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WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameWRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN
Plan identification number 002

WRIGHT SERVICE CORPORATION 401(K) RETIREMENT 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

WRIGHT SERVICE CORP. has sponsored the creation of one or more 401k plans.

Company Name:WRIGHT SERVICE CORP.
Employer identification number (EIN):421206493
NAIC Classification:115310
NAIC Description:Support Activities for Forestry

Additional information about WRIGHT SERVICE CORP.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1983-08-16
Company Identification Number: 088769
Legal Registered Office Address: 400 E COURT AVE

DES MOINES
United States of America (USA)
50309

More information about WRIGHT SERVICE CORP.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-10-01
0022020-10-01
0022019-10-01
0022018-10-01
0022017-10-01
0022016-10-01CYNDI PANNKUK CYNDI PANNKUK2018-07-12
0022015-10-01CYNDI PANNKUK CYNDI PANNKUK2017-07-10
0022014-10-01CYNDI PANNKUK CYNDI PANNKUK2016-07-12
0022013-10-01CYNDI PANNKUK CYNDI PANNKUK2015-07-13
0022012-10-01CYNDI PANNKUK CYNDI PANNKUK2014-06-16
0022011-10-01TERRENCE MCGONEGLE TERRENCE MCGONEGLE2013-07-12
0022009-10-01CYNDI PANNKUK CYNDI PANNKUK2011-05-02
0022008-10-01

Plan Statistics for WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN

401k plan membership statisitcs for WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN

Measure Date Value
2021: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-013,805
Total number of active participants reported on line 7a of the Form 55002021-10-013,722
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-01343
Total of all active and inactive participants2021-10-014,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-015
Total participants2021-10-014,070
Number of participants with account balances2021-10-012,530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-011
2020: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-012,831
Total number of active participants reported on line 7a of the Form 55002020-10-012,324
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-01336
Total of all active and inactive participants2020-10-012,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-016
Total participants2020-10-012,666
Number of participants with account balances2020-10-012,249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-012
2019: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-011,805
Total number of active participants reported on line 7a of the Form 55002019-10-012,036
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-01231
Total of all active and inactive participants2019-10-012,267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-016
Total participants2019-10-012,273
Number of participants with account balances2019-10-011,949
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-011,627
Total number of active participants reported on line 7a of the Form 55002018-10-011,703
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0199
Total of all active and inactive participants2018-10-011,802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-013
Total participants2018-10-011,805
Number of participants with account balances2018-10-011,565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-011,636
Total number of active participants reported on line 7a of the Form 55002017-10-011,562
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0165
Total of all active and inactive participants2017-10-011,627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-012
Total participants2017-10-011,629
Number of participants with account balances2017-10-011,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-011,536
Total number of active participants reported on line 7a of the Form 55002016-10-011,302
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0133
Total of all active and inactive participants2016-10-011,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-012
Total participants2016-10-011,337
Number of participants with account balances2016-10-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-011,473
Total number of active participants reported on line 7a of the Form 55002015-10-011,357
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0115
Total of all active and inactive participants2015-10-011,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-011
Total participants2015-10-011,373
Number of participants with account balances2015-10-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-011,282
Total number of active participants reported on line 7a of the Form 55002014-10-011,390
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0117
Total of all active and inactive participants2014-10-011,407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-011
Total participants2014-10-011,408
Number of participants with account balances2014-10-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-011,128
Total number of active participants reported on line 7a of the Form 55002013-10-011,100
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0114
Total of all active and inactive participants2013-10-011,114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-011
Total participants2013-10-011,115
Number of participants with account balances2013-10-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01981
Total number of active participants reported on line 7a of the Form 55002012-10-011,035
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0110
Total of all active and inactive participants2012-10-011,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-011
Total participants2012-10-011,046
Number of participants with account balances2012-10-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01959
Total number of active participants reported on line 7a of the Form 55002011-10-01946
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0113
Total of all active and inactive participants2011-10-01959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-011
Total participants2011-10-01960
Number of participants with account balances2011-10-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01720
Total number of active participants reported on line 7a of the Form 55002009-10-01797
Number of retired or separated participants receiving benefits2009-10-011
Number of other retired or separated participants entitled to future benefits2009-10-0133
Total of all active and inactive participants2009-10-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01831
Number of participants with account balances2009-10-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN

Measure Date Value
