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BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan NameBADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN
Plan identification number 001

BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

BADER RUTTER & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BADER RUTTER & ASSOCIATES, INC.
Employer identification number (EIN):391184935
NAIC Classification:541800

Additional information about BADER RUTTER & ASSOCIATES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2014-06-27
Company Identification Number: 0802019417
Legal Registered Office Address: 1433 N WATER ST STE 100

MILWAUKEE
United States of America (USA)
53202

More information about BADER RUTTER & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 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
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01VICKI BERKA
0012015-01-01VICKI BERKA-DAVIS
0012014-01-01VICKI BERKA-DAVIS
0012013-01-01VICKI BERKA-DAVIS
0012012-01-01VICKI BERKA-DAVIS
0012011-01-01VICKI BERKA-DAVIS
0012010-01-01VICKI BERKA-DAVIS, VP CFO GREGORY P. NICKERSON2011-07-14
0012009-01-01VICKI BERKA-DAVIS, VP CFO GREGORY P. NICKERSON2010-09-28

Plan Statistics for BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN

401k plan membership statisitcs for BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN

Measure Date Value
2022: BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01388
Total number of active participants reported on line 7a of the Form 55002022-01-01241
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01243
Number of participants with account balances2022-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01388
Total number of active participants reported on line 7a of the Form 55002021-01-01234
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01148
Total of all active and inactive participants2021-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01388
Number of participants with account balances2021-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01414
Total number of active participants reported on line 7a of the Form 55002020-01-01247
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01136
Total of all active and inactive participants2020-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01388
Number of participants with account balances2020-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0127
2019: BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01362
Total number of active participants reported on line 7a of the Form 55002019-01-01294
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-01111
Total of all active and inactive participants2019-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01414
Number of participants with account balances2019-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01353
Total number of active participants reported on line 7a of the Form 55002018-01-01265
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0196
Total of all active and inactive participants2018-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01361
Number of participants with account balances2018-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01332
Total number of active participants reported on line 7a of the Form 55002017-01-01260
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0190
Total of all active and inactive participants2017-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01353
Number of participants with account balances2017-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0134
2016: BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01324
Total number of active participants reported on line 7a of the Form 55002016-01-01250
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0180
Total of all active and inactive participants2016-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01332
Number of participants with account balances2016-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0125
2015: BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01305
Total number of active participants reported on line 7a of the Form 55002015-01-01246
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0176
Total of all active and inactive participants2015-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01324
Number of participants with account balances2015-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0131
2014: BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01295
Total number of active participants reported on line 7a of the Form 55002014-01-01230
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0165
Total of all active and inactive participants2014-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01296
Number of participants with account balances2014-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0144
2013: BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01284
Total number of active participants reported on line 7a of the Form 55002013-01-01244
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0145
Total of all active and inactive participants2013-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01290
Number of participants with account balances2013-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01247
Total number of active participants reported on line 7a of the Form 55002012-01-01236
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0144
Total of all active and inactive participants2012-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01281
Number of participants with account balances2012-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01160
Total number of active participants reported on line 7a of the Form 55002011-01-01199
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01237
Number of participants with account balances2011-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01155
Total number of active participants reported on line 7a of the Form 55002010-01-01120
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0140
Total of all active and inactive participants2010-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01160
Number of participants with account balances2010-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01144
Total number of active participants reported on line 7a of the Form 55002009-01-01122
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01155
Number of participants with account balances2009-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN

Measure Date Value
2022 : BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-3,016,358
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,197,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,080,110
Expenses. Certain deemed distributions of participant loans2022-12-31$3,366
Value of total corrective distributions2022-12-31$118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,127,816
Value of total assets at end of year2022-12-31$31,846,080
Value of total assets at beginning of year2022-12-31$38,059,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$113,514
Total interest from all sources2022-12-31$3,597
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,536,328
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$1,536,328
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,248,644
Participant contributions at end of year2022-12-31$87,385
Participant contributions at beginning of year2022-12-31$101,872
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$150,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,213,466
Value of net assets at end of year (total assets less liabilities)2022-12-31$31,846,080
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,059,546
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$48,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$31,022,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$32,303,655
Interest on participant loans2022-12-31$3,597
Value of interest in common/collective trusts at end of year2022-12-31$366,874
Value of interest in common/collective trusts at beginning of year2022-12-31$4,006,147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$351,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,647,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,684,099
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$729,003
Employer contributions (assets) at end of year2022-12-31$18,063
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,080,110
Contract administrator fees2022-12-31$65,402
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31REILLY, PENNER & BENTON
Accountancy firm EIN2022-12-31390747409
2021 : BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 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$7,983,649
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,985,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,794,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,043,694
Value of total assets at end of year2021-12-31$38,059,546
Value of total assets at beginning of year2021-12-31$34,061,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$190,957
Total interest from all sources2021-12-31$311,746
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$142,861
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$142,861
Administrative expenses professional fees incurred2021-12-31$10,373
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,016,009
Participant contributions at end of year2021-12-31$101,872
Participant contributions at beginning of year2021-12-31$114,501
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$577,330
Other income not declared elsewhere2021-12-31$53,130
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$3,998,232
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,059,546
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,061,314
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$49,052
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$32,303,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,340,865
Interest on participant loans2021-12-31$4,232
Interest earned on other investments2021-12-31$307,514
Value of interest in common/collective trusts at end of year2021-12-31$4,006,147
Value of interest in common/collective trusts at beginning of year2021-12-31$471,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,647,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,134,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,367,435
Net investment gain or loss from common/collective trusts2021-12-31$64,783
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$450,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,794,460
Contract administrator fees2021-12-31$131,532
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31REILLY, PENNER & BENTON
Accountancy firm EIN2021-12-31390747409
2020 : BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,841,929
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,967,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,804,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,766,478
Value of total assets at end of year2020-12-31$34,061,314
Value of total assets at beginning of year2020-12-31$30,186,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$162,724
Total interest from all sources2020-12-31$377,937
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$79,853
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$79,853
Administrative expenses professional fees incurred2020-12-31$9,600
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
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$2,008,268
Participant contributions at end of year2020-12-31$114,501
Participant contributions at beginning of year2020-12-31$120,834
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$279,559
Other income not declared elsewhere2020-12-31$45,797
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$3,874,836
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,061,314
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,186,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$43,085
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$30,340,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,434,026
Interest on participant loans2020-12-31$4,855
Interest earned on other investments2020-12-31$373,082
Value of interest in common/collective trusts at end of year2020-12-31$471,094
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,134,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,631,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,481,491
Net investment gain or loss from common/collective trusts2020-12-31$90,373
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$478,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,804,369
Contract administrator fees2020-12-31$110,039
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 name2020-12-31MEICHER & ASSOCIATES
Accountancy firm EIN2020-12-31391659894
2019 : BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$9,064,313
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,753,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,620,095
Expenses. Certain deemed distributions of participant loans2019-12-31$3,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,588,787
Value of total assets at end of year2019-12-31$30,186,478
Value of total assets at beginning of year2019-12-31$23,875,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$129,339
Total interest from all sources2019-12-31$358,259
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$346,499
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$346,499
Administrative expenses professional fees incurred2019-12-31$19,736
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
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
Contributions received from participants2019-12-31$2,046,522
Participant contributions at end of year2019-12-31$120,834
Participant contributions at beginning of year2019-12-31$164,486
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,067,938
Other income not declared elsewhere2019-12-31$38,114
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$6,311,091
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,186,478
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,875,387
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
Investment advisory and management fees2019-12-31$32,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,434,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,560,430
Interest on participant loans2019-12-31$6,773
Interest earned on other investments2019-12-31$351,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,631,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,150,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,732,654
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
Contributions received in cash from employer2019-12-31$474,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,620,095
Contract administrator fees2019-12-31$76,978
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
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 name2019-12-31MEICHER & ASSOCIATES
Accountancy firm EIN2019-12-31391659894
2018 : BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) 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$1,885,371
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,114,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,955,732
Expenses. Certain deemed distributions of participant loans2018-12-31$22,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,824,046
Value of total assets at end of year2018-12-31$23,875,387
Value of total assets at beginning of year2018-12-31$25,104,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$135,986
Total interest from all sources2018-12-31$59,414
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$825,739
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$825,739
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$1,803,693
Participant contributions at end of year2018-12-31$164,486
Participant contributions at beginning of year2018-12-31$279,071
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$654,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,228,868
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,875,387
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,104,255
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$21,560,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,039,428
Interest on participant loans2018-12-31$9,770
Interest earned on other investments2018-12-31$49,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,150,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,785,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,823,828
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$366,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,955,732
Contract administrator fees2018-12-31$135,986
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31MEICHER & ASSOCIATES
Accountancy firm EIN2018-12-31391659894
2017 : BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,715,379
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,351,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,244,841
Value of total corrective distributions2017-12-31$7,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,216,126
Value of total assets at end of year2017-12-31$25,104,255
Value of total assets at beginning of year2017-12-31$20,740,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$99,362
Total interest from all sources2017-12-31$68,458
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,028,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,028,697
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$1,705,253
Participant contributions at end of year2017-12-31$279,071
Participant contributions at beginning of year2017-12-31$185,554
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$162,421
Total non interest bearing cash at beginning of year2017-12-31$2,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,364,012
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,104,255
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,740,243
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$22,039,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,955,790
Interest on participant loans2017-12-31$8,049
Interest earned on other investments2017-12-31$60,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,785,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,596,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,402,098
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$348,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,244,841
Contract administrator fees2017-12-31$99,362
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 name2017-12-31MEICHER CPAS
Accountancy firm EIN2017-12-31391659894
2016 : BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,578,699
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,264,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,147,249
Value of total corrective distributions2016-12-31$6,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,011,271
