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MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 401k Plan overview

Plan NameMARSHALLTOWN COMPANY 401(K) SAVINGS PLAN
Plan identification number 002

MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:MARSHALLTOWN COMPANY
Employer identification number (EIN):420397040
NAIC Classification:332210

Additional information about MARSHALLTOWN COMPANY

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1905-11-27
Company Identification Number: 026508
Legal Registered Office Address: 104 S 8TH AVE

MARSHALLTOWN
United States of America (USA)
50158

More information about MARSHALLTOWN COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JOHN LANDHERR2023-10-12
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOHN LANDHERR
0022016-01-01JEFFREY RASMUSSEN
0022015-01-01JEFFREY RASMUSSEN
0022014-01-01JEFFREY RASMUSSEN
0022013-01-01JEFF RASMUSSEN
0022012-01-01JOSEPH T. CARTER JOSEPH T. CARTER2013-10-14
0022011-01-01KEITH E. BLOOMQUIST
0022009-01-01KEITH BLOOMQUIST

Plan Statistics for MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN

401k plan membership statisitcs for MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN

Measure Date Value
2022: MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01534
Total number of active participants reported on line 7a of the Form 55002022-01-01581
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01672
Number of participants with account balances2022-01-01596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01119
2021: MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01469
Total number of active participants reported on line 7a of the Form 55002021-01-01524
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01178
Total of all active and inactive participants2021-01-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01704
Number of participants with account balances2021-01-01670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0184
2020: MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01405
Total number of active participants reported on line 7a of the Form 55002020-01-01359
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0195
Total of all active and inactive participants2020-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01456
Number of participants with account balances2020-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01310
Total number of active participants reported on line 7a of the Form 55002019-01-01341
Number of other retired or separated participants entitled to future benefits2019-01-0156
Total of all active and inactive participants2019-01-01397
Total participants2019-01-01397
Number of participants with account balances2019-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01317
Total number of active participants reported on line 7a of the Form 55002018-01-01310
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0153
Total of all active and inactive participants2018-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01363
Number of participants with account balances2018-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0121
2017: MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01350
Total number of active participants reported on line 7a of the Form 55002017-01-01317
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01366
Number of participants with account balances2017-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01297
Total number of active participants reported on line 7a of the Form 55002016-01-01311
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01347
Number of participants with account balances2016-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01289
Total number of active participants reported on line 7a of the Form 55002015-01-01254
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0139
Total of all active and inactive participants2015-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01293
Number of participants with account balances2015-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01265
Total number of active participants reported on line 7a of the Form 55002014-01-01241
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01279
Number of participants with account balances2014-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01279
Total number of active participants reported on line 7a of the Form 55002013-01-01224
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01262
Number of participants with account balances2013-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01290
Total number of active participants reported on line 7a of the Form 55002012-01-01231
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0146
Total of all active and inactive participants2012-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01277
Number of participants with account balances2012-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01301
Total number of active participants reported on line 7a of the Form 55002011-01-01249
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01287
Number of participants with account balances2011-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01372
Total number of active participants reported on line 7a of the Form 55002009-01-01260
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0134
Total of all active and inactive participants2009-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01294
Number of participants with account balances2009-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN

Measure Date Value
2022 : MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-332,112
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,296,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,218,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,449,540
Value of total assets at end of year2022-12-31$24,273,748
Value of total assets at beginning of year2022-12-31$28,902,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$78,149
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$82,857
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$82,857
Administrative expenses professional fees incurred2022-12-31$10,750
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,139,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$393,391
Value of net income/loss2022-12-31$-4,628,353
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,273,748
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,902,101
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$33,426
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,402,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$26,690,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$870,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,211,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,864,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$916,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,218,092
Contract administrator fees2022-12-31$33,973
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JMM CPA
Accountancy firm EIN2022-12-31422940358
2021 : MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$6,052,290
Total of all expenses incurred2021-12-31$2,144,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,079,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,929,385
Value of total assets at end of year2021-12-31$28,902,101
Value of total assets at beginning of year2021-12-31$24,994,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$65,023
Total interest from all sources2021-12-31$21,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$9,000
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$1,824,541
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$6,388
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$335,655
Administrative expenses (other) incurred2021-12-31$3,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,907,355
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,902,101
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,994,746
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$52,348
Value of interest in pooled separate accounts at end of year2021-12-31$26,690,148
Value of interest in pooled separate accounts at beginning of year2021-12-31$23,636,753
Interest earned on other investments2021-12-31$21,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,211,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,348,183
Net investment gain/loss from pooled separate accounts2021-12-31$3,101,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$769,189
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$3,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,079,912
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31HONKAMP KRUEGER & CO., P.C.
Accountancy firm EIN2021-12-31420946155
2020 : MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$6,289,451
Total of all expenses incurred2020-12-31$1,132,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,049,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,187,314
Value of total assets at end of year2020-12-31$24,994,746
Value of total assets at beginning of year2020-12-31$19,837,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$83,551
Total interest from all sources2020-12-31$20,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$41,100
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,522,121
Participant contributions at end of year2020-12-31$6,388
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$40,646
Administrative expenses (other) incurred2020-12-31$2,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,156,896
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,994,746
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,837,850
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$39,461
Value of interest in pooled separate accounts at end of year2020-12-31$23,636,753
Value of interest in pooled separate accounts at beginning of year2020-12-31$18,487,906
Interest earned on other investments2020-12-31$20,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,348,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,349,944
Net investment gain/loss from pooled separate accounts2020-12-31$4,081,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$624,547
Employer contributions (assets) at end of year2020-12-31$3,422
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,049,004
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31HONKAMP KRUEGER & CO., P.C.
Accountancy firm EIN2020-12-31420946155
2019 : MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,400,105
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,397,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,394,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,011,466
Value of total assets at end of year2019-12-31$19,837,850
Value of total assets at beginning of year2019-12-31$15,834,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,268
Total interest from all sources2019-12-31$19,643
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,352,042
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$103,417
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$4,003,011
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,837,850
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,834,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$18,487,906
Value of interest in pooled separate accounts at beginning of year2019-12-31$14,492,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$19,643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,349,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,342,185
Net investment gain/loss from pooled separate accounts2019-12-31$3,368,996
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$556,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,394,826
Contract administrator fees2019-12-31$2,268
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31OLSEN THIELEN & CO., LTD
Accountancy firm EIN2019-12-31411360831
2018 : MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$728,659
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$433,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$424,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,703,719
Value of total assets at end of year2018-12-31$15,834,839
Value of total assets at beginning of year2018-12-31$15,539,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,830
Total interest from all sources2018-12-31$16,524
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,172,518
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$147
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$34,774
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$295,397
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,834,839
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,539,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$14,492,654
Value of interest in pooled separate accounts at beginning of year2018-12-31$14,357,680
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$16,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,342,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,181,615
Net investment gain/loss from pooled separate accounts2018-12-31$-991,584
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$496,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$424,432
Contract administrator fees2018-12-31$8,830
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31OLSEN THELEN & CO., LTD
Accountancy firm EIN2018-12-31411360831
2017 : MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,603,062
