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SUMIDA AMERICA INC. 401(K) PLAN 401k Plan overview

Plan NameSUMIDA AMERICA INC. 401(K) PLAN
Plan identification number 001

SUMIDA AMERICA INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SUMIDA AMERICA INC. has sponsored the creation of one or more 401k plans.

Company Name:SUMIDA AMERICA INC.
Employer identification number (EIN):381585816
NAIC Classification:335900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMIDA AMERICA INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-06-01
0012019-06-01
0012018-06-01
0012017-06-01PENNY D'AUTREMONT
0012016-06-01PENNY D'AUTREMONT
0012016-06-01
0012015-06-01PENNY D'AUTREMONT
0012014-06-01PENNY D'AUTREMONT
0012013-06-01PENNY D'AUTREMONT
0012012-06-01PENNY DAUTREMONT MICHAEL GIDLEY2014-01-16
0012011-06-01MICHAEL GIDLEY MICHAEL GIDLEY2013-03-14
0012010-06-01KIM BOSSLER
0012009-06-01KIM BOSSLER

Plan Statistics for SUMIDA AMERICA INC. 401(K) PLAN

401k plan membership statisitcs for SUMIDA AMERICA INC. 401(K) PLAN

Measure Date Value
2023: SUMIDA AMERICA INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01302
Total number of active participants reported on line 7a of the Form 55002023-01-01243
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0183
Total of all active and inactive participants2023-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-014
Total participants2023-01-01330
Number of participants with account balances2023-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SUMIDA AMERICA INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01308
Total number of active participants reported on line 7a of the Form 55002022-01-01234
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0166
Total of all active and inactive participants2022-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01302
Number of participants with account balances2022-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SUMIDA AMERICA INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01261
Total number of active participants reported on line 7a of the Form 55002021-01-01246
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0160
Total of all active and inactive participants2021-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01308
Number of participants with account balances2021-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SUMIDA AMERICA INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-01299
Total number of active participants reported on line 7a of the Form 55002020-06-01201
Number of retired or separated participants receiving benefits2020-06-010
Number of other retired or separated participants entitled to future benefits2020-06-0158
Total of all active and inactive participants2020-06-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-012
Total participants2020-06-01261
Number of participants with account balances2020-06-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-010
2019: SUMIDA AMERICA INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-01307
Total number of active participants reported on line 7a of the Form 55002019-06-01221
Number of retired or separated participants receiving benefits2019-06-010
Number of other retired or separated participants entitled to future benefits2019-06-0176
Total of all active and inactive participants2019-06-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-012
Total participants2019-06-01299
Number of participants with account balances2019-06-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-010
2018: SUMIDA AMERICA INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-01257
Total number of active participants reported on line 7a of the Form 55002018-06-01234
Number of retired or separated participants receiving benefits2018-06-010
Number of other retired or separated participants entitled to future benefits2018-06-0171
Total of all active and inactive participants2018-06-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-012
Total participants2018-06-01307
Number of participants with account balances2018-06-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-010
2017: SUMIDA AMERICA INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-01245
Total number of active participants reported on line 7a of the Form 55002017-06-01223
Number of retired or separated participants receiving benefits2017-06-010
Number of other retired or separated participants entitled to future benefits2017-06-0133
Total of all active and inactive participants2017-06-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-011
Total participants2017-06-01257
Number of participants with account balances2017-06-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-010
2016: SUMIDA AMERICA INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-01209
Total number of active participants reported on line 7a of the Form 55002016-06-01216
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-0128
Total of all active and inactive participants2016-06-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-011
Total participants2016-06-01245
Number of participants with account balances2016-06-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-010
2015: SUMIDA AMERICA INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-01209
Total number of active participants reported on line 7a of the Form 55002015-06-01181
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-0127
Total of all active and inactive participants2015-06-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-011
Total participants2015-06-01209
Number of participants with account balances2015-06-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
2014: SUMIDA AMERICA INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-01215
Total number of active participants reported on line 7a of the Form 55002014-06-01192
Number of retired or separated participants receiving benefits2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-0116
Total of all active and inactive participants2014-06-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-011
Total participants2014-06-01209
Number of participants with account balances2014-06-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
2013: SUMIDA AMERICA INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-01211
Total number of active participants reported on line 7a of the Form 55002013-06-01197
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-0117
Total of all active and inactive participants2013-06-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-011
Total participants2013-06-01215
Number of participants with account balances2013-06-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
2012: SUMIDA AMERICA INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-01187
Total number of active participants reported on line 7a of the Form 55002012-06-01192
Number of retired or separated participants receiving benefits2012-06-010
Number of other retired or separated participants entitled to future benefits2012-06-0117
Total of all active and inactive participants2012-06-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-012
Total participants2012-06-01211
Number of participants with account balances2012-06-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
2011: SUMIDA AMERICA INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-01173
Total number of active participants reported on line 7a of the Form 55002011-06-01170
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-0116
Total of all active and inactive participants2011-06-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-011
Total participants2011-06-01187
Number of participants with account balances2011-06-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2010: SUMIDA AMERICA INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-06-01214
Total number of active participants reported on line 7a of the Form 55002010-06-01155
Number of retired or separated participants receiving benefits2010-06-010
Number of other retired or separated participants entitled to future benefits2010-06-0118
Total of all active and inactive participants2010-06-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-010
Total participants2010-06-01173
Number of participants with account balances2010-06-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-010
2009: SUMIDA AMERICA INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-01287
Total number of active participants reported on line 7a of the Form 55002009-06-01142
Number of retired or separated participants receiving benefits2009-06-010
Number of other retired or separated participants entitled to future benefits2009-06-0172
Total of all active and inactive participants2009-06-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-01214
Number of participants with account balances2009-06-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010

Financial Data on SUMIDA AMERICA INC. 401(K) PLAN

Measure Date Value
2023 : SUMIDA AMERICA INC. 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,455,414
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,015,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,920,160
Expenses. Certain deemed distributions of participant loans2023-12-31$19,746
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,343,979
Value of total assets at end of year2023-12-31$14,916,050
