and inactive participants2019-01-011,608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-011,612
Number of participants with account balances2019-01-011,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0136
2018: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,341
Total number of active participants reported on line 7a of the Form 55002018-01-011,152
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01267
Total of all active and inactive participants2018-01-011,426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-011,431
Number of participants with account balances2018-01-011,215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0151
2017: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,326
Total number of active participants reported on line 7a of the Form 55002017-01-011,079
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01232
Total of all active and inactive participants2017-01-011,317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,320
Number of participants with account balances2017-01-011,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,315
Total number of active participants reported on line 7a of the Form 55002016-01-011,100
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01216
Total of all active and inactive participants2016-01-011,322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,324
Number of participants with account balances2016-01-011,012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,270
Total number of active participants reported on line 7a of the Form 55002015-01-011,051
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01235
Total of all active and inactive participants2015-01-011,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,294
Number of participants with account balances2015-01-01983
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,264
Total number of active participants reported on line 7a of the Form 55002014-01-011,048
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01208
Total of all active and inactive participants2014-01-011,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-011,263
Number of participants with account balances2014-01-01959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,206
Total number of active participants reported on line 7a of the Form 55002013-01-011,037
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01211
Total of all active and inactive participants2013-01-011,251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-011,256
Number of participants with account balances2013-01-01942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,191
Total number of active participants reported on line 7a of the Form 55002012-01-01994
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01202
Total of all active and inactive participants2012-01-011,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-011,205
Number of participants with account balances2012-01-01925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,173
Total number of active participants reported on line 7a of the Form 55002011-01-01985
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01194
Total of all active and inactive participants2011-01-011,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-011,185
Number of participants with account balances2011-01-01928
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,212
Total number of active participants reported on line 7a of the Form 55002010-01-01978
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-01192
Total of all active and inactive participants2010-01-011,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-011,176
Number of participants with account balances2010-01-01930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0124
2009: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,287
Total number of active participants reported on line 7a of the Form 55002009-01-011,011
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01193
Total of all active and inactive participants2009-01-011,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,208
Number of participants with account balances2009-01-01973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0126

Financial Data on THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN

Measure Date Value
2022 : THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-18,033,700
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$11,098,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,041,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,601,285
Value of total assets at end of year2022-12-31$117,533,254
Value of total assets at beginning of year2022-12-31$146,665,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$57,716
Total interest from all sources2022-12-31$404,696
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,039,429
Participant contributions at end of year2022-12-31$1,513,272
Participant contributions at beginning of year2022-12-31$1,438,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-29,132,476
Value of net assets at end of year (total assets less liabilities)2022-12-31$117,533,254
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$146,665,730
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 pooled separate accounts at end of year2022-12-31$103,044,707
Value of interest in pooled separate accounts at beginning of year2022-12-31$132,295,619
Interest on participant loans2022-12-31$84,545
Interest earned on other investments2022-12-31$320,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$12,975,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$12,931,282
Net investment gain/loss from pooled separate accounts2022-12-31$-26,039,681
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$1,561,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,041,060
Contract administrator fees2022-12-31$57,716
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 name2022-12-31MILLER, COOPER, & CO., LTD.
Accountancy firm EIN2022-12-31362897372
2021 : THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$3,284
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$25,076,525
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$14,603,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,497,342
Expenses. Certain deemed distributions of participant loans2021-12-31$31,787
Value of total corrective distributions2021-12-31$10,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,746,121
Value of total assets at end of year2021-12-31$146,665,730
Value of total assets at beginning of year2021-12-31$136,189,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$64,399
Total interest from all sources2021-12-31$446,967
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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$5,266,732
Participant contributions at end of year2021-12-31$1,438,829
Participant contributions at beginning of year2021-12-31$1,654,060
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$96,910
Other income not declared elsewhere2021-12-31$39,507
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$10,472,779
Value of net assets at end of year (total assets less liabilities)2021-12-31$146,665,730
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$136,189,667
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 pooled separate accounts at end of year2021-12-31$132,295,619
Value of interest in pooled separate accounts at beginning of year2021-12-31$120,862,906
Interest on participant loans2021-12-31$99,371
Interest earned on other investments2021-12-31$347,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$12,931,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$13,672,701
Net investment gain/loss from pooled separate accounts2021-12-31$18,843,930
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$382,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,497,342
Contract administrator fees2021-12-31$64,399
