Logo

STAR OF THE WEST SAVINGS AND PROTECTION PLAN 401k Plan overview

Plan NameSTAR OF THE WEST SAVINGS AND PROTECTION PLAN
Plan identification number 002

STAR OF THE WEST SAVINGS AND PROTECTION 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Life insurance

401k Sponsoring company profile

STAR OF THE WEST MILLING CO. has sponsored the creation of one or more 401k plans.

Company Name:STAR OF THE WEST MILLING CO.
Employer identification number (EIN):381065660
NAIC Classification:311200
NAIC Description: Grain and Oilseed Milling

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STAR OF THE WEST SAVINGS AND PROTECTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JIM HOWE
0022016-01-01ART LOEFFLER
0022015-01-01ART LOEFFLER
0022014-01-01ART LOEFFLER
0022013-01-01ART LOEFFLER
0022012-01-01ART LOEFFLER
0022011-01-01ART LOEFFLER
0022009-01-01ARTHUR LOEFFLER ARTHUR LOEFFLER2010-10-05

Plan Statistics for STAR OF THE WEST SAVINGS AND PROTECTION PLAN

401k plan membership statisitcs for STAR OF THE WEST SAVINGS AND PROTECTION PLAN

Measure Date Value
2022: STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01387
Total number of active participants reported on line 7a of the Form 55002022-01-01320
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-0196
Total of all active and inactive participants2022-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01425
Number of participants with account balances2022-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01300
Total number of active participants reported on line 7a of the Form 55002021-01-01251
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0161
Total of all active and inactive participants2021-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01317
Number of participants with account balances2021-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01302
Total number of active participants reported on line 7a of the Form 55002020-01-01246
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-0147
Total of all active and inactive participants2020-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01300
Number of participants with account balances2020-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01306
Total number of active participants reported on line 7a of the Form 55002019-01-01260
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01302
Number of participants with account balances2019-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01298
Total number of active participants reported on line 7a of the Form 55002018-01-01253
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01297
Number of participants with account balances2018-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01286
Total number of active participants reported on line 7a of the Form 55002017-01-01258
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01298
Number of participants with account balances2017-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01278
Total number of active participants reported on line 7a of the Form 55002016-01-01262
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01283
Number of participants with account balances2016-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01261
Total number of active participants reported on line 7a of the Form 55002015-01-01246
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01272
Number of participants with account balances2015-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01259
Total number of active participants reported on line 7a of the Form 55002014-01-01242
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01260
Number of participants with account balances2014-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01244
Total number of active participants reported on line 7a of the Form 55002013-01-01234
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01254
Number of participants with account balances2013-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01246
Total number of active participants reported on line 7a of the Form 55002012-01-01232
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01244
Number of participants with account balances2012-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01245
Total number of active participants reported on line 7a of the Form 55002011-01-01227
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01242
Number of participants with account balances2011-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01225
Total number of active participants reported on line 7a of the Form 55002009-01-01211
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01226
Number of participants with account balances2009-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STAR OF THE WEST SAVINGS AND PROTECTION PLAN

