Logo

CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CCS CONTRACTOR EQUIPMENT & SUPPLY, INC.
Employer identification number (EIN):362865410
NAIC Classification:444190
NAIC Description:Other Building Material Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LORRI BUSS LORRI BUSS2018-10-15
0022016-01-01CRAIG HELWIG CRAIG HELWIG2017-10-16
0022015-01-01LEIGH HAMM LEIGH HAMM2016-10-14
0022014-01-01LEIGH HAMM LEIGH HAMM2015-10-15
0022014-01-01LEIGH HAMM LEIGH HAMM2016-01-15
0022013-01-01LEIGH HAMM2014-10-03 LEIGH HAMM2014-10-03
0022012-01-01LORRI BUSS2013-09-12 LORRI BUSS2013-09-12
0022011-01-01LEIGH HAMM2012-06-04 LEIGH HAMM2012-06-04
0022010-01-01LEIGH HAMM2011-04-21 LEIGH HAMM2011-04-21

Plan Statistics for CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01214
Total number of active participants reported on line 7a of the Form 55002020-01-01175
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01186
Number of participants with account balances2020-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01203
Total number of active participants reported on line 7a of the Form 55002019-01-01182
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01213
Number of participants with account balances2019-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01221
Total number of active participants reported on line 7a of the Form 55002018-01-01162
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01202
Number of participants with account balances2018-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01195
Total number of active participants reported on line 7a of the Form 55002017-01-01163
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01195
Total participants2017-01-01195
Number of participants with account balances2017-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01197
Total number of active participants reported on line 7a of the Form 55002016-01-01172
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01195
Total participants2016-01-01195
Number of participants with account balances2016-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01135
Total number of active participants reported on line 7a of the Form 55002015-01-01141
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01197
Number of participants with account balances2015-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01135
Total number of active participants reported on line 7a of the Form 55002014-01-01115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01135
Number of participants with account balances2014-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011