Total of all expenses incurred2017-12-31$1,337,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,335,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,459,017
Value of total assets at end of year2017-12-31$15,539,442
Value of total assets at beginning of year2017-12-31$13,273,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,960
Total interest from all sources2017-12-31$18,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,013,914
Participant contributions at end of year2017-12-31$147
Participant contributions at beginning of year2017-12-31$8,622
Administrative expenses (other) incurred2017-12-31$1,960
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$2,265,578
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,539,442
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,273,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$14,357,679
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,574,462
Interest on participant loans2017-12-31$166
Interest earned on other investments2017-12-31$18,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,181,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,690,780
Net investment gain/loss from pooled separate accounts2017-12-31$2,125,564
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$445,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,335,524
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31OLSEN THIELEN & CO., LTD.
Accountancy firm EIN2017-12-31411360831
2016 : MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,156,457
Total of all expenses incurred2016-12-31$717,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$715,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,300,248
Value of total assets at end of year2016-12-31$13,273,864
Value of total assets at beginning of year2016-12-31$11,835,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,800
Total interest from all sources2016-12-31$746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$880,329
Participant contributions at end of year2016-12-31$8,622
Participant contributions at beginning of year2016-12-31$28,362
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$29,804
Other income not declared elsewhere2016-12-31$22,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,438,701
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,273,864
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,835,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$11,574,462
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,269,737
Income. Interest from loans (other than to participants)2016-12-31$746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,690,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,537,064
Net investment gain/loss from pooled separate accounts2016-12-31$832,552
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$390,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$715,956
Contract administrator fees2016-12-31$1,800
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31OLSEN THIELEN & CO., LTD.
Accountancy firm EIN2016-12-31411360831
2015 : MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$966,502
Total of all expenses incurred2015-12-31$623,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$621,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,100,499
Value of total assets at end of year2015-12-31$11,835,163
Value of total assets at beginning of year2015-12-31$11,492,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,202
Total interest from all sources2015-12-31$2,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$758,147
Participant contributions at end of year2015-12-31$28,362
Participant contributions at beginning of year2015-12-31$67,614
Other income not declared elsewhere2015-12-31$24,857
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$343,113
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,835,163
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,492,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$10,269,737
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,749,564
Interest on participant loans2015-12-31$2,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,537,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,674,872
Net investment gain/loss from pooled separate accounts2015-12-31$-160,971
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$342,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$621,187
Contract administrator fees2015-12-31$2,202
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HONKAMP KRUEGER AND CO PC
Accountancy firm EIN2015-12-31420946155
2014 : MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,607,976
Total of all expenses incurred2014-12-31$1,243,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,241,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,012,090
Value of total assets at end of year2014-12-31$11,492,050
Value of total assets at beginning of year2014-12-31$11,127,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,400
Total interest from all sources2014-12-31$4,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$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$680,164
Participant contributions at end of year2014-12-31$67,614
Participant contributions at beginning of year2014-12-31$143,233
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$28,675
Other income not declared elsewhere2014-12-31$27,910
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$364,584
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,492,050
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,127,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$9,749,564
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,124,205
Interest on participant loans2014-12-31$4,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,674,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,860,028
Net investment gain/loss from pooled separate accounts2014-12-31$563,750
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$303,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,241,992
Contract administrator fees2014-12-31$1,400
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HONKAMP KRUEGER & CO, P.C.
Accountancy firm EIN2014-12-31420946155
2013 : MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,845,229
Total of all expenses incurred2013-12-31$1,422,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,420,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,454,220
Value of total assets at end of year2013-12-31$11,127,466
Value of total assets at beginning of year2013-12-31$9,705,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,950
Total interest from all sources2013-12-31$8,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$653,975
Participant contributions at end of year2013-12-31$143,233
Participant contributions at beginning of year2013-12-31$232,662
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$517,625
Other income not declared elsewhere2013-12-31$34,021
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$1,422,323
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,127,466
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,705,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$9,124,205
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,269,615
Interest on participant loans2013-12-31$8,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,860,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,202,866
Net investment gain/loss from pooled separate accounts2013-12-31$1,348,805
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$282,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,420,956
Contract administrator fees2013-12-31$1,950
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HONKAMP KRUEGER & CO, P.C.
Accountancy firm EIN2013-12-31420946155
2012 : MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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$1,772,291
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$554,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$550,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$944,640
Value of total assets at end of year2012-12-31$9,705,143
Value of total assets at beginning of year2012-12-31$8,487,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,000
Total interest from all sources2012-12-31$10,179
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$654,638
Participant contributions at end of year2012-12-31$232,662
Participant contributions at beginning of year2012-12-31$233,885
Participant contributions at beginning of year2012-12-31$3,217
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,697
Other income not declared elsewhere2012-12-31$41,568
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$1,217,894
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,705,143
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,487,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$7,269,615
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,275,939
Interest on participant loans2012-12-31$10,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,202,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,972,530
Net investment gain/loss from pooled separate accounts2012-12-31$775,904
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$280,305
Employer contributions (assets) at beginning of year2012-12-31$1,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$550,397
Contract administrator fees2012-12-31$4,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LWBJ, LLP
Accountancy firm EIN2012-12-31421462849
2011 : MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$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$699,760
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$759,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$756,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$931,486
Value of total assets at end of year2011-12-31$8,487,249
Value of total assets at beginning of year2011-12-31$8,546,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,200
Total interest from all sources2011-12-31$11,554
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$648,979
Participant contributions at end of year2011-12-31$233,885
Participant contributions at beginning of year2011-12-31$312,863
Participant contributions at end of year2011-12-31$3,217
Other income not declared elsewhere2011-12-31$53,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-59,634
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,487,249
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,546,883
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 pooled separate accounts at end of year2011-12-31$6,275,939
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,312,495
Interest on participant loans2011-12-31$11,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,972,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,921,525
Net investment gain/loss from pooled separate accounts2011-12-31$-297,147
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$282,507
Employer contributions (assets) at end of year2011-12-31$1,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$756,194
Contract administrator fees2011-12-31$3,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LWBJ, LLP
Accountancy firm EIN2011-12-31421462849
2010 : MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,047,210
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$570,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$566,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,105,534
Value of total assets at end of year2010-12-31$8,546,883
Value of total assets at beginning of year2010-12-31$7,070,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,650
Total interest from all sources2010-12-31$10,085
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$675,244
Participant contributions at end of year2010-12-31$312,863
Participant contributions at beginning of year2010-12-31$135,972
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$133,382
Other income not declared elsewhere2010-12-31$69,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,476,826
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,546,883
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,070,057
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 pooled separate accounts at end of year2010-12-31$6,312,495
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,885,449
Interest on participant loans2010-12-31$10,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,921,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,048,636
Net investment gain/loss from pooled separate accounts2010-12-31$861,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$296,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$566,734
Contract administrator fees2010-12-31$3,650
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LWBJ, LLP
Accountancy firm EIN2010-12-31421462849
2009 : MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number516127-01
Policy instance 1
Insurance contract or identification number516127-01
Number of Individuals Covered424
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800143
Policy instance 1
Insurance contract or identification number800143
Number of Individuals Covered670
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number800143
Policy instance 1
Insurance contract or identification number800143
Number of Individuals Covered436
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number800143
Policy instance 1
Insurance contract or identification number800143
Number of Individuals Covered397
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800143
Policy instance 1
Insurance contract or identification number800143
Number of Individuals Covered363
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800143
Policy instance 1
Insurance contract or identification number800143
Number of Individuals Covered336
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $32,666
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,666
Insurance broker organization code?3
Insurance broker nameROBERT W SAPP, PREFERRED PRODUCT NE
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800143-000
Policy instance 1
Insurance contract or identification number800143-000
Number of Individuals Covered266
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $32,949
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,949
Insurance broker organization code?3
Insurance broker nameROBERT W SAPP, PREFERRED PRODUCT NE
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800143
Policy instance 1
Insurance contract or identification number800143
Number of Individuals Covered252
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $31,415
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,415
Insurance broker organization code?3
Insurance broker namePREFERRED PRODUCT NETWORK INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800143
Policy instance 1
Insurance contract or identification number800143
Number of Individuals Covered262
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $282,223
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $282,223
Insurance broker organization code?3
Insurance broker namePREFERRED PRODUCT NETWORK INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800143
Policy instance 1
Insurance contract or identification number800143
Number of Individuals Covered277
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $25,042
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $25,042
Insurance broker organization code?3
Insurance broker namePREFERRED PRODUCT NETWORK INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800143
Policy instance 1
Insurance contract or identification number800143
Number of Individuals Covered287
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $23,372
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800143
Policy instance 1
Insurance contract or identification number800143
Number of Individuals Covered292
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $20,097
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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