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LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 401k Plan overview

Plan NameLOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN
Plan identification number 001

LOC PERFORMANCE PRODUCTS, 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LOC PERFORMANCE PRODUCTS, LLC has sponsored the creation of one or more 401k plans.

Company Name:LOC PERFORMANCE PRODUCTS, LLC
Employer identification number (EIN):382131316
NAIC Classification:326200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01R. JACKSON RICHARDSON JR.2021-09-30
0012019-01-01R. JACKSON RICHARDSON JR.2020-10-02
0012018-01-01R. JACKSON RICHARDSON JR.2019-07-31
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01TAMARA PAVELEK AS PRACTITIONER
0012011-01-01DAYHNA NEAL
0012010-01-01PATRICIA KABEL
0012009-01-01PATRICIA KABEL PATRICIA KABEL2010-08-12

Plan Statistics for LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN

401k plan membership statisitcs for LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN

Measure Date Value
2022: LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01754
Total number of active participants reported on line 7a of the Form 55002022-01-01688
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0165
Total of all active and inactive participants2022-01-01757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01758
Number of participants with account balances2022-01-01589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01619
Total number of active participants reported on line 7a of the Form 55002021-01-01636
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0197
Total of all active and inactive participants2021-01-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01736
Number of participants with account balances2021-01-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01606
Total number of active participants reported on line 7a of the Form 55002020-01-01523
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0196
Total of all active and inactive participants2020-01-01619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01619
Number of participants with account balances2020-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01526
Total number of active participants reported on line 7a of the Form 55002019-01-01514
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0174
Total of all active and inactive participants2019-01-01588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01588
Number of participants with account balances2019-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01437
Total number of active participants reported on line 7a of the Form 55002018-01-01443
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0171
Total of all active and inactive participants2018-01-01514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01514
Number of participants with account balances2018-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01222
Total number of active participants reported on line 7a of the Form 55002017-01-01398
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01430
Number of participants with account balances2017-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01226
Total number of active participants reported on line 7a of the Form 55002016-01-01228
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01241
Number of participants with account balances2016-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01200
Total number of active participants reported on line 7a of the Form 55002015-01-01205
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01222
Number of participants with account balances2015-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01196
Total number of active participants reported on line 7a of the Form 55002014-01-01175
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01195
Number of participants with account balances2014-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01230
Total number of active participants reported on line 7a of the Form 55002013-01-01177
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01196
Number of participants with account balances2013-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01227
Total number of active participants reported on line 7a of the Form 55002012-01-01210
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01230
Number of participants with account balances2012-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01206
Total number of active participants reported on line 7a of the Form 55002011-01-01189
Number of retired or separated participants receiving benefits2011-01-0124
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01213
Number of participants with account balances2011-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01207
Total number of active participants reported on line 7a of the Form 55002010-01-01177
Number of retired or separated participants receiving benefits2010-01-0113
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01190
Number of participants with account balances2010-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01223
Total number of active participants reported on line 7a of the Form 55002009-01-01194
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0140
Total of all active and inactive participants2009-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01234
Number of participants with account balances2009-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN

Measure Date Value
2022 : LOC PERFORMANCE PRODUCTS, 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$21,109,968
Total transfer of assets from this plan2022-12-31$13,533
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$50,045
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$0
Total income from all sources (including contributions)2022-12-31$-579,098
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,881,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,752,922
Expenses. Certain deemed distributions of participant loans2022-12-31$17,305
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,244,410
Value of total assets at end of year2022-12-31$36,064,658
Value of total assets at beginning of year2022-12-31$19,378,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$110,848
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$31,669
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,093,784
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$1,093,784
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$300
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$2,881,847
Participant contributions at end of year2022-12-31$673,713
Participant contributions at beginning of year2022-12-31$485,133
Participant contributions at end of year2022-12-31$44,428
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$4,326,182
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$458,886
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$50,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-174,174
Administrative expenses (other) incurred2022-12-31$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$0
Value of net income/loss2022-12-31$-4,460,173
Value of net assets at end of year (total assets less liabilities)2022-12-31$36,014,613
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,378,351
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$70,033
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$25,944,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,834,949
Interest on participant loans2022-12-31$31,669
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$5,059,912
Value of interest in common/collective trusts at beginning of year2022-12-31$1,058,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
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$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,569,444
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-205,343
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$903,677
Employer contributions (assets) at end of year2022-12-31$15,722
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$3,752,922
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$40,515
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 name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,093,737
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,848,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,745,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,626,568
Value of total assets at end of year2021-12-31$19,378,351
Value of total assets at beginning of year2021-12-31$17,132,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$102,221
Total interest from all sources2021-12-31$23,834
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$442,631
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$442,631
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 period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,522,154
Participant contributions at end of year2021-12-31$485,133
Participant contributions at beginning of year2021-12-31$451,568
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$104,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,245,681
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,378,351
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,132,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,834,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
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$16,681,102
Interest on participant loans2021-12-31$23,834
Value of interest in common/collective trusts at end of year2021-12-31$1,058,269
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-553,096
Net investment gain/loss from pooled separate accounts2021-12-31$2,547,766
Net investment gain or loss from common/collective trusts2021-12-31$6,034
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,745,835
Contract administrator fees2021-12-31$102,221
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,782,840
Total of all expenses incurred2020-12-31$738,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$638,824
Value of total corrective distributions2020-12-31$15,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,744,201
Value of total assets at end of year2020-12-31$17,132,670
Value of total assets at beginning of year2020-12-31$14,088,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$83,781
Total interest from all sources2020-12-31$26,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,575,488
Participant contributions at end of year2020-12-31$451,568
Participant contributions at beginning of year2020-12-31$432,897
Participant contributions at beginning of year2020-12-31$18
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$168,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,044,357
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,132,670
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,088,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$16,681,102
Value of interest in pooled separate accounts at beginning of year2020-12-31$13,655,398
Interest on participant loans2020-12-31$26,112
Net investment gain/loss from pooled separate accounts2020-12-31$2,012,527
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$638,824
Contract administrator fees2020-12-31$83,781
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CARNAGHI & SCHWARK PLLC
Accountancy firm EIN2020-12-31461506714
2019 : LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,279,977
Total of all expenses incurred2019-12-31$1,113,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,011,420
Value of total corrective distributions2019-12-31$22,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,999,643
Value of total assets at end of year2019-12-31$14,088,313
Value of total assets at beginning of year2019-12-31$10,921,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$79,409
Total interest from all sources2019-12-31$23,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,320,181
Participant contributions at end of year2019-12-31$432,897
Participant contributions at beginning of year2019-12-31$394,911
Participant contributions at end of year2019-12-31$18
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$679,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,166,323
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,088,313
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,921,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$13,655,398
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,527,079
Interest on participant loans2019-12-31$23,642
Net investment gain/loss from pooled separate accounts2019-12-31$2,256,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,011,420
Contract administrator fees2019-12-31$79,409
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARNAGHI & SCHWARK PLLC
Accountancy firm EIN2019-12-31461506714
2018 : LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$854,851
Total of all expenses incurred2018-12-31$2,109,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,995,404
Value of total corrective distributions2018-12-31$40,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,363,125
Value of total assets at end of year2018-12-31$10,921,990
Value of total assets at beginning of year2018-12-31$12,176,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$73,796
Total interest from all sources2018-12-31$17,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,240,271
Participant contributions at end of year2018-12-31$394,911
Participant contributions at beginning of year2018-12-31$360,572
Participant contributions at beginning of year2018-12-31$17,856
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$122,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,254,374
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,921,990
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,176,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$10,527,079
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,797,936
Interest on participant loans2018-12-31$17,642
Net investment gain/loss from pooled separate accounts2018-12-31$-525,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,995,404
Contract administrator fees2018-12-31$73,796
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARNAGHI & SCHWARK PLLC
Accountancy firm EIN2018-12-31461506714
2017 : LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$5,867,205
Total income from all sources (including contributions)2017-12-31$1,942,095
Total of all expenses incurred2017-12-31$364,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$326,513
Value of total corrective distributions2017-12-31$17,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$824,527
Value of total assets at end of year2017-12-31$12,176,364
Value of total assets at beginning of year2017-12-31$4,731,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,017
Total interest from all sources2017-12-31$14,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$824,527
Participant contributions at end of year2017-12-31$360,572
Participant contributions at beginning of year2017-12-31$261,357
Participant contributions at end of year2017-12-31$17,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,577,783
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,176,364
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,731,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$11,797,936
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,470,019
Interest on participant loans2017-12-31$14,057