2022 : WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total transfer of assets to this plan2022-09-30$4,893,460
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$1,476,062
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$6,503,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$6,206,716
Expenses. Certain deemed distributions of participant loans2022-09-30$11,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$8,252,013
Value of total assets at end of year2022-09-30$33,804,888
Value of total assets at beginning of year2022-09-30$33,938,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$285,576
Total interest from all sources2022-09-30$89,532
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$15,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$15,904
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$1,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$8,021,824
Participant contributions at end of year2022-09-30$1,394,735
Participant contributions at beginning of year2022-09-30$909,294
Participant contributions at end of year2022-09-30$156,097
Participant contributions at beginning of year2022-09-30$2,438
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$230,189
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-09-30$6,842
Other income not declared elsewhere2022-09-30$22,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-5,027,334
Value of net assets at end of year (total assets less liabilities)2022-09-30$33,804,888
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$33,938,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$4,476,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$5,035,237
Value of interest in pooled separate accounts at end of year2022-09-30$24,234,737
Value of interest in pooled separate accounts at beginning of year2022-09-30$25,729,472
Interest on participant loans2022-09-30$89,532
Value of interest in common/collective trusts at end of year2022-09-30$3,542,686
Value of interest in common/collective trusts at beginning of year2022-09-30$2,262,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-1,311,286
Net investment gain/loss from pooled separate accounts2022-09-30$-5,635,428
Net investment gain or loss from common/collective trusts2022-09-30$42,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30Yes
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$6,199,874
Contract administrator fees2022-09-30$285,576
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30RSM US LLP
Accountancy firm EIN2022-09-30420714325
2021 : WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total transfer of assets to this plan2021-09-30$2,116,913
Total transfer of assets from this plan2021-09-30$18,562
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$14,005,538
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$3,661,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$3,423,152
Expenses. Certain deemed distributions of participant loans2021-09-30$2,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$8,592,838
Value of total assets at end of year2021-09-30$33,938,762
Value of total assets at beginning of year2021-09-30$21,496,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$235,846
Total interest from all sources2021-09-30$50,543
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$17,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$17,287
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$1,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$6,321,034
Participant contributions at end of year2021-09-30$909,294
Participant contributions at beginning of year2021-09-30$508,980
Participant contributions at end of year2021-09-30$2,438
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$2,271,804
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-09-30$5,231
Other income not declared elsewhere2021-09-30$-4,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$10,344,163
Value of net assets at end of year (total assets less liabilities)2021-09-30$33,938,762
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$21,496,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$5,035,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$3,184,649
Value of interest in pooled separate accounts at end of year2021-09-30$25,729,472
Value of interest in pooled separate accounts at beginning of year2021-09-30$16,415,359
Interest on participant loans2021-09-30$50,543
Value of interest in common/collective trusts at end of year2021-09-30$2,262,321
Value of interest in common/collective trusts at beginning of year2021-09-30$1,387,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$1,126,749
Net investment gain/loss from pooled separate accounts2021-09-30$4,201,861
Net investment gain or loss from common/collective trusts2021-09-30$20,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30Yes
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$3,417,921
Contract administrator fees2021-09-30$235,846
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30RSM US LLP
Accountancy firm EIN2021-09-30420714325
2020 : WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$0
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total transfer of assets to this plan2020-09-30$1,882,634
Total transfer of assets from this plan2020-09-30$12,261
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$7,388,859
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$2,108,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$1,950,693
Expenses. Certain deemed distributions of participant loans2020-09-30$0
Value of total corrective distributions2020-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$5,191,563
Value of total assets at end of year2020-09-30$21,496,248
Value of total assets at beginning of year2020-09-30$14,345,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$158,049
Total income from rents2020-09-30$0
Total interest from all sources2020-09-30$27,807
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$11,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$11,418
Administrative expenses professional fees incurred2020-09-30$0
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$1,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Amount of non-exempt transactions with any party-in-interest2020-09-30$0
Contributions received from participants2020-09-30$4,857,772
Participant contributions at end of year2020-09-30$508,980
Participant contributions at beginning of year2020-09-30$233,674
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$328,364
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-09-30$8,731
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$0
Other income not declared elsewhere2020-09-30$427
Administrative expenses (other) incurred2020-09-30$0