Measure Date Value
2022 : STAR OF THE WEST SAVINGS AND PROTECTION 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$0
Total income from all sources (including contributions)2022-12-31$-1,815,196
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,622,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,516,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,405,739
Value of total assets at end of year2022-12-31$33,184,423
Value of total assets at beginning of year2022-12-31$38,622,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$106,016
Total interest from all sources2022-12-31$15,399
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$383,741
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$383,741
Administrative expenses professional fees incurred2022-12-31$62,307
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,896,634
Participant contributions at end of year2022-12-31$221,115
Participant contributions at beginning of year2022-12-31$221,042
Participant contributions at end of year2022-12-31$55
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,648,181
Other income not declared elsewhere2022-12-31$2,952
Total non interest bearing cash at end of year2022-12-31$7
Total non interest bearing cash at beginning of year2022-12-31$58,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,437,610
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,184,423
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,622,033
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
Investment advisory and management fees2022-12-31$43,709
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,308,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,413,587
Interest on participant loans2022-12-31$15,399
Value of interest in common/collective trusts at end of year2022-12-31$17,793,363
Value of interest in common/collective trusts at beginning of year2022-12-31$21,356,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,416,990
Net investment gain or loss from common/collective trusts2022-12-31$-206,037
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$860,924
Employer contributions (assets) at end of year2022-12-31$860,924
Employer contributions (assets) at beginning of year2022-12-31$572,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,516,398
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 name2022-12-31YEO & YEO, PC
Accountancy firm EIN2022-12-31382706146
2021 : STAR OF THE WEST SAVINGS AND PROTECTION 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$7,114,621
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,446,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,346,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,086,961
Value of total assets at end of year2021-12-31$38,622,033
Value of total assets at beginning of year2021-12-31$37,954,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$100,541
Total interest from all sources2021-12-31$16,781
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,631,134
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$1,631,134
Administrative expenses professional fees incurred2021-12-31$58,105
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,433,291
Participant contributions at end of year2021-12-31$221,042
Participant contributions at beginning of year2021-12-31$334,788
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$8
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$80,931
Other income not declared elsewhere2021-12-31$7,982
Total non interest bearing cash at end of year2021-12-31$58,607
Total non interest bearing cash at beginning of year2021-12-31$3,467
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$667,851
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,622,033
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,954,182
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
Investment advisory and management fees2021-12-31$42,436
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,413,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,399,800
Interest on participant loans2021-12-31$16,781
Value of interest in common/collective trusts at end of year2021-12-31$21,356,058
Value of interest in common/collective trusts at beginning of year2021-12-31$4,602,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,109,563
Net investment gain or loss from common/collective trusts2021-12-31$1,262,200
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$572,739
Employer contributions (assets) at end of year2021-12-31$572,739
Employer contributions (assets) at beginning of year2021-12-31$613,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,346,229
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 name2021-12-31YEO & YEO, PC
Accountancy firm EIN2021-12-31382706146
2020 : STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,953,927
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,654,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,550,505
Value of total corrective distributions2020-12-31$2,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,028,295
Value of total assets at end of year2020-12-31$37,954,182
Value of total assets at beginning of year2020-12-31$33,655,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$101,833
Total interest from all sources2020-12-31$21,702
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$899,267
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$899,267
Administrative expenses professional fees incurred2020-12-31$60,633
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,396,398
Participant contributions at end of year2020-12-31$334,788
Participant contributions at beginning of year2020-12-31$384,523
Participant contributions at end of year2020-12-31$8
Participant contributions at beginning of year2020-12-31$24,443
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$18,757
Other income not declared elsewhere2020-12-31$17,311
Total non interest bearing cash at end of year2020-12-31$3,467
Total non interest bearing cash at beginning of year2020-12-31$26,278
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$4,299,177
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,954,182
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$33,655,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$41,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,399,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,483,362
Interest on participant loans2020-12-31$21,702
Value of interest in common/collective trusts at end of year2020-12-31$4,602,979
Value of interest in common/collective trusts at beginning of year2020-12-31$4,142,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,881,365
Net investment gain or loss from common/collective trusts2020-12-31$105,987
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$613,140
Employer contributions (assets) at end of year2020-12-31$613,140
Employer contributions (assets) at beginning of year2020-12-31$594,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,550,505
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31YEO & YEO, PC
Accountancy firm EIN2020-12-31382706146
2019 : STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$7,659,942
Total income from all sources (including contributions)2019-12-31$7,659,942
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$4,548,306
Total of all expenses incurred2019-12-31$4,548,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,423,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,423,901
Expenses. Certain deemed distributions of participant loans2019-12-31$34,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,020,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,020,844
Value of total assets at end of year2019-12-31$33,655,005
Value of total assets at end of year2019-12-31$33,655,005
Value of total assets at beginning of year2019-12-31$30,543,369
Value of total assets at beginning of year2019-12-31$30,543,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$90,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$90,075
Total interest from all sources2019-12-31$26,527
Total interest from all sources2019-12-31$26,527
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,018,815
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,018,815
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$1,018,815
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,018,815
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
Contributions received from participants2019-12-31$1,329,919
Contributions received from participants2019-12-31$1,329,919
Participant contributions at end of year2019-12-31$384,523
Participant contributions at end of year2019-12-31$384,523
Participant contributions at beginning of year2019-12-31$445,468
