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SARTORI COMPANY RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameSARTORI COMPANY RETIREMENT SAVINGS PLAN
Plan identification number 002

SARTORI COMPANY RETIREMENT SAVINGS 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.

401k Sponsoring company profile

SARTORI COMPANY has sponsored the creation of one or more 401k plans.

Company Name:SARTORI COMPANY
Employer identification number (EIN):390768447
NAIC Classification:311500
NAIC Description: Dairy Product Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SARTORI COMPANY RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARKSCHWECHEL
0022016-01-01MARK SCHWECHEL
0022015-01-01MSCHWECHEL
0022014-01-01MARK SCHWECHEL
0022013-01-01MARKSCHWECHEL
0022012-01-01MARK E SCHWECHEL
0022011-01-01MARK SCHWECHEL
0022010-01-01MARK SCHWECHEL
0022009-01-01LORI RORTVEDT

Plan Statistics for SARTORI COMPANY RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SARTORI COMPANY RETIREMENT SAVINGS PLAN

Measure Date Value
2022: SARTORI COMPANY RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01652
Total number of active participants reported on line 7a of the Form 55002022-01-01579
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01134
Total of all active and inactive participants2022-01-01713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01715
Number of participants with account balances2022-01-01700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01113
2021: SARTORI COMPANY RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01646
Total number of active participants reported on line 7a of the Form 55002021-01-01551
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01115
Total of all active and inactive participants2021-01-01666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01668
Number of participants with account balances2021-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01112
2020: SARTORI COMPANY RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01540
Total number of active participants reported on line 7a of the Form 55002020-01-01471
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01108
Total of all active and inactive participants2020-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01581
Number of participants with account balances2020-01-01573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0172
2019: SARTORI COMPANY RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01714
Total number of active participants reported on line 7a of the Form 55002019-01-01603
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0177
Total of all active and inactive participants2019-01-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01681
Number of participants with account balances2019-01-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0140
2018: SARTORI COMPANY RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01564
Total number of active participants reported on line 7a of the Form 55002018-01-01451
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01134
Total of all active and inactive participants2018-01-01585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01586
Number of participants with account balances2018-01-01569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0136
2017: SARTORI COMPANY RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01460
Total number of active participants reported on line 7a of the Form 55002017-01-01439
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01106
Total of all active and inactive participants2017-01-01545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01546
Number of participants with account balances2017-01-01539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0128
2016: SARTORI COMPANY RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01406
Total number of active participants reported on line 7a of the Form 55002016-01-01351
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0197
Total of all active and inactive participants2016-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01449
Number of participants with account balances2016-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0133
2015: SARTORI COMPANY RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01390
Total number of active participants reported on line 7a of the Form 55002015-01-01313
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0185
Total of all active and inactive participants2015-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01399
Number of participants with account balances2015-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0128
2014: SARTORI COMPANY RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01353
Total number of active participants reported on line 7a of the Form 55002014-01-01313
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0168
Total of all active and inactive participants2014-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01383
Number of participants with account balances2014-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: SARTORI COMPANY RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01354
Total number of active participants reported on line 7a of the Form 55002013-01-01282
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0158
Total of all active and inactive participants2013-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01340
Number of participants with account balances2013-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SARTORI COMPANY RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01351
Total number of active participants reported on line 7a of the Form 55002012-01-01304
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01347
Number of participants with account balances2012-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SARTORI COMPANY RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01274
Total number of active participants reported on line 7a of the Form 55002011-01-01260
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0173
Total of all active and inactive participants2011-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01333
Number of participants with account balances2011-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SARTORI COMPANY RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01265
Total number of active participants reported on line 7a of the Form 55002010-01-01222
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0150
Total of all active and inactive participants2010-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01272
Number of participants with account balances2010-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SARTORI COMPANY RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01288
Total number of active participants reported on line 7a of the Form 55002009-01-01207
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0158
Total of all active and inactive participants2009-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01265
Number of participants with account balances2009-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SARTORI COMPANY RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : SARTORI COMPANY RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,142,523
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,542,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,449,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,829,732
Value of total assets at end of year2022-12-31$34,102,229
Value of total assets at beginning of year2022-12-31$38,787,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$93,576
Total interest from all sources2022-12-31$102,063
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$443,175
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$443,175
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,274,187
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$483,132
Other income not declared elsewhere2022-12-31$-23,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,685,314
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,102,229
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,787,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$35,247
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,779,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$31,895,758
Interest earned on other investments2022-12-31$102,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,293,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,891,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,494,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,072,413
Employer contributions (assets) at end of year2022-12-31$29,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,449,215
Contract administrator fees2022-12-31$58,329
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : SARTORI COMPANY RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,485,279
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,386,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,280,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,178,076
Value of total assets at end of year2021-12-31$38,787,543