Financial Data on CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2020 : CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$637,978
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$189,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$189,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$308,237
Value of total assets at end of year2020-12-31$2,600,271
Value of total assets at beginning of year2020-12-31$2,151,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$168
Total interest from all sources2020-12-31$6,614
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$265,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$216,394
Participant contributions at end of year2020-12-31$82,888
Participant contributions at beginning of year2020-12-31$115,827
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$330
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$1,420
Total non interest bearing cash at end of year2020-12-31$8,449
Total non interest bearing cash at beginning of year2020-12-31$13,879
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$448,336
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,600,271
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,151,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,399,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,971,674
Interest on participant loans2020-12-31$6,612
Interest earned on other investments2020-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$321,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$91,843
Employer contributions (assets) at end of year2020-12-31$109,189
Employer contributions (assets) at beginning of year2020-12-31$50,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$189,474
Contract administrator fees2020-12-31$168
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 name2020-12-31SELDEN FOX, LTD.
Accountancy firm EIN2020-12-31362985770
2019 : CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24
Total income from all sources (including contributions)2019-12-31$665,185
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$437,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$436,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$301,110
Value of total assets at end of year2019-12-31$2,151,935
Value of total assets at beginning of year2019-12-31$1,923,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$162
Total interest from all sources2019-12-31$6,560
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$265,000
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$218,233
Participant contributions at end of year2019-12-31$115,827
Participant contributions at beginning of year2019-12-31$96,211
Participant contributions at end of year2019-12-31$330
Participant contributions at beginning of year2019-12-31$330
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$29,185
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$24
Other income not declared elsewhere2019-12-31$14,347
Total non interest bearing cash at end of year2019-12-31$13,879
Total non interest bearing cash at beginning of year2019-12-31$13,613
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$228,118
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,151,935
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,923,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,971,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,778,776
Interest on participant loans2019-12-31$6,526
Interest earned on other investments2019-12-31$34
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$343,168
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$53,692
Employer contributions (assets) at end of year2019-12-31$50,214
Employer contributions (assets) at beginning of year2019-12-31$30,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$436,905
Contract administrator fees2019-12-31$162
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 name2019-12-31SELDON FOX, LTD
Accountancy firm EIN2019-12-31362985770
2018 : CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$24
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$24
Total income from all sources (including contributions)2018-12-31$150,278
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$327,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$321,790
Value of total corrective distributions2018-12-31$5,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$250,329
Value of total assets at end of year2018-12-31$1,923,841
Value of total assets at beginning of year2018-12-31$2,100,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$142
Total interest from all sources2018-12-31$2,859
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$265,000
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$192,498
Participant contributions at end of year2018-12-31$96,211
Participant contributions at beginning of year2018-12-31$32,357
Participant contributions at end of year2018-12-31$330
Participant contributions at beginning of year2018-12-31$330
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$24
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$24
Other income not declared elsewhere2018-12-31$1,410
Total non interest bearing cash at end of year2018-12-31$13,613
Total non interest bearing cash at beginning of year2018-12-31$11,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-176,902
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,923,817
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,100,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,778,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,022,108
Interest on participant loans2018-12-31$2,822
Interest earned on other investments2018-12-31$37
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-104,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$57,831
Employer contributions (assets) at end of year2018-12-31$30,687
Employer contributions (assets) at beginning of year2018-12-31$30,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$321,790
Contract administrator fees2018-12-31$142
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 name2018-12-31SELDEN FOX, LTD.
Accountancy firm EIN2018-12-31362985770
2017 : CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$302,326
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$24
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$19
Total income from all sources (including contributions)2017-12-31$539,039
Total of all expenses incurred2017-12-31$181,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$164,525
Expenses. Certain deemed distributions of participant loans2017-12-31$9,654
Value of total corrective distributions2017-12-31$7,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$305,176
Value of total assets at end of year2017-12-31$2,100,743
Value of total assets at beginning of year2017-12-31$1,441,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$184
Total interest from all sources2017-12-31$1,559
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$265,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$213,017
Participant contributions at end of year2017-12-31$32,357
Participant contributions at beginning of year2017-12-31$19,760
Participant contributions at end of year2017-12-31$330
Participant contributions at beginning of year2017-12-31$330
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$28,077
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$30,252
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$29,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$24
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$19
Other income not declared elsewhere2017-12-31$1,261
Total non interest bearing cash at end of year2017-12-31$11,512
Total non interest bearing cash at beginning of year2017-12-31$8,708
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$357,375
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,100,719
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,441,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,022,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,379,041
Interest on participant loans2017-12-31$1,523
Interest earned on other investments2017-12-31$36
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$231,043
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$64,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$164,525
Contract administrator fees2017-12-31$184
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 name2017-12-31SELDEN FOX, LTD
Accountancy firm EIN2017-12-31362985770
2016 : CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$19
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$19
Total income from all sources (including contributions)2016-12-31$285,011
Total of all expenses incurred2016-12-31$364,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$357,872
Value of total corrective distributions2016-12-31$6,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$165,652
Value of total assets at end of year2016-12-31$1,441,037
Value of total assets at beginning of year2016-12-31$1,520,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$156
Total interest from all sources2016-12-31$1,529
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$265,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$125,288
Participant contributions at end of year2016-12-31$19,760
Participant contributions at beginning of year2016-12-31$24,334
Participant contributions at end of year2016-12-31$330
Participant contributions at beginning of year2016-12-31$330
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$15,700
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$29,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$19
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$19
Other income not declared elsewhere2016-12-31$29,471
Total non interest bearing cash at end of year2016-12-31$8,708
Total non interest bearing cash at beginning of year2016-12-31$7,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-79,523
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,441,018
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,520,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,379,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,484,719
Interest on participant loans2016-12-31$1,491
Interest earned on other investments2016-12-31$38
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$88,359
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$24,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$357,872
Contract administrator fees2016-12-31$156
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 name2016-12-31SELDEN FOX, LTD
Accountancy firm EIN2016-12-31362985770
2015 : CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$19
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$19
Total income from all sources (including contributions)2015-12-31$161,952
Total of all expenses incurred2015-12-31$296,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$288,412
Value of total corrective distributions2015-12-31$8,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$177,684
Value of total assets at end of year2015-12-31$1,520,560
Value of total assets at beginning of year2015-12-31$1,655,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$142
Total interest from all sources2015-12-31$2,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$265,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$139,348
Participant contributions at end of year2015-12-31$24,334
Participant contributions at beginning of year2015-12-31$44,853
Participant contributions at end of year2015-12-31$330
Participant contributions at beginning of year2015-12-31$330
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$38,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$19
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$19
Other income not declared elsewhere2015-12-31$1,110
Total non interest bearing cash at end of year2015-12-31$7,070
Total non interest bearing cash at beginning of year2015-12-31$13,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-134,992
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,520,541
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,655,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,484,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,592,794
Interest on participant loans2015-12-31$1,999
Interest earned on other investments2015-12-31$36
Income. Interest from US Government securities2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-18,877
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$288,412
Contract administrator fees2015-12-31$142
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 name2015-12-31SELDEN FOX, LTD
Accountancy firm EIN2015-12-31362985770
2014 : CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING 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$19
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,163
Total income from all sources (including contributions)2014-12-31$268,999
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,162,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,149,247
Value of total corrective distributions2014-12-31$12,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$148,798
Value of total assets at end of year2014-12-31$1,655,769
Value of total assets at beginning of year2014-12-31$2,559,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$142
Total interest from all sources2014-12-31$1,643
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
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$129,149
Participant contributions at end of year2014-12-31$44,853
Participant contributions at beginning of year2014-12-31$43,934
Participant contributions at end of year2014-12-31$547
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$19,649
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$19
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$10,163
Other income not declared elsewhere2014-12-31$10,163
Administrative expenses (other) incurred2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$13,514
Total non interest bearing cash at beginning of year2014-12-31$26
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-893,140
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,655,750
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,548,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$142
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,592,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,511,056
Interest on participant loans2014-12-31$1,608
Interest earned on other investments2014-12-31$35
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$108,395
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$0
Employer contributions (assets) at beginning of year2014-12-31$12
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,149,247
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 name2014-12-31SELDEN FOX, LTD
Accountancy firm EIN2014-12-31362985770

Form 5500 Responses for CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN

2020: CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CCS CONTRACTOR EQUIPMENT & SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83561
Policy instance 1
Insurance contract or identification number83561
Number of Individuals Covered75
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83561
Policy instance 1
Insurance contract or identification number83561
Number of Individuals Covered79
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83561
Policy instance 1
Insurance contract or identification number83561
Number of Individuals Covered83
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $86
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees86
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83561
Policy instance 1
Insurance contract or identification number83561
Number of Individuals Covered86
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,649
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2649
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameKAREL-GORDON & ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83561
Policy instance 1
Insurance contract or identification number83561
Number of Individuals Covered58
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,680
Total amount of fees paid to insurance companyUSD $142
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,680
Insurance broker organization code?4
Amount paid for insurance broker fees142
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameKAREL-GORDON & ASSOCIATES, LTD.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83561
Policy instance 1
Insurance contract or identification number83561
Number of Individuals Covered58
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,787
Total amount of fees paid to insurance companyUSD $106
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,787
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?4
Insurance broker nameKAREL-GORDON & ASSOCIATES, LTD.

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1