401k Plan data: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN plan

SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN
Plan identification number	001

SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

SWANSON FLO, CO. has sponsored the creation of one or more 401k plans.

Company Name: SWANSON FLO, CO.

Employer identification number (EIN): 410960461

NAIC Classification: 423990
NAIC Description: Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MICHELLE BURNETT 2022-10-13
001 2021-01-01 MICHELLE BURNETT 2022-07-07
001 2020-01-01 MATT CREA 2021-07-15
001 2019-01-01 DONALD ESCHENBACHER 2020-09-30
001 2018-01-01
001 2017-01-01 DONALD ESCHENBACHER DONALD ESCHENBACHER 2018-10-15
001 2016-01-01 DONALD ESCHENBACHER DONALD ESCHENBACHER 2017-10-16
001 2015-01-01 DONALD ESCHENBACHER DONALD ESCHENBACHER 2016-10-17
001 2014-01-01 DONALD ESCHENBACHER DONALD ESCHENBACHER 2015-10-13
001 2013-01-01 DONALD ESCHENBACHER DONALD ESCHENBACHER 2014-08-21
001 2012-01-01 DONALD ESCHENBACHER DONALD ESCHENBACHER 2013-08-23
001 2011-01-01 DONALD ESCHENBACHER DONALD ESCHENBACHER 2012-08-07
001 2009-01-01 DON ESCHENBACHER DON ESCHENBACHER 2010-10-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MICHELLE BURNETT	2022-10-13
001	2021-01-01	MICHELLE BURNETT	2022-07-07
001	2020-01-01	MATT CREA	2021-07-15
001	2019-01-01	DONALD ESCHENBACHER	2020-09-30
001	2018-01-01
001	2017-01-01	DONALD ESCHENBACHER		DONALD ESCHENBACHER	2018-10-15
001	2016-01-01	DONALD ESCHENBACHER		DONALD ESCHENBACHER	2017-10-16
001	2015-01-01	DONALD ESCHENBACHER		DONALD ESCHENBACHER	2016-10-17
001	2014-01-01	DONALD ESCHENBACHER		DONALD ESCHENBACHER	2015-10-13
001	2013-01-01	DONALD ESCHENBACHER		DONALD ESCHENBACHER	2014-08-21
001	2012-01-01	DONALD ESCHENBACHER		DONALD ESCHENBACHER	2013-08-23
001	2011-01-01	DONALD ESCHENBACHER		DONALD ESCHENBACHER	2012-08-07
001	2009-01-01	DON ESCHENBACHER		DON ESCHENBACHER	2010-10-03

Plan Statistics for SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2018: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 81
Number of other retired or separated participants entitled to future benefits 2018-01-01 20
Total of all active and inactive participants 2018-01-01 101
Total participants 2018-01-01 101
Number of participants with account balances 2018-01-01 95
2017: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 82
Number of other retired or separated participants entitled to future benefits 2017-01-01 14
Total of all active and inactive participants 2017-01-01 96
Total participants 2017-01-01 96
Number of participants with account balances 2017-01-01 93
2016: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 84
Number of other retired or separated participants entitled to future benefits 2016-01-01 14
Total of all active and inactive participants 2016-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 99
Number of participants with account balances 2016-01-01 92
2015: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 83
Number of other retired or separated participants entitled to future benefits 2015-01-01 12
Total of all active and inactive participants 2015-01-01 95
Total participants 2015-01-01 95
Number of participants with account balances 2015-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 77
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 90
Total participants 2014-01-01 90
Number of participants with account balances 2014-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 69
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 77
Number of participants with account balances 2013-01-01 66
2012: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 69
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 76
Total participants 2012-01-01 76
Number of participants with account balances 2012-01-01 63
2011: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 57
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 65
Total participants 2011-01-01 65
Number of participants with account balances 2011-01-01 51
2009: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 56
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 67
Number of participants with account balances 2009-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2018: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	81
Number of other retired or separated participants entitled to future benefits	2018-01-01	20
Total of all active and inactive participants	2018-01-01	101
Total participants	2018-01-01	101
Number of participants with account balances	2018-01-01	95
2017: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	82
Number of other retired or separated participants entitled to future benefits	2017-01-01	14
Total of all active and inactive participants	2017-01-01	96
Total participants	2017-01-01	96
Number of participants with account balances	2017-01-01	93
2016: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	84
Number of other retired or separated participants entitled to future benefits	2016-01-01	14
Total of all active and inactive participants	2016-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	99
Number of participants with account balances	2016-01-01	92
2015: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	83
Number of other retired or separated participants entitled to future benefits	2015-01-01	12
Total of all active and inactive participants	2015-01-01	95
Total participants	2015-01-01	95
Number of participants with account balances	2015-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	77
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	90
Total participants	2014-01-01	90
Number of participants with account balances	2014-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	69
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	77
Number of participants with account balances	2013-01-01	66
2012: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	69
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	76
Total participants	2012-01-01	76
Number of participants with account balances	2012-01-01	63
2011: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	57
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	65
Total participants	2011-01-01	65
Number of participants with account balances	2011-01-01	51
2009: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	56
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	67
Number of participants with account balances	2009-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