Liabilities. Value of operating payables at beginning of year2020-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$5,280,117
Value of net assets at end of year (total assets less liabilities)2020-09-30$21,496,248
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$14,345,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-09-30$0
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-09-30$0
Investment advisory and management fees2020-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$3,184,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$2,225,814
Value of interest in pooled separate accounts at end of year2020-09-30$16,415,359
Value of interest in pooled separate accounts at beginning of year2020-09-30$11,085,918
Interest on participant loans2020-09-30$27,807
Income. Interest from loans (other than to participants)2020-09-30$0
Interest earned on other investments2020-09-30$0
Income. Interest from US Government securities2020-09-30$0
Income. Interest from corporate debt instruments2020-09-30$0
Value of interest in common/collective trusts at end of year2020-09-30$1,387,260
Value of interest in common/collective trusts at beginning of year2020-09-30$800,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$750,200
Net investment gain/loss from pooled separate accounts2020-09-30$1,402,756
Net investment gain or loss from common/collective trusts2020-09-30$4,688
Net gain/loss from 103.12 investment entities2020-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$5,427
Employer contributions (assets) at end of year2020-09-30$0
Employer contributions (assets) at beginning of year2020-09-30$0
Income. Dividends from preferred stock2020-09-30$0
Income. Dividends from common stock2020-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$1,941,962
Contract administrator fees2020-09-30$158,049
Liabilities. Value of benefit claims payable at beginning of year2020-09-30$0
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Aggregate proceeds on sale of assets2020-09-30$0
Aggregate carrying amount (costs) on sale of assets2020-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30RSM US LLP
Accountancy firm EIN2020-09-30420714325
2019 : WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$0
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total transfer of assets to this plan2019-09-30$30,731
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$4,638,808
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$1,973,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$1,820,410
Expenses. Certain deemed distributions of participant loans2019-09-30$0
Value of total corrective distributions2019-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$4,115,514
Value of total assets at end of year2019-09-30$14,345,758
Value of total assets at beginning of year2019-09-30$11,650,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$153,500
Total income from rents2019-09-30$0
Total interest from all sources2019-09-30$11,860
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$14,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$14,440
Administrative expenses professional fees incurred2019-09-30$0
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$1,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Amount of non-exempt transactions with any party-in-interest2019-09-30$0
Contributions received from participants2019-09-30$3,956,295
Participant contributions at end of year2019-09-30$233,674
Participant contributions at beginning of year2019-09-30$140,975
Participant contributions at end of year2019-09-30$0
Participant contributions at beginning of year2019-09-30$51,751
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$159,219
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-09-30$2,895
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$0
Other income not declared elsewhere2019-09-30$1
Administrative expenses (other) incurred2019-09-30$0
Liabilities. Value of operating payables at beginning of year2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$2,664,898
Value of net assets at end of year (total assets less liabilities)2019-09-30$14,345,758
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$11,650,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-09-30$0
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-09-30$0
Investment advisory and management fees2019-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$2,225,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$2,458,160
Value of interest in pooled separate accounts at end of year2019-09-30$11,085,918
Value of interest in pooled separate accounts at beginning of year2019-09-30$8,383,500
Interest on participant loans2019-09-30$11,860
Income. Interest from loans (other than to participants)2019-09-30$0
Interest earned on other investments2019-09-30$0
Income. Interest from US Government securities2019-09-30$0
Income. Interest from corporate debt instruments2019-09-30$0
Value of interest in common/collective trusts at end of year2019-09-30$800,352
Value of interest in common/collective trusts at beginning of year2019-09-30$615,743
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-20,486
Net investment gain/loss from pooled separate accounts2019-09-30$479,210
Net investment gain or loss from common/collective trusts2019-09-30$38,269
Net gain/loss from 103.12 investment entities2019-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30Yes
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$0
Employer contributions (assets) at end of year2019-09-30$0
Employer contributions (assets) at beginning of year2019-09-30$0
Income. Dividends from preferred stock2019-09-30$0
Income. Dividends from common stock2019-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$1,817,515
Contract administrator fees2019-09-30$153,500
Liabilities. Value of benefit claims payable at beginning of year2019-09-30$0
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Aggregate proceeds on sale of assets2019-09-30$0
Aggregate carrying amount (costs) on sale of assets2019-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30RSM US LLP
Accountancy firm EIN2019-09-30420714325
2018 : WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$0
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total transfer of assets to this plan2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$3,869,813
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$1,733,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$1,592,438
Expenses. Certain deemed distributions of participant loans2018-09-30$0
Value of total corrective distributions2018-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$2,783,445
Value of total assets at end of year2018-09-30$11,650,129
Value of total assets at beginning of year2018-09-30$9,514,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$141,505
