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BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameBWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST
Plan identification number 001

BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST Benefits

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

401k Sponsoring company profile

BWS LEASING, INC has sponsored the creation of one or more 401k plans.

Company Name:BWS LEASING, INC
Employer identification number (EIN):470712678
NAIC Classification:533110
NAIC Description:Lessors of Nonfinancial Intangible Assets (except Copyrighted Works)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01PETER FINK2024-01-14
0012021-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01PETER FINK
0012016-04-01PETER FINK
0012015-04-01PETER FINK
0012014-04-01PETER FINK PETER FINK2016-01-04
0012013-04-01PETER FINK PETER FINK2015-01-08
0012012-04-01PETER FINK PETER FINK2014-01-13
0012011-04-01PETER FINK PETER FINK2013-01-14
0012009-04-01PETER FINK PETER FINK2011-01-17

Plan Statistics for BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-04-01362
Total number of active participants reported on line 7a of the Form 55002022-04-01342
Number of retired or separated participants receiving benefits2022-04-017
Number of other retired or separated participants entitled to future benefits2022-04-0134
Total of all active and inactive participants2022-04-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-01383
Number of participants with account balances2022-04-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-0112
2021: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-04-01399
Total number of active participants reported on line 7a of the Form 55002021-04-01332
Number of retired or separated participants receiving benefits2021-04-017
Number of other retired or separated participants entitled to future benefits2021-04-0123
Total of all active and inactive participants2021-04-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-01362
Number of participants with account balances2021-04-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-0115
2020: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-04-01383
Total number of active participants reported on line 7a of the Form 55002020-04-01357
Number of retired or separated participants receiving benefits2020-04-016
Number of other retired or separated participants entitled to future benefits2020-04-0121
Total of all active and inactive participants2020-04-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-01384
Number of participants with account balances2020-04-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-0112
2019: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-04-01382
Total number of active participants reported on line 7a of the Form 55002019-04-01332
Number of retired or separated participants receiving benefits2019-04-0112
Number of other retired or separated participants entitled to future benefits2019-04-0119
Total of all active and inactive participants2019-04-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-01363
Number of participants with account balances2019-04-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-0117
2018: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-04-01382
Total number of active participants reported on line 7a of the Form 55002018-04-01317
Number of retired or separated participants receiving benefits2018-04-015
Number of other retired or separated participants entitled to future benefits2018-04-0130
Total of all active and inactive participants2018-04-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-01352
Number of participants with account balances2018-04-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-0112
2017: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-04-01377
Total number of active participants reported on line 7a of the Form 55002017-04-01335
Number of retired or separated participants receiving benefits2017-04-015
Number of other retired or separated participants entitled to future benefits2017-04-0129
Total of all active and inactive participants2017-04-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-01369
Number of participants with account balances2017-04-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-0114
2016: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-04-01395
Total number of active participants reported on line 7a of the Form 55002016-04-01335
Number of retired or separated participants receiving benefits2016-04-012
Number of other retired or separated participants entitled to future benefits2016-04-0123
Total of all active and inactive participants2016-04-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-01360
Number of participants with account balances2016-04-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-0112
2015: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-04-01364
Total number of active participants reported on line 7a of the Form 55002015-04-01337
Number of retired or separated participants receiving benefits2015-04-012
Number of other retired or separated participants entitled to future benefits2015-04-0124
Total of all active and inactive participants2015-04-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-01363
Number of participants with account balances2015-04-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-0113
2014: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-04-01345
Total number of active participants reported on line 7a of the Form 55002014-04-01310
Number of retired or separated participants receiving benefits2014-04-012
Number of other retired or separated participants entitled to future benefits2014-04-0123
Total of all active and inactive participants2014-04-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-01335
Number of participants with account balances2014-04-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-0110
2013: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-04-01318
Total number of active participants reported on line 7a of the Form 55002013-04-01304
Number of retired or separated participants receiving benefits2013-04-012
Number of other retired or separated participants entitled to future benefits2013-04-0119
Total of all active and inactive participants2013-04-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-01325
Number of participants with account balances2013-04-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-04-01317
Total number of active participants reported on line 7a of the Form 55002012-04-01289
Number of retired or separated participants receiving benefits2012-04-011
Number of other retired or separated participants entitled to future benefits2012-04-0114
Total of all active and inactive participants2012-04-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-01304
Number of participants with account balances2012-04-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-018
2011: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-04-01294
Total number of active participants reported on line 7a of the Form 55002011-04-01269
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-0118
Total of all active and inactive participants2011-04-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-01287
Number of participants with account balances2011-04-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-0113
2009: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-04-01291
Total number of active participants reported on line 7a of the Form 55002009-04-01260
Number of retired or separated participants receiving benefits2009-04-011
Number of other retired or separated participants entitled to future benefits2009-04-0114
Total of all active and inactive participants2009-04-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-01275
Number of participants with account balances2009-04-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-017

