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HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHAAS SONS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

HAAS SONS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HAAS SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:HAAS SONS, INC.
Employer identification number (EIN):391621289
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAAS SONS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRENDA HENKE2024-10-07
0012022-01-01BRENDA HENKE2024-01-17
0012021-01-01BRENDA HENKE2022-10-14
0012020-01-01BRENDA HENKE2021-10-12
0012019-01-01BRENDA HENKE2020-10-07
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01BRENDA HENKE
0012014-01-01BRENDA HENKE
0012013-01-01BRENDA HENKE
0012012-01-01BRENDA HENKE BRENDA HENKE2013-09-03
0012011-01-01BRENDA HENKE BRENDA HENKE2013-05-21
0012010-01-01BRENDA HENKE BRENDA HENKE2011-10-14
0012009-01-01BRENDA HENKE BRENDA HENKE2010-10-08

Plan Statistics for HAAS SONS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HAAS SONS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01468
Total number of active participants reported on line 7a of the Form 55002023-01-01368
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-01136
Total of all active and inactive participants2023-01-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01507
Number of participants with account balances2023-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0127
2022: HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01451
Total number of active participants reported on line 7a of the Form 55002022-01-01339
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01126
Total of all active and inactive participants2022-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01468
Number of participants with account balances2022-01-01468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01372
Total number of active participants reported on line 7a of the Form 55002021-01-01316
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01129
Total of all active and inactive participants2021-01-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01451
Number of participants with account balances2021-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0129
2020: HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01344
Total number of active participants reported on line 7a of the Form 55002020-01-01274
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0192
Total of all active and inactive participants2020-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01372
Number of participants with account balances2020-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01326
Total number of active participants reported on line 7a of the Form 55002019-01-01250
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0188
Total of all active and inactive participants2019-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01344
Number of participants with account balances2019-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01303
Total number of active participants reported on line 7a of the Form 55002018-01-01244
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0174
Total of all active and inactive participants2018-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01321
Number of participants with account balances2018-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01293
Total number of active participants reported on line 7a of the Form 55002017-01-01241
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0161
Total of all active and inactive participants2017-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01303
Number of participants with account balances2017-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01267
Total number of active participants reported on line 7a of the Form 55002016-01-01219
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0162
Total of all active and inactive participants2016-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01287
Number of participants with account balances2016-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0124
2015: HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01238
Total number of active participants reported on line 7a of the Form 55002015-01-01201
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01267
Number of participants with account balances2015-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0132
2014: HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01216
Total number of active participants reported on line 7a of the Form 55002014-01-01198
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0145
Total of all active and inactive participants2014-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01243
Number of participants with account balances2014-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0125
2013: HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01191
Total number of active participants reported on line 7a of the Form 55002013-01-01194
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01230
Number of participants with account balances2013-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01173
Total number of active participants reported on line 7a of the Form 55002012-01-01160
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01180
Number of participants with account balances2012-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01166
Total number of active participants reported on line 7a of the Form 55002011-01-01152
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01174
Number of participants with account balances2011-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01158
Total number of active participants reported on line 7a of the Form 55002010-01-01145
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01166
Number of participants with account balances2010-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01141
Total number of active participants reported on line 7a of the Form 55002009-01-01137
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01158
Number of participants with account balances2009-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on HAAS SONS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$9,415,377
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,488,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,338,607
Expenses. Certain deemed distributions of participant loans2023-12-31$7,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$4,226,882
Value of total assets at end of year2023-12-31$36,469,284
Value of total assets at beginning of year2023-12-31$30,542,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$143,082
Total interest from all sources2023-12-31$124,079
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,144,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,144,615
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$987,934
Participant contributions at end of year2023-12-31$337,546
Participant contributions at beginning of year2023-12-31$322,951
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$8,683
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$286,829
Other income not declared elsewhere2023-12-31$159,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$5,926,437
Value of net assets at end of year (total assets less liabilities)2023-12-31$36,469,284
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$30,542,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$71,828
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$32,984,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$27,381,175