Total income from rents2018-09-30$0
Total interest from all sources2018-09-30$11,060
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$10,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$10,633
Administrative expenses professional fees incurred2018-09-30$0
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$1,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Amount of non-exempt transactions with any party-in-interest2018-09-30$0
Contributions received from participants2018-09-30$2,586,771
Participant contributions at end of year2018-09-30$140,975
Participant contributions at beginning of year2018-09-30$194,049
Participant contributions at end of year2018-09-30$51,751
Participant contributions at beginning of year2018-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$196,674
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-09-30$3,683
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$0
Other income not declared elsewhere2018-09-30$0
Administrative expenses (other) incurred2018-09-30$0
Liabilities. Value of operating payables at beginning of year2018-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$2,135,870
Value of net assets at end of year (total assets less liabilities)2018-09-30$11,650,129
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$9,514,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-09-30$0
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-09-30$0
Investment advisory and management fees2018-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$2,458,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$1,853,367
Value of interest in pooled separate accounts at end of year2018-09-30$8,383,500
Value of interest in pooled separate accounts at beginning of year2018-09-30$6,570,153
Interest on participant loans2018-09-30$11,060
Income. Interest from loans (other than to participants)2018-09-30$0
Interest earned on other investments2018-09-30$0
Income. Interest from US Government securities2018-09-30$0
Income. Interest from corporate debt instruments2018-09-30$0
Value of interest in common/collective trusts at end of year2018-09-30$615,743
Value of interest in common/collective trusts at beginning of year2018-09-30$885,309
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$11,381
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$328,549
Net investment gain/loss from pooled separate accounts2018-09-30$740,157
Net investment gain or loss from common/collective trusts2018-09-30$-4,031
Net gain/loss from 103.12 investment entities2018-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$0
Employer contributions (assets) at end of year2018-09-30$0
Employer contributions (assets) at beginning of year2018-09-30$0
Income. Dividends from preferred stock2018-09-30$0
Income. Dividends from common stock2018-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$1,588,755
Contract administrator fees2018-09-30$141,505
Liabilities. Value of benefit claims payable at beginning of year2018-09-30$0
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$0
Aggregate carrying amount (costs) on sale of assets2018-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30DENMAN & COMPANY, LLP
Accountancy firm EIN2018-09-30420794029
2017 : WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$0
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total transfer of assets to this plan2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$2,441,732
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$1,459,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$1,422,595
Expenses. Certain deemed distributions of participant loans2017-09-30$0
Value of total corrective distributions2017-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$1,273,136
Value of total assets at end of year2017-09-30$9,514,259
Value of total assets at beginning of year2017-09-30$8,532,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$36,894
Total income from rents2017-09-30$0
Total interest from all sources2017-09-30$15,386
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$14,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$14,493
Administrative expenses professional fees incurred2017-09-30$0
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$1,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Amount of non-exempt transactions with any party-in-interest2017-09-30$0
Contributions received from participants2017-09-30$1,134,614
Participant contributions at end of year2017-09-30$194,049
Participant contributions at beginning of year2017-09-30$210,174
Participant contributions at end of year2017-09-30$0
Participant contributions at beginning of year2017-09-30$14,668
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$138,522
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$0
Other income not declared elsewhere2017-09-30$151
Administrative expenses (other) incurred2017-09-30$0
Liabilities. Value of operating payables at beginning of year2017-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$982,243
Value of net assets at end of year (total assets less liabilities)2017-09-30$9,514,259
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$8,532,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-09-30$0
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-09-30$0
Investment advisory and management fees2017-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$1,853,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$1,886,611
Value of interest in pooled separate accounts at end of year2017-09-30$6,570,153
Value of interest in pooled separate accounts at beginning of year2017-09-30$5,775,000
Interest on participant loans2017-09-30$15,324
Income. Interest from loans (other than to participants)2017-09-30$0
Interest earned on other investments2017-09-30$62
Income. Interest from US Government securities2017-09-30$0
Income. Interest from corporate debt instruments2017-09-30$0
Value of interest in common/collective trusts at end of year2017-09-30$885,309
Value of interest in common/collective trusts at beginning of year2017-09-30$606,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$11,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$38,848
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$293,846
Net investment gain/loss from pooled separate accounts2017-09-30$841,410
Net investment gain or loss from common/collective trusts2017-09-30$3,310
Net gain/loss from 103.12 investment entities2017-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$0
Employer contributions (assets) at end of year2017-09-30$0
Employer contributions (assets) at beginning of year2017-09-30$0
Income. Dividends from preferred stock2017-09-30$0
Income. Dividends from common stock2017-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$1,422,595