Value of total assets at beginning of year2021-12-31$34,688,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$105,753
Total interest from all sources2021-12-31$100,554
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$451,923
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$451,923
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,713,462
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$707,985
Other income not declared elsewhere2021-12-31$5,870
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$4,098,986
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,787,543
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,688,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$40,589
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$31,895,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,931,549
Value of interest in pooled separate accounts at beginning of year2021-12-31$956,802
Interest earned on other investments2021-12-31$100,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,891,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,776,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,582,750
Net investment gain/loss from pooled separate accounts2021-12-31$166,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$756,629
Employer contributions (assets) at beginning of year2021-12-31$23,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,280,540
Contract administrator fees2021-12-31$65,164
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : SARTORI COMPANY RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,759,130
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,826,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,722,115
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,745,001
Value of total assets at end of year2020-12-31$34,688,557
Value of total assets at beginning of year2020-12-31$28,755,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$104,277
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$93,684
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$339,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$339,371
Administrative expenses professional fees incurred2020-12-31$8,650
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$2,714,933
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$207,677
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$6,079
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$468
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,932,738
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,688,557
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,755,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$42,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,931,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,125,134
Value of interest in pooled separate accounts at end of year2020-12-31$956,802
Value of interest in pooled separate accounts at beginning of year2020-12-31$698,458
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$93,684
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$1,274,991
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,776,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,657,236
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,445,589
Net investment gain/loss from pooled separate accounts2020-12-31$146,889
Net investment gain or loss from common/collective trusts2020-12-31$-11,872
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$822,391
Employer contributions (assets) at end of year2020-12-31$23,244
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,716,036
Contract administrator fees2020-12-31$52,652
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : SARTORI COMPANY RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,438,437
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,124,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,030,420
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,652,627
Value of total assets at end of year2019-12-31$28,755,819
Value of total assets at beginning of year2019-12-31$21,441,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$94,044
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$24,901
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$249,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$249,008
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$2,299,646
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$642,543
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$3,383
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$-7,064
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$7,313,973
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,755,819
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,441,846
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,125,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,535,956
Value of interest in pooled separate accounts at end of year2019-12-31$698,458
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$24,901
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$1,274,991
Value of interest in common/collective trusts at beginning of year2019-12-31$2,905,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,657,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,153,443
Net investment gain/loss from pooled separate accounts2019-12-31$54,847
Net investment gain or loss from common/collective trusts2019-12-31$310,675
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$710,438
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,027,037
Contract administrator fees2019-12-31$94,044
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan 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
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : SARTORI COMPANY RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,193,971
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,586,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,494,296
Value of total corrective distributions2018-12-31$354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,913,989
Value of total assets at end of year2018-12-31$21,441,846
Value of total assets at beginning of year2018-12-31$21,834,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$92,260
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$263,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$263,502
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$2,025,683
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$192,006
Other income not declared elsewhere2018-12-31$27
Administrative expenses (other) incurred2018-12-31$92,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-392,939
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,441,846
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,834,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,535,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,312,314
Value of interest in common/collective trusts at end of year2018-12-31$2,905,890
Value of interest in common/collective trusts at beginning of year2018-12-31$1,522,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,941,408
Net investment gain or loss from common/collective trusts2018-12-31$-42,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$696,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,494,296
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : SARTORI COMPANY RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,797
Total income from all sources (including contributions)2017-12-31$5,782,931
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,969,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,882,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,549,637
Value of total assets at end of year2017-12-31$21,834,785
Value of total assets at beginning of year2017-12-31$18,027,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$86,722
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$218,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$218,708
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,702,179
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$273,360
Other income not declared elsewhere2017-12-31$70
Administrative expenses (other) incurred2017-12-31$86,722
Liabilities. Value of operating payables at beginning of year2017-12-31$6,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,813,828
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,834,785
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,020,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,312,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,537,130
Value of interest in common/collective trusts at end of year2017-12-31$1,522,471
Value of interest in common/collective trusts at beginning of year2017-12-31$1,490,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,986,206
Net investment gain or loss from common/collective trusts2017-12-31$28,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$574,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,882,381
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 name2017-12-31SCHENCK, S.C.