Interest on participant loans2023-12-31$23,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$591,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$2,339,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$2,339,289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$100,898
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$208,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,759,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31Yes
Contributions received in cash from employer2023-12-31$2,952,119
Employer contributions (assets) at end of year2023-12-31$2,555,717
Employer contributions (assets) at beginning of year2023-12-31$490,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,129,710
Contract administrator fees2023-12-31$47,119
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : HAAS SONS, INC. 401(K) PROFIT SHARING 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$108
Total income from all sources (including contributions)2022-12-31$-1,717,748
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,360,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,284,377
Expenses. Certain deemed distributions of participant loans2022-12-31$4,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,679,717
Value of total assets at end of year2022-12-31$30,542,847
Value of total assets at beginning of year2022-12-31$33,621,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$71,785
Total interest from all sources2022-12-31$47,803
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,322,077
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$1,322,077
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$918,181
Participant contributions at end of year2022-12-31$322,951
Participant contributions at beginning of year2022-12-31$353,843
Participant contributions at end of year2022-12-31$8,683
Participant contributions at beginning of year2022-12-31$9,804
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$54,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$108
Other income not declared elsewhere2022-12-31$152,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,078,060
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,542,847
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,620,907
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$68,987
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,381,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,666,311
Interest on participant loans2022-12-31$12,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,339,289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,330,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,330,220
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$34,885
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$196,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,920,117
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 plan2022-12-31Yes
Contributions received in cash from employer2022-12-31$2,707,110
Employer contributions (assets) at end of year2022-12-31$490,749
Employer contributions (assets) at beginning of year2022-12-31$260,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,087,896
Contract administrator fees2022-12-31$2,798
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : HAAS SONS, INC. 401(K) PROFIT SHARING 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$108
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$7,942,956
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,029,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,919,418
Expenses. Certain deemed distributions of participant loans2021-12-31$21,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,345,519
Value of total assets at end of year2021-12-31$33,621,015
Value of total assets at beginning of year2021-12-31$27,707,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$88,729
Total interest from all sources2021-12-31$20,630
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,660,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,660,820
Administrative expenses professional fees incurred2021-12-31$21,927
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$782,699
Participant contributions at end of year2021-12-31$353,843
Participant contributions at beginning of year2021-12-31$387,023
Participant contributions at end of year2021-12-31$9,804
Participant contributions at beginning of year2021-12-31$5,482
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,059,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$149,893
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$5,913,547
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,620,907
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,707,360
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$64,189
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$30,666,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,112,124
Interest on participant loans2021-12-31$20,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,330,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,996,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,996,848
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$542
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$250,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,766,094
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 plan2021-12-31Yes
Contributions received in cash from employer2021-12-31$2,503,013
Employer contributions (assets) at end of year2021-12-31$260,837
Employer contributions (assets) at beginning of year2021-12-31$205,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,669,059
Contract administrator fees2021-12-31$2,613
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARLSONSV LLP
Accountancy firm EIN2021-12-31411562398
2020 : HAAS SONS, INC. 401(K) PROFIT SHARING 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$6,351,308
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,472,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,377,204
Expenses. Certain deemed distributions of participant loans2020-12-31$9,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,710,699
Value of total assets at end of year2020-12-31$27,707,360
Value of total assets at beginning of year2020-12-31$22,828,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$85,694
Total interest from all sources2020-12-31$24,242
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$772,930
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$772,930
Administrative expenses professional fees incurred2020-12-31$33,417
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$585,108
Participant contributions at end of year2020-12-31$387,023
Participant contributions at beginning of year2020-12-31$395,731
Participant contributions at end of year2020-12-31$5,482
Participant contributions at beginning of year2020-12-31$120
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,361
Other income not declared elsewhere2020-12-31$108,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,878,893
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,707,360
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,828,467
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$49,615
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,112,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,440,550
Interest on participant loans2020-12-31$19,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,996,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,840,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,840,815