Value of total assets at beginning of year2023-12-31$13,476,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$75,971
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$57,349
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$332,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$332,604
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$871,677
Participant contributions at end of year2023-12-31$271,171
Participant contributions at beginning of year2023-12-31$302,335
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$0
Administrative expenses (other) incurred2023-12-31$31,987
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$1,439,537
Value of net assets at end of year (total assets less liabilities)2023-12-31$14,916,050
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$13,476,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$3,913
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$13,350,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$12,049,943
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$14,939
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$0
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$314,202
Value of interest in common/collective trusts at beginning of year2023-12-31$457,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$980,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$667,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$667,112
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$42,410
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,711,941
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$9,541
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$472,302
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,920,160
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DOYLE & ASSOCIATES, PLLC
Accountancy firm EIN2023-12-31201414332
2022 : SUMIDA AMERICA INC. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$5,789,743
Total transfer of assets from this plan2022-12-31$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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$332,132
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$703,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$589,446
Expenses. Certain deemed distributions of participant loans2022-12-31$1,057
Value of total corrective distributions2022-12-31$28,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,178,538
Value of total assets at end of year2022-12-31$13,476,513
Value of total assets at beginning of year2022-12-31$8,057,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$83,861
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$83,644
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$933,607
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$933,607
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$840,805
Participant contributions at end of year2022-12-31$302,335
Participant contributions at beginning of year2022-12-31$178,121
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$970,527
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$83,045
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-370,918
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,476,513
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,057,688
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$816
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,049,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,539,405
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$12,424
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$457,123
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$667,112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$340,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$340,162
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$71,220
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,869,207
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$5,550
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$367,206
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$589,446
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DOYLE & ASSOCIATES, PLLC
Accountancy firm EIN2022-12-31201414332
2021 : SUMIDA AMERICA INC. 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,312,150
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,275,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,159,508
Expenses. Certain deemed distributions of participant loans2021-12-31$8,080
Value of total corrective distributions2021-12-31$32,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$493,590
Value of total assets at end of year2021-12-31$8,057,688
Value of total assets at beginning of year2021-12-31$8,021,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$75,490
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$9,615
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$685,880
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$685,880
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$448,312
Participant contributions at end of year2021-12-31$178,121
Participant contributions at beginning of year2021-12-31$236,141
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,771
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$74,377
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$36,565
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,057,688
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,021,123
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$1,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,539,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,419,260
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$9,560
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$340,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$365,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$365,722
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$55
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$123,065
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$41,507
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,159,508
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DOYLE & ASSOCIATES, PLLC
Accountancy firm EIN2021-12-31201414332
2020 : SUMIDA AMERICA INC. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,775,098
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$438,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$377,802
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$21,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$321,984
Value of total assets at end of year2020-12-31$8,021,123
Value of total assets at beginning of year2020-12-31$6,684,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$39,046
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$8,343
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$277,628
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$277,628
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$259,374
Participant contributions at end of year2020-12-31$236,141
Participant contributions at beginning of year2020-12-31$254,139
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$38,544
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,336,748
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,021,123
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,684,375
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$502
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,419,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,331,239
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$8,324
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$365,722
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$98,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$98,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$19
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,167,143
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$62,610
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$377,802
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DOYLE & ASSOCIATES, PLLC
Accountancy firm EIN2020-12-31201414332
Unrealized appreciation/depreciation of real estate assets2020-05-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-05-31$0
Total unrealized appreciation/depreciation of assets2020-05-31$0
Total transfer of assets to this plan2020-05-31$0
Total transfer of assets from this plan2020-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$0
Expenses. Interest paid2020-05-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-05-31$0
Total income from all sources (including contributions)2020-05-31$1,156,506
Total loss/gain on sale of assets2020-05-31$0
Total of all expenses incurred2020-05-31$382,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$317,052
Expenses. Certain deemed distributions of participant loans2020-05-31$504
Value of total corrective distributions2020-05-31$30,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$746,959
Value of total assets at end of year2020-05-31$6,684,375
Value of total assets at beginning of year2020-05-31$5,910,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$34,589
Total income from rents2020-05-31$0
Total interest from all sources2020-05-31$13,512
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$381,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$381,254