Financial Data on BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023 : BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total income from all sources (including contributions)2023-03-31$827,444
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$815,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$686,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$1,739,467
Value of total assets at end of year2023-03-31$17,707,746
Value of total assets at beginning of year2023-03-31$17,695,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$128,811
Total interest from all sources2023-03-31$123,474
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$210,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$210,161
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$500,000
If this is an individual account plan, was there a blackout period2023-03-31Yes
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$1,283,731
Income. Received or receivable in cash from other sources (including rollovers)2023-03-31$220,451
Administrative expenses (other) incurred2023-03-31$38,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$12,162
Value of net assets at end of year (total assets less liabilities)2023-03-31$17,707,746
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$17,695,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$38,679
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$8,542,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$9,065,269
Value of interest in pooled separate accounts at end of year2023-03-31$4,479,412
Value of interest in pooled separate accounts at beginning of year2023-03-31$5,159,324
Interest earned on other investments2023-03-31$123,474
Value of interest in common/collective trusts at end of year2023-03-31$1,066,834
Value of interest in common/collective trusts at beginning of year2023-03-31$429,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-03-31$3,618,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-03-31$3,041,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-847,835
Net investment gain/loss from pooled separate accounts2023-03-31$-296,905
Net investment gain or loss from common/collective trusts2023-03-31$-100,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$235,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$686,471
Contract administrator fees2023-03-31$51,879
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-03-31Yes
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31LUTZ & CO.
Accountancy firm EIN2023-03-31470625816
2022 : BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total income from all sources (including contributions)2022-03-31$2,199,506
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$1,989,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$1,842,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$1,299,886
Value of total assets at end of year2022-03-31$17,695,584
Value of total assets at beginning of year2022-03-31$17,485,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$147,182
Total interest from all sources2022-03-31$86,191
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$538,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$538,524
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$500,000
If this is an individual account plan, was there a blackout period2022-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$1,100,047
Participant contributions at end of year2022-03-31$0
Participant contributions at beginning of year2022-03-31$0
Other income not declared elsewhere2022-03-31$47,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$210,219
Value of net assets at end of year (total assets less liabilities)2022-03-31$17,695,584
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$17,485,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$145,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$9,065,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$9,780,619
Value of interest in pooled separate accounts at end of year2022-03-31$5,159,324
Value of interest in pooled separate accounts at beginning of year2022-03-31$4,909,868
Interest earned on other investments2022-03-31$86,191
Value of interest in common/collective trusts at end of year2022-03-31$429,146
Value of interest in common/collective trusts at beginning of year2022-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-03-31$3,041,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-03-31$2,794,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$26,833
Net investment gain/loss from pooled separate accounts2022-03-31$229,077
Net investment gain or loss from common/collective trusts2022-03-31$-28,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$199,839
Employer contributions (assets) at end of year2022-03-31$0
Employer contributions (assets) at beginning of year2022-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$1,842,105
Contract administrator fees2022-03-31$2,041
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31LUTZ & CO.
Accountancy firm EIN2022-03-31470625816
2021 : BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$6,215,357
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$512,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$393,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$1,195,155
Value of total assets at end of year2021-03-31$17,485,365
Value of total assets at beginning of year2021-03-31$11,782,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$119,663
Total interest from all sources2021-03-31$86,999
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$271,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$271,879
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$500,000
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$974,130
Participant contributions at end of year2021-03-31$0
Participant contributions at beginning of year2021-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-03-31$38,022
Other income not declared elsewhere2021-03-31$38,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$5,702,488
Value of net assets at end of year (total assets less liabilities)2021-03-31$17,485,365
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$11,782,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$118,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$9,780,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$6,182,091
Value of interest in pooled separate accounts at end of year2021-03-31$4,909,868
Value of interest in pooled separate accounts at beginning of year2021-03-31$2,504,154
Interest earned on other investments2021-03-31$86,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-31$2,794,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-31$3,096,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$3,416,552
Net investment gain/loss from pooled separate accounts2021-03-31$1,206,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$183,003
Employer contributions (assets) at end of year2021-03-31$0
Employer contributions (assets) at beginning of year2021-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$393,206
Contract administrator fees2021-03-31$1,200
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31LUTZ & CO.
Accountancy firm EIN2021-03-31470625816
2020 : BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$364,507
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$1,419,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$1,307,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$1,295,411
Value of total assets at end of year2020-03-31$11,782,877
Value of total assets at beginning of year2020-03-31$12,838,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$112,514
Total interest from all sources2020-03-31$78,193
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$313,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$313,589
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$500,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$908,615
Participant contributions at end of year2020-03-31$0
Participant contributions at beginning of year2020-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$221,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-1,055,281
Value of net assets at end of year (total assets less liabilities)2020-03-31$11,782,877
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$12,838,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$109,864
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$6,182,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$7,450,745
Value of interest in pooled separate accounts at end of year2020-03-31$2,504,154
Value of interest in pooled separate accounts at beginning of year2020-03-31$2,921,511
Interest earned on other investments2020-03-31$78,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$3,096,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$2,465,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-1,129,563