Measure	Date	Value
2018 : SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$4,280
Total plan liabilities at beginning of year	2018-12-31	$4,330
Total income from all sources	2018-12-31	$340,831
Expenses. Total of all expenses incurred	2018-12-31	$131,998
Benefits paid (including direct rollovers)	2018-12-31	$112,049
Total plan assets at end of year	2018-12-31	$7,641,655
Total plan assets at beginning of year	2018-12-31	$7,432,872
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$532,777
Contributions received from other sources (not participants or employers)	2018-12-31	$162,144
Other income received	2018-12-31	$-354,090
Net income (gross income less expenses)	2018-12-31	$208,833
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,637,375
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,428,542
Assets. Value of participant loans	2018-12-31	$115,880
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$19,949
2017 : SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$4,330
Total plan liabilities at beginning of year	2017-12-31	$4,330
Total income from all sources	2017-12-31	$1,412,488
Expenses. Total of all expenses incurred	2017-12-31	$2,772,535
Benefits paid (including direct rollovers)	2017-12-31	$2,704,077
Total plan assets at end of year	2017-12-31	$7,432,872
Total plan assets at beginning of year	2017-12-31	$8,792,919
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$519,030
Other income received	2017-12-31	$893,458
Net income (gross income less expenses)	2017-12-31	$-1,360,047
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,428,542
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$8,788,589
Assets. Value of participant loans	2017-12-31	$81,996
Value of certain deemed distributions of participant loans	2017-12-31	$47,986
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$20,472
2016 : SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$4,330
Total plan liabilities at beginning of year	2016-12-31	$4,873
Total income from all sources	2016-12-31	$1,013,212
Expenses. Total of all expenses incurred	2016-12-31	$87,213
Benefits paid (including direct rollovers)	2016-12-31	$62,217
Total plan assets at end of year	2016-12-31	$8,792,919
Total plan assets at beginning of year	2016-12-31	$7,867,463
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$452,389
Other income received	2016-12-31	$439,523
Net income (gross income less expenses)	2016-12-31	$925,999
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$8,788,589
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$7,862,590
Assets. Value of participant loans	2016-12-31	$51,742
Total contributions received or receivable from employer(s)	2016-12-31	$121,300
Value of certain deemed distributions of participant loans	2016-12-31	$4,500
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$20,496
2015 : SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$4,873
Total income from all sources	2015-12-31	$638,094
Expenses. Total of all expenses incurred	2015-12-31	$41,407
Benefits paid (including direct rollovers)	2015-12-31	$22,616
Total plan assets at end of year	2015-12-31	$7,867,463
Total plan assets at beginning of year	2015-12-31	$7,265,903
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$435,494
Contributions received from other sources (not participants or employers)	2015-12-31	$100,738
Other income received	2015-12-31	$-23,138
Net income (gross income less expenses)	2015-12-31	$596,687
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,862,590
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,265,903
Assets. Value of participant loans	2015-12-31	$56,075
Total contributions received or receivable from employer(s)	2015-12-31	$125,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$18,791
2014 : SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$990,901
Expenses. Total of all expenses incurred	2014-12-31	$42,222
Benefits paid (including direct rollovers)	2014-12-31	$23,118
Total plan assets at end of year	2014-12-31	$7,265,903
Total plan assets at beginning of year	2014-12-31	$6,317,224
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$382,134
Contributions received from other sources (not participants or employers)	2014-12-31	$2,113
Other income received	2014-12-31	$358,228
Net income (gross income less expenses)	2014-12-31	$948,679
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,265,903
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,317,224
Assets. Value of participant loans	2014-12-31	$68,326
Total contributions received or receivable from employer(s)	2014-12-31	$248,426
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$19,104
2013 : SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,490,934
Expenses. Total of all expenses incurred	2013-12-31	$27,588
Benefits paid (including direct rollovers)	2013-12-31	$8,565
Total plan assets at end of year	2013-12-31	$6,317,224
Total plan assets at beginning of year	2013-12-31	$4,853,878
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$367,818
Other income received	2013-12-31	$923,116
Net income (gross income less expenses)	2013-12-31	$1,463,346
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,317,224
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,853,878
Assets. Value of participant loans	2013-12-31	$27,338
Total contributions received or receivable from employer(s)	2013-12-31	$200,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$19,023
2012 : SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$313
Total income from all sources	2012-12-31	$921,222
Expenses. Total of all expenses incurred	2012-12-31	$147,103
Benefits paid (including direct rollovers)	2012-12-31	$129,205
Total plan assets at end of year	2012-12-31	$4,853,878
Total plan assets at beginning of year	2012-12-31	$4,080,072
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$328,543
Other income received	2012-12-31	$403,949
Net income (gross income less expenses)	2012-12-31	$774,119
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,853,878
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,079,759
Assets. Value of participant loans	2012-12-31	$16,872
Total contributions received or receivable from employer(s)	2012-12-31	$188,730
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$17,898
2011 : SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$313
Total plan liabilities at beginning of year	2011-12-31	$8,832
Total income from all sources	2011-12-31	$504,221
Expenses. Total of all expenses incurred	2011-12-31	$92,989
Benefits paid (including direct rollovers)	2011-12-31	$70,037
Total plan assets at end of year	2011-12-31	$4,080,072
Total plan assets at beginning of year	2011-12-31	$3,677,359
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$277,383
Other income received	2011-12-31	$-23,162
Net income (gross income less expenses)	2011-12-31	$411,232
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,079,759
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,668,527
Assets. Value of participant loans	2011-12-31	$18,935
Total contributions received or receivable from employer(s)	2011-12-31	$250,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$22,952
2010 : SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$8,832
Total plan liabilities at beginning of year	2010-12-31	$17,076
Total income from all sources	2010-12-31	$688,004
Expenses. Total of all expenses incurred	2010-12-31	$1,035,824
Benefits paid (including direct rollovers)	2010-12-31	$1,011,067
Total plan assets at end of year	2010-12-31	$3,677,359
Total plan assets at beginning of year	2010-12-31	$4,033,423
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$258,393
Other income received	2010-12-31	$429,611
Net income (gross income less expenses)	2010-12-31	$-347,820
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,668,527
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,016,347
Assets. Value of participant loans	2010-12-31	$8,798
Value of corrective distributions	2010-12-31	$8,518
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$16,239