Accountancy firm EIN2017-12-31391173131
2016 : SARTORI COMPANY RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,797
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,803
Total income from all sources (including contributions)2016-12-31$3,704,085
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,028,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$957,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,102,660
Value of total assets at end of year2016-12-31$18,027,754
Value of total assets at beginning of year2016-12-31$15,350,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$70,755
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$195,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$195,280
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,564,180
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,282
Other income not declared elsewhere2016-12-31$392
Administrative expenses (other) incurred2016-12-31$70,755
Liabilities. Value of operating payables at end of year2016-12-31$6,797
Liabilities. Value of operating payables at beginning of year2016-12-31$5,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,675,865
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,020,957
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,345,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,537,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,970,781
Value of interest in common/collective trusts at end of year2016-12-31$1,490,624
Value of interest in common/collective trusts at beginning of year2016-12-31$1,380,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,380,877
Net investment gain or loss from common/collective trusts2016-12-31$24,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$526,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$957,465
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 name2016-12-31SCHENCK, S.C.
Accountancy firm EIN2016-12-31391173131
2015 : SARTORI COMPANY RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,803
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,416
Total income from all sources (including contributions)2015-12-31$1,705,008
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$700,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$630,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,864,605
Value of total assets at end of year2015-12-31$15,350,895
Value of total assets at beginning of year2015-12-31$14,345,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$69,827
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$166,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$166,841
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,388,807
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$13,518
Administrative expenses (other) incurred2015-12-31$69,827
Liabilities. Value of operating payables at end of year2015-12-31$5,803
Liabilities. Value of operating payables at beginning of year2015-12-31$5,416
Total non interest bearing cash at beginning of year2015-12-31$681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,004,700
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,345,092
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,340,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,970,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,007,603
Value of interest in common/collective trusts at end of year2015-12-31$1,380,114
Value of interest in common/collective trusts at beginning of year2015-12-31$1,337,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-328,576
Net investment gain or loss from common/collective trusts2015-12-31$2,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$462,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$630,481
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 name2015-12-31SCHENCK, S.C.
Accountancy firm EIN2015-12-31391173131
2014 : SARTORI COMPANY RETIREMENT SAVINGS 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$5,416
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,027
Total income from all sources (including contributions)2014-12-31$2,488,293
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,451,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,378,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,608,922
Value of total assets at end of year2014-12-31$14,345,808
Value of total assets at beginning of year2014-12-31$13,308,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$72,770
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$158,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$158,151
Administrative expenses professional fees incurred2014-12-31$72,770
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,207,483
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$10,282
Liabilities. Value of operating payables at end of year2014-12-31$5,416
Liabilities. Value of operating payables at beginning of year2014-12-31$5,027
Total non interest bearing cash at end of year2014-12-31$681
Total non interest bearing cash at beginning of year2014-12-31$666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,037,161
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,340,392
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,303,231
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$13,007,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,983,575
Value of interest in common/collective trusts at end of year2014-12-31$1,337,524
Value of interest in common/collective trusts at beginning of year2014-12-31$1,324,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$702,648
Net investment gain or loss from common/collective trusts2014-12-31$18,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$391,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,378,362
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 name2014-12-31SCHENCK, S.C.
