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EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 401k Plan overview

Plan NameEXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN
Plan identification number 002

EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN Benefits

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

401k Sponsoring company profile

EXCEL INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:EXCEL INDUSTRIES, INC.
Employer identification number (EIN):480663592
NAIC Classification:333100

Additional information about EXCEL INDUSTRIES, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1953-06-01
Company Identification Number: 91548
Legal Registered Office Address: 11737 MAIN ST.
BOX 409
CLARENCE
United States of America (USA)
14031

More information about EXCEL INDUSTRIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LAMAR ROTH LAMAR ROTH2018-10-11
0022016-01-01LAMAR ROTH LAMAR ROTH2017-08-24
0022015-01-01LAMAR ROTH LAMAR ROTH2016-10-11
0022014-01-01ROBERT MULLET ROBERT MULLET2015-10-12
0022013-01-01ROBERT MULLET ROBERT MULLET2014-10-02
0022012-01-01ROBERT MULLET ROBERT MULLET2013-10-03
0022011-01-01ROBERT MULLET ROBERT MULLET2012-08-09
0022009-01-01ROBERT MULLET ROBERT MULLET2010-08-21

Plan Statistics for EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN

401k plan membership statisitcs for EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN

Measure Date Value
2023: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01876
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01771
Total number of active participants reported on line 7a of the Form 55002022-01-01774
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01250
Total of all active and inactive participants2022-01-011,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-011,026
Number of participants with account balances2022-01-011,019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01132
2021: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01734
Total number of active participants reported on line 7a of the Form 55002021-01-01649
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01113
Total of all active and inactive participants2021-01-01762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01764
Number of participants with account balances2021-01-01760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0183
2020: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01728
Total number of active participants reported on line 7a of the Form 55002020-01-01602
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0191
Total of all active and inactive participants2020-01-01693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01695
Number of participants with account balances2020-01-01685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0147
2019: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01830
Total number of active participants reported on line 7a of the Form 55002019-01-01625
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0196
Total of all active and inactive participants2019-01-01721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01722
Number of participants with account balances2019-01-01712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01157
2018: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01773
Total number of active participants reported on line 7a of the Form 55002018-01-01727
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0192
Total of all active and inactive participants2018-01-01819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01819
Number of participants with account balances2018-01-01807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01142
2017: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01947
Total number of active participants reported on line 7a of the Form 55002017-01-01681
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0199
Total of all active and inactive participants2017-01-01780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01781
Number of participants with account balances2017-01-01741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01150
2016: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01956
Total number of active participants reported on line 7a of the Form 55002016-01-01904
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0177
Total of all active and inactive participants2016-01-01981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01981
Number of participants with account balances2016-01-01946
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01182
2015: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01585
Total number of active participants reported on line 7a of the Form 55002015-01-01879
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0166
Total of all active and inactive participants2015-01-01945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01946
Number of participants with account balances2015-01-01823
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01100
2014: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01450
Total number of active participants reported on line 7a of the Form 55002014-01-01544
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01569
Number of participants with account balances2014-01-01530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0135
2013: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01448
Total number of active participants reported on line 7a of the Form 55002013-01-01439
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01466
Number of participants with account balances2013-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0123
2012: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01409
Total number of active participants reported on line 7a of the Form 55002012-01-01426
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01446
Number of participants with account balances2012-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01386
Total number of active participants reported on line 7a of the Form 55002011-01-01379
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01402
Number of participants with account balances2011-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01374
Total number of active participants reported on line 7a of the Form 55002009-01-01318
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0176
Total of all active and inactive participants2009-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01394
Number of participants with account balances2009-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0129