Participant contributions at beginning of year2019-12-31$445,468
Participant contributions at end of year2019-12-31$24,443
Participant contributions at end of year2019-12-31$24,443
Participant contributions at beginning of year2019-12-31$21,701
Participant contributions at beginning of year2019-12-31$21,701
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$96,611
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$96,611
Total non interest bearing cash at end of year2019-12-31$26,278
Total non interest bearing cash at end of year2019-12-31$26,278
Total non interest bearing cash at beginning of year2019-12-31$6
Total non interest bearing cash at beginning of year2019-12-31$6
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$3,111,636
Value of net income/loss2019-12-31$3,111,636
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,655,005
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,655,005
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,543,369
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,543,369
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
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
Investment advisory and management fees2019-12-31$90,075
Investment advisory and management fees2019-12-31$90,075
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,483,362
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,483,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,852,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,852,730
Interest on participant loans2019-12-31$26,527
Interest on participant loans2019-12-31$26,527
Value of interest in common/collective trusts at end of year2019-12-31$4,142,085
Value of interest in common/collective trusts at end of year2019-12-31$4,142,085
Value of interest in common/collective trusts at beginning of year2019-12-31$4,631,357
Value of interest in common/collective trusts at beginning of year2019-12-31$4,631,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,593,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,593,756
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
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$594,314
Contributions received in cash from employer2019-12-31$594,314
Employer contributions (assets) at end of year2019-12-31$594,314
Employer contributions (assets) at end of year2019-12-31$594,314
Employer contributions (assets) at beginning of year2019-12-31$592,107
Employer contributions (assets) at beginning of year2019-12-31$592,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,423,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,423,901
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
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 name2019-12-31YEO & YEO, PC
Accountancy firm name2019-12-31YEO & YEO, PC
Accountancy firm EIN2019-12-31382706146
Accountancy firm EIN2019-12-31382706146
2018 : STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$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$538,714
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,019,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,899,694
Expenses. Certain deemed distributions of participant loans2018-12-31$23,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,967,464
Value of total assets at end of year2018-12-31$30,543,369
Value of total assets at beginning of year2018-12-31$32,024,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$96,681
Total interest from all sources2018-12-31$24,904
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,332,305
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$1,332,305
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,312,252
Participant contributions at end of year2018-12-31$445,468
Participant contributions at beginning of year2018-12-31$232,192
Participant contributions at end of year2018-12-31$21,701
Participant contributions at beginning of year2018-12-31$21,939
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$63,105
Total non interest bearing cash at end of year2018-12-31$6
Total non interest bearing cash at beginning of year2018-12-31$109,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,481,155
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,543,369
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$32,024,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$96,681
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$24,852,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,283,244
Interest on participant loans2018-12-31$24,904
Value of interest in common/collective trusts at end of year2018-12-31$4,631,357
Value of interest in common/collective trusts at beginning of year2018-12-31$4,786,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,785,959
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$592,107
Employer contributions (assets) at end of year2018-12-31$592,107
Employer contributions (assets) at beginning of year2018-12-31$591,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,899,694
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31YEO & YEO, PC
Accountancy firm EIN2018-12-31382706146
2017 : STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,916,762
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,628,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,528,151
Expenses. Certain deemed distributions of participant loans2017-12-31$39,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,946,158
Value of total assets at end of year2017-12-31$32,024,524
Value of total assets at beginning of year2017-12-31$28,736,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$61,573
Total interest from all sources2017-12-31$14,835
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,024,178
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$1,024,178
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,285,782
Participant contributions at end of year2017-12-31$232,192
Participant contributions at beginning of year2017-12-31$300,536
Participant contributions at end of year2017-12-31$21,939
Participant contributions at beginning of year2017-12-31$27,795
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,310
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$69,006
Total non interest bearing cash at end of year2017-12-31$109,231
Total non interest bearing cash at beginning of year2017-12-31$130,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,287,790
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,024,524
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,736,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$61,573
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$26,283,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,291,039
Interest on participant loans2017-12-31$14,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,786,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,357,548
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,931,591
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$591,370
Employer contributions (assets) at end of year2017-12-31$591,370
Employer contributions (assets) at beginning of year2017-12-31$626,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,527,893
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31YEO & YEO, PC
Accountancy firm EIN2017-12-31382706146
2016 : STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,087,676
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,934,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,832,814
Expenses. Certain deemed distributions of participant loans2016-12-31$52,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,976,507
Value of total assets at end of year2016-12-31$28,736,734
Value of total assets at beginning of year2016-12-31$26,583,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$48,837
Total interest from all sources2016-12-31$16,061
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$728,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$728,201
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$1,327,542
Participant contributions at end of year2016-12-31$300,536
Participant contributions at beginning of year2016-12-31$353,639
Participant contributions at end of year2016-12-31$27,795
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,310
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,770
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$22,148
Total non interest bearing cash at end of year2016-12-31$130,689
Total non interest bearing cash at beginning of year2016-12-31$131,695
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$2,153,073
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,736,734
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,583,661