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,456
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$212,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,734,828
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 plan2020-12-31Yes
Contributions received in cash from employer2020-12-31$2,115,230
Employer contributions (assets) at end of year2020-12-31$205,883
Employer contributions (assets) at beginning of year2020-12-31$146,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,165,046
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$5,000
Contract administrator fees2020-12-31$2,662
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARLSONSV LLP
Accountancy firm EIN2020-12-31411562398
2019 : HAAS SONS, INC. 401(K) PROFIT SHARING 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$76
Total income from all sources (including contributions)2019-12-31$6,166,044
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,201,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,131,937
Expenses. Certain deemed distributions of participant loans2019-12-31$5,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,606,219
Value of total assets at end of year2019-12-31$22,828,467
Value of total assets at beginning of year2019-12-31$17,863,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$64,103
Total interest from all sources2019-12-31$50,912
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$835,537
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$835,537
Administrative expenses professional fees incurred2019-12-31$19,706
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$562,084
Participant contributions at end of year2019-12-31$395,731
Participant contributions at beginning of year2019-12-31$434,844
Participant contributions at end of year2019-12-31$120
Participant contributions at beginning of year2019-12-31$5,089
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$93,855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$76
Other income not declared elsewhere2019-12-31$89,090
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$4,964,696
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,828,467
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,863,771
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$41,835
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,440,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,348,633
Interest on participant loans2019-12-31$22,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,840,815
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,769,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,769,870
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$28,403
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$278,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,584,286
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$1,950,280
Employer contributions (assets) at end of year2019-12-31$146,251
Employer contributions (assets) at beginning of year2019-12-31$300,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$853,784
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$5,000
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$5,000
Contract administrator fees2019-12-31$2,562
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CARLSONSV LLP
Accountancy firm EIN2019-12-31411562398
2018 : HAAS SONS, INC. 401(K) PROFIT SHARING 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$76
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$2,027,617
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$792,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$745,575
Expenses. Certain deemed distributions of participant loans2018-12-31$12,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,819,552
Value of total assets at end of year2018-12-31$17,863,847
Value of total assets at beginning of year2018-12-31$16,629,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,700
Total interest from all sources2018-12-31$29,758
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$865,859
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$865,859
Administrative expenses professional fees incurred2018-12-31$3,733
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$593,402
Participant contributions at end of year2018-12-31$434,844
Participant contributions at beginning of year2018-12-31$335,601
Participant contributions at end of year2018-12-31$5,089
Participant contributions at beginning of year2018-12-31$11,581
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$164,252
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$76
Other income not declared elsewhere2018-12-31$67,690
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$1,234,618
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,863,771
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,629,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$28,892
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,348,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,494,617
Interest on participant loans2018-12-31$18,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,769,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,413,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,413,454
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$11,636
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$215,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,755,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,061,898
Employer contributions (assets) at end of year2018-12-31$300,411
Employer contributions (assets) at beginning of year2018-12-31$368,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$530,512
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$5,000
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$5,000
Contract administrator fees2018-12-31$2,075
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CARLSONSV LLP
Accountancy firm EIN2018-12-31411562398
2017 : HAAS SONS, INC. 401(K) PROFIT SHARING 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$4,377,770
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$707,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$669,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,356,280
Value of total assets at end of year2017-12-31$16,629,153
Value of total assets at beginning of year2017-12-31$12,959,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$37,729
Total interest from all sources2017-12-31$14,093
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$639,697
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$639,697
Administrative expenses professional fees incurred2017-12-31$35,027
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$569,788
Participant contributions at end of year2017-12-31$335,601
Participant contributions at beginning of year2017-12-31$310,471
Participant contributions at end of year2017-12-31$11,581
Participant contributions at beginning of year2017-12-31$5,540
Other income not declared elsewhere2017-12-31$17,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,670,048
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,629,153
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,959,105
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$14,494,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,109,423
Interest on participant loans2017-12-31$13,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,413,454
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,427,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,427,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$663