Net investment gain/loss from pooled separate accounts2020-03-31$-193,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$165,705
Employer contributions (assets) at end of year2020-03-31$0
Employer contributions (assets) at beginning of year2020-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$1,307,274
Contract administrator fees2020-03-31$2,650
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31LUTZ & CO.
Accountancy firm EIN2020-03-31470625816
2019 : BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total income from all sources (including contributions)2019-03-31$1,558,636
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$474,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$371,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$959,760
Value of total assets at end of year2019-03-31$12,838,158
Value of total assets at beginning of year2019-03-31$11,753,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$102,605
Total interest from all sources2019-03-31$116,383
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$383,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$383,330
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$808,760
Participant contributions at end of year2019-03-31$0
Participant contributions at beginning of year2019-03-31$14,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$1,084,163
Value of net assets at end of year (total assets less liabilities)2019-03-31$12,838,158
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$11,753,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$100,925
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$7,450,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$7,090,345
Value of interest in pooled separate accounts at end of year2019-03-31$2,921,511
Value of interest in pooled separate accounts at beginning of year2019-03-31$2,247,398
Interest earned on other investments2019-03-31$116,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-31$2,465,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$2,398,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$-74,170
Net investment gain/loss from pooled separate accounts2019-03-31$173,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$151,000
Employer contributions (assets) at end of year2019-03-31$0
Employer contributions (assets) at beginning of year2019-03-31$2,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$371,868
Contract administrator fees2019-03-31$1,680
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31LUTZ & CO.
Accountancy firm EIN2019-03-31470625816
2018 : BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$2,221,568
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$320,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$252,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$926,792
Value of total assets at end of year2018-03-31$11,753,995
Value of total assets at beginning of year2018-03-31$9,852,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$67,362
Total interest from all sources2018-03-31$107,957
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$294,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$294,506
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$705,580
Participant contributions at end of year2018-03-31$14,621
Participant contributions at beginning of year2018-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-03-31$93,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$1,901,439
Value of net assets at end of year (total assets less liabilities)2018-03-31$11,753,995
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$9,852,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$66,447
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$7,090,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$0
Value of interest in pooled separate accounts at end of year2018-03-31$2,247,398
Value of interest in pooled separate accounts at beginning of year2018-03-31$7,601,394
Interest earned on other investments2018-03-31$107,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$2,398,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$2,251,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$230,455
Net investment gain/loss from pooled separate accounts2018-03-31$661,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$127,831
Employer contributions (assets) at end of year2018-03-31$2,751
Employer contributions (assets) at beginning of year2018-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$252,767
Contract administrator fees2018-03-31$915
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31LUTZ & CO.
Accountancy firm EIN2018-03-31470625816
2017 : BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total income from all sources (including contributions)2017-03-31$1,857,906
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$491,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$481,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$829,600
Value of total assets at end of year2017-03-31$9,852,556
Value of total assets at beginning of year2017-03-31$8,486,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$10,316
Total interest from all sources2017-03-31$59,402
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Administrative expenses professional fees incurred2017-03-31$9,116
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$683,995
Income. Received or receivable in cash from other sources (including rollovers)2017-03-31$27,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$1,366,164
Value of net assets at end of year (total assets less liabilities)2017-03-31$9,852,556
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$8,486,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Value of interest in pooled separate accounts at end of year2017-03-31$7,601,394
Value of interest in pooled separate accounts at beginning of year2017-03-31$6,849,387
Interest earned on other investments2017-03-31$59,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-03-31$2,251,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-03-31$1,629,560
Net investment gain/loss from pooled separate accounts2017-03-31$968,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$117,800
Employer contributions (assets) at end of year2017-03-31$0
Employer contributions (assets) at beginning of year2017-03-31$7,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$481,426
Contract administrator fees2017-03-31$1,200
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31LUTZ & CO.
Accountancy firm EIN2017-03-31470625816
2016 : BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total transfer of assets to this plan2016-03-31$476,984
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total income from all sources (including contributions)2016-03-31$497,542
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$653,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$632,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$751,089
Value of total assets at end of year2016-03-31$8,486,392
Value of total assets at beginning of year2016-03-31$8,165,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$21,502
Total interest from all sources2016-03-31$37,936
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$629,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-156,215
Value of net assets at end of year (total assets less liabilities)2016-03-31$8,486,392
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$8,165,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$19,902
Value of interest in pooled separate accounts at end of year2016-03-31$6,849,387
Value of interest in pooled separate accounts at beginning of year2016-03-31$6,855,215
Interest earned on other investments2016-03-31$37,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-31$1,629,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-31$1,310,408
Net investment gain/loss from pooled separate accounts2016-03-31$-291,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$121,924
Employer contributions (assets) at end of year2016-03-31$7,445
Employer contributions (assets) at beginning of year2016-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$632,255
Contract administrator fees2016-03-31$1,600
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31LUTZ & CO.
Accountancy firm EIN2016-03-31470625816
2015 : BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total income from all sources (including contributions)2015-03-31$1,260,002
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$529,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$509,126
Value of total corrective distributions2015-03-31$43
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$730,960
Value of total assets at end of year2015-03-31$8,165,623
Value of total assets at beginning of year2015-03-31$7,435,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$20,437
Total interest from all sources2015-03-31$36,302