Assets. Real estate other than employer real property at end of year2020-05-31$0
Assets. Real estate other than employer real property at beginning of year2020-05-31$0
Administrative expenses professional fees incurred2020-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-05-31$0
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$500,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$381,460
Participant contributions at end of year2020-05-31$254,139
Participant contributions at beginning of year2020-05-31$248,933
Participant contributions at end of year2020-05-31$0
Participant contributions at beginning of year2020-05-31$0
Assets. Other investments not covered elsewhere at end of year2020-05-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-05-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-05-31$299,769
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-05-31$0
Assets. Loans (other than to participants) at end of year2020-05-31$0
Assets. Loans (other than to participants) at beginning of year2020-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-05-31$0
Other income not declared elsewhere2020-05-31$0
Administrative expenses (other) incurred2020-05-31$34,279
Liabilities. Value of operating payables at end of year2020-05-31$0
Liabilities. Value of operating payables at beginning of year2020-05-31$0
Total non interest bearing cash at end of year2020-05-31$0
Total non interest bearing cash at beginning of year2020-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Income. Non cash contributions2020-05-31$0
Value of net income/loss2020-05-31$773,887
Value of net assets at end of year (total assets less liabilities)2020-05-31$6,684,375
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$5,910,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Assets. partnership/joint venture interests at end of year2020-05-31$0
Assets. partnership/joint venture interests at beginning of year2020-05-31$0
Investment advisory and management fees2020-05-31$310
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$6,331,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$5,442,802
Value of interest in pooled separate accounts at end of year2020-05-31$0
Value of interest in pooled separate accounts at beginning of year2020-05-31$0
Interest on participant loans2020-05-31$13,446
Income. Interest from loans (other than to participants)2020-05-31$0
Interest earned on other investments2020-05-31$0
Income. Interest from US Government securities2020-05-31$0
Income. Interest from corporate debt instruments2020-05-31$0
Value of interest in master investment trust accounts at end of year2020-05-31$0
Value of interest in master investment trust accounts at beginning of year2020-05-31$0
Value of interest in common/collective trusts at end of year2020-05-31$0
Value of interest in common/collective trusts at beginning of year2020-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$98,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$218,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$218,753
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$66
Assets. Value of investments in 103.12 investment entities at end of year2020-05-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-05-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-05-31$0
Asset value of US Government securities at end of year2020-05-31$0
Asset value of US Government securities at beginning of year2020-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$14,781
Net investment gain/loss from pooled separate accounts2020-05-31$0
Net investment gain or loss from common/collective trusts2020-05-31$0
Net gain/loss from 103.12 investment entities2020-05-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Assets. Invements in employer securities at end of year2020-05-31$0
Assets. Invements in employer securities at beginning of year2020-05-31$0
Assets. Value of employer real property at end of year2020-05-31$0
Assets. Value of employer real property at beginning of year2020-05-31$0
Contributions received in cash from employer2020-05-31$65,730
Employer contributions (assets) at end of year2020-05-31$0
Employer contributions (assets) at beginning of year2020-05-31$0
Income. Dividends from preferred stock2020-05-31$0
Income. Dividends from common stock2020-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$317,052
Asset. Corporate debt instrument preferred debt at end of year2020-05-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-05-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-05-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-05-31$0
Contract administrator fees2020-05-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-05-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-05-31$0
Liabilities. Value of benefit claims payable at end of year2020-05-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-05-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-05-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-05-31$0
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Aggregate proceeds on sale of assets2020-05-31$0
Aggregate carrying amount (costs) on sale of assets2020-05-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-05-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-05-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31Yes
Opinion of an independent qualified public accountant for this plan2020-05-31Disclaimer
Accountancy firm name2020-05-31DOYLE & ASSOCIATES, PLLC
Accountancy firm EIN2020-05-31201414332
2019 : SUMIDA AMERICA INC. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-05-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-05-31$0
Total unrealized appreciation/depreciation of assets2019-05-31$0
Total transfer of assets to this plan2019-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Expenses. Interest paid2019-05-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-05-31$0
Total income from all sources (including contributions)2019-05-31$748,630
Total loss/gain on sale of assets2019-05-31$0
Total of all expenses incurred2019-05-31$1,082,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$1,021,267
Expenses. Certain deemed distributions of participant loans2019-05-31$1,719
Value of total corrective distributions2019-05-31$43,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$684,066
Value of total assets at end of year2019-05-31$5,910,488
Value of total assets at beginning of year2019-05-31$6,244,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$16,066
Total income from rents2019-05-31$0
Total interest from all sources2019-05-31$14,374
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$406,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$406,479
Assets. Real estate other than employer real property at end of year2019-05-31$0
Assets. Real estate other than employer real property at beginning of year2019-05-31$0
Administrative expenses professional fees incurred2019-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-05-31$0
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$500,000
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$418,045
Participant contributions at end of year2019-05-31$248,933
Participant contributions at beginning of year2019-05-31$244,773
Participant contributions at end of year2019-05-31$0
Participant contributions at beginning of year2019-05-31$0
Assets. Other investments not covered elsewhere at end of year2019-05-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-05-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-05-31$176,498
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-05-31$0
Assets. Loans (other than to participants) at end of year2019-05-31$0
Assets. Loans (other than to participants) at beginning of year2019-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-05-31$0
Other income not declared elsewhere2019-05-31$0
Administrative expenses (other) incurred2019-05-31$15,951
Liabilities. Value of operating payables at end of year2019-05-31$0
Liabilities. Value of operating payables at beginning of year2019-05-31$0
Total non interest bearing cash at end of year2019-05-31$0
Total non interest bearing cash at beginning of year2019-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Income. Non cash contributions2019-05-31$0
Value of net income/loss2019-05-31$-333,936
Value of net assets at end of year (total assets less liabilities)2019-05-31$5,910,488
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$6,244,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Assets. partnership/joint venture interests at end of year2019-05-31$0
Assets. partnership/joint venture interests at beginning of year2019-05-31$0
Investment advisory and management fees2019-05-31$115
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$5,442,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$5,965,418
Value of interest in pooled separate accounts at end of year2019-05-31$0
Value of interest in pooled separate accounts at beginning of year2019-05-31$0
Interest on participant loans2019-05-31$12,974
Income. Interest from loans (other than to participants)2019-05-31$0
Interest earned on other investments2019-05-31$0
Income. Interest from US Government securities2019-05-31$0
Income. Interest from corporate debt instruments2019-05-31$0
Value of interest in master investment trust accounts at end of year2019-05-31$0