Accountancy firm EIN2014-12-31391173131
2013 : SARTORI COMPANY RETIREMENT SAVINGS 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$5,027
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,174
Total income from all sources (including contributions)2013-12-31$4,071,632
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,514,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,454,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,507,396
Value of total assets at end of year2013-12-31$13,308,258
Value of total assets at beginning of year2013-12-31$10,759,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$59,794
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$115,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$115,082
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,141,453
Administrative expenses (other) incurred2013-12-31$59,794
Liabilities. Value of operating payables at end of year2013-12-31$5,027
Liabilities. Value of operating payables at beginning of year2013-12-31$14,174
Total non interest bearing cash at end of year2013-12-31$666
Total non interest bearing cash at beginning of year2013-12-31$2,066
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$2,557,416
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,303,231
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,745,815
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$11,983,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,462,093
Value of interest in common/collective trusts at end of year2013-12-31$1,324,017
Value of interest in common/collective trusts at beginning of year2013-12-31$1,295,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,461,431
Net investment gain or loss from common/collective trusts2013-12-31$-12,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$365,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,454,422
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 name2013-12-31SCHENCK, S.C.
Accountancy firm EIN2013-12-31391173131
2012 : SARTORI COMPANY RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,493
Total income from all sources (including contributions)2012-12-31$2,859,836
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$898,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$846,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,505,246
Value of total assets at end of year2012-12-31$10,759,989
Value of total assets at beginning of year2012-12-31$8,796,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$52,931
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$136,439
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$136,439
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,097,084
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$42,989
Administrative expenses (other) incurred2012-12-31$52,931
Liabilities. Value of operating payables at end of year2012-12-31$14,174
Liabilities. Value of operating payables at beginning of year2012-12-31$11,493
Total non interest bearing cash at end of year2012-12-31$2,066
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,960,848
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,745,815
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,784,967
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$9,462,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,625,331
Value of interest in common/collective trusts at end of year2012-12-31$1,295,830
Value of interest in common/collective trusts at beginning of year2012-12-31$1,171,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,165,072
Net investment gain or loss from common/collective trusts2012-12-31$53,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$365,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$846,057
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 name2012-12-31SCHENCK S.C.
Accountancy firm EIN2012-12-31391173131
2011 : SARTORI COMPANY RETIREMENT SAVINGS 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$11,493
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$839,724
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$866,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$843,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,105,592
Value of total assets at end of year2011-12-31$8,796,460
Value of total assets at beginning of year2011-12-31$8,812,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,167
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$113,640
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$113,640
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$848,714
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$18,636
Other income not declared elsewhere2011-12-31$7,725
Administrative expenses (other) incurred2011-12-31$23,167
Liabilities. Value of operating payables at end of year2011-12-31$11,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-27,066
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,784,967
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,812,033
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 end of year2011-12-31$7,625,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,683,833
Value of interest in common/collective trusts at end of year2011-12-31$1,171,129
Value of interest in common/collective trusts at beginning of year2011-12-31$1,128,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-409,052
Net investment gain or loss from common/collective trusts2011-12-31$21,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$238,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$843,623
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 name2011-12-31SCHENCK S.C.
Accountancy firm EIN2011-12-31391173131
2010 : SARTORI COMPANY RETIREMENT SAVINGS 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$1,926,630
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,014,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,014,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$853,777
Value of total assets at end of year2010-12-31$8,812,033
Value of total assets at beginning of year2010-12-31$7,900,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$90,410
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$90,410
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$645,496
Participant contributions at beginning of year2010-12-31$4,000
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$24,269
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$911,640
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,812,033
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,900,393
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$7,683,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,582,731
Value of interest in common/collective trusts at end of year2010-12-31$1,128,200
Value of interest in common/collective trusts at beginning of year2010-12-31$1,313,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$954,432
Net investment gain or loss from common/collective trusts2010-12-31$28,011
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$184,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,014,990
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 name2010-12-31SCHENCK S.C.
Accountancy firm EIN2010-12-31391173131
2009 : SARTORI COMPANY RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SARTORI COMPANY RETIREMENT SAVINGS PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered715
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered668
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number533766
Policy instance 2
Insurance contract or identification number533766
Number of Individuals Covered668
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered581
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number533766
Policy instance 2
Insurance contract or identification number533766
Number of Individuals Covered581
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered681
Insurance policy start date2019-10-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number533766
Policy instance 2
Insurance contract or identification number533766
Number of Individuals Covered681
Insurance policy start date2019-10-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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