Form 5500 Responses for SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

2018: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SWANSON FLO-SYSTEMS COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997020-000

Policy instance

Insurance contract or identification number	997020-000
Number of Individuals Covered	95
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $19,158
Total amount of fees paid to insurance company	USD $7,692
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,158
Insurance broker organization code?	3
Amount paid for insurance broker fees	7692

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997020-000

Policy instance

Insurance contract or identification number	997020-000
Number of Individuals Covered	93
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $19,742
Total amount of fees paid to insurance company	USD $7,861
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,742
Insurance broker organization code?	3
Amount paid for insurance broker fees	7861
Insurance broker name	PETERSON WHITAKER & BJORK, LLC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997020-000

Policy instance

Insurance contract or identification number	997020-000
Number of Individuals Covered	80
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $18,279
Total amount of fees paid to insurance company	USD $7,200
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,279
Insurance broker organization code?	3
Amount paid for insurance broker fees	7200
Insurance broker name	PIEPER WHITAKER & BJORK, LLC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997020-000

Policy instance

Insurance contract or identification number	997020-000
Number of Individuals Covered	74
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $16,037
Total amount of fees paid to insurance company	USD $9,554
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,037
Insurance broker organization code?	3
Amount paid for insurance broker fees	9554
Insurance broker name	PIEPER WHITAKER & BJORK, LLC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997020-000

Policy instance

Insurance contract or identification number	997020-000
Number of Individuals Covered	66
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $13,192
Total amount of fees paid to insurance company	USD $5,792
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,192
Insurance broker organization code?	3
Amount paid for insurance broker fees	4056
Insurance broker name	MOQUIST THORVILSON KAUFMANN LLC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997020-000

Policy instance

Insurance contract or identification number	997020-000
Number of Individuals Covered	63
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $10,494
Total amount of fees paid to insurance company	USD $6,221
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,494
Insurance broker organization code?	3
Amount paid for insurance broker fees	4528
Insurance broker name	MOQUIST THORVILSON KAUFMANN LLC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997020-000

Policy instance

Insurance contract or identification number	997020-000
Number of Individuals Covered	51
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $9,472
Total amount of fees paid to insurance company	USD $5,622
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997020-000

Policy instance

Insurance contract or identification number	997020-000
Number of Individuals Covered	61
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $10,053
Total amount of fees paid to insurance company	USD $6,186
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SWANSON FLO, CO.
Employer identification number (EIN):	410960461
NAIC Classification:	423990
NAIC Description:	Other Miscellaneous Durable Goods Merchant Wholesalers