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$602,670
Participant contributions at beginning of year2015-03-31$10,178
Income. Received or receivable in cash from other sources (including rollovers)2015-03-31$18,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$730,396
Value of net assets at end of year (total assets less liabilities)2015-03-31$8,165,623
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$7,435,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$19,397
Value of interest in pooled separate accounts at end of year2015-03-31$6,855,215
Value of interest in pooled separate accounts at beginning of year2015-03-31$6,268,390
Interest earned on other investments2015-03-31$36,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-31$1,310,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-31$1,154,687
Net investment gain/loss from pooled separate accounts2015-03-31$492,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31Yes
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$109,599
Employer contributions (assets) at beginning of year2015-03-31$1,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$509,126
Contract administrator fees2015-03-31$1,040
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31LUTZ & CO.
Accountancy firm EIN2015-03-31470625816
2014 : BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total income from all sources (including contributions)2014-03-31$1,692,854
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$320,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$302,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$671,540
Value of total assets at end of year2014-03-31$7,435,227
Value of total assets at beginning of year2014-03-31$6,062,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$18,123
Total interest from all sources2014-03-31$31,746
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$565,312
Participant contributions at end of year2014-03-31$10,178
Participant contributions at beginning of year2014-03-31$9,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$1,372,637
Value of net assets at end of year (total assets less liabilities)2014-03-31$7,435,227
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$6,062,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$16,723
Value of interest in pooled separate accounts at end of year2014-03-31$6,268,390
Value of interest in pooled separate accounts at beginning of year2014-03-31$4,978,248
Interest earned on other investments2014-03-31$31,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-03-31$1,154,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-03-31$1,073,522
Net investment gain/loss from pooled separate accounts2014-03-31$989,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$106,228
Employer contributions (assets) at end of year2014-03-31$1,972
Employer contributions (assets) at beginning of year2014-03-31$1,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$302,094
Contract administrator fees2014-03-31$1,400
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31LUTZ & CO.
Accountancy firm EIN2014-03-31470625816
2013 : BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$1,183,902
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$825,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$809,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$602,222
Value of total assets at end of year2013-03-31$6,062,590
Value of total assets at beginning of year2013-03-31$5,703,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$15,321
Total interest from all sources2013-03-31$33,314
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$506,585
Participant contributions at end of year2013-03-31$9,037
Participant contributions at beginning of year2013-03-31$8,260
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$104,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$358,804
Value of net assets at end of year (total assets less liabilities)2013-03-31$6,062,590
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$5,703,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$14,001
Value of interest in pooled separate accounts at end of year2013-03-31$4,978,248
Value of interest in pooled separate accounts at beginning of year2013-03-31$4,387,718
Interest earned on other investments2013-03-31$33,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-03-31$1,073,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-03-31$1,201,336
Net investment gain/loss from pooled separate accounts2013-03-31$548,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31Yes
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$95,637
Employer contributions (assets) at end of year2013-03-31$1,783
Employer contributions (assets) at beginning of year2013-03-31$1,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$809,777
Contract administrator fees2013-03-31$1,320
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31LUTZ & CO.
Accountancy firm EIN2013-03-31470625816
2012 : BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total income from all sources (including contributions)2012-03-31$696,746
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$515,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$500,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$596,153
Value of total assets at end of year2012-03-31$5,703,786
Value of total assets at beginning of year2012-03-31$5,522,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$14,700
Total interest from all sources2012-03-31$38,451
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$450,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$504,704
Participant contributions at end of year2012-03-31$8,260
Participant contributions at beginning of year2012-03-31$8,817
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$104,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$181,329
Value of net assets at end of year (total assets less liabilities)2012-03-31$5,703,786
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$5,522,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$13,585
Value of interest in pooled separate accounts at end of year2012-03-31$4,387,718
Value of interest in pooled separate accounts at beginning of year2012-03-31$4,266,512
Interest earned on other investments2012-03-31$38,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-03-31$1,201,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-03-31$1,240,623
Net investment gain/loss from pooled separate accounts2012-03-31$62,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$91,449
Employer contributions (assets) at end of year2012-03-31$1,627
Employer contributions (assets) at beginning of year2012-03-31$6,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$500,717
Contract administrator fees2012-03-31$1,115
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31LUTZ & CO.
Accountancy firm EIN2012-03-31470625816
2011 : BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total income from all sources (including contributions)2011-03-31$1,161,158
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$431,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$412,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$562,999
Value of total assets at end of year2011-03-31$5,522,457
Value of total assets at beginning of year2011-03-31$4,793,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$18,967
Total interest from all sources2011-03-31$32,560
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Administrative expenses professional fees incurred2011-03-31$15,896
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$3,000,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$480,519
Participant contributions at end of year2011-03-31$8,817
Participant contributions at beginning of year2011-03-31$8,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$729,242
Value of net assets at end of year (total assets less liabilities)2011-03-31$5,522,457
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$4,793,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest in pooled separate accounts at end of year2011-03-31$4,266,512
Value of interest in pooled separate accounts at beginning of year2011-03-31$3,825,454
Interest earned on other investments2011-03-31$32,560
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-03-31$1,240,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-03-31$952,094
Net investment gain/loss from pooled separate accounts2011-03-31$565,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$82,480
Employer contributions (assets) at end of year2011-03-31$6,505
Employer contributions (assets) at beginning of year2011-03-31$6,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$412,949
Contract administrator fees2011-03-31$3,071
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-03-31No
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31LUTZ & COMPANY
Accountancy firm EIN2011-03-31470625816