Value of interest in master investment trust accounts at beginning of year2019-05-31$0
Value of interest in common/collective trusts at end of year2019-05-31$0
Value of interest in common/collective trusts at beginning of year2019-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$218,753
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$34,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$34,233
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-05-31$1,400
Assets. Value of investments in 103.12 investment entities at end of year2019-05-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-05-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-05-31$0
Asset value of US Government securities at end of year2019-05-31$0
Asset value of US Government securities at beginning of year2019-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$-356,289
Net investment gain/loss from pooled separate accounts2019-05-31$0
Net investment gain or loss from common/collective trusts2019-05-31$0
Net gain/loss from 103.12 investment entities2019-05-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Assets. Invements in employer securities at end of year2019-05-31$0
Assets. Invements in employer securities at beginning of year2019-05-31$0
Assets. Value of employer real property at end of year2019-05-31$0
Assets. Value of employer real property at beginning of year2019-05-31$0
Contributions received in cash from employer2019-05-31$89,523
Employer contributions (assets) at end of year2019-05-31$0
Employer contributions (assets) at beginning of year2019-05-31$0
Income. Dividends from preferred stock2019-05-31$0
Income. Dividends from common stock2019-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$1,021,267
Asset. Corporate debt instrument preferred debt at end of year2019-05-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-05-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-05-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-05-31$0
Contract administrator fees2019-05-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-05-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-05-31$0
Liabilities. Value of benefit claims payable at end of year2019-05-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-05-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-05-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-05-31$0
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Aggregate proceeds on sale of assets2019-05-31$0
Aggregate carrying amount (costs) on sale of assets2019-05-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-05-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-05-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31Yes
Opinion of an independent qualified public accountant for this plan2019-05-31Disclaimer
Accountancy firm name2019-05-31DOYLE & ASSOCIATES, PLLC
Accountancy firm EIN2019-05-31201414332
2018 : SUMIDA AMERICA INC. 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-05-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-05-31$0
Total unrealized appreciation/depreciation of assets2018-05-31$0
Total transfer of assets to this plan2018-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$0
Expenses. Interest paid2018-05-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-05-31$0
Total income from all sources (including contributions)2018-05-31$1,253,864
Total loss/gain on sale of assets2018-05-31$0
Total of all expenses incurred2018-05-31$829,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$815,443
Expenses. Certain deemed distributions of participant loans2018-05-31$0
Value of total corrective distributions2018-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$606,647
Value of total assets at end of year2018-05-31$6,244,424
Value of total assets at beginning of year2018-05-31$5,820,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$14,091
Total income from rents2018-05-31$0
Total interest from all sources2018-05-31$10,382
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$331,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$331,017
Assets. Real estate other than employer real property at end of year2018-05-31$0
Assets. Real estate other than employer real property at beginning of year2018-05-31$0
Administrative expenses professional fees incurred2018-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-05-31$0
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$500,000
If this is an individual account plan, was there a blackout period2018-05-31No
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$387,921
Participant contributions at end of year2018-05-31$244,773
Participant contributions at beginning of year2018-05-31$179,841
Participant contributions at end of year2018-05-31$0
Participant contributions at beginning of year2018-05-31$0
Assets. Other investments not covered elsewhere at end of year2018-05-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-05-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-05-31$157,942
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-31$0
Assets. Loans (other than to participants) at end of year2018-05-31$0
Assets. Loans (other than to participants) at beginning of year2018-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-05-31$0
Other income not declared elsewhere2018-05-31$0
Administrative expenses (other) incurred2018-05-31$13,978
Liabilities. Value of operating payables at end of year2018-05-31$0
Liabilities. Value of operating payables at beginning of year2018-05-31$0
Total non interest bearing cash at end of year2018-05-31$0
Total non interest bearing cash at beginning of year2018-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Income. Non cash contributions2018-05-31$0
Value of net income/loss2018-05-31$424,330
Value of net assets at end of year (total assets less liabilities)2018-05-31$6,244,424
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$5,820,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Assets. partnership/joint venture interests at end of year2018-05-31$0
Assets. partnership/joint venture interests at beginning of year2018-05-31$0
Investment advisory and management fees2018-05-31$113
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$5,965,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$5,500,422
Value of interest in pooled separate accounts at end of year2018-05-31$0
Value of interest in pooled separate accounts at beginning of year2018-05-31$0
Interest on participant loans2018-05-31$9,856
Income. Interest from loans (other than to participants)2018-05-31$0
Interest earned on other investments2018-05-31$0
Income. Interest from US Government securities2018-05-31$0
Income. Interest from corporate debt instruments2018-05-31$0
Value of interest in master investment trust accounts at end of year2018-05-31$0
Value of interest in master investment trust accounts at beginning of year2018-05-31$0
Value of interest in common/collective trusts at end of year2018-05-31$0
Value of interest in common/collective trusts at beginning of year2018-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$34,233
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$139,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$139,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-31$526
Assets. Value of investments in 103.12 investment entities at end of year2018-05-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-05-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-05-31$0
Asset value of US Government securities at end of year2018-05-31$0
Asset value of US Government securities at beginning of year2018-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$305,818
Net investment gain/loss from pooled separate accounts2018-05-31$0
Net investment gain or loss from common/collective trusts2018-05-31$0
Net gain/loss from 103.12 investment entities2018-05-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Assets. Invements in employer securities at end of year2018-05-31$0
Assets. Invements in employer securities at beginning of year2018-05-31$0
Assets. Value of employer real property at end of year2018-05-31$0
Assets. Value of employer real property at beginning of year2018-05-31$0
Contributions received in cash from employer2018-05-31$60,784
Employer contributions (assets) at end of year2018-05-31$0
Employer contributions (assets) at beginning of year2018-05-31$0
Income. Dividends from preferred stock2018-05-31$0
Income. Dividends from common stock2018-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$815,443
Asset. Corporate debt instrument preferred debt at end of year2018-05-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-05-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-05-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-05-31$0
Contract administrator fees2018-05-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-05-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-05-31$0
Liabilities. Value of benefit claims payable at end of year2018-05-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-05-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-05-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-05-31$0
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Aggregate proceeds on sale of assets2018-05-31$0