Net investment gain/loss from pooled separate accounts2017-12-31$1,103,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$326,513
Contract administrator fees2017-12-31$20,017
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARNAGHI & SCHWARK, PLLC
Accountancy firm EIN2017-12-31461506714
2016 : LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$856,361
Total of all expenses incurred2016-12-31$375,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$371,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$561,392
Value of total assets at end of year2016-12-31$4,731,376
Value of total assets at beginning of year2016-12-31$4,250,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,782
Total interest from all sources2016-12-31$12,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$554,878
Participant contributions at end of year2016-12-31$261,357
Participant contributions at beginning of year2016-12-31$326,199
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$480,980
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,731,376
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,250,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$4,470,019
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,924,197
Interest on participant loans2016-12-31$12,091
Net investment gain/loss from pooled separate accounts2016-12-31$282,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$371,599
Contract administrator fees2016-12-31$3,782
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARNAGHI & SCHWARK
Accountancy firm EIN2016-12-31461506714
2015 : LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$417,385
Total of all expenses incurred2015-12-31$501,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$497,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$464,082
Value of total assets at end of year2015-12-31$4,250,396
Value of total assets at beginning of year2015-12-31$4,334,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,218
Total interest from all sources2015-12-31$12,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$464,082
Participant contributions at end of year2015-12-31$326,199
Participant contributions at beginning of year2015-12-31$355,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-84,550
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,250,396
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,334,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,924,197
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,979,920
Interest on participant loans2015-12-31$12,710
Net investment gain/loss from pooled separate accounts2015-12-31$-59,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$497,717
Contract administrator fees2015-12-31$4,218
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DOEREN MAYHEW
Accountancy firm EIN2015-12-31382492570
2014 : LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$539,496
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$308,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$296,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$355,028
Value of total assets at end of year2014-12-31$4,334,946
Value of total assets at beginning of year2014-12-31$4,104,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,216
Total interest from all sources2014-12-31$13,167
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$345,230
Participant contributions at end of year2014-12-31$355,026
Participant contributions at beginning of year2014-12-31$287,658
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$230,571
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,334,946
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,104,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,979,920
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,816,717
Interest on participant loans2014-12-31$13,167
Net investment gain/loss from pooled separate accounts2014-12-31$171,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$296,709
Contract administrator fees2014-12-31$12,216
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CARNAGHI & SCHWARK, PLLC
Accountancy firm EIN2014-12-31461506714
2013 : LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$925,358
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$102,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$90,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$370,402
Value of total assets at end of year2013-12-31$4,104,375
Value of total assets at beginning of year2013-12-31$3,281,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,633
Total interest from all sources2013-12-31$10,572
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$9,833
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$338,293
Participant contributions at end of year2013-12-31$287,658
Participant contributions at beginning of year2013-12-31$221,002
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$32,109
Administrative expenses (other) incurred2013-12-31$726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$822,890
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,104,375
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,281,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$3,816,717
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,060,483
Interest on participant loans2013-12-31$10,572
Net investment gain/loss from pooled separate accounts2013-12-31$544,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$90,835
Contract administrator fees2013-12-31$1,074
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CARNAGHI & SCHWARK, PLLC
Accountancy firm EIN2013-12-31461506714
2012 : LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$777,526
Total of all expenses incurred2012-12-31$226,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$216,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$430,766
Value of total assets at end of year2012-12-31$3,281,485
Value of total assets at beginning of year2012-12-31$2,730,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,637
Total interest from all sources2012-12-31$10,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$7,899
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$390,956
Participant contributions at end of year2012-12-31$221,002
Participant contributions at beginning of year2012-12-31$245,417
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$39,810
Administrative expenses (other) incurred2012-12-31$679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$551,073
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,281,485
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,730,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,060,483
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,484,995
Interest on participant loans2012-12-31$10,953
Net investment gain/loss from pooled separate accounts2012-12-31$335,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$216,816
Contract administrator fees2012-12-31$1,059
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CARNAGHI& SCHWARK, PLLC
Accountancy firm EIN2012-12-31461506714
2011 : LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$290,128
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$198,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$190,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$361,942
Value of total assets at end of year2011-12-31$2,730,412
Value of total assets at beginning of year2011-12-31$2,639,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,897
Total interest from all sources2011-12-31$12,930
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$7,048
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$361,942
Assets. Loans (other than to participants) at end of year2011-12-31$245,417
Assets. Loans (other than to participants) at beginning of year2011-12-31$245,873
Administrative expenses (other) incurred2011-12-31$633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$91,193
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,730,412
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,639,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$2,484,995
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,393,346
Interest on participant loans2011-12-31$12,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-84,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$190,038
Contract administrator fees2011-12-31$1,216
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WILLIAM I MINOLETTI AND CO. PC
Accountancy firm EIN2011-12-31381960089
2010 : LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$648,935
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$417,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$402,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$325,732
Value of total assets at end of year2010-12-31$2,639,219
Value of total assets at beginning of year2010-12-31$2,408,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,182
Total interest from all sources2010-12-31$14,582
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$3,464
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$325,732
Assets. Loans (other than to participants) at end of year2010-12-31$245,873
Assets. Loans (other than to participants) at beginning of year2010-12-31$232,766
Other income not declared elsewhere2010-12-31$268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$230,967
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,639,219
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,408,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$60,418
Value of interest in pooled separate accounts at end of year2010-12-31$2,393,346
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,027,895
Interest on participant loans2010-12-31$14,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$87,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-4,283
Net investment gain/loss from pooled separate accounts2010-12-31$312,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$402,786
Contract administrator fees2010-12-31$11,718
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WILLIAM I MINOLETTI AND CO PC
Accountancy firm EIN2010-12-31381960089