Form 5500 Responses for BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST

2022: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2009: BWS LEASING INC. EMPLOYEE 401K PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM81814-1
Policy instance 2
Insurance contract or identification numberRM81814-1
Number of Individuals Covered0
Insurance policy start date2022-04-01
Insurance policy end date2022-10-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781548-01
Policy instance 1
Insurance contract or identification number781548-01
Number of Individuals Covered254
Insurance policy start date2022-10-29
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM81814-1
Policy instance 1
Insurance contract or identification numberRM81814-1
Number of Individuals Covered248
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM81814-1
Policy instance 1
Insurance contract or identification numberRM81814-1
Number of Individuals Covered251
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM81814-1
Policy instance 1
Insurance contract or identification numberRM81814-1
Number of Individuals Covered243
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM81814-1
Policy instance 1
Insurance contract or identification numberRM81814-1
Number of Individuals Covered246
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM81814-1
Policy instance 1
Insurance contract or identification numberRM81814-1
Number of Individuals Covered335
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $7
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7
Insurance broker organization code?3
Insurance broker nameFREDRICK KELLEY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM81814-1
Policy instance 1
Insurance contract or identification numberRM81814-1
Number of Individuals Covered224
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $20,048
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,048
Insurance broker organization code?3
Insurance broker nameF.N. KELLEY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM81814-1
Policy instance 1
Insurance contract or identification numberRM81814-1
Number of Individuals Covered310
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $21,140
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,140
Insurance broker organization code?3
Insurance broker nameF.N. KELLEY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM81814-1
Policy instance 1
Insurance contract or identification numberRM81814-1
Number of Individuals Covered207
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $15,426
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,426
Insurance broker organization code?3
Insurance broker nameF.N. KELLEY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM81814-1
Policy instance 1
Insurance contract or identification numberRM81814-1
Number of Individuals Covered189
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $13,966
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,966
Insurance broker organization code?3
Insurance broker nameF.N. KELLEY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM81814-1
Policy instance 1
Insurance contract or identification numberRM81814-1
Number of Individuals Covered183
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $13,612
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM81814-1
Policy instance 1
Insurance contract or identification numberRM81814-1
Number of Individuals Covered179
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $12,308
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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