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PITSCO, INC. 401(K) PLAN 401k Plan overview

Plan NamePITSCO, INC. 401(K) PLAN
Plan identification number 002

PITSCO, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:PITSCO, INC.
Employer identification number (EIN):480780825
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about PITSCO, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2017-08-22
Company Identification Number: 135411395
Legal Registered Office Address: 1223 W HARVARD AVE

ROSEBURG
United States of America (USA)
97471

More information about PITSCO, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PITSCO, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01ERIC HOPKINS2023-01-03 ERIC HOPKINS2023-01-03
0022021-01-01TONYA HARRIS2022-10-16 TONYA HARRIS2022-10-16
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ERIC HOPKINS ERIC HOPKINS2018-10-12
0022016-01-01ERIC HOPKINS ERIC HOPKINS2017-09-29
0022015-01-01ERIC HOPKINS ERIC HOPKINS2016-10-13
0022014-01-01ERIC HOPKINS
0022013-01-01HEATHER CALLAWAY
0022012-01-01BRAD STONE
0022011-01-01BRAD STONE
0022010-01-01BRAD STONE
0022009-01-01MELISSA A PATERNI

Plan Statistics for PITSCO, INC. 401(K) PLAN

401k plan membership statisitcs for PITSCO, INC. 401(K) PLAN

Measure Date Value
2021: PITSCO, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01165
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: PITSCO, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01179
Total number of active participants reported on line 7a of the Form 55002020-01-01110
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01165
Number of participants with account balances2020-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: PITSCO, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01192
Total number of active participants reported on line 7a of the Form 55002019-01-01140
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01179
Number of participants with account balances2019-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: PITSCO, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01225
Total number of active participants reported on line 7a of the Form 55002018-01-01143
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01193
Number of participants with account balances2018-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: PITSCO, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01278
Total number of active participants reported on line 7a of the Form 55002017-01-01160
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0165
Total of all active and inactive participants2017-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01227
Number of participants with account balances2017-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0120
2016: PITSCO, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01291
Total number of active participants reported on line 7a of the Form 55002016-01-01184
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0192
Total of all active and inactive participants2016-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01277
Number of participants with account balances2016-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0122
2015: PITSCO, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01198
Total number of active participants reported on line 7a of the Form 55002015-01-01199
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0194
Total of all active and inactive participants2015-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01297
Number of participants with account balances2015-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: PITSCO, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01265
Total number of active participants reported on line 7a of the Form 55002014-01-01198
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0182
Total of all active and inactive participants2014-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01280
Number of participants