Value of total assets at end of year2016-12-31$20,740,243
Value of total assets at beginning of year2016-12-31$19,426,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$110,589
Total interest from all sources2016-12-31$62,176
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$1,000,000
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$1,466,371
Participant contributions at end of year2016-12-31$185,554
Participant contributions at beginning of year2016-12-31$174,460
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$230,039
Total non interest bearing cash at end of year2016-12-31$2,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,314,014
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,740,243
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,426,229
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$17,955,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,562,408
Interest on participant loans2016-12-31$5,844
Interest earned on other investments2016-12-31$56,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,596,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,689,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,505,252
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$314,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,147,249
Contract administrator fees2016-12-31$110,589
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 name2016-12-31MEICHER CPAS
Accountancy firm EIN2016-12-31391659894
2015 : BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,883,608
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,670,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,541,793
Value of total corrective distributions2015-12-31$21,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,843,720
Value of total assets at end of year2015-12-31$19,426,229
Value of total assets at beginning of year2015-12-31$19,213,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$107,354
Total interest from all sources2015-12-31$62,939
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$1,000,000
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$1,393,323
Participant contributions at end of year2015-12-31$174,460
Participant contributions at beginning of year2015-12-31$170,856
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$144,271
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$212,904
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,426,229
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,213,325
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$16,562,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,881,310
Interest on participant loans2015-12-31$6,134
Interest earned on other investments2015-12-31$56,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,689,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,161,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-23,051
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$306,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,541,793
Contract administrator fees2015-12-31$107,354
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 name2015-12-31MEICHER CPAS
Accountancy firm EIN2015-12-31391659894
2014 : BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 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$2,711,984
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,389,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,267,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,544,878
Value of total assets at end of year2014-12-31$19,213,325
Value of total assets at beginning of year2014-12-31$17,890,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$122,107
Total interest from all sources2014-12-31$77,549
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$1,000,000
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$1,216,384
Participant contributions at end of year2014-12-31$170,856
Participant contributions at beginning of year2014-12-31$141,439
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$48,099
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$1,322,733
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,213,325
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,890,592
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$15,881,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,939,191
Interest on participant loans2014-12-31$3,956
Interest earned on other investments2014-12-31$73,593
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,161,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,808,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,089,557
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$280,395
Employer contributions (assets) at beginning of year2014-12-31$1,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,267,144
Contract administrator fees2014-12-31$122,107
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 name2014-12-31MEICHER CPAS
Accountancy firm EIN2014-12-31391659894
2013 : BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 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$4,381,736
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,285,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,198,541
Value of total corrective distributions2013-12-31$7,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,817,695
Value of total assets at end of year2013-12-31$17,890,592
Value of total assets at beginning of year2013-12-31$14,794,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$79,666
Total interest from all sources2013-12-31$8,957
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,146,670
Participant contributions at end of year2013-12-31$141,439
Participant contributions at beginning of year2013-12-31$79,952
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$387,005
Total non interest bearing cash at beginning of year2013-12-31$135,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,096,252
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,890,592
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,794,340
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$14,939,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,653,721
Interest on participant loans2013-12-31$3,947
Interest earned on other investments2013-12-31$5,010
Value of interest in common/collective trusts at beginning of year2013-12-31$2,925,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,808,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,529,729
Net investment gain or loss from common/collective trusts2013-12-31$25,355
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$284,020
Employer contributions (assets) at end of year2013-12-31$1,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,198,541
Contract administrator fees2013-12-31$79,666
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 name2013-12-31MEICHER CPAS
Accountancy firm EIN2013-12-31391659894
2012 : BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,142,660
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$712,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$651,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,748,013
Value of total assets at end of year2012-12-31$14,794,340
Value of total assets at beginning of year2012-12-31$12,364,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$60,986
Total interest from all sources2012-12-31$2,815
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$1,005,584
Participant contributions at end of year2012-12-31$79,952
Participant contributions at beginning of year2012-12-31$85,938
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$485,417
Total non interest bearing cash at end of year2012-12-31$135,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,430,143
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,794,340
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,364,197
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$11,653,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,484,878
Interest on participant loans2012-12-31$2,815
Value of interest in common/collective trusts at end of year2012-12-31$2,925,007
Value of interest in common/collective trusts at beginning of year2012-12-31$2,793,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,355,009
Net investment gain or loss from common/collective trusts2012-12-31$36,823
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$257,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$651,531
Contract administrator fees2012-12-31$60,986
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 name2012-12-31MEICHER & ASSOCIATES, LLC
Accountancy firm EIN2012-12-31391659894
2011 : BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 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$711,744
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,668,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,654,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$900,280
Value of total assets at end of year2011-12-31$12,364,197
Value of total assets at beginning of year2011-12-31$14,321,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,378
Total interest from all sources2011-12-31$3,246
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$153,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$153,410
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$633,849
Participant contributions at end of year2011-12-31$85,938
Participant contributions at beginning of year2011-12-31$76,668
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$112,632
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$11,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,956,820
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,364,197
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,321,017
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$9,484,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,629,250
Interest on participant loans2011-12-31$3,246
Value of interest in common/collective trusts at end of year2011-12-31$2,793,381
Value of interest in common/collective trusts at beginning of year2011-12-31$6,603,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-332,737
Net investment gain or loss from common/collective trusts2011-12-31$-12,455
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$153,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,654,186
Contract administrator fees2011-12-31$14,378
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 name2011-12-31MEICHER & ASSOCIATES, LLP
Accountancy firm EIN2011-12-31391659894
2010 : BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 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$2,148,211
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$711,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$699,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$739,835
Value of total assets at end of year2010-12-31$14,321,017
Value of total assets at beginning of year2010-12-31$12,883,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,438
Total interest from all sources2010-12-31$2,536
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$75,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$75,817
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$526,666
Participant contributions at end of year2010-12-31$76,668
Participant contributions at beginning of year2010-12-31$62,929
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$68,581
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$11,155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$14,119
Administrative expenses (other) incurred2010-12-31$11,438
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$1,437,057
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,321,017
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,883,960
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$7,629,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,241,091
Interest on participant loans2010-12-31$2,536
Value of interest in common/collective trusts at end of year2010-12-31$6,603,944
Value of interest in common/collective trusts at beginning of year2010-12-31$7,565,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$902,501
Net investment gain or loss from common/collective trusts2010-12-31$427,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$144,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$699,716
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 name2010-12-31MEICHER & ASSOCIATES, LLP
Accountancy firm EIN2010-12-31391659894
2009 : BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) 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 BADER RUTTER & ASSOCIATES, INC. RETIREMENT PROFIT SHARING & 401(K) PLAN