Form 5500 Responses for LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN

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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 86395-1
Policy instance 1
Insurance contract or identification numberRM 86395-1
Number of Individuals Covered581
Insurance policy start date2021-01-01
Insurance policy end date2021-11-15
Total amount of commissions paid to insurance brokerUSD $3,046
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,046
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 86395-1
Policy instance 1
Insurance contract or identification numberRM 86395-1
Number of Individuals Covered581
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,401
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,401
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 86395-1
Policy instance 1
Insurance contract or identification numberRM 86395-1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,715
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,715
Amount paid for insurance broker fees0
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 86395-1
Policy instance 1
Insurance contract or identification numberRM 86395-1
Number of Individuals Covered360
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,848
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,848
Insurance broker organization code?1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97950
Policy instance 1
Insurance contract or identification number97950
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,662
Total amount of fees paid to insurance companyUSD $8,490
Amount paid for insurance broker fees6696
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $6,662
Insurance broker nameT. ROWE PRICE ASSOCIATES, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 86395-1
Policy instance 2
Insurance contract or identification numberRM 86395-1
Number of Individuals Covered296
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,495
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,495
Insurance broker organization code?1
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97950
Policy instance 1
Insurance contract or identification number97950
Number of Individuals Covered116
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,462
Total amount of fees paid to insurance companyUSD $8,048
Commission paid to Insurance BrokerUSD $12,462
Insurance broker organization code?3
Amount paid for insurance broker fees8048
Insurance broker namePENSION PLAN SERVICES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97950
Policy instance 1
Insurance contract or identification number97950
Number of Individuals Covered118
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,667
Total amount of fees paid to insurance companyUSD $12,504
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $15,667
Insurance broker organization code?3
Amount paid for insurance broker fees12504
Additional information about fees paid to insurance brokerTPA FEES/COMPENSATION/IRA R/O PAYMENT
Insurance broker namePENSION PLAN SERVICES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97950
Policy instance 1
Insurance contract or identification number97950
Number of Individuals Covered119
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,567
Total amount of fees paid to insurance companyUSD $11,653
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $13,567
Insurance broker organization code?3
Amount paid for insurance broker fees11653
Additional information about fees paid to insurance brokerTPA FEES/COMPENSATION/IRA R/O PAYMENT
Insurance broker namePENSION PLAN SERVICES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97950
Policy instance 1
Insurance contract or identification number97950
Number of Individuals Covered128
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,450
Total amount of fees paid to insurance companyUSD $9,432
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $11,450
Insurance broker organization code?3
Amount paid for insurance broker fees9432
Additional information about fees paid to insurance brokerTPA FEES/COMPENSATION/IRA R/O PAYMENT
Insurance broker namePENSION PLAN SERVICES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97950
Policy instance 1
Insurance contract or identification number97950
Number of Individuals Covered131
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,225
Total amount of fees paid to insurance companyUSD $10,189
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number422911
Policy instance 2
Insurance contract or identification number422911
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-10-22
Total amount of commissions paid to insurance brokerUSD $1,659
Total amount of fees paid to insurance companyUSD $160
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,659
Amount paid for insurance broker fees160
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97950
Policy instance 1
Insurance contract or identification number97950
Number of Individuals Covered127
Insurance policy start date2010-07-22
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $21,998
Total amount of fees paid to insurance companyUSD $7,569
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $21,998
Insurance broker organization code?3
Amount paid for insurance broker fees7569
Additional information about fees paid to insurance brokerTPA FEES/COMPENSATION
Insurance broker namePENSION PLAN SERVICES, INC.

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