Aggregate carrying amount (costs) on sale of assets2018-05-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-05-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-05-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31Yes
Opinion of an independent qualified public accountant for this plan2018-05-31Disclaimer
Accountancy firm name2018-05-31DOYLE & ASSOCIATES, PLLC
Accountancy firm EIN2018-05-31201414332
2017 : SUMIDA AMERICA INC. 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-05-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-05-31$0
Total unrealized appreciation/depreciation of assets2017-05-31$0
Total transfer of assets to this plan2017-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$0
Expenses. Interest paid2017-05-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-05-31$0
Total income from all sources (including contributions)2017-05-31$1,242,501
Total loss/gain on sale of assets2017-05-31$0
Total of all expenses incurred2017-05-31$298,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$274,440
Expenses. Certain deemed distributions of participant loans2017-05-31$0
Value of total corrective distributions2017-05-31$12,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$545,678
Value of total assets at end of year2017-05-31$5,820,094
Value of total assets at beginning of year2017-05-31$4,876,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$12,061
Total income from rents2017-05-31$0
Total interest from all sources2017-05-31$6,593
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$205,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$205,855
Assets. Real estate other than employer real property at end of year2017-05-31$0
Assets. Real estate other than employer real property at beginning of year2017-05-31$0
Administrative expenses professional fees incurred2017-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-05-31$0
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$500,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$354,553
Participant contributions at end of year2017-05-31$179,841
Participant contributions at beginning of year2017-05-31$148,896
Participant contributions at end of year2017-05-31$0
Participant contributions at beginning of year2017-05-31$0
Assets. Other investments not covered elsewhere at end of year2017-05-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-05-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-05-31$139,174
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-05-31$0
Assets. Loans (other than to participants) at end of year2017-05-31$0
Assets. Loans (other than to participants) at beginning of year2017-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-05-31$0
Other income not declared elsewhere2017-05-31$0
Administrative expenses (other) incurred2017-05-31$11,968
Liabilities. Value of operating payables at end of year2017-05-31$0
Liabilities. Value of operating payables at beginning of year2017-05-31$0
Total non interest bearing cash at end of year2017-05-31$0
Total non interest bearing cash at beginning of year2017-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Income. Non cash contributions2017-05-31$0
Value of net income/loss2017-05-31$943,708
Value of net assets at end of year (total assets less liabilities)2017-05-31$5,820,094
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$4,876,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Assets. partnership/joint venture interests at end of year2017-05-31$0
Assets. partnership/joint venture interests at beginning of year2017-05-31$0
Investment advisory and management fees2017-05-31$93
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$5,500,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$4,596,889
Value of interest in pooled separate accounts at end of year2017-05-31$0
Value of interest in pooled separate accounts at beginning of year2017-05-31$0
Interest on participant loans2017-05-31$6,333
Income. Interest from loans (other than to participants)2017-05-31$0
Interest earned on other investments2017-05-31$0
Income. Interest from US Government securities2017-05-31$0
Income. Interest from corporate debt instruments2017-05-31$0
Value of interest in master investment trust accounts at end of year2017-05-31$0
Value of interest in master investment trust accounts at beginning of year2017-05-31$0
Value of interest in common/collective trusts at end of year2017-05-31$0
Value of interest in common/collective trusts at beginning of year2017-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$139,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$130,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$130,601
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-05-31$260
Assets. Value of investments in 103.12 investment entities at end of year2017-05-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-05-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-05-31$0
Asset value of US Government securities at end of year2017-05-31$0
Asset value of US Government securities at beginning of year2017-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$484,375
Net investment gain/loss from pooled separate accounts2017-05-31$0
Net investment gain or loss from common/collective trusts2017-05-31$0
Net gain/loss from 103.12 investment entities2017-05-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Assets. Invements in employer securities at end of year2017-05-31$0
Assets. Invements in employer securities at beginning of year2017-05-31$0
Assets. Value of employer real property at end of year2017-05-31$0
Assets. Value of employer real property at beginning of year2017-05-31$0
Contributions received in cash from employer2017-05-31$51,951
Employer contributions (assets) at end of year2017-05-31$0
Employer contributions (assets) at beginning of year2017-05-31$0
Income. Dividends from preferred stock2017-05-31$0
Income. Dividends from common stock2017-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$274,440
Asset. Corporate debt instrument preferred debt at end of year2017-05-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-05-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-05-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-05-31$0
Contract administrator fees2017-05-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-05-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-05-31$0
Liabilities. Value of benefit claims payable at end of year2017-05-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-05-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-05-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-05-31$0
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Aggregate proceeds on sale of assets2017-05-31$0
Aggregate carrying amount (costs) on sale of assets2017-05-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-05-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-05-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31Yes
Opinion of an independent qualified public accountant for this plan2017-05-31Disclaimer
Accountancy firm name2017-05-31DOYLE & ASSOCIATES, PLLC
Accountancy firm EIN2017-05-31201414332
2016 : SUMIDA AMERICA INC. 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-05-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-05-31$0
Total unrealized appreciation/depreciation of assets2016-05-31$0
Total transfer of assets to this plan2016-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$0
Expenses. Interest paid2016-05-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-05-31$0
Total income from all sources (including contributions)2016-05-31$327,880
Total loss/gain on sale of assets2016-05-31$0
Total of all expenses incurred2016-05-31$181,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$151,194
Expenses. Certain deemed distributions of participant loans2016-05-31$0
Value of total corrective distributions2016-05-31$17,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$411,267
Value of total assets at end of year2016-05-31$4,876,386
Value of total assets at beginning of year2016-05-31$4,729,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$12,289
Total income from rents2016-05-31$0
Total interest from all sources2016-05-31$7,350
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$242,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$242,396
Assets. Real estate other than employer real property at end of year2016-05-31$0
Assets. Real estate other than employer real property at beginning of year2016-05-31$0
Administrative expenses professional fees incurred2016-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-05-31$0
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$500,000
If this is an individual account plan, was there a blackout period2016-05-31No
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$338,458
Participant contributions at end of year2016-05-31$148,896
Participant contributions at beginning of year2016-05-31$173,491
Participant contributions at end of year2016-05-31$0
Participant contributions at beginning of year2016-05-31$0
Assets. Other investments not covered elsewhere at end of year2016-05-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-05-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-05-31$26,450
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-31$0
Assets. Loans (other than to participants) at end of year2016-05-31$0
