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HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING 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.
  • 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

HOMEWOOD DISPOSAL SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOMEWOOD DISPOSAL SERVICE, INC.
Employer identification number (EIN):363519935
NAIC Classification:562000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRISTINE OKELMAN CHRISTINE OKELMAN2018-10-15
0012017-01-01CHRISTINE OKELMAN CHRISTINE OKELMAN2018-10-15
0012016-01-01CHRISTINE OKELMAN
0012015-01-01CHRISTINE OKELMAN
0012014-01-01CHRISTINE OKELMAN
0012013-01-01CHRISTINE OKELMAN
0012012-01-01CHRISTINE OKELMAN
0012011-01-01CHRISTINE OKELMMAN
0012010-01-01CHRISTINE OKELMAN THOMAS J. YONKER2011-09-26
0012009-01-01CHRISTINE OKELMAN

Plan Statistics for HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01631
Total number of active participants reported on line 7a of the Form 55002022-01-01603
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01656
Number of participants with account balances2022-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01625
Total number of active participants reported on line 7a of the Form 55002021-01-01585
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0147
Total of all active and inactive participants2021-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01633
Number of participants with account balances2021-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01558
Total number of active participants reported on line 7a of the Form 55002020-01-01585
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0132
Total of all active and inactive participants2020-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01619
Number of participants with account balances2020-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01529
Total number of active participants reported on line 7a of the Form 55002019-01-01524
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 participants2019-01-01555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01555
Number of participants with account balances2019-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01484
Total number of active participants reported on line 7a of the Form 55002018-01-01484
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0130
Total of all active and inactive participants2018-01-01514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01514
Number of participants with account balances2018-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01456
Total number of active participants reported on line 7a of the Form 55002017-01-01442
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01486
Number of participants with account balances2017-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01434
Total number of active participants reported on line 7a of the Form 55002016-01-01414
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01453
Number of participants with account balances2016-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01424
Total number of active participants reported on line 7a of the Form 55002015-01-01397
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01431
Total participants2015-01-01431
Number of participants with account balances2015-01-01277
2014: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01425
Total number of active participants reported on line 7a of the Form 55002014-01-01392
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01421
Number of participants with account balances2014-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01401
Total number of active participants reported on line 7a of the Form 55002013-01-01394
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01419
Number of participants with account balances2013-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01418
Total number of active participants reported on line 7a of the Form 55002012-01-01347
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01381
Number of participants with account balances2012-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01377
Total number of active participants reported on line 7a of the Form 55002011-01-01380
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01408
Number of participants with account balances2011-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01391
Total number of active participants reported on line 7a of the Form 55002010-01-01346
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0129
Total of all active and inactive participants2010-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01375
Number of participants with account balances2010-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01410
Total number of active participants reported on line 7a of the Form 55002009-01-01361
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01386
Number of participants with account balances2009-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-9,914,483
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,932,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,749,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,962,511
Value of total assets at end of year2022-12-31$43,683,306
Value of total assets at beginning of year2022-12-31$56,530,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$183,227
Total interest from all sources2022-12-31$126,935
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$357,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$357,614
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$2,069,113
Participant contributions at end of year2022-12-31$846,294
Participant contributions at beginning of year2022-12-31$910,780
Participant contributions at end of year2022-12-31$41,690
Participant contributions at beginning of year2022-12-31$38,253
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$107,759
Other income not declared elsewhere2022-12-31$15,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,847,286
Value of net assets at end of year (total assets less liabilities)2022-12-31$43,683,306
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$56,530,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,436,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,655,650
Value of interest in pooled separate accounts at end of year2022-12-31$5,240,542
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,306,095
Interest on participant loans2022-12-31$40,685
Interest earned on other investments2022-12-31$86,250
Value of interest in common/collective trusts at end of year2022-12-31$8,594,599
Value of interest in common/collective trusts at beginning of year2022-12-31$8,887,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,510,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,715,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,807,640
Net investment gain/loss from pooled separate accounts2022-12-31$-1,047,388
Net investment gain or loss from common/collective trusts2022-12-31$-1,521,638
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$785,639
Employer contributions (assets) at end of year2022-12-31$13,023
Employer contributions (assets) at beginning of year2022-12-31$17,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,749,576
Contract administrator fees2022-12-31$183,227
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 name2022-12-31CASSELL PLAN AUDITS, INC.
Accountancy firm EIN2022-12-31462966358
2021 : HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,115,868
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,320,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,102,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,790,454
Value of total assets at end of year2021-12-31$56,530,592
Value of total assets at beginning of year2021-12-31$50,735,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$218,168
Total interest from all sources2021-12-31$115,407
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$325,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$325,992
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,921,173
Participant contributions at end of year2021-12-31$910,780
Participant contributions at beginning of year2021-12-31$595,966
Participant contributions at end of year2021-12-31$38,253
Participant contributions at beginning of year2021-12-31$33,444
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$108,033
Other income not declared elsewhere2021-12-31$25,368
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$5,795,127
Value of net assets at end of year (total assets less liabilities)2021-12-31$56,530,592
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$50,735,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,655,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,989,196
Value of interest in pooled separate accounts at end of year2021-12-31$6,306,095
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,065,926
Interest on participant loans2021-12-31$29,277
Interest earned on other investments2021-12-31$86,130
Value of interest in common/collective trusts at end of year2021-12-31$8,887,396
Value of interest in common/collective trusts at beginning of year2021-12-31$6,789,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,715,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,247,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,999,773
Net investment gain/loss from pooled separate accounts2021-12-31$878,086
Net investment gain or loss from common/collective trusts2021-12-31$980,788
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$761,248
Employer contributions (assets) at end of year2021-12-31$17,109
Employer contributions (assets) at beginning of year2021-12-31$14,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,102,573
Contract administrator fees2021-12-31$218,168
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 name2021-12-31CASSELL PLAN AUDITS, INC.
Accountancy firm EIN2021-12-31462966358
2020 : HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$14,866,004
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,485,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,295,861
Expenses. Certain deemed distributions of participant loans2020-12-31$14,573
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,586,872
Value of total assets at end of year2020-12-31$50,735,465
Value of total assets at beginning of year2020-12-31$37,355,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$175,547
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$104,863
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$306,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$306,260
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,754,710
Participant contributions at end of year2020-12-31$595,966
Participant contributions at beginning of year2020-12-31$644,324
Participant contributions at end of year2020-12-31$33,444
Participant contributions at beginning of year2020-12-31$953
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,118,937
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$17,512
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$13,380,023
Value of net assets at end of year (total assets less liabilities)2020-12-31$50,735,465
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$37,355,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,989,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,078,531
Value of interest in pooled separate accounts at end of year2020-12-31$5,065,926
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,045,184
Interest on participant loans2020-12-31$32,281
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$72,582
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$6,789,094
Value of interest in common/collective trusts at beginning of year2020-12-31$4,591,619
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,247,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,991,638
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,473,144
Net investment gain/loss from pooled separate accounts2020-12-31$562,453
Net investment gain or loss from common/collective trusts2020-12-31$814,900
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$713,225
Employer contributions (assets) at end of year2020-12-31$14,320
Employer contributions (assets) at beginning of year2020-12-31$3,193
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,295,861
Contract administrator fees2020-12-31$175,547
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EVENHOUSE & CO., P.C.
Accountancy firm EIN2020-12-31362848023
2019 : HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$8,599,694
Total income from all sources (including contributions)2019-12-31$8,599,694
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$702,882
Total of all expenses incurred2019-12-31$702,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$550,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$550,216
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,165,356
Value of total assets at end of year2019-12-31$37,355,442
Value of total assets at end of year2019-12-31$37,355,442
Value of total assets at beginning of year2019-12-31$29,458,630
Value of total assets at beginning of year2019-12-31$29,458,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$152,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$152,666
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$81,603
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$319,697
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$319,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$319,697
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$319,697
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$1,553,412
Contributions received from participants2019-12-31$1,553,412
Participant contributions at end of year2019-12-31$644,324
Participant contributions at end of year2019-12-31$644,324
Participant contributions at beginning of year2019-12-31$655,727
Participant contributions at beginning of year2019-12-31$655,727
Participant contributions at end of year2019-12-31$953
Participant contributions at end of year2019-12-31$953
Participant contributions at beginning of year2019-12-31$84
Participant contributions at beginning of year2019-12-31$84
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,406
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$15,841
Other income not declared elsewhere2019-12-31$15,841
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$7,896,812
Value of net income/loss2019-12-31$7,896,812
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,355,442
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,355,442
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,458,630
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,458,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,078,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,078,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,766,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,766,563
Value of interest in pooled separate accounts at end of year2019-12-31$5,045,184
Value of interest in pooled separate accounts at end of year2019-12-31$5,045,184
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,401,752
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,401,752
Interest on participant loans2019-12-31$37,321
Interest on participant loans2019-12-31$37,321
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$44,282
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$4,591,619
Value of interest in common/collective trusts at end of year2019-12-31$4,591,619
Value of interest in common/collective trusts at beginning of year2019-12-31$2,610,739
Value of interest in common/collective trusts at beginning of year2019-12-31$2,610,739
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,991,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,991,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,023,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,023,681
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,448,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,448,243
Net investment gain/loss from pooled separate accounts2019-12-31$957,952
Net investment gain/loss from pooled separate accounts2019-12-31$957,952
Net investment gain or loss from common/collective trusts2019-12-31$611,002
Net investment gain or loss from common/collective trusts2019-12-31$611,002
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$584,538
Contributions received in cash from employer2019-12-31$584,538
Employer contributions (assets) at end of year2019-12-31$3,193
Employer contributions (assets) at end of year2019-12-31$3,193
Employer contributions (assets) at beginning of year2019-12-31$84
Employer contributions (assets) at beginning of year2019-12-31$84
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$550,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$550,216
Contract administrator fees2019-12-31$152,666
Contract administrator fees2019-12-31$152,666
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan 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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EVENHOUSE & CO., P.C.
Accountancy firm EIN2019-12-31362848023
2018 : HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,132,862
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$936,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$799,284
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,990,181
Value of total assets at end of year2018-12-31$29,458,630
Value of total assets at beginning of year2018-12-31$29,262,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$137,438
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$75,752
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$258,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$258,651
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$1,417,342
Participant contributions at end of year2018-12-31$655,727
Participant contributions at beginning of year2018-12-31$577,368
Participant contributions at end of year2018-12-31$84
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$85,172
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$14,376
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$196,140
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,458,630
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,262,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,766,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,658,738
Value of interest in pooled separate accounts at end of year2018-12-31$4,401,752
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,530,032
Interest on participant loans2018-12-31$35,729
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$40,023
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$2,610,739
Value of interest in common/collective trusts at beginning of year2018-12-31$2,608,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,023,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,887,481
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-726,104
Net investment gain/loss from pooled separate accounts2018-12-31$-307,903
Net investment gain or loss from common/collective trusts2018-12-31$-172,091
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$487,667
Employer contributions (assets) at end of year2018-12-31$84
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$799,284
Contract administrator fees2018-12-31$137,438
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EVENHOUSE & CO., P.C.
Accountancy firm EIN2018-12-31362848023
2017 : HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,565,880
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,279,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,240,188
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,701,911
Value of total assets at end of year2017-12-31$29,262,490
Value of total assets at beginning of year2017-12-31$23,975,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,994
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$50,172
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$111,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$111,255
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$1,253,669
Participant contributions at end of year2017-12-31$577,368
Participant contributions at beginning of year2017-12-31$490,417
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$22,331
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$13,228
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$17,698
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$5,286,698
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,262,490
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,975,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,658,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$4,530,032
Value of interest in pooled separate accounts at beginning of year2017-12-31$21,728,111
Interest on participant loans2017-12-31$23,449
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$26,717
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$2,608,871
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,887,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,739,566
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$799,562
Net investment gain/loss from pooled separate accounts2017-12-31$3,815,523
Net investment gain or loss from common/collective trusts2017-12-31$74,229
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$425,911
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,240,188
Contract administrator fees2017-12-31$38,994
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EVENHOUSE & CO., P.C.
Accountancy firm EIN2017-12-31362848023
2016 : HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,937,232
Total of all expenses incurred2016-12-31$1,645,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,634,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,579,658
Value of total assets at end of year2016-12-31$23,975,792
Value of total assets at beginning of year2016-12-31$22,684,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,586
Total interest from all sources2016-12-31$45,846
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,184,696
Participant contributions at end of year2016-12-31$490,417
Participant contributions at beginning of year2016-12-31$566,233
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,068
Administrative expenses (other) incurred2016-12-31$11,586
Total non interest bearing cash at end of year2016-12-31$17,698
Total non interest bearing cash at beginning of year2016-12-31$6,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,291,274
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,975,792
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,684,518
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$21,728,111
Value of interest in pooled separate accounts at beginning of year2016-12-31$20,073,923
Interest on participant loans2016-12-31$22,586
Interest earned on other investments2016-12-31$23,256
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,739,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,037,915
Net investment gain/loss from pooled separate accounts2016-12-31$1,311,728
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$387,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,634,372
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31EVENHOUSE & CO., P.C.
Accountancy firm EIN2016-12-31362848023
2015 : HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,040,372
Total of all expenses incurred2015-12-31$839,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$833,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,554,373
Value of total assets at end of year2015-12-31$22,684,518
Value of total assets at beginning of year2015-12-31$21,483,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,414
Total interest from all sources2015-12-31$27,133
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$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$1,128,182
Participant contributions at end of year2015-12-31$566,233
Participant contributions at beginning of year2015-12-31$617,750
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$58,634
Other income not declared elsewhere2015-12-31$23,499
Total non interest bearing cash at end of year2015-12-31$6,447
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$1,201,345
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,684,518
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,483,173
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$20,073,923
Value of interest in pooled separate accounts at beginning of year2015-12-31$19,341,797
Interest on participant loans2015-12-31$27,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,037,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,523,626
Net investment gain/loss from pooled separate accounts2015-12-31$435,367
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$367,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$833,613
Contract administrator fees2015-12-31$5,414
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 name2015-12-31EVENHOUSE & CO., P.C.
Accountancy firm EIN2015-12-31362848023
2014 : HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,670,767
Total of all expenses incurred2014-12-31$994,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$984,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,411,840
Value of total assets at end of year2014-12-31$21,483,173
Value of total assets at beginning of year2014-12-31$19,806,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,612
Total interest from all sources2014-12-31$27,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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$1,071,132
Participant contributions at end of year2014-12-31$617,750
Participant contributions at beginning of year2014-12-31$663,218
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$22,890
Other income not declared elsewhere2014-12-31$22,618
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$1,676,183
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,483,173
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,806,990
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$19,341,797
Value of interest in pooled separate accounts at beginning of year2014-12-31$17,382,830
Income. Interest from loans (other than to participants)2014-12-31$27,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,523,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,760,942
Net investment gain/loss from pooled separate accounts2014-12-31$1,209,133
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$317,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$984,972
Contract administrator fees2014-12-31$9,612
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 name2014-12-31EVENHOUSE & CO., P.C.
Accountancy firm EIN2014-12-31362848023
2013 : HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$4,987,146
Total of all expenses incurred2013-12-31$439,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$428,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,281,960
Value of total assets at end of year2013-12-31$19,806,990
Value of total assets at beginning of year2013-12-31$15,258,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,683
Total interest from all sources2013-12-31$52,238
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$991,807
Participant contributions at end of year2013-12-31$663,218
Participant contributions at beginning of year2013-12-31$604,873
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,678
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$4,548,111
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,806,990
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,258,879
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$17,382,830
Value of interest in pooled separate accounts at beginning of year2013-12-31$13,046,453
Interest on participant loans2013-12-31$28,968
Interest earned on other investments2013-12-31$23,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,760,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,607,553
Net investment gain/loss from pooled separate accounts2013-12-31$3,652,948
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$287,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$428,352
Contract administrator fees2013-12-31$10,683
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 name2013-12-31EVENHOUSE & CO., P.C.
Accountancy firm EIN2013-12-31362848023
2012 : HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING 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$2,836,526
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$328,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$296,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,177,948
Value of total assets at end of year2012-12-31$15,258,879
Value of total assets at beginning of year2012-12-31$12,750,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,693
Total interest from all sources2012-12-31$54,964
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$879,789
Participant contributions at end of year2012-12-31$604,873
Participant contributions at beginning of year2012-12-31$535,661
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$50,631
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$2,508,082
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,258,879
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,750,797
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$13,046,453
Value of interest in pooled separate accounts at beginning of year2012-12-31$10,739,927
Interest on participant loans2012-12-31$27,428
Interest earned on other investments2012-12-31$27,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,607,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,475,209
Net investment gain/loss from pooled separate accounts2012-12-31$1,603,614
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$247,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$296,751
Contract administrator fees2012-12-31$31,693
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 name2012-12-31EVENHOUSE & CO., P.C.
Accountancy firm EIN2012-12-31362848023
2011 : HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING 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$723,054
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$375,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$314,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,149,592
Value of total assets at end of year2011-12-31$12,750,797
Value of total assets at beginning of year2011-12-31$12,403,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$60,998
Total interest from all sources2011-12-31$63,445
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
Administrative expenses professional fees incurred2011-12-31$60,998
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$867,807
Participant contributions at end of year2011-12-31$535,661
Participant contributions at beginning of year2011-12-31$476,988
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,434
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$347,562
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,750,797
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,403,235
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$10,739,927
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,661,499
Interest on participant loans2011-12-31$25,668
Interest earned on other investments2011-12-31$32,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$5,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,475,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,264,748
Net investment gain/loss from pooled separate accounts2011-12-31$-489,983
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$276,351
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$314,494
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 name2011-12-31EVENHOUSE & CO., P.C.
Accountancy firm EIN2011-12-31362848023
2010 : HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING 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$2,592,700
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$276,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$202,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,015,101
Value of total assets at end of year2010-12-31$12,403,235
Value of total assets at beginning of year2010-12-31$10,086,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$73,751
Total interest from all sources2010-12-31$61,449
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$73,751
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$815,680
Participant contributions at end of year2010-12-31$476,988
Participant contributions at beginning of year2010-12-31$422,420
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$14,599
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$2,316,524
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,403,235
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,086,711
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$10,661,499
Value of interest in pooled separate accounts at beginning of year2010-12-31$8,436,735
Interest on participant loans2010-12-31$27,985
Interest earned on other investments2010-12-31$33,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,264,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,209,248
Net investment gain/loss from pooled separate accounts2010-12-31$1,516,150
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$199,421
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$3,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$202,425
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 name2010-12-31EVENHOUSE & CO.,P.C.
Accountancy firm EIN2010-12-31362848023
2009 : HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING 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 HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN

2022: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained 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: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
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: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
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: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
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: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
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: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple 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: HOMEWOOD DISPOSAL SERVICE INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered656
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $13,817
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $13,817
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number719959
Policy instance 1
Insurance contract or identification number719959
Number of Individuals Covered656
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $14,154
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $14,154
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered633
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $13,700
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $13,700
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number719959
Policy instance 2
Insurance contract or identification number719959
Number of Individuals Covered633
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $14,005
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $14,005
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number719959
Policy instance 1
Insurance contract or identification number719959
Number of Individuals Covered633
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $14,005
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $14,005
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered633
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $13,700
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $13,700
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered619
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $10,971
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $10,971
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number719959
Policy instance 1
Insurance contract or identification number719959
Number of Individuals Covered619
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,214
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $13,214
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered555
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,250
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $7,250
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number719959
Policy instance 1
Insurance contract or identification number719959
Number of Individuals Covered555
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $14,017
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $14,017
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered514
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,287
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $7,287
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number719959
Policy instance 1
Insurance contract or identification number719959
Number of Individuals Covered514
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,685
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $13,685
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered486
Insurance policy start date2017-10-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number719959
Policy instance 1
Insurance contract or identification number719959
Number of Individuals Covered486
Insurance policy start date2017-10-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931047-000
Policy instance 1
Insurance contract or identification number931047-000
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $65,710
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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 $32,855
Insurance broker organization code?3
Insurance broker nameWOODBURY FINANCIAL SERVICES INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931047-000
Policy instance 1
Insurance contract or identification number931047-000
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $59,822
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 $29,911
Insurance broker organization code?3
Insurance broker nameWOODBURY FINANCIAL SERVICES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931047-000
Policy instance 1
Insurance contract or identification number931047-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $49,516
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 $24,758
Insurance broker organization code?3
Insurance broker nameWOODBURY FINANCIAL SERVICES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931047-000
Policy instance 1
Insurance contract or identification number931047-000
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $46,255
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 $46,255
Insurance broker organization code?3
Insurance broker nameLOCUST STREET SECURITIES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931047-000
Policy instance 1
Insurance contract or identification number931047-000
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $48,839
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931047-000
Policy instance 1
Insurance contract or identification number931047-000
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $55,620
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 $55,620
Insurance broker organization code?3
Insurance broker nameLOCUST STREET SECURITIES

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