Financial Data on EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN

Measure Date Value
2023 : EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-01-12$0
Total transfer of assets from this plan2023-01-12$36,637,915
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-12$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-12$0
Total income from all sources (including contributions)2023-01-12$1,777,906
Total loss/gain on sale of assets2023-01-12$0
Total of all expenses incurred2023-01-12$637,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-12$628,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-12$0
Value of total assets at end of year2023-01-12$0
Value of total assets at beginning of year2023-01-12$35,497,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-12$9,451
Total interest from all sources2023-01-12$4,214
Total dividends received (eg from common stock, registered investment company shares)2023-01-12$1,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-12No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-12$1,196
Was this plan covered by a fidelity bond2023-01-12Yes
Value of fidelity bond cover2023-01-12$20,000,000
If this is an individual account plan, was there a blackout period2023-01-12Yes
Were there any nonexempt tranactions with any party-in-interest2023-01-12No
Participant contributions at beginning of year2023-01-12$1,091,757
Participant contributions at beginning of year2023-01-12$138,315
Other income not declared elsewhere2023-01-12$17
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-12No
Value of net income/loss2023-01-12$1,140,300
Value of net assets at end of year (total assets less liabilities)2023-01-12$0
Value of net assets at beginning of year (total assets less liabilities)2023-01-12$35,497,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-12No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-12No
Were any leases to which the plan was party in default or uncollectible2023-01-12No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-12$1,432,369
Value of interest in pooled separate accounts at beginning of year2023-01-12$4,108,700
Interest on participant loans2023-01-12$2,219
Interest earned on other investments2023-01-12$1,995
Value of interest in common/collective trusts at beginning of year2023-01-12$26,854,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-12$1,803,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-12$93,451
Net investment gain/loss from pooled separate accounts2023-01-12$245,633
Net investment gain or loss from common/collective trusts2023-01-12$1,433,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-12No
Was there a failure to transmit to the plan any participant contributions2023-01-12No
Has the plan failed to provide any benefit when due under the plan2023-01-12No
Employer contributions (assets) at beginning of year2023-01-12$68,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-12$628,155
Contract administrator fees2023-01-12$9,451
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-01-12Yes
Did the plan have assets held for investment2023-01-12No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-12No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-12Yes
Opinion of an independent qualified public accountant for this plan2023-01-12Unqualified
Accountancy firm name2023-01-12FORVIS, LLP
Accountancy firm EIN2023-01-12440160260
2022 : EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,312,277
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,224,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,076,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,757,128
Value of total assets at end of year2022-12-31$35,497,615
Value of total assets at beginning of year2022-12-31$49,034,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$148,589
Total interest from all sources2022-12-31$95,825
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$33,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$33,311
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,609,129
Participant contributions at end of year2022-12-31$1,091,757
Participant contributions at beginning of year2022-12-31$1,092,338
Participant contributions at end of year2022-12-31$138,315
Participant contributions at beginning of year2022-12-31$116,792
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$45,213
Other income not declared elsewhere2022-12-31$6,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,537,210
Value of net assets at end of year (total assets less liabilities)2022-12-31$35,497,615
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$49,034,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,432,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,442,479
Value of interest in pooled separate accounts at end of year2022-12-31$4,108,700
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,329,598
Interest on participant loans2022-12-31$63,140
Interest earned on other investments2022-12-31$32,685
Value of interest in common/collective trusts at end of year2022-12-31$26,854,343
Value of interest in common/collective trusts at beginning of year2022-12-31$36,536,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,803,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,422,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-601,046
Net investment gain/loss from pooled separate accounts2022-12-31$-1,480,946
Net investment gain or loss from common/collective trusts2022-12-31$-6,123,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,102,786
Employer contributions (assets) at end of year2022-12-31$68,196
Employer contributions (assets) at beginning of year2022-12-31$94,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,076,344
Contract administrator fees2022-12-31$148,589
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$10,654,326
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,476,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,305,367
Value of total corrective distributions2021-12-31$2,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,682,533
Value of total assets at end of year2021-12-31$49,034,825
Value of total assets at beginning of year2021-12-31$41,856,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$168,371
Total interest from all sources2021-12-31$97,814
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$53,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$53,762
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,432,661
Participant contributions at end of year2021-12-31$1,092,338
Participant contributions at beginning of year2021-12-31$1,024,705
Participant contributions at end of year2021-12-31$116,792
Participant contributions at beginning of year2021-12-31$101,955
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$167,483
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$771
Other income not declared elsewhere2021-12-31$8,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,178,304
Value of net assets at end of year (total assets less liabilities)2021-12-31$49,034,825
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$41,856,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,442,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,365,576
Value of interest in pooled separate accounts at end of year2021-12-31$6,329,598
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,603,982
Interest on participant loans2021-12-31$61,165
Interest earned on other investments2021-12-31$36,649
Value of interest in common/collective trusts at end of year2021-12-31$36,536,773
Value of interest in common/collective trusts at beginning of year2021-12-31$29,787,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,422,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,912,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,119
Net investment gain/loss from pooled separate accounts2021-12-31$1,433,847
Net investment gain or loss from common/collective trusts2021-12-31$4,374,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,082,389
Employer contributions (assets) at end of year2021-12-31$94,187
Employer contributions (assets) at beginning of year2021-12-31$60,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,304,596
Contract administrator fees2021-12-31$168,371
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,298,015
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,653,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,514,429
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$4,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,966,276
Value of total assets at end of year2020-12-31$41,856,521
Value of total assets at beginning of year2020-12-31$36,212,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$134,633
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$102,227
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$30,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$30,115
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$2,997,142
Participant contributions at end of year2020-12-31$1,024,705
Participant contributions at beginning of year2020-12-31$1,213,966
Participant contributions at end of year2020-12-31$101,955
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,190
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$1,867
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,644,273
Value of net assets at end of year (total assets less liabilities)2020-12-31$41,856,521
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$36,212,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,365,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,470,292
Value of interest in pooled separate accounts at end of year2020-12-31$6,603,982
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,210,426
Interest on participant loans2020-12-31$72,484
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$29,743
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$29,787,674
Value of interest in common/collective trusts at beginning of year2020-12-31$28,356,172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,912,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$961,392
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$457,596
Net investment gain/loss from pooled separate accounts2020-12-31$1,162,137
Net investment gain or loss from common/collective trusts2020-12-31$3,577,797
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$956,944
Employer contributions (assets) at end of year2020-12-31$60,377
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,514,429
Contract administrator fees2020-12-31$134,633
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD LLP
Accountancy firm EIN2020-12-31440160260
2019 : EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$10,718,214
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,451,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,303,249
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,428,155
Value of total assets at end of year2019-12-31$36,212,248