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
Investment advisory and management fees2016-12-31$48,837
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,291,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,022,377
Interest on participant loans2016-12-31$16,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,357,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,468,466
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,366,907
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$626,817
Employer contributions (assets) at end of year2016-12-31$626,817
Employer contributions (assets) at beginning of year2016-12-31$603,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,832,254
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 name2016-12-31YEO & YEO, PC
Accountancy firm EIN2016-12-31382706146
2015 : STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,378,283
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,493,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,315,880
Expenses. Certain deemed distributions of participant loans2015-12-31$127,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,826,984
Value of total assets at end of year2015-12-31$26,583,661
Value of total assets at beginning of year2015-12-31$26,698,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$49,949
Total interest from all sources2015-12-31$21,964
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$980,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$980,652
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$1,223,270
Participant contributions at end of year2015-12-31$353,639
Participant contributions at beginning of year2015-12-31$525,379
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$15,955
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,770
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$5,709
Total non interest bearing cash at end of year2015-12-31$131,695
Total non interest bearing cash at beginning of year2015-12-31$108,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-114,821
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,583,661
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,698,482
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
Investment advisory and management fees2015-12-31$49,949
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,022,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,937,881
Interest on participant loans2015-12-31$21,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,468,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,522,871
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,451,317
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$603,714
Employer contributions (assets) at end of year2015-12-31$603,714
Employer contributions (assets) at beginning of year2015-12-31$582,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,315,205
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 name2015-12-31YEO & YEO, PC
Accountancy firm EIN2015-12-31382706146
2014 : STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,341,814
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,467,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,419,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,869,245
Value of total assets at end of year2014-12-31$26,698,482
Value of total assets at beginning of year2014-12-31$24,824,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$48,191
Total interest from all sources2014-12-31$121,890
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,002,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,002,493
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$1,111,427
Participant contributions at end of year2014-12-31$525,379
Participant contributions at beginning of year2014-12-31$539,420
Participant contributions at end of year2014-12-31$15,955
Participant contributions at beginning of year2014-12-31$15,239
Assets. Other investments not covered elsewhere at end of year2014-12-31$5,709
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$9,910
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$176,673
Other income not declared elsewhere2014-12-31$53,449
Total non interest bearing cash at end of year2014-12-31$108,066
Total non interest bearing cash at beginning of year2014-12-31$148,032
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$1,874,351
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,698,482
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,824,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$48,191
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,937,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$18,295,646
Interest on participant loans2014-12-31$26,913
Interest earned on other investments2014-12-31$94,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,522,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,274,644
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$294,737
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$581,145
Employer contributions (assets) at end of year2014-12-31$582,621
Employer contributions (assets) at beginning of year2014-12-31$541,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,418,453
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 name2014-12-31YEO & YEO, PC
Accountancy firm EIN2014-12-31382706146
2013 : STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,482,500
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$599,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$537,175
Expenses. Certain deemed distributions of participant loans2013-12-31$11,596
Value of total corrective distributions2013-12-31$4,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,612,487
Value of total assets at end of year2013-12-31$24,824,131
Value of total assets at beginning of year2013-12-31$20,941,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$46,794
Total interest from all sources2013-12-31$128,821
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$746,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$746,402
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$963,415
Participant contributions at end of year2013-12-31$539,420
Participant contributions at beginning of year2013-12-31$544,018
Participant contributions at end of year2013-12-31$15,239
Participant contributions at beginning of year2013-12-31$13,507
Assets. Other investments not covered elsewhere at end of year2013-12-31$9,910
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$11,025
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$109,176
Other income not declared elsewhere2013-12-31$-226,390
Total non interest bearing cash at end of year2013-12-31$148,032
Total non interest bearing cash at beginning of year2013-12-31$20,832
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$3,882,603
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,824,131
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,941,528
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
Investment advisory and management fees2013-12-31$46,794
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$18,295,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,774,362
Interest on participant loans2013-12-31$27,998
Interest earned on other investments2013-12-31$100,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,274,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,039,573
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,221,180
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$539,896
Employer contributions (assets) at end of year2013-12-31$541,240
Employer contributions (assets) at beginning of year2013-12-31$538,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$536,199
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 name2013-12-31YEO & YEO, PC
Accountancy firm EIN2013-12-31382706146
2012 : STAR OF THE WEST SAVINGS AND PROTECTION 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$3,751,434
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$874,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$780,711
Expenses. Certain deemed distributions of participant loans2012-12-31$41,376
Value of total corrective distributions2012-12-31$5,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,499,830
Value of total assets at end of year2012-12-31$20,941,528
Value of total assets at beginning of year2012-12-31$18,064,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$47,357
Total interest from all sources2012-12-31$126,983
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$580,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$580,009
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$931,713