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 name2021-12-31MILLER, COOPER & CO., LTD
Accountancy firm EIN2021-12-31362897372
2020 : THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$3,754,591
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$23,136,781
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,014,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,912,937
Expenses. Certain deemed distributions of participant loans2020-12-31$9,941
Value of total corrective distributions2020-12-31$26,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,063,787
Value of total assets at end of year2020-12-31$136,189,667
Value of total assets at beginning of year2020-12-31$121,313,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$65,173
Total interest from all sources2020-12-31$519,898
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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$1
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,871,628
Participant contributions at end of year2020-12-31$1,654,060
Participant contributions at beginning of year2020-12-31$1,704,050
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$147,102
Other income not declared elsewhere2020-12-31$41,233
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$11,121,997
Value of net assets at end of year (total assets less liabilities)2020-12-31$136,189,667
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$121,313,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$120,862,906
Value of interest in pooled separate accounts at beginning of year2020-12-31$107,333,684
Interest on participant loans2020-12-31$116,307
Interest earned on other investments2020-12-31$403,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$13,672,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,275,345
Net investment gain/loss from pooled separate accounts2020-12-31$16,511,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,045,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,912,937
Contract administrator fees2020-12-31$65,173
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER COOPER & COMPANY LTD
Accountancy firm EIN2020-12-31362897372
2019 : THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$74,345
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$28,624,017
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,341,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,204,511
Expenses. Certain deemed distributions of participant loans2019-12-31$14,213
Value of total corrective distributions2019-12-31$63,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,641,488
Value of total assets at end of year2019-12-31$121,313,079
Value of total assets at beginning of year2019-12-31$100,956,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,185
Total interest from all sources2019-12-31$504,463
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
Contributions received from participants2019-12-31$5,755,230
Participant contributions at end of year2019-12-31$1,704,050
Participant contributions at beginning of year2019-12-31$1,595,157
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$337,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$9,415,178
Other income not declared elsewhere2019-12-31$35,212
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$20,282,424
Value of net assets at end of year (total assets less liabilities)2019-12-31$121,313,079
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$100,956,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$107,333,684
Value of interest in pooled separate accounts at beginning of year2019-12-31$77,827,533
Interest on participant loans2019-12-31$112,947
Interest earned on other investments2019-12-31$391,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,275,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$12,118,442
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$20,442,854
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$1,549,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,204,511
Contract administrator fees2019-12-31$59,185
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MILLER, COOPER & CO., LTD
Accountancy firm EIN2019-12-31362897372
2018 : THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$9,415,178
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$1,777,916
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,380,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,298,567
Expenses. Certain deemed distributions of participant loans2018-12-31$5,531
Value of total corrective distributions2018-12-31$29,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,294,938
Value of total assets at end of year2018-12-31$100,956,310
Value of total assets at beginning of year2018-12-31$97,144,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$47,345
Total interest from all sources2018-12-31$474,080
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,735,476
Participant contributions at end of year2018-12-31$1,595,157
Participant contributions at beginning of year2018-12-31$1,635,656
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$215,409
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$9,415,178
Other income not declared elsewhere2018-12-31$35,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,602,915
Value of net assets at end of year (total assets less liabilities)2018-12-31$100,956,310
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$97,144,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$77,827,533
Value of interest in pooled separate accounts at beginning of year2018-12-31$84,214,036
Interest on participant loans2018-12-31$95,896
Interest earned on other investments2018-12-31$378,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$12,118,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,294,355
Net investment gain/loss from pooled separate accounts2018-12-31$-5,026,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,344,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,298,567
Contract administrator fees2018-12-31$46,345
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MILLER, COOPER & CO., LTD
Accountancy firm EIN2018-12-31362897372
2017 : THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$19,896,950
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,975,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,882,312
Expenses. Certain deemed distributions of participant loans2017-12-31$16,459
Value of total corrective distributions2017-12-31$34,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,820,414
Value of total assets at end of year2017-12-31$97,144,047
Value of total assets at beginning of year2017-12-31$82,222,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$42,471
Total interest from all sources2017-12-31$453,147
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,498,742
Participant contributions at end of year2017-12-31$1,635,656
Participant contributions at beginning of year2017-12-31$1,534,553
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$42,837
Other income not declared elsewhere2017-12-31$34,029
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$14,921,502
Value of net assets at end of year (total assets less liabilities)2017-12-31$97,144,047
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$82,222,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$84,214,036
Value of interest in pooled separate accounts at beginning of year2017-12-31$69,955,994
Interest on participant loans2017-12-31$86,472
Interest earned on other investments2017-12-31$366,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,294,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,731,998
Net investment gain/loss from pooled separate accounts2017-12-31$13,589,360
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$1,278,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,882,312
Contract administrator fees2017-12-31$42,471
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MILLER, COOPER & CO., LTD.