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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895699087
Policy instance 2
Insurance contract or identification number895699087
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895698-087
Policy instance 1
Insurance contract or identification number895698-087
Number of Individuals Covered4
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895699087
Policy instance 2
Insurance contract or identification number895699087
Number of Individuals Covered79
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895698-087
Policy instance 1
Insurance contract or identification number895698-087
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895699087
Policy instance 2
Insurance contract or identification number895699087
Number of Individuals Covered74
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895698-087
Policy instance 1
Insurance contract or identification number895698-087
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895699087
Policy instance 2
Insurance contract or identification number895699087
Number of Individuals Covered76
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895698-087
Policy instance 1
Insurance contract or identification number895698-087
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895699087
Policy instance 3
Insurance contract or identification number895699087
Number of Individuals Covered67
Insurance policy start date2018-12-14
Insurance policy end date2018-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895698-087
Policy instance 2
Insurance contract or identification number895698-087
Number of Individuals Covered1
Insurance policy start date2018-12-14
Insurance policy end date2018-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808089
Policy instance 1
Insurance contract or identification number808089
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-14
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808089
Policy instance 1
Insurance contract or identification number808089
Number of Individuals Covered353
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808089
Policy instance 1
Insurance contract or identification number808089
Number of Individuals Covered324
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808089
Policy instance 1
Insurance contract or identification number808089
Number of Individuals Covered296
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808089
Policy instance 1
Insurance contract or identification number808089
Number of Individuals Covered290
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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