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$147,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,350,100
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$1,786,492
Employer contributions (assets) at end of year2017-12-31$368,900
Employer contributions (assets) at beginning of year2017-12-31$96,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$522,570
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$5,000
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$10,000
Contract administrator fees2017-12-31$2,702
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CARLSONSV LLP
Accountancy firm EIN2017-12-31411562398
2016 : HAAS SONS, INC. 401(K) PROFIT SHARING 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$2,731,302
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$564,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$562,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,974,873
Value of total assets at end of year2016-12-31$12,959,105
Value of total assets at beginning of year2016-12-31$10,792,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,731
Total interest from all sources2016-12-31$8,892
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$382,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$382,515
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$403,893
Participant contributions at end of year2016-12-31$310,471
Participant contributions at beginning of year2016-12-31$178,213
Participant contributions at end of year2016-12-31$5,540
Participant contributions at beginning of year2016-12-31$13,608
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$37,508
Other income not declared elsewhere2016-12-31$13,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,166,748
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,959,105
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,792,357
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$11,109,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,415,060
Interest on participant loans2016-12-31$8,694
Income. Interest from corporate debt instruments2016-12-31$114
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,427,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,159,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,159,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$84
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$79,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$351,550
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$1,533,472
Employer contributions (assets) at end of year2016-12-31$96,380
Employer contributions (assets) at beginning of year2016-12-31$16,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$483,787
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$10,000
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$10,000
Contract administrator fees2016-12-31$1,731
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BAUMAN ASSOCIATES, LTD
Accountancy firm EIN2016-12-31391277627
2015 : HAAS SONS, INC. 401(K) PROFIT SHARING 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$1,542,702
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$828,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$826,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,530,756
Value of total assets at end of year2015-12-31$10,792,357
Value of total assets at beginning of year2015-12-31$10,077,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,094
Total interest from all sources2015-12-31$8,420
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$498,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$498,952
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$340,368
Participant contributions at end of year2015-12-31$178,213
Participant contributions at beginning of year2015-12-31$217,323
Participant contributions at end of year2015-12-31$13,608
Participant contributions at beginning of year2015-12-31$3,346
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,025
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$714,562
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,792,357
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,077,795
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$9,415,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,678,831
Interest on participant loans2015-12-31$8,307
Income. Interest from corporate debt instruments2015-12-31$67
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,159,443
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$855,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$855,307
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$46
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$98,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-495,426
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$1,185,363
Employer contributions (assets) at end of year2015-12-31$16,033
Employer contributions (assets) at beginning of year2015-12-31$312,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$727,344
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$10,000
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$10,000
Contract administrator fees2015-12-31$2,094
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BAUMAN ASSOCIATES, LTD
Accountancy firm EIN2015-12-31391277627
2014 : HAAS SONS, INC. 401(K) PROFIT SHARING 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$1,946,782
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,030,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,023,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,450,057
Value of total assets at end of year2014-12-31$10,077,795
Value of total assets at beginning of year2014-12-31$9,161,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,098
Total interest from all sources2014-12-31$9,553
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$451,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$451,371
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$265,513
Participant contributions at end of year2014-12-31$217,323
Participant contributions at beginning of year2014-12-31$243,046
Participant contributions at end of year2014-12-31$3,346
Participant contributions at beginning of year2014-12-31$3,176
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,349
Other income not declared elsewhere2014-12-31$11,803
Administrative expenses (other) incurred2014-12-31$7,098
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$916,365
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,077,795
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,161,430
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$8,678,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,777,091
Interest on participant loans2014-12-31$9,453
Income. Interest from corporate debt instruments2014-12-31$57
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$855,307
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$968,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$968,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$43
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$148,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$23,998
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$1,178,195
Employer contributions (assets) at end of year2014-12-31$312,988
Employer contributions (assets) at beginning of year2014-12-31$159,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$874,804
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$10,000
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$10,000
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BAUMAN ASSOCIATES, LTD.