Accountancy firm EIN2017-12-31362897372
2016 : THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$10,753,812
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,051,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,998,367
Expenses. Certain deemed distributions of participant loans2016-12-31$10,461
Value of total corrective distributions2016-12-31$5,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,539,603
Value of total assets at end of year2016-12-31$82,222,545
Value of total assets at beginning of year2016-12-31$77,520,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$37,041
Total interest from all sources2016-12-31$435,226
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,117,309
Participant contributions at end of year2016-12-31$1,534,553
Participant contributions at beginning of year2016-12-31$1,577,395
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$260,324
Other income not declared elsewhere2016-12-31$26,541
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$4,702,413
Value of net assets at end of year (total assets less liabilities)2016-12-31$82,222,545
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$77,520,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$69,955,994
Value of interest in pooled separate accounts at beginning of year2016-12-31$65,790,418
Interest on participant loans2016-12-31$82,523
Interest earned on other investments2016-12-31$352,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,731,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,152,319
Net investment gain/loss from pooled separate accounts2016-12-31$4,752,442
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$1,161,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,998,367
Contract administrator fees2016-12-31$37,041
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MILLER, COOPER & CO., LTD.
Accountancy firm EIN2016-12-31362897372
2015 : THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,499,924
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,441,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,401,440
Value of total corrective distributions2015-12-31$1,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,853,498
Value of total assets at end of year2015-12-31$77,520,132
Value of total assets at beginning of year2015-12-31$76,461,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$38,285
Total interest from all sources2015-12-31$435,187
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,739,808
Participant contributions at end of year2015-12-31$1,577,395
Participant contributions at beginning of year2015-12-31$1,284,731
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$176,789
Other income not declared elsewhere2015-12-31$29,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,058,323
Value of net assets at end of year (total assets less liabilities)2015-12-31$77,520,132
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$76,461,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$65,790,418
Value of interest in pooled separate accounts at beginning of year2015-12-31$65,171,317
Interest on participant loans2015-12-31$73,388
Interest earned on other investments2015-12-31$361,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,152,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,005,761
Net investment gain/loss from pooled separate accounts2015-12-31$181,989
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$936,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,401,440
Contract administrator fees2015-12-31$37,285
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MILLER COOPER & COMPANY
Accountancy firm EIN2015-12-31362897372
2014 : THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,573,183
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,893,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,847,326
Expenses. Certain deemed distributions of participant loans2014-12-31$8,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,629,713
Value of total assets at end of year2014-12-31$76,461,809
Value of total assets at beginning of year2014-12-31$70,781,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$37,622
Total interest from all sources2014-12-31$427,068
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,636,753
Participant contributions at end of year2014-12-31$1,284,731
Participant contributions at beginning of year2014-12-31$1,417,146
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$107,944
Other income not declared elsewhere2014-12-31$29,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,679,942
Value of net assets at end of year (total assets less liabilities)2014-12-31$76,461,809
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$70,781,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$65,171,317
Value of interest in pooled separate accounts at beginning of year2014-12-31$59,844,686
Interest on participant loans2014-12-31$73,737
Interest earned on other investments2014-12-31$353,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,005,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,520,035
Net investment gain/loss from pooled separate accounts2014-12-31$4,487,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$885,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,847,326
Contract administrator fees2014-12-31$36,622
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MILLER COOPER
Accountancy firm EIN2014-12-31362897372
2013 : THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$15,507,485
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,713,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,656,163
Expenses. Certain deemed distributions of participant loans2013-12-31$20,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,243,873
Value of total assets at end of year2013-12-31$70,781,867
Value of total assets at beginning of year2013-12-31$59,987,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$36,388
Total interest from all sources2013-12-31$415,225
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,313,886
Participant contributions at end of year2013-12-31$1,417,146
Participant contributions at beginning of year2013-12-31$1,424,127
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$129,470
Other income not declared elsewhere2013-12-31$28,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$10,794,032
Value of net assets at end of year (total assets less liabilities)2013-12-31$70,781,867
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$59,987,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$59,844,686
Value of interest in pooled separate accounts at beginning of year2013-12-31$49,410,746
Interest on participant loans2013-12-31$74,732
Interest earned on other investments2013-12-31$340,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,520,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,152,962
Net investment gain/loss from pooled separate accounts2013-12-31$10,820,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$800,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,656,163
Contract administrator fees2013-12-31$36,388
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MILLER COOPER
Accountancy firm EIN2013-12-31362897372
2012 : THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$9,351,949
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,109,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,065,058
Expenses. Certain deemed distributions of participant loans2012-12-31$2,697
Value of total corrective distributions2012-12-31$6,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,876,873
Value of total assets at end of year2012-12-31$59,987,835
Value of total assets at beginning of year2012-12-31$54,745,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,520
Total interest from all sources2012-12-31$434,481
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,205,731
Participant contributions at end of year2012-12-31$1,424,127
Participant contributions at beginning of year2012-12-31$1,505,500
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$49,855
Other income not declared elsewhere2012-12-31$36,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,242,822
Value of net assets at end of year (total assets less liabilities)2012-12-31$59,987,835
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$54,745,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$49,410,746
Value of interest in pooled separate accounts at beginning of year2012-12-31$44,328,767
Interest on participant loans2012-12-31$79,321
Interest earned on other investments2012-12-31$355,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,152,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,910,746
Net investment gain/loss from pooled separate accounts2012-12-31$5,004,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$621,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,065,058
Contract administrator fees2012-12-31$34,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MILLER COOPER
Accountancy firm EIN2012-12-31362897372
2011 : THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$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$1,866,465
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,311,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,259,622
Expenses. Certain deemed distributions of participant loans2011-12-31$3,591
Value of total corrective distributions2011-12-31$14,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,525,211
Value of total assets at end of year2011-12-31$54,745,013
Value of total assets at beginning of year2011-12-31$55,190,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,008
Total interest from all sources2011-12-31$424,819
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,058,668
Participant contributions at end of year2011-12-31$1,505,500
Participant contributions at beginning of year2011-12-31$1,372,242
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$188,507
Other income not declared elsewhere2011-12-31$27,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-445,401
Value of net assets at end of year (total assets less liabilities)2011-12-31$54,745,013
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$55,190,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$44,328,767
Value of interest in pooled separate accounts at beginning of year2011-12-31$46,094,771
Interest on participant loans2011-12-31$83,578
Interest earned on other investments2011-12-31$341,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,910,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,723,401
Net investment gain/loss from pooled separate accounts2011-12-31$-2,110,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$278,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,259,622
Contract administrator fees2011-12-31$34,008
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MILLER, COOPER & CO., LTD.