Value of total assets at beginning of year2019-12-31$29,945,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$147,758
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$97,058
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$25,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$25,552
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$2,990,805
Participant contributions at end of year2019-12-31$1,213,966
Participant contributions at beginning of year2019-12-31$953,090
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$515,385
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$795
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,267,207
Value of net assets at end of year (total assets less liabilities)2019-12-31$36,212,248
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,945,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,470,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,159,031
Value of interest in pooled separate accounts at end of year2019-12-31$4,210,426
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,988,561
Interest on participant loans2019-12-31$80,604
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$16,454
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$28,356,172
Value of interest in common/collective trusts at beginning of year2019-12-31$23,996,548
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$961,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$847,811
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$297,546
Net investment gain/loss from pooled separate accounts2019-12-31$910,838
Net investment gain or loss from common/collective trusts2019-12-31$4,958,270
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$921,965
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,303,249
Contract administrator fees2019-12-31$147,758
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD LLP
Accountancy firm EIN2019-12-31440160260
2018 : EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,912,072
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,245,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,120,288
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,030,609
Value of total assets at end of year2018-12-31$29,945,041
Value of total assets at beginning of year2018-12-31$31,278,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$125,171
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$63,936
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$19,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$19,877
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$2,870,775
Participant contributions at end of year2018-12-31$953,090
Participant contributions at beginning of year2018-12-31$759,594
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$179,186
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$3
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,333,387
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,945,041
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$31,278,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,159,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$997,783
Value of interest in pooled separate accounts at end of year2018-12-31$2,988,561
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,594,012
Interest on participant loans2018-12-31$50,836
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$13,100
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$23,996,548
Value of interest in common/collective trusts at beginning of year2018-12-31$26,619,827
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$847,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$307,212
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-146,816
Net investment gain/loss from pooled separate accounts2018-12-31$-193,113
Net investment gain or loss from common/collective trusts2018-12-31$-1,862,424
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$980,648
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,120,288
Contract administrator fees2018-12-31$125,171
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,393,269
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,439,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,303,629
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,039,881
Value of total assets at end of year2017-12-31$31,278,428
Value of total assets at beginning of year2017-12-31$27,324,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$135,883
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$54,345
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$20,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$20,879
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$2,788,920
Participant contributions at end of year2017-12-31$759,594
Participant contributions at beginning of year2017-12-31$700,191
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$307,265
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$77
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$1,893
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,953,757
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,278,428
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,324,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$997,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$793,927
Value of interest in pooled separate accounts at end of year2017-12-31$2,594,012
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,381,770
Interest on participant loans2017-12-31$43,120
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$11,225
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$26,619,827
Value of interest in common/collective trusts at beginning of year2017-12-31$22,453,848
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$307,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$994,935
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$157,304
Net investment gain/loss from pooled separate accounts2017-12-31$427,636
Net investment gain or loss from common/collective trusts2017-12-31$3,691,331
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$943,696
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,303,552
Contract administrator fees2017-12-31$135,883
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,447,179
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,566,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,495,115
Expenses. Certain deemed distributions of participant loans2016-12-31$683
Value of total corrective distributions2016-12-31$4,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,806,191
Value of total assets at end of year2016-12-31$27,324,671
Value of total assets at beginning of year2016-12-31$22,443,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$66,518
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$39,722
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$15,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$15,551
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$2,934,682
Participant contributions at end of year2016-12-31$700,191
Participant contributions at beginning of year2016-12-31$511,532
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$31
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$796,075
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$470
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$7,150
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,880,794
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,324,671
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,443,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$793,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,851,149
Value of interest in pooled separate accounts at end of year2016-12-31$2,381,770
Value of interest in pooled separate accounts at beginning of year2016-12-31$18,260,868
Interest on participant loans2016-12-31$32,133
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$7,589
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$22,453,848
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$994,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$820,282
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$84,686
Net investment gain/loss from pooled separate accounts2016-12-31$1,077,119
Net investment gain or loss from common/collective trusts2016-12-31$416,760
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,075,434
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$15
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,494,645
Contract administrator fees2016-12-31$66,518
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON
Accountancy firm EIN2016-12-31366055558
2015 : EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,516,927
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,441,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,425,628
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,613,237
Value of total assets at end of year2015-12-31$22,443,877
Value of total assets at beginning of year2015-12-31$20,368,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,645
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$32,400
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$27,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$27,202
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$2,315,639
Participant contributions at end of year2015-12-31$511,532
Participant contributions at beginning of year2015-12-31$478,056
Participant contributions at end of year2015-12-31$31
Participant contributions at beginning of year2015-12-31$279
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$407,598
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-3,963
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,075,654
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,443,877
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,368,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,851,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,914,921
Value of interest in pooled separate accounts at end of year2015-12-31$18,260,868
Value of interest in pooled separate accounts at beginning of year2015-12-31$16,103,505
Interest on participant loans2015-12-31$27,729
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$4,671
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$820,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$871,326
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-102,636
Net investment gain/loss from pooled separate accounts2015-12-31$-49,313
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$890,000
Employer contributions (assets) at end of year2015-12-31$15
Employer contributions (assets) at beginning of year2015-12-31$136
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,425,628
Contract administrator fees2015-12-31$15,645
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,443,165
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,846,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,821,586
Expenses. Certain deemed distributions of participant loans2014-12-31$9,955