Contract administrator fees2017-09-30$36,894
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$0
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$0
Aggregate carrying amount (costs) on sale of assets2017-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30DENMAN & COMPANY, LLP
Accountancy firm EIN2017-09-30420794029
2016 : WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$0
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total transfer of assets to this plan2016-09-30$20,022
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$2,014,012
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$367,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$307,195
Expenses. Certain deemed distributions of participant loans2016-09-30$0
Value of total corrective distributions2016-09-30$31,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$1,267,614
Value of total assets at end of year2016-09-30$8,532,016
Value of total assets at beginning of year2016-09-30$6,865,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$28,578
Total income from rents2016-09-30$0
Total interest from all sources2016-09-30$14,408
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$15,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$15,504
Administrative expenses professional fees incurred2016-09-30$0
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$1,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Amount of non-exempt transactions with any party-in-interest2016-09-30$0
Contributions received from participants2016-09-30$915,688
Participant contributions at end of year2016-09-30$210,174
Participant contributions at beginning of year2016-09-30$180,746
Participant contributions at end of year2016-09-30$14,668
Participant contributions at beginning of year2016-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$351,926
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$0
Other income not declared elsewhere2016-09-30$230
Administrative expenses (other) incurred2016-09-30$0
Liabilities. Value of operating payables at beginning of year2016-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$1,646,920
Value of net assets at end of year (total assets less liabilities)2016-09-30$8,532,016
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$6,865,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-09-30$0
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-09-30$0
Investment advisory and management fees2016-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$1,886,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$1,828,858
Value of interest in pooled separate accounts at end of year2016-09-30$5,775,000
Value of interest in pooled separate accounts at beginning of year2016-09-30$4,290,930
Interest on participant loans2016-09-30$14,197
Income. Interest from loans (other than to participants)2016-09-30$0
Interest earned on other investments2016-09-30$211
Income. Interest from US Government securities2016-09-30$0
Income. Interest from corporate debt instruments2016-09-30$0
Value of interest in common/collective trusts at end of year2016-09-30$606,715
Value of interest in common/collective trusts at beginning of year2016-09-30$488,212
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$38,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$76,328
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$233,301
Net investment gain/loss from pooled separate accounts2016-09-30$472,193
Net investment gain or loss from common/collective trusts2016-09-30$10,762
Net gain/loss from 103.12 investment entities2016-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$0
Employer contributions (assets) at end of year2016-09-30$0
Employer contributions (assets) at beginning of year2016-09-30$0
Income. Dividends from preferred stock2016-09-30$0
Income. Dividends from common stock2016-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$307,195
Contract administrator fees2016-09-30$28,578
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$0
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$0
Aggregate carrying amount (costs) on sale of assets2016-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30DENMAN & COMPANY, LLP
Accountancy firm EIN2016-09-30420794029
2015 : WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$0
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total transfer of assets to this plan2015-09-30$61,849
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$387,772
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$814,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$799,287
Expenses. Certain deemed distributions of participant loans2015-09-30$0
Value of total corrective distributions2015-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$349,510
Value of total assets at end of year2015-09-30$6,865,074
Value of total assets at beginning of year2015-09-30$7,230,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$15,505
Total income from rents2015-09-30$0
Total interest from all sources2015-09-30$15,389
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$12,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$12,575
Administrative expenses professional fees incurred2015-09-30$0
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Amount of non-exempt transactions with any party-in-interest2015-09-30$0
Contributions received from participants2015-09-30$339,806
Participant contributions at end of year2015-09-30$180,746
Participant contributions at beginning of year2015-09-30$228,124
Participant contributions at end of year2015-09-30$0
Participant contributions at beginning of year2015-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$9,704
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-09-30$312
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$0
Other income not declared elsewhere2015-09-30$630
Administrative expenses (other) incurred2015-09-30$0
Liabilities. Value of operating payables at beginning of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-427,020
Value of net assets at end of year (total assets less liabilities)2015-09-30$6,865,074
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$7,230,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-09-30$0
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-09-30$0
Investment advisory and management fees2015-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$1,828,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$1,752,548
Value of interest in pooled separate accounts at end of year2015-09-30$4,290,930
Value of interest in pooled separate accounts at beginning of year2015-09-30$4,692,109
Interest on participant loans2015-09-30$14,836
Income. Interest from loans (other than to participants)2015-09-30$0