Assets. Loans (other than to participants) at beginning of year2016-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-05-31$0
Other income not declared elsewhere2016-05-31$0
Administrative expenses (other) incurred2016-05-31$12,211
Liabilities. Value of operating payables at end of year2016-05-31$0
Liabilities. Value of operating payables at beginning of year2016-05-31$0
Total non interest bearing cash at end of year2016-05-31$0
Total non interest bearing cash at beginning of year2016-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Income. Non cash contributions2016-05-31$0
Value of net income/loss2016-05-31$146,846
Value of net assets at end of year (total assets less liabilities)2016-05-31$4,876,386
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$4,729,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Assets. partnership/joint venture interests at end of year2016-05-31$0
Assets. partnership/joint venture interests at beginning of year2016-05-31$0
Investment advisory and management fees2016-05-31$78
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$4,596,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$4,513,068
Value of interest in pooled separate accounts at end of year2016-05-31$0
Value of interest in pooled separate accounts at beginning of year2016-05-31$0
Interest on participant loans2016-05-31$7,315
Income. Interest from loans (other than to participants)2016-05-31$0
Interest earned on other investments2016-05-31$0
Income. Interest from US Government securities2016-05-31$0
Income. Interest from corporate debt instruments2016-05-31$0
Value of interest in master investment trust accounts at end of year2016-05-31$0
Value of interest in master investment trust accounts at beginning of year2016-05-31$0
Value of interest in common/collective trusts at end of year2016-05-31$0
Value of interest in common/collective trusts at beginning of year2016-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$130,601
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$42,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$42,981
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-05-31$35
Assets. Value of investments in 103.12 investment entities at end of year2016-05-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-05-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-05-31$0
Asset value of US Government securities at end of year2016-05-31$0
Asset value of US Government securities at beginning of year2016-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-333,133
Net investment gain/loss from pooled separate accounts2016-05-31$0
Net investment gain or loss from common/collective trusts2016-05-31$0
Net gain/loss from 103.12 investment entities2016-05-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Assets. Invements in employer securities at end of year2016-05-31$0
Assets. Invements in employer securities at beginning of year2016-05-31$0
Assets. Value of employer real property at end of year2016-05-31$0
Assets. Value of employer real property at beginning of year2016-05-31$0
Contributions received in cash from employer2016-05-31$46,359
Employer contributions (assets) at end of year2016-05-31$0
Employer contributions (assets) at beginning of year2016-05-31$0
Income. Dividends from preferred stock2016-05-31$0
Income. Dividends from common stock2016-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$151,194
Asset. Corporate debt instrument preferred debt at end of year2016-05-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-05-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-05-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-05-31$0
Contract administrator fees2016-05-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-05-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-05-31$0
Liabilities. Value of benefit claims payable at end of year2016-05-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-05-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-05-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-05-31$0
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Aggregate proceeds on sale of assets2016-05-31$0
Aggregate carrying amount (costs) on sale of assets2016-05-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-05-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-05-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31Yes
Opinion of an independent qualified public accountant for this plan2016-05-31Disclaimer
Accountancy firm name2016-05-31DOYLE & ASSOCIATES, PLLC
Accountancy firm EIN2016-05-31201414332
2015 : SUMIDA AMERICA INC. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-05-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-05-31$0
Total unrealized appreciation/depreciation of assets2015-05-31$0
Total transfer of assets to this plan2015-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Expenses. Interest paid2015-05-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-05-31$0
Total income from all sources (including contributions)2015-05-31$663,124
Total loss/gain on sale of assets2015-05-31$0
Total of all expenses incurred2015-05-31$676,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$646,347
Expenses. Certain deemed distributions of participant loans2015-05-31$-31
Value of total corrective distributions2015-05-31$17,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$359,402
Value of total assets at end of year2015-05-31$4,729,540
Value of total assets at beginning of year2015-05-31$4,742,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$12,329
Total income from rents2015-05-31$0
Total interest from all sources2015-05-31$9,084
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$215,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$215,486
Assets. Real estate other than employer real property at end of year2015-05-31$0
Assets. Real estate other than employer real property at beginning of year2015-05-31$0
Administrative expenses professional fees incurred2015-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-05-31$0
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$500,000
If this is an individual account plan, was there a blackout period2015-05-31No
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$291,887
Participant contributions at end of year2015-05-31$173,491
Participant contributions at beginning of year2015-05-31$273,155
Participant contributions at end of year2015-05-31$0
Participant contributions at beginning of year2015-05-31$0
Assets. Other investments not covered elsewhere at end of year2015-05-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-05-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-05-31$21,116
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-05-31$0
Assets. Loans (other than to participants) at end of year2015-05-31$0
Assets. Loans (other than to participants) at beginning of year2015-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-05-31$0
Other income not declared elsewhere2015-05-31$0
Administrative expenses (other) incurred2015-05-31$12,255
Liabilities. Value of operating payables at end of year2015-05-31$0
Liabilities. Value of operating payables at beginning of year2015-05-31$0
Total non interest bearing cash at end of year2015-05-31$0
Total non interest bearing cash at beginning of year2015-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Income. Non cash contributions2015-05-31$0
Value of net income/loss2015-05-31$-13,209
Value of net assets at end of year (total assets less liabilities)2015-05-31$4,729,540
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$4,742,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Assets. partnership/joint venture interests at end of year2015-05-31$0
Assets. partnership/joint venture interests at beginning of year2015-05-31$0
Investment advisory and management fees2015-05-31$74
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$4,513,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$4,337,269
Value of interest in pooled separate accounts at end of year2015-05-31$0
Value of interest in pooled separate accounts at beginning of year2015-05-31$0
Interest on participant loans2015-05-31$9,058
Income. Interest from loans (other than to participants)2015-05-31$0
Interest earned on other investments2015-05-31$0
Income. Interest from US Government securities2015-05-31$0
Income. Interest from corporate debt instruments2015-05-31$0
Value of interest in master investment trust accounts at end of year2015-05-31$0
Value of interest in master investment trust accounts at beginning of year2015-05-31$0
Value of interest in common/collective trusts at end of year2015-05-31$0
Value of interest in common/collective trusts at beginning of year2015-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$42,981
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$132,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$132,325
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-05-31$26
Assets. Value of investments in 103.12 investment entities at end of year2015-05-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-05-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-05-31$0
Asset value of US Government securities at end of year2015-05-31$0
Asset value of US Government securities at beginning of year2015-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$79,152
Net investment gain/loss from pooled separate accounts2015-05-31$0