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,252,804
Value of total assets at end of year2014-12-31$20,368,223
Value of total assets at beginning of year2014-12-31$19,771,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,394
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$36,244
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$25,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$25,604
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$750,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$1,620,863
Participant contributions at end of year2014-12-31$478,056
Participant contributions at beginning of year2014-12-31$456,109
Participant contributions at end of year2014-12-31$279
Participant contributions at beginning of year2014-12-31$42,626
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$23,062
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$348
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$-430
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$596,230
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,368,223
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,771,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,914,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,022,314
Value of interest in pooled separate accounts at end of year2014-12-31$16,103,505
Value of interest in pooled separate accounts at beginning of year2014-12-31$15,198,208
Interest on participant loans2014-12-31$30,810
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$5,434
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$871,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,036,528
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-84,762
Net investment gain/loss from pooled separate accounts2014-12-31$1,213,705
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$608,879
Employer contributions (assets) at end of year2014-12-31$136
Employer contributions (assets) at beginning of year2014-12-31$16,208
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,821,238
Contract administrator fees2014-12-31$15,394
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,362,961
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,259,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,249,219
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,931,445
Value of total assets at end of year2013-12-31$19,771,993
Value of total assets at beginning of year2013-12-31$15,668,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,060
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$44,092
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$28,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$28,595
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$750,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$1,255,643
Participant contributions at end of year2013-12-31$456,109
Participant contributions at beginning of year2013-12-31$415,319
Participant contributions at end of year2013-12-31$42,626
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$204,317
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$-2,750
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,103,682
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,771,993
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,668,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,022,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,339,562
Value of interest in pooled separate accounts at end of year2013-12-31$15,198,208
Value of interest in pooled separate accounts at beginning of year2013-12-31$11,588,525
Interest on participant loans2013-12-31$36,036
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$8,056
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,036,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,324,905
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$513,820
Net investment gain/loss from pooled separate accounts2013-12-31$2,847,759
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$471,485
Employer contributions (assets) at end of year2013-12-31$16,208
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,249,219
Contract administrator fees2013-12-31$10,060
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,271,477
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,011,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$992,096
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$13,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,580,802
Value of total assets at end of year2012-12-31$15,668,311
Value of total assets at beginning of year2012-12-31$13,408,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,595
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$52,788
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$19,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$19,231
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$750,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$1,078,863
Participant contributions at end of year2012-12-31$415,319
Participant contributions at beginning of year2012-12-31$362,185
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$30,779
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$93,389
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$71
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,259,678
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,668,311
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,408,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,339,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,942,317
Value of interest in pooled separate accounts at end of year2012-12-31$11,588,525
Value of interest in pooled separate accounts at beginning of year2012-12-31$9,518,768
Interest on participant loans2012-12-31$32,585
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$20,203
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,324,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,542,470
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$304,134
Net investment gain/loss from pooled separate accounts2012-12-31$1,314,522
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$408,550
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$12,114
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$992,025
Contract administrator fees2012-12-31$6,595
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD LLP
Accountancy firm EIN2012-12-31440160260
2011 : EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,408,937
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$674,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$668,647
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,393,911
Value of total assets at end of year2011-12-31$13,408,633
Value of total assets at beginning of year2011-12-31$12,673,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,543
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$51,726
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$30,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$30,061
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$750,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$995,426
Participant contributions at end of year2011-12-31$362,185
Participant contributions at beginning of year2011-12-31$217,643
Participant contributions at end of year2011-12-31$30,779
Participant contributions at beginning of year2011-12-31$26,018
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,508
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$58
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$690
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$734,747
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,408,633
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,673,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,942,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,278,557
Value of interest in pooled separate accounts at end of year2011-12-31$9,518,768
Value of interest in pooled separate accounts at beginning of year2011-12-31$9,550,772
Interest on participant loans2011-12-31$26,265
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$25,461
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,542,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,590,784
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-206,690
Net investment gain/loss from pooled separate accounts2011-12-31$139,239
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$385,977
Employer contributions (assets) at end of year2011-12-31$12,114
Employer contributions (assets) at beginning of year2011-12-31$10,112
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$668,589
Contract administrator fees2011-12-31$5,543
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,648,131
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$558,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$549,202
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$3,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,115,547
Value of total assets at end of year2010-12-31$12,673,886
Value of total assets at beginning of year2010-12-31$10,583,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,212
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$49,132
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$4,487
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$750,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$839,154
Participant contributions at end of year2010-12-31$217,643
Participant contributions at beginning of year2010-12-31$199,185
Participant contributions at end of year2010-12-31$26,018
Participant contributions at beginning of year2010-12-31$22,630
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$24,900
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$1,499
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$-133
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,090,003
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,673,886
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,583,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,278,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,036,143
Value of interest in pooled separate accounts at end of year2010-12-31$9,550,772
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,696,845
Interest on participant loans2010-12-31$17,498
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$31,634
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,590,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,629,080
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$147,716
Net investment gain/loss from pooled separate accounts2010-12-31$1,331,382
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$251,493
Employer contributions (assets) at end of year2010-12-31$10,112
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$547,703
Contract administrator fees2010-12-31$5,212
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD LLP
Accountancy firm EIN2010-12-31440160260
2009 : EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN

2023: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number813261
Policy instance 2
Insurance contract or identification number813261
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-01-12
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-01-12
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number813261
Policy instance 2
Insurance contract or identification number813261
Number of Individuals Covered1026
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1026
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered764
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number813261
Policy instance 2
Insurance contract or identification number813261
Number of Individuals Covered764
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number813261
Policy instance 2
Insurance contract or identification number813261
Number of Individuals Covered695
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered695
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered722
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number813261
Policy instance 2
Insurance contract or identification number813261
Number of Individuals Covered722
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number813261
Policy instance 2
Insurance contract or identification number813261
Number of Individuals Covered819
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $454
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $227
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered819
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $54
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number813261
Policy instance 2
Insurance contract or identification number813261
Number of Individuals Covered781
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,835
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,580
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered781
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $580
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $554
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number383800
Policy instance 1
Insurance contract or identification number383800
Number of Individuals Covered946
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,939
Total amount of fees paid to insurance companyUSD $1,074
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,939
Amount paid for insurance broker fees1074
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFUQUA INSURANCE INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number383800
Policy instance 1
Insurance contract or identification number383800
Number of Individuals Covered569
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,000
Total amount of fees paid to insurance companyUSD $1,582
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,000
Amount paid for insurance broker fees1582
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFUQUA INSURANCE INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number383800
Policy instance 1
Insurance contract or identification number383800
Number of Individuals Covered466
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,000
Total amount of fees paid to insurance companyUSD $1,189
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,000
Amount paid for insurance broker fees1189
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFUQUA INSURANCE INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number383800
Policy instance 1
Insurance contract or identification number383800
Number of Individuals Covered446
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,000
Total amount of fees paid to insurance companyUSD $944
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,000
Amount paid for insurance broker fees944
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFUQUA INSURANCE INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number383800
Policy instance 1
Insurance contract or identification number383800
Number of Individuals Covered402
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,000
Total amount of fees paid to insurance companyUSD $972
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number383800
Policy instance 1
Insurance contract or identification number383800
Number of Individuals Covered370
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,000
Total amount of fees paid to insurance companyUSD $965
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,000
Amount paid for insurance broker fees965
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFUQUA INSURANCE INC

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