Interest earned on other investments2015-09-30$553
Income. Interest from US Government securities2015-09-30$0
Income. Interest from corporate debt instruments2015-09-30$0
Value of interest in common/collective trusts at end of year2015-09-30$488,212
Value of interest in common/collective trusts at beginning of year2015-09-30$441,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$76,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$116,057
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-5,759
Net investment gain/loss from pooled separate accounts2015-09-30$9,751
Net investment gain or loss from common/collective trusts2015-09-30$5,676
Net gain/loss from 103.12 investment entities2015-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$0
Employer contributions (assets) at end of year2015-09-30$0
Employer contributions (assets) at beginning of year2015-09-30$0
Income. Dividends from preferred stock2015-09-30$0
Income. Dividends from common stock2015-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$798,975
Contract administrator fees2015-09-30$15,505
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$0
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$0
Aggregate carrying amount (costs) on sale of assets2015-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30DENMAN & COMPANY, LLP
Accountancy firm EIN2015-09-30420794029
2014 : WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$0
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total transfer of assets to this plan2014-09-30$124,344
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$1,152,305
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$724,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$699,375
Expenses. Certain deemed distributions of participant loans2014-09-30$0
Value of total corrective distributions2014-09-30$8,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$432,625
Value of total assets at end of year2014-09-30$7,230,245
Value of total assets at beginning of year2014-09-30$6,678,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$16,132
Total income from rents2014-09-30$0
Total interest from all sources2014-09-30$18,582
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$9,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$9,874
Administrative expenses professional fees incurred2014-09-30$0
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Amount of non-exempt transactions with any party-in-interest2014-09-30$0
Contributions received from participants2014-09-30$348,197
Participant contributions at end of year2014-09-30$228,124
Participant contributions at beginning of year2014-09-30$261,237
Participant contributions at end of year2014-09-30$0
Participant contributions at beginning of year2014-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$84,428
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$0
Other income not declared elsewhere2014-09-30$474
Administrative expenses (other) incurred2014-09-30$0
Liabilities. Value of operating payables at beginning of year2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$427,876
Value of net assets at end of year (total assets less liabilities)2014-09-30$7,230,245
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$6,678,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-09-30$0
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-09-30$0
Investment advisory and management fees2014-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$1,752,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$1,422,410
Value of interest in pooled separate accounts at end of year2014-09-30$4,692,109
Value of interest in pooled separate accounts at beginning of year2014-09-30$4,090,510
Interest on participant loans2014-09-30$17,487
Income. Interest from loans (other than to participants)2014-09-30$0
Interest earned on other investments2014-09-30$1,095
Income. Interest from US Government securities2014-09-30$0
Income. Interest from corporate debt instruments2014-09-30$0
Value of interest in common/collective trusts at end of year2014-09-30$441,407
Value of interest in common/collective trusts at beginning of year2014-09-30$692,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$116,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$210,871
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$225,746
Net investment gain/loss from pooled separate accounts2014-09-30$462,160
Net investment gain or loss from common/collective trusts2014-09-30$2,844
Net gain/loss from 103.12 investment entities2014-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30Yes
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$0
Employer contributions (assets) at end of year2014-09-30$0
Employer contributions (assets) at beginning of year2014-09-30$0
Income. Dividends from preferred stock2014-09-30$0
Income. Dividends from common stock2014-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$699,375
Contract administrator fees2014-09-30$16,132
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$0
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$0
Aggregate carrying amount (costs) on sale of assets2014-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30DENMAN & COMPANY, LLP
Accountancy firm EIN2014-09-30420794029
2013 : WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$0
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total transfer of assets to this plan2013-09-30$113,235
Total transfer of assets from this plan2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$1,297,559
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$599,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$582,594
Expenses. Certain deemed distributions of participant loans2013-09-30$0
Value of total corrective distributions2013-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$385,224
Value of total assets at end of year2013-09-30$6,678,025
Value of total assets at beginning of year2013-09-30$5,866,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$16,425
Total income from rents2013-09-30$0
Total interest from all sources2013-09-30$24,591
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$12,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$12,574
Administrative expenses professional fees incurred2013-09-30$0
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Amount of non-exempt transactions with any party-in-interest2013-09-30$0
Contributions received from participants2013-09-30$385,224
Participant contributions at end of year2013-09-30$261,237
Participant contributions at beginning of year2013-09-30$243,781
Participant contributions at end of year2013-09-30$0
Participant contributions at beginning of year2013-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-09-30$500