Net investment gain or loss from common/collective trusts2015-05-31$0
Net gain/loss from 103.12 investment entities2015-05-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Assets. Invements in employer securities at end of year2015-05-31$0
Assets. Invements in employer securities at beginning of year2015-05-31$0
Assets. Value of employer real property at end of year2015-05-31$0
Assets. Value of employer real property at beginning of year2015-05-31$0
Contributions received in cash from employer2015-05-31$46,399
Employer contributions (assets) at end of year2015-05-31$0
Employer contributions (assets) at beginning of year2015-05-31$0
Income. Dividends from preferred stock2015-05-31$0
Income. Dividends from common stock2015-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$646,347
Asset. Corporate debt instrument preferred debt at end of year2015-05-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-05-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-05-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-05-31$0
Contract administrator fees2015-05-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-05-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-05-31$0
Liabilities. Value of benefit claims payable at end of year2015-05-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-05-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-05-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-05-31$0
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Aggregate proceeds on sale of assets2015-05-31$0
Aggregate carrying amount (costs) on sale of assets2015-05-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-05-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-05-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31Yes
Opinion of an independent qualified public accountant for this plan2015-05-31Disclaimer
Accountancy firm name2015-05-31DOYLE & ASSOCIATES, PLLC
Accountancy firm EIN2015-05-31201414332
2014 : SUMIDA AMERICA INC. 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-05-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-05-31$0
Total unrealized appreciation/depreciation of assets2014-05-31$0
Total transfer of assets to this plan2014-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Expenses. Interest paid2014-05-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-05-31$0
Total income from all sources (including contributions)2014-05-31$752,104
Total loss/gain on sale of assets2014-05-31$0
Total of all expenses incurred2014-05-31$147,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$115,093
Expenses. Certain deemed distributions of participant loans2014-05-31$0
Value of total corrective distributions2014-05-31$20,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$275,047
Value of total assets at end of year2014-05-31$4,742,749
Value of total assets at beginning of year2014-05-31$4,138,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$12,288
Total income from rents2014-05-31$0
Total interest from all sources2014-05-31$9,540
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$270,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$270,709
Assets. Real estate other than employer real property at end of year2014-05-31$0
Assets. Real estate other than employer real property at beginning of year2014-05-31$0
Administrative expenses professional fees incurred2014-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-05-31$0
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$500,000
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$273,318
Participant contributions at end of year2014-05-31$273,155
Participant contributions at beginning of year2014-05-31$213,534
Participant contributions at end of year2014-05-31$0
Participant contributions at beginning of year2014-05-31$0
Assets. Other investments not covered elsewhere at end of year2014-05-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-05-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-05-31$1,590
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-05-31$0
Assets. Loans (other than to participants) at end of year2014-05-31$0
Assets. Loans (other than to participants) at beginning of year2014-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-05-31$0
Other income not declared elsewhere2014-05-31$0
Administrative expenses (other) incurred2014-05-31$12,256
Liabilities. Value of operating payables at end of year2014-05-31$0
Liabilities. Value of operating payables at beginning of year2014-05-31$0
Total non interest bearing cash at end of year2014-05-31$0
Total non interest bearing cash at beginning of year2014-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Income. Non cash contributions2014-05-31$0
Value of net income/loss2014-05-31$604,371
Value of net assets at end of year (total assets less liabilities)2014-05-31$4,742,749
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$4,138,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Assets. partnership/joint venture interests at end of year2014-05-31$0
Assets. partnership/joint venture interests at beginning of year2014-05-31$0
Investment advisory and management fees2014-05-31$32
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$4,337,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$3,792,812
Value of interest in pooled separate accounts at end of year2014-05-31$0
Value of interest in pooled separate accounts at beginning of year2014-05-31$0
Interest on participant loans2014-05-31$9,384
Income. Interest from loans (other than to participants)2014-05-31$0
Interest earned on other investments2014-05-31$0
Income. Interest from US Government securities2014-05-31$0
Income. Interest from corporate debt instruments2014-05-31$0
Value of interest in master investment trust accounts at end of year2014-05-31$0
Value of interest in master investment trust accounts at beginning of year2014-05-31$0
Value of interest in common/collective trusts at end of year2014-05-31$0
Value of interest in common/collective trusts at beginning of year2014-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$132,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$132,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$132,032
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-05-31$156
Assets. Value of investments in 103.12 investment entities at end of year2014-05-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-05-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-05-31$0
Asset value of US Government securities at end of year2014-05-31$0
Asset value of US Government securities at beginning of year2014-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$196,808
Net investment gain/loss from pooled separate accounts2014-05-31$0
Net investment gain or loss from common/collective trusts2014-05-31$0
Net gain/loss from 103.12 investment entities2014-05-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Assets. Invements in employer securities at end of year2014-05-31$0
Assets. Invements in employer securities at beginning of year2014-05-31$0
Assets. Value of employer real property at end of year2014-05-31$0
Assets. Value of employer real property at beginning of year2014-05-31$0
Contributions received in cash from employer2014-05-31$139
Employer contributions (assets) at end of year2014-05-31$0
Employer contributions (assets) at beginning of year2014-05-31$0
Income. Dividends from preferred stock2014-05-31$0
Income. Dividends from common stock2014-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$115,093
Asset. Corporate debt instrument preferred debt at end of year2014-05-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-05-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-05-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-05-31$0
Contract administrator fees2014-05-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-05-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-05-31$0
Liabilities. Value of benefit claims payable at end of year2014-05-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-05-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-05-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-05-31$0
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Aggregate proceeds on sale of assets2014-05-31$0
Aggregate carrying amount (costs) on sale of assets2014-05-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-05-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-05-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31Yes
Opinion of an independent qualified public accountant for this plan2014-05-31Disclaimer
Accountancy firm name2014-05-31DOYLE & ASSOCIATES, PLLC
Accountancy firm EIN2014-05-31201414332
2013 : SUMIDA AMERICA INC. 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total income from all sources (including contributions)2013-05-31$1,024,117
Total of all expenses incurred2013-05-31$371,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$329,637
Expenses. Certain deemed distributions of participant loans2013-05-31$2,281
Value of total corrective distributions2013-05-31$27,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$496,722
Value of total assets at end of year2013-05-31$4,138,378
Value of total assets at beginning of year2013-05-31$3,485,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$12,480