Participant contributions at end of year2012-12-31$544,018
Participant contributions at beginning of year2012-12-31$494,905
Participant contributions at end of year2012-12-31$13,507
Participant contributions at beginning of year2012-12-31$13,468
Assets. Other investments not covered elsewhere at end of year2012-12-31$11,025
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$10,141
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$29,906
Other income not declared elsewhere2012-12-31$143,629
Total non interest bearing cash at end of year2012-12-31$20,832
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,876,916
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,941,528
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,064,612
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
Investment advisory and management fees2012-12-31$47,357
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,774,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,125,028
Interest on participant loans2012-12-31$27,996
Interest earned on other investments2012-12-31$98,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,039,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,936,131
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,400,983
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$538,211
Employer contributions (assets) at end of year2012-12-31$538,211
Employer contributions (assets) at beginning of year2012-12-31$484,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$779,739
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 name2012-12-31YEO & YEO, PC
Accountancy firm EIN2012-12-31382706146
2011 : STAR OF THE WEST SAVINGS AND PROTECTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,442,173
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$418,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$368,146
Expenses. Certain deemed distributions of participant loans2011-12-31$10,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,352,711
Value of total assets at end of year2011-12-31$18,064,612
Value of total assets at beginning of year2011-12-31$17,040,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$40,314
Total interest from all sources2011-12-31$136,192
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$491,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$491,800
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$862,450
Participant contributions at end of year2011-12-31$494,905
Participant contributions at beginning of year2011-12-31$513,922
Participant contributions at end of year2011-12-31$13,468
Participant contributions at beginning of year2011-12-31$13,071
Assets. Other investments not covered elsewhere at end of year2011-12-31$10,141
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$16,945
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,322
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$6,274
Other income not declared elsewhere2011-12-31$144,535
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$1,023,684
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,064,612
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,040,928
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
Investment advisory and management fees2011-12-31$40,314
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,125,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,100,959
Interest on participant loans2011-12-31$31,332
Interest earned on other investments2011-12-31$104,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,936,131
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-683,065
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$484,939
Employer contributions (assets) at end of year2011-12-31$484,939
Employer contributions (assets) at beginning of year2011-12-31$396,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$360,224
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 name2011-12-31YEO & YEO, PC
Accountancy firm EIN2011-12-31382706416
2010 : STAR OF THE WEST SAVINGS AND PROTECTION 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$3,133,708
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$606,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$577,258
Expenses. Certain deemed distributions of participant loans2010-12-31$7,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,232,294
Value of total assets at end of year2010-12-31$17,040,928
Value of total assets at beginning of year2010-12-31$14,513,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,706
Total interest from all sources2010-12-31$34,320
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
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$830,756
Participant contributions at end of year2010-12-31$513,922
Participant contributions at beginning of year2010-12-31$457,325
Participant contributions at end of year2010-12-31$13,071
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$16,945
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$17,582
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,507
Other income not declared elsewhere2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,527,053
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,040,928
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,513,875
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
Investment advisory and management fees2010-12-31$21,706
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,100,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,680,543
Interest on participant loans2010-12-31$34,320
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,867,094
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$396,031
Employer contributions (assets) at end of year2010-12-31$396,031
Employer contributions (assets) at beginning of year2010-12-31$358,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$575,414
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 name2010-12-31YEO & YEO, PC
Accountancy firm EIN2010-12-31382706416
2009 : STAR OF THE WEST SAVINGS AND PROTECTION 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 STAR OF THE WEST SAVINGS AND PROTECTION PLAN

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

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number565109
Policy instance 1
Insurance contract or identification number12170317
Number of Individuals Covered352
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,063
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Are there contracts with allocated funds for individual policies?1
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
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number565109
Policy instance 1
Insurance contract or identification number565109
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number565109
Policy instance 1
Insurance contract or identification number12170317
Number of Individuals Covered365
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,085
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Are there contracts with allocated funds for individual policies?Yes
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
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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 $2,085
Insurance broker organization code?3
Insurance broker nameSTEPHEN LIST, AXA ADVISORS
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number565109
Policy instance 1
Insurance contract or identification number565109
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $15
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15
Insurance broker organization code?3
Insurance broker nameSTEPHEN LIST, AXA ADVISORS
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number565109
Policy instance 1
Insurance contract or identification number565109
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14
Insurance broker organization code?3
Insurance broker nameSTEPHEN LIST, AXA ADVISORS
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number565109
Policy instance 1
Insurance contract or identification number565109
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $15
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number565109
Policy instance 1
Insurance contract or identification number565109
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $15
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $15
Insurance broker organization code?3
Insurance broker nameSTEPHEN LIST, AXA ADVISORS

Potentially related plans

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

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

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

See full terms and conditions

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