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$0
Other income not declared elsewhere2013-09-30$-1,235
Administrative expenses (other) incurred2013-09-30$0
Liabilities. Value of operating payables at beginning of year2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$698,540
Value of net assets at end of year (total assets less liabilities)2013-09-30$6,678,025
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$5,866,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-09-30$0
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-09-30$0
Investment advisory and management fees2013-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$1,422,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$1,386,566
Value of interest in pooled separate accounts at end of year2013-09-30$4,090,510
Value of interest in pooled separate accounts at beginning of year2013-09-30$3,963,107
Interest on participant loans2013-09-30$19,893
Income. Interest from loans (other than to participants)2013-09-30$0
Interest earned on other investments2013-09-30$4,698
Income. Interest from US Government securities2013-09-30$0
Income. Interest from corporate debt instruments2013-09-30$0
Value of interest in common/collective trusts at end of year2013-09-30$692,997
Value of interest in common/collective trusts at beginning of year2013-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$210,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$272,796
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$282,074
Net investment gain/loss from pooled separate accounts2013-09-30$587,004
Net investment gain or loss from common/collective trusts2013-09-30$7,327
Net gain/loss from 103.12 investment entities2013-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30Yes
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$0
Employer contributions (assets) at end of year2013-09-30$0
Employer contributions (assets) at beginning of year2013-09-30$0
Income. Dividends from preferred stock2013-09-30$0
Income. Dividends from common stock2013-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$582,094
Contract administrator fees2013-09-30$16,425
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$0
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$0
Aggregate carrying amount (costs) on sale of assets2013-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30DENMAN & COMPANY, LLP
Accountancy firm EIN2013-09-30420794029
2012 : WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$0
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total transfer of assets to this plan2012-09-30$51,828
Total transfer of assets from this plan2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$1,302,423
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$432,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$415,705
Expenses. Certain deemed distributions of participant loans2012-09-30$0
Value of total corrective distributions2012-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$369,650
Value of total assets at end of year2012-09-30$5,866,250
Value of total assets at beginning of year2012-09-30$4,944,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$16,370
Total income from rents2012-09-30$0
Total interest from all sources2012-09-30$24,945
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$8,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$8,913
Administrative expenses professional fees incurred2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Amount of non-exempt transactions with any party-in-interest2012-09-30$0
Contributions received from participants2012-09-30$369,236
Participant contributions at end of year2012-09-30$243,781
Participant contributions at beginning of year2012-09-30$276,518
Participant contributions at end of year2012-09-30$0
Participant contributions at beginning of year2012-09-30$6,357
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$414
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$0
Other income not declared elsewhere2012-09-30$1,455
Administrative expenses (other) incurred2012-09-30$0
Liabilities. Value of operating payables at beginning of year2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$870,348
Value of net assets at end of year (total assets less liabilities)2012-09-30$5,866,250
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$4,944,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-09-30$0
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-09-30$0
Investment advisory and management fees2012-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$1,386,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$946,227
Value of interest in pooled separate accounts at end of year2012-09-30$3,963,107
Value of interest in pooled separate accounts at beginning of year2012-09-30$3,353,492
Interest on participant loans2012-09-30$18,593
Income. Interest from loans (other than to participants)2012-09-30$0
Interest earned on other investments2012-09-30$6,352
Income. Interest from US Government securities2012-09-30$0
Income. Interest from corporate debt instruments2012-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$272,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$361,480
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$274,957
Net investment gain/loss from pooled separate accounts2012-09-30$622,503
Net investment gain or loss from common/collective trusts2012-09-30$0
Net gain/loss from 103.12 investment entities2012-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30Yes
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$0
Employer contributions (assets) at end of year2012-09-30$0
Employer contributions (assets) at beginning of year2012-09-30$0
Income. Dividends from preferred stock2012-09-30$0
Income. Dividends from common stock2012-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$415,705
Contract administrator fees2012-09-30$16,370
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$0
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$0
Aggregate carrying amount (costs) on sale of assets2012-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30DENMAN & COMPANY, LLP
Accountancy firm EIN2012-09-30420794029
2011 : WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$0
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total transfer of assets to this plan2011-09-30$0
Total transfer of assets from this plan2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$406,121
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$517,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$500,570
Expenses. Certain deemed distributions of participant loans2011-09-30$0
Value of total corrective distributions2011-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$384,192
Value of total assets at end of year2011-09-30$4,944,074