Total interest from all sources2013-05-31$10,908
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$103,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$103,442
Was this plan covered by a fidelity bond2013-05-31No
If this is an individual account plan, was there a blackout period2013-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-05-31$0
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$261,034
Participant contributions at end of year2013-05-31$213,534
Participant contributions at beginning of year2013-05-31$281,418
Income. Received or receivable in cash from other sources (including rollovers)2013-05-31$235,688
Administrative expenses (other) incurred2013-05-31$12,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$652,632
Value of net assets at end of year (total assets less liabilities)2013-05-31$4,138,378
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$3,485,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Investment advisory and management fees2013-05-31$19
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$3,792,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$3,074,058
Interest on participant loans2013-05-31$10,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$132,032
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$130,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$130,270
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-05-31$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$413,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$329,637
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-05-31No
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31Yes
Opinion of an independent qualified public accountant for this plan2013-05-31Disclaimer
Accountancy firm name2013-05-31DOYLE & ASSOCIATES, PLLC
Accountancy firm EIN2013-05-31201414332
2012 : SUMIDA AMERICA INC. 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total income from all sources (including contributions)2012-05-31$120,321
Total of all expenses incurred2012-05-31$827,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$813,248
Expenses. Certain deemed distributions of participant loans2012-05-31$2,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$256,107
Value of total assets at end of year2012-05-31$3,485,746
Value of total assets at beginning of year2012-05-31$4,192,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$11,392
Total interest from all sources2012-05-31$8,826
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$102,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$102,608
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$500,000
If this is an individual account plan, was there a blackout period2012-05-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$256,107
Participant contributions at end of year2012-05-31$281,418
Participant contributions at beginning of year2012-05-31$58,692
Participant contributions at end of year2012-05-31$0
Participant contributions at beginning of year2012-05-31$3,430
Administrative expenses (other) incurred2012-05-31$11,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-707,096
Value of net assets at end of year (total assets less liabilities)2012-05-31$3,485,746
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$4,192,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$3,074,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$0
Interest on participant loans2012-05-31$8,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$130,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$4,130,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$4,130,720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-05-31$159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-247,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$813,248
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-05-31Yes
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31Yes
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31DOYLE & ASSOCIATES, PLLC
Accountancy firm EIN2012-05-31201414332
2011 : SUMIDA AMERICA INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total income from all sources (including contributions)2011-05-31$892,546
Total loss/gain on sale of assets2011-05-31$182,837
Total of all expenses incurred2011-05-31$566,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$545,059
Expenses. Certain deemed distributions of participant loans2011-05-31$781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$217,311
Value of total assets at end of year2011-05-31$4,192,842
Value of total assets at beginning of year2011-05-31$3,867,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$21,016
Total interest from all sources2011-05-31$10,676
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$89,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$55,263
Administrative expenses professional fees incurred2011-05-31$8,445
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$500,000
If this is an individual account plan, was there a blackout period2011-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$170,544
Participant contributions at end of year2011-05-31$58,692
Participant contributions at beginning of year2011-05-31$56,892
Participant contributions at end of year2011-05-31$3,430
Participant contributions at beginning of year2011-05-31$3,147
Income. Received or receivable in cash from other sources (including rollovers)2011-05-31$46,767
Other income not declared elsewhere2011-05-31$517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$325,690
Value of net assets at end of year (total assets less liabilities)2011-05-31$4,192,842
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$3,867,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Investment advisory and management fees2011-05-31$9,191
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$1,133,464
Value of interest in pooled separate accounts at end of year2011-05-31$0
Value of interest in pooled separate accounts at beginning of year2011-05-31$1,354,343
Interest on participant loans2011-05-31$3,571
Interest earned on other investments2011-05-31$6,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$4,130,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$27,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$27,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-05-31$147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-05-31$182,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$98,756
Net investment gain/loss from pooled separate accounts2011-05-31$293,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31Yes
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Income. Dividends from common stock2011-05-31$34,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$545,059
Contract administrator fees2011-05-31$3,380
Assets. Corporate common stocks other than exployer securities at end of year2011-05-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-05-31$1,109,875
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Aggregate proceeds on sale of assets2011-05-31$1,779,203
Aggregate carrying amount (costs) on sale of assets2011-05-31$1,596,366
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31Yes
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31DOYLE & ASSOCIATES, PLLC
Accountancy firm EIN2011-05-31201414332
2010 : SUMIDA AMERICA INC. 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0

Form 5500 Responses for SUMIDA AMERICA INC. 401(K) PLAN

2023: SUMIDA AMERICA INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SUMIDA AMERICA INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUMIDA AMERICA INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUMIDA AMERICA INC. 401(K) PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-06-01Plan is a collectively bargained planNo
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: SUMIDA AMERICA INC. 401(K) PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: SUMIDA AMERICA INC. 401(K) PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: SUMIDA AMERICA INC. 401(K) PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: SUMIDA AMERICA INC. 401(K) PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedYes
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: SUMIDA AMERICA INC. 401(K) PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: SUMIDA AMERICA INC. 401(K) PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: SUMIDA AMERICA INC. 401(K) PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: SUMIDA AMERICA INC. 401(K) PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: SUMIDA AMERICA INC. 401(K) PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2010: SUMIDA AMERICA INC. 401(K) PLAN 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Submission has been amendedNo
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planNo
2010-06-01Plan funding arrangement – InsuranceYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement – InsuranceYes
2010-06-01Plan benefit arrangement - TrustYes
2009: SUMIDA AMERICA INC. 401(K) PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP88377
Policy instance 1
Insurance contract or identification numberGP88377
Number of Individuals Covered1
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,652
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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