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SCHIMBERG CO. PROFIT SHARING PLAN 401k Plan overview

Plan NameSCHIMBERG CO. PROFIT SHARING PLAN
Plan identification number 001

SCHIMBERG CO. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.

401k Sponsoring company profile

SCHIMBERG CO. has sponsored the creation of one or more 401k plans.

Company Name:SCHIMBERG CO.
Employer identification number (EIN):420509630
NAIC Classification:423700

Additional information about SCHIMBERG CO.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1921-06-20
Company Identification Number: 036285
Legal Registered Office Address: 1106 SHAVER RD NE

CEDAR RAPIDS
United States of America (USA)
52402

More information about SCHIMBERG CO.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHIMBERG CO. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID SCHIMBERG
0012016-01-01DAVID SCHIMBERG
0012015-01-01DAVID SCHIMBERG
0012014-01-01DAVID SCHIMBERG
0012013-01-01DAVID SCHIMBERG
0012012-01-01DAVID SCHIMBERG
0012011-01-01DAVID SCHIMBERG
0012010-01-01DAVID SCHIMBERG
0012009-01-01DAVID SCHIMBERG

Plan Statistics for SCHIMBERG CO. PROFIT SHARING PLAN

401k plan membership statisitcs for SCHIMBERG CO. PROFIT SHARING PLAN

Measure Date Value
2022: SCHIMBERG CO. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01175
Total number of active participants reported on line 7a of the Form 55002022-01-01156
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01160
Number of participants with account balances2022-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SCHIMBERG CO. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01171
Total number of active participants reported on line 7a of the Form 55002021-01-01159
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-016
Total of all active and inactive participants2021-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01165
Number of participants with account balances2021-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SCHIMBERG CO. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01170
Total number of active participants reported on line 7a of the Form 55002020-01-01159
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01163
Number of participants with account balances2020-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SCHIMBERG CO. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01172
Total number of active participants reported on line 7a of the Form 55002019-01-01160
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01164
Number of participants with account balances2019-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SCHIMBERG CO. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01199
Total number of active participants reported on line 7a of the Form 55002018-01-01157
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01165
Number of participants with account balances2018-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SCHIMBERG CO. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01155
Total number of active participants reported on line 7a of the Form 55002017-01-01152
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01190
Number of participants with account balances2017-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: SCHIMBERG CO. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01138
Total number of active participants reported on line 7a of the Form 55002016-01-01141
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01143
Number of participants with account balances2016-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SCHIMBERG CO. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01137
Total number of active participants reported on line 7a of the Form 55002015-01-01133
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01136
Number of participants with account balances2015-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SCHIMBERG CO. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01129
Total number of active participants reported on line 7a of the Form 55002014-01-01128
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01132
Number of participants with account balances2014-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SCHIMBERG CO. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01126
Total number of active participants reported on line 7a of the Form 55002013-01-01120
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01123
Number of participants with account balances2013-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SCHIMBERG CO. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01123
Total number of active participants reported on line 7a of the Form 55002012-01-01120
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01123
Number of participants with account balances2012-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SCHIMBERG CO. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01129
Total number of active participants reported on line 7a of the Form 55002011-01-01120
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01123
Number of participants with account balances2011-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SCHIMBERG CO. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01129
Total number of active participants reported on line 7a of the Form 55002010-01-01120
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01121
Number of participants with account balances2010-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SCHIMBERG CO. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01105
Total number of active participants reported on line 7a of the Form 55002009-01-01123
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01124
Number of participants with account balances2009-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SCHIMBERG CO. PROFIT SHARING PLAN

Measure Date Value
2022 : SCHIMBERG CO. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,304,966
Total of all expenses incurred2022-12-31$2,603,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,516,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,131,015
Value of total assets at end of year2022-12-31$30,860,632
Value of total assets at beginning of year2022-12-31$36,768,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$86,393
Total interest from all sources2022-12-31$73,194
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$350,002
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$350,002
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$17,554
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$26,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,908,234
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,860,632
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$36,768,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$68,839
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,721,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$29,274,837
Interest earned on other investments2022-12-31$73,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,005,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,497,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,859,177
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$2,131,015
Employer contributions (assets) at end of year2022-12-31$2,133,325
Employer contributions (assets) at beginning of year2022-12-31$1,970,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,516,875
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31FORGE FINANCIAL & MANAGEMENT CONSUL
Accountancy firm EIN2022-12-31882802798
2021 : SCHIMBERG CO. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$6,074,030
Total of all expenses incurred2021-12-31$1,462,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,353,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,970,129
Value of total assets at end of year2021-12-31$36,768,866
Value of total assets at beginning of year2021-12-31$32,157,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$109,007
Total interest from all sources2021-12-31$78,267
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$552,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$552,525
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
Administrative expenses (other) incurred2021-12-31$45,750
Total non interest bearing cash at end of year2021-12-31$26,008
Total non interest bearing cash at beginning of year2021-12-31$12,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,611,798
Value of net assets at end of year (total assets less liabilities)2021-12-31$36,768,866
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$32,157,068
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$63,257
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$29,274,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,242,029
Interest on participant loans2021-12-31$78,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,497,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,006,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,473,109
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$1,970,129
Employer contributions (assets) at end of year2021-12-31$1,970,129
Employer contributions (assets) at beginning of year2021-12-31$1,895,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,353,225
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 name2021-12-31TDT CPAS AND ADVISORS
Accountancy firm EIN2021-12-31421059744
2020 : SCHIMBERG CO. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$6,256,825
Total of all expenses incurred2020-12-31$848,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$768,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,895,927
Value of total assets at end of year2020-12-31$32,157,068
Value of total assets at beginning of year2020-12-31$26,748,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$80,092
Total interest from all sources2020-12-31$73,426
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$319,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$319,070
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$50,335
Total non interest bearing cash at end of year2020-12-31$12,620
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,408,370
Value of net assets at end of year (total assets less liabilities)2020-12-31$32,157,068
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,748,698
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$29,757
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,242,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,543,267
Interest earned on other investments2020-12-31$73,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,006,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,234,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,968,402
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$1,895,927
Employer contributions (assets) at end of year2020-12-31$1,895,927
Employer contributions (assets) at beginning of year2020-12-31$1,970,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$768,363
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TDT CPAS AND ADVISORS
Accountancy firm EIN2020-12-31421059744
2019 : SCHIMBERG CO. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$5,997,197
Total of all expenses incurred2019-12-31$1,326,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,287,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,970,596
Value of total assets at end of year2019-12-31$26,748,698
Value of total assets at beginning of year2019-12-31$22,077,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,397
Total interest from all sources2019-12-31$56,852
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$349,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$349,090
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$38,397
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$4,671,023
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,748,698
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,077,675
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$20,543,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,944,460
Interest earned on other investments2019-12-31$56,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,234,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,324,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,620,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,970,596
Employer contributions (assets) at end of year2019-12-31$1,970,596
Employer contributions (assets) at beginning of year2019-12-31$1,808,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,287,777
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 name2019-12-31TDT CPAS AND ADVISORS
Accountancy firm EIN2019-12-31421059744
2018 : SCHIMBERG CO. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$545,440
Total of all expenses incurred2018-12-31$964,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$925,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,808,222
Value of total assets at end of year2018-12-31$22,077,675
Value of total assets at beginning of year2018-12-31$22,497,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$38,879
Total interest from all sources2018-12-31$38,977
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$300,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$300,311
Administrative expenses professional fees incurred2018-12-31$112
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$38,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-419,352
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,077,675
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,497,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,944,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,663,299
Interest earned on other investments2018-12-31$38,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,324,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,142,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,602,070
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$1,808,222
Employer contributions (assets) at end of year2018-12-31$1,808,222
Employer contributions (assets) at beginning of year2018-12-31$1,691,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$925,913
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 name2018-12-31TDT CPAS AND ADVISORS
Accountancy firm EIN2018-12-31421059744
2017 : SCHIMBERG CO. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$4,498,482
Total of all expenses incurred2017-12-31$1,869,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,834,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,691,167
Value of total assets at end of year2017-12-31$22,497,027
Value of total assets at beginning of year2017-12-31$19,868,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,645
Total interest from all sources2017-12-31$35,966
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$291,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$291,006
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$34,645
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$2,628,992
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,497,027
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,868,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,663,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,167,775
Interest earned on other investments2017-12-31$35,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,142,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,114,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,480,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,691,167
Employer contributions (assets) at end of year2017-12-31$1,691,167
Employer contributions (assets) at beginning of year2017-12-31$1,585,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,834,845
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 name2017-12-31LATTAHARRIS, LLP
Accountancy firm EIN2017-12-31391901322
2016 : SCHIMBERG CO. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,788,862
Total of all expenses incurred2016-12-31$667,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$637,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,585,149
Value of total assets at end of year2016-12-31$19,868,035
Value of total assets at beginning of year2016-12-31$17,746,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$29,643
Total interest from all sources2016-12-31$41,166
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$255,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$255,974
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$29,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,121,847
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,868,035
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,746,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,167,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,562,225
Interest earned on other investments2016-12-31$41,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,114,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,688,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$906,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,585,149
Employer contributions (assets) at end of year2016-12-31$1,585,149
Employer contributions (assets) at beginning of year2016-12-31$1,495,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$637,372
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31LATTAHARRIS, LLP
Accountancy firm EIN2016-12-31391901322
2015 : SCHIMBERG CO. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,514,036
Total of all expenses incurred2015-12-31$3,681,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,653,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,495,610
Value of total assets at end of year2015-12-31$17,746,188
Value of total assets at beginning of year2015-12-31$19,914,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,904
Total interest from all sources2015-12-31$40,569
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$220,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$220,582
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$28,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,167,953
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,746,188
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,914,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,562,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,867,191
Interest earned on other investments2015-12-31$40,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,688,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,542,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-242,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,495,610
Employer contributions (assets) at end of year2015-12-31$1,495,610
Employer contributions (assets) at beginning of year2015-12-31$1,504,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,653,085
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31LATTAHARRIS, LLP
Accountancy firm EIN2015-12-31391901322
2014 : SCHIMBERG CO. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,451,336
Total of all expenses incurred2014-12-31$425,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$397,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,504,209
Value of total assets at end of year2014-12-31$19,914,141
Value of total assets at beginning of year2014-12-31$17,888,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,515
Total interest from all sources2014-12-31$34,760
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$280,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$280,986
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
Administrative expenses (other) incurred2014-12-31$28,515
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$2,025,481
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,914,141
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,888,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,867,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,616,572
Interest earned on other investments2014-12-31$34,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,542,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,987,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$631,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,504,209
Employer contributions (assets) at end of year2014-12-31$1,504,209
Employer contributions (assets) at beginning of year2014-12-31$1,284,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$397,340
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31LATTA HARRIS HANON & PENNINGROTH
Accountancy firm EIN2014-12-31391901322
2013 : SCHIMBERG CO. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,647,069
Total of all expenses incurred2013-12-31$689,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$664,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,284,959
Value of total assets at end of year2013-12-31$17,888,660
Value of total assets at beginning of year2013-12-31$14,930,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24,655
Total interest from all sources2013-12-31$32,763
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$231,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$231,824
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$24,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,957,846
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,888,660
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,930,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,616,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,699,509
Interest earned on other investments2013-12-31$32,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,987,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,886,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,097,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,284,959
Employer contributions (assets) at end of year2013-12-31$1,284,959
Employer contributions (assets) at beginning of year2013-12-31$1,344,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$664,568
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 name2013-12-31LATTA HARRIS HANON &PENNINGROTH LLP
Accountancy firm EIN2013-12-31391901322
2012 : SCHIMBERG CO. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,704,811
Total of all expenses incurred2012-12-31$485,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$464,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,344,527
Value of total assets at end of year2012-12-31$14,930,814
Value of total assets at beginning of year2012-12-31$12,711,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,428
Total interest from all sources2012-12-31$29,721
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$242,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$242,457
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$21,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,219,239
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,930,814
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,711,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,699,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,107,166
Interest earned on other investments2012-12-31$29,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,886,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,296,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,088,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,344,527
Employer contributions (assets) at end of year2012-12-31$1,344,527
Employer contributions (assets) at beginning of year2012-12-31$1,307,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$464,144
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 name2012-12-31LATTA HARRIS HANON &PENNINGROTH LLP
Accountancy firm EIN2012-12-31391901322
2011 : SCHIMBERG CO. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$959,999
Total of all expenses incurred2011-12-31$721,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$701,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,313,742
Value of total assets at end of year2011-12-31$12,711,575
Value of total assets at beginning of year2011-12-31$12,472,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,499
Total interest from all sources2011-12-31$29,840
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$177,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$177,259
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,856
Administrative expenses (other) incurred2011-12-31$19,499
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$238,735
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,711,575
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,472,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,107,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,290,744
Interest earned on other investments2011-12-31$29,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,296,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,032,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-560,842
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$1,307,886
Employer contributions (assets) at end of year2011-12-31$1,307,886
Employer contributions (assets) at beginning of year2011-12-31$1,149,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$701,765
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 name2011-12-31LATTA HARRIS HANON &PENNINGROTH LLP
Accountancy firm EIN2011-12-31391901322
2010 : SCHIMBERG CO. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,169,460
Total of all expenses incurred2010-12-31$82,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$66,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$995,601
Value of total assets at end of year2010-12-31$11,323,693
Value of total assets at beginning of year2010-12-31$9,236,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,328
Total interest from all sources2010-12-31$29,286
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$192,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$192,167
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$15,328
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$2,087,452
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,323,693
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,236,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,290,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,328,883
Interest earned on other investments2010-12-31$29,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,032,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$907,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$952,406
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$995,601
Employer contributions (assets) at end of year2010-12-31$1,149,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$66,680
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 name2010-12-31LATTA HARRIS HANON &PENNINGROTH LLP
Accountancy firm EIN2010-12-31391901322
2009 : SCHIMBERG CO. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SCHIMBERG CO. PROFIT SHARING PLAN

2022: SCHIMBERG CO. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: SCHIMBERG CO. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: SCHIMBERG CO. PROFIT SHARING 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: SCHIMBERG CO. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: SCHIMBERG CO. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: SCHIMBERG CO. PROFIT SHARING 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: SCHIMBERG CO. PROFIT SHARING 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: SCHIMBERG CO. PROFIT SHARING 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: SCHIMBERG CO. PROFIT SHARING 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: SCHIMBERG CO. PROFIT SHARING 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: SCHIMBERG CO. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: SCHIMBERG CO. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SCHIMBERG CO. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SCHIMBERG CO. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK63199
Policy instance 1
Insurance contract or identification numberQK63199
Number of Individuals Covered148
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type 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 numberYK51398
Policy instance 1
Insurance contract or identification numberYK51398
Number of Individuals Covered154
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type 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 numberYK51398
Policy instance 1
Insurance contract or identification numberYK51398
Number of Individuals Covered155
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,599
Are there contracts with unallocated funds for contracts of type 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 $2,599
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51398
Policy instance 1
Insurance contract or identification numberYK51398
Number of Individuals Covered152
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,318
Are there contracts with unallocated funds for contracts of type 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 $4,135
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51398
Policy instance 1
Insurance contract or identification numberYK51398
Number of Individuals Covered146
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,770
Are there contracts with unallocated funds for contracts of type 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 $1,770
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51398
Policy instance 1
Insurance contract or identification numberYK51398
Number of Individuals Covered140
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,159
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 $4,159
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS FINANCIAL
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51398
Policy instance 1
Insurance contract or identification numberYK51398
Number of Individuals Covered126
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,942
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 $3,942
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS FINANCIAL
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51398
Policy instance 1
Insurance contract or identification numberYK51398
Number of Individuals Covered120
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,246
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 $3,246
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS FINANCIAL
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51398
Policy instance 1
Insurance contract or identification numberYK51398
Number of Individuals Covered118
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,379
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 $3,379
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51398
Policy instance 1
Insurance contract or identification numberYK51398
Number of Individuals Covered121
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,184
Are there contracts with unallocated funds for contracts of type 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 $2,184
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51398
Policy instance 1
Insurance contract or identification numberYK51398
Number of Individuals Covered118
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,684
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 numberYK51398
Policy instance 1
Insurance contract or identification numberYK51398
Number of Individuals Covered101
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,473
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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