Accountancy firm EIN2011-12-31362897372
2010 : THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$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$8,833,418
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,082,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,002,587
Expenses. Certain deemed distributions of participant loans2010-12-31$19,027
Value of total corrective distributions2010-12-31$22,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,368,184
Value of total assets at end of year2010-12-31$55,190,414
Value of total assets at beginning of year2010-12-31$50,439,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$38,546
Total interest from all sources2010-12-31$423,423
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$38,546
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,062,042
Participant contributions at end of year2010-12-31$1,372,242
Participant contributions at beginning of year2010-12-31$1,408,082
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$15,919
Other income not declared elsewhere2010-12-31$29,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,750,844
Value of net assets at end of year (total assets less liabilities)2010-12-31$55,190,414
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$50,439,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$46,094,771
Value of interest in pooled separate accounts at beginning of year2010-12-31$40,949,349
Interest on participant loans2010-12-31$87,056
Interest earned on other investments2010-12-31$336,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,723,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,082,139
Net investment gain/loss from pooled separate accounts2010-12-31$5,012,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$290,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,002,587
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MILLER COOPER
Accountancy firm EIN2010-12-31362897372
2009 : THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN

2022: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
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: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
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: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
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: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
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: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
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: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
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: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
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: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE EDWARD DON & COMPANY COMPREHENSIVE PS & SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number062903
Policy instance 1
Insurance contract or identification number062903
Number of Individuals Covered1586
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $10,664
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,664
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number062903
Policy instance 1
Insurance contract or identification number062903
Number of Individuals Covered1524
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $43,515
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,515
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number062903
Policy instance 1
Insurance contract or identification number062903
Number of Individuals Covered1591
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $39,609
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,609
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number062903
Policy instance 1
Insurance contract or identification number062903
Number of Individuals Covered1612
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $38,319
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,319
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number062903
Policy instance 1
Insurance contract or identification number062903
Number of Individuals Covered1431
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $35,485
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,512
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number062903
Policy instance 1
Insurance contract or identification number062903
Number of Individuals Covered1320
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $40,059
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,024
Insurance broker organization code?3
Insurance broker nameTRIAD ADVISORS
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62903
Policy instance 1
Insurance contract or identification number62903
Number of Individuals Covered1294
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $39,252
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,692
Insurance broker organization code?3
Insurance broker nameA LEVITZ-R LEVITZ-C LOUDENBACK
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62903
Policy instance 1
Insurance contract or identification number62903
Number of Individuals Covered1263
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $38,412
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,378
Insurance broker organization code?3
Insurance broker nameA LEVITZ-R LEVITZ-C LOUDENBACK
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62903
Policy instance 1
Insurance contract or identification number62903
Number of Individuals Covered1256
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $36,559
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $14,649
Insurance broker organization code?3
Insurance broker nameA LEVITZ-R LEVITZ-C LOUDENBACK
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62903
Policy instance 1
Insurance contract or identification number62903
Number of Individuals Covered1205
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $34,714
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $13,898
Insurance broker organization code?3
Insurance broker nameA LEVITZ-R LEVITZ-C LOUDENBACK
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62903
Policy instance 1
Insurance contract or identification number62903
Number of Individuals Covered1185
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $33,934
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62903
Policy instance 1
Insurance contract or identification number62903
Number of Individuals Covered1176
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $33,102
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $19,850
Insurance broker organization code?3
Insurance broker nameROBERT FRIEDMAN

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