Accountancy firm EIN2014-12-31391277627
2013 : HAAS SONS, INC. 401(K) PROFIT SHARING 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$2,453,048
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$526,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$497,065
Expenses. Certain deemed distributions of participant loans2013-12-31$26,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,361,973
Value of total assets at end of year2013-12-31$9,161,430
Value of total assets at beginning of year2013-12-31$7,234,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,962
Total interest from all sources2013-12-31$8,278
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$248,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$248,430
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$223,952
Participant contributions at end of year2013-12-31$243,046
Participant contributions at beginning of year2013-12-31$215,775
Participant contributions at end of year2013-12-31$3,176
Participant contributions at beginning of year2013-12-31$5,996
Other income not declared elsewhere2013-12-31$7,209
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$1,926,462
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,161,430
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,234,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,962
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,777,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,723,915
Interest on participant loans2013-12-31$8,182
Income. Interest from corporate debt instruments2013-12-31$35
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$968,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,087,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,087,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$61
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$168,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$827,158
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$1,138,021
Employer contributions (assets) at end of year2013-12-31$159,590
Employer contributions (assets) at beginning of year2013-12-31$191,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$328,167
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$10,000
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$10,000
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BAUMAN ASSOCIATES, LTD.
Accountancy firm EIN2013-12-31391277627
2012 : HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$28,621
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$2,112,267
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$616,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$563,266
Expenses. Certain deemed distributions of participant loans2012-12-31$51,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,542,729
Value of total assets at end of year2012-12-31$7,234,968
Value of total assets at beginning of year2012-12-31$5,711,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,531
Total interest from all sources2012-12-31$6,920
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
Administrative expenses professional fees incurred2012-12-31$1,997
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$227,250
Participant contributions at end of year2012-12-31$215,775
Participant contributions at beginning of year2012-12-31$162,701
Participant contributions at end of year2012-12-31$5,996
Participant contributions at beginning of year2012-12-31$5,815
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$26,305
Administrative expenses (other) incurred2012-12-31$534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,495,317
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,234,968
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,711,030
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$5,723,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,775,254
Interest on participant loans2012-12-31$6,812
Income. Interest from corporate debt instruments2012-12-31$36
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,087,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$601,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$601,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$72
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$172,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$562,618
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$1,289,174
Employer contributions (assets) at end of year2012-12-31$191,685
Employer contributions (assets) at beginning of year2012-12-31$150,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$390,950
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$10,000
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$15,000
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BAUMAN ASSOCIATES, LTD.
Accountancy firm EIN2012-12-31391277627
2011 : HAAS SONS, INC. 401(K) PROFIT SHARING 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$896,786
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$417,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$416,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$963,251
Value of total assets at end of year2011-12-31$5,711,030
Value of total assets at beginning of year2011-12-31$5,231,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$941
Total interest from all sources2011-12-31$3,658
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,664
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$3,664
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$196,378
Participant contributions at end of year2011-12-31$162,701
Participant contributions at beginning of year2011-12-31$124,479
Participant contributions at end of year2011-12-31$5,815
Participant contributions at beginning of year2011-12-31$1,954
Administrative expenses (other) incurred2011-12-31$941
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$479,164
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,711,030
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,231,866
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$4,775,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,338,320
Interest on participant loans2011-12-31$3,270
Income. Interest from corporate debt instruments2011-12-31$304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$601,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$609,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$609,763
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$84
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$122,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-73,787
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$766,873
Employer contributions (assets) at end of year2011-12-31$150,561
Employer contributions (assets) at beginning of year2011-12-31$137,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$294,393
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$15,000
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$20,000
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BAUMAN ASSOCIATES, LTD.
Accountancy firm EIN2011-12-31391277627
2010 : HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$340
Total unrealized appreciation/depreciation of assets2010-12-31$340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,252,143
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$285,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$282,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$912,321
Value of total assets at end of year2010-12-31$5,231,866
Value of total assets at beginning of year2010-12-31$4,265,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,400
Total interest from all sources2010-12-31$5,417
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$61,850
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$61,850
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$147,206
Participant contributions at end of year2010-12-31$124,479
Participant contributions at beginning of year2010-12-31$70,658
Participant contributions at end of year2010-12-31$1,954
Participant contributions at beginning of year2010-12-31$3,475
Administrative expenses (other) incurred2010-12-31$2,400
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$966,776
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,231,866
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,265,090
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$4,338,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,546,938
Interest on participant loans2010-12-31$3,760
Income. Interest from corporate debt instruments2010-12-31$1,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$609,763
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$11,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$11,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$32
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$123,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$272,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$765,115
Employer contributions (assets) at end of year2010-12-31$137,350
Employer contributions (assets) at beginning of year2010-12-31$102,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$159,672
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$20,000
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$530,000
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BAUMAN ASSOCIATES, LTD.
Accountancy firm EIN2010-12-31391277627
2009 : HAAS SONS, INC. 401(K) PROFIT SHARING 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 HAAS SONS, INC. 401(K) PROFIT SHARING PLAN

2023: HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HAAS SONS, INC. 401(K) PROFIT SHARING 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: HAAS SONS, INC. 401(K) PROFIT SHARING 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: HAAS SONS, INC. 401(K) PROFIT SHARING 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: HAAS SONS, INC. 401(K) PROFIT SHARING 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: HAAS SONS, INC. 401(K) PROFIT SHARING 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: HAAS SONS, INC. 401(K) PROFIT SHARING 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: HAAS SONS, INC. 401(K) PROFIT SHARING 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: HAAS SONS, INC. 401(K) PROFIT SHARING 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: HAAS SONS, INC. 401(K) PROFIT SHARING 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: HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HAAS SONS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered11
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractINDIVIDUAL ANNUITIES
Insurance broker organization code?3
Insurance broker nameTHE SENGLAUB FINANCIAL GROUP
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1011520584
Policy instance 1
Insurance contract or identification number1011520584
Number of Individuals Covered1
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractFIXED & VARIABLE ANNUITY
Insurance broker organization code?3
Insurance broker nameTHE SENGLAUB FINANCIAL GROUP
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1011520584
Policy instance 2
Insurance contract or identification number1011520584
Number of Individuals Covered1
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractFIXED & VARIABLE ANNUITY
Insurance broker organization code?3
Insurance broker nameTHE SENGLAUB FINANCIAL GROUP
METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered11
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractINDIVIDUAL ANNUITIES
Insurance broker organization code?3
Insurance broker nameTHE SENGLAUB FINANCIAL GROUP
METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered11
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,745
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractINDIVIDUAL ANNUITIES
Commission paid to Insurance BrokerUSD $2,745
Insurance broker organization code?3
Insurance broker nameTHE SENGLAUB FINANCIAL GROUP
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1011520584
Policy instance 2
Insurance contract or identification number1011520584
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $633
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractFIXED & VARIABLE ANNUITY
Commission paid to Insurance BrokerUSD $633
Insurance broker organization code?3
Insurance broker nameTHE SENGLAUB FINANCIAL GROUP
METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered12
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,187
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractINDIVIDUAL ANNUITIES
Commission paid to Insurance BrokerUSD $6,187
Insurance broker organization code?3
Insurance broker nameTHE SENGLAUB FINANCIAL GROUP
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1011520584
Policy instance 2
Insurance contract or identification number1011520584
Number of Individuals Covered1
Insurance policy start date2012-06-09
Insurance policy end date2012-12-31
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Other information about contractFIXED & VARIABLE ANNUITY
METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered12
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,525
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered14
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,165
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,165
Insurance broker organization code?3
Insurance broker nameTHE SENGLAUB FINANCIAL GROUP

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