Value of total assets at beginning of year2011-09-30$5,055,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$16,962
Total income from rents2011-09-30$0
Total interest from all sources2011-09-30$30,222
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$9,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$9,682
Administrative expenses professional fees incurred2011-09-30$0
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Amount of non-exempt transactions with any party-in-interest2011-09-30$0
Contributions received from participants2011-09-30$350,696
Participant contributions at end of year2011-09-30$276,518
Participant contributions at beginning of year2011-09-30$247,354
Participant contributions at end of year2011-09-30$6,357
Participant contributions at beginning of year2011-09-30$904
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$33,496
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$0
Other income not declared elsewhere2011-09-30$-1,413
Administrative expenses (other) incurred2011-09-30$0
Liabilities. Value of operating payables at beginning of year2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-111,411
Value of net assets at end of year (total assets less liabilities)2011-09-30$4,944,074
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$5,055,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-09-30$0
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-09-30$0
Investment advisory and management fees2011-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$946,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$1,047,755
Value of interest in pooled separate accounts at end of year2011-09-30$3,353,492
Value of interest in pooled separate accounts at beginning of year2011-09-30$3,428,627
Interest on participant loans2011-09-30$21,144
Income. Interest from loans (other than to participants)2011-09-30$0
Interest earned on other investments2011-09-30$9,078
Income. Interest from US Government securities2011-09-30$0
Income. Interest from corporate debt instruments2011-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$361,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$330,845
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-9,172
Net investment gain/loss from pooled separate accounts2011-09-30$-7,390
Net investment gain or loss from common/collective trusts2011-09-30$0
Net gain/loss from 103.12 investment entities2011-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30Yes
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$0
Employer contributions (assets) at end of year2011-09-30$0
Employer contributions (assets) at beginning of year2011-09-30$0
Income. Dividends from preferred stock2011-09-30$0
Income. Dividends from common stock2011-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$500,570
Contract administrator fees2011-09-30$16,962
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$0
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$0
Aggregate carrying amount (costs) on sale of assets2011-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30DENMAN & COMPANY, LLP
Accountancy firm EIN2011-09-30420794029
2010 : WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN

2021: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedYes
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: WRIGHT SERVICE CORPORATION 401(K) RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610134
Policy instance 1
Insurance contract or identification number610134
Number of Individuals Covered4070
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $51,688
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $51,688
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610134
Policy instance 1
Insurance contract or identification number610134
Number of Individuals Covered2666
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $40,011
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $40,011
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610134
Policy instance 1
Insurance contract or identification number610134
Number of Individuals Covered2273
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $23,822
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $23,822
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610134
Policy instance 1
Insurance contract or identification number610134
Number of Individuals Covered1805
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $18,415
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $18,415
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610134
Policy instance 1
Insurance contract or identification number610134
Number of Individuals Covered1629
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $14,425
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610134
Policy instance 1
Insurance contract or identification number610134
Number of Individuals Covered1408
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $10,726
Total amount of fees paid to insurance companyUSD $416
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $10,726
Amount paid for insurance broker fees416
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameHARVEY, JIM L.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610134
Policy instance 1
Insurance contract or identification number610134
Number of Individuals Covered1115
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $11,999
Total amount of fees paid to insurance companyUSD $440
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $11,999
Amount paid for insurance broker fees440
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameHARVEY, JIM L.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610134
Policy instance 1
Insurance contract or identification number610134
Number of Individuals Covered1046
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $10,223
Total amount of fees paid to insurance companyUSD $440
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $10,223
Amount paid for insurance broker fees440
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameHARVEY, JIM L.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610134
Policy instance 1
Insurance contract or identification number610134
Number of Individuals Covered960
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $6,568
Total amount of fees paid to insurance companyUSD $393
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610134
Policy instance 1
Insurance contract or identification number610134
Number of Individuals Covered913
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $7,611
Total amount of fees paid to insurance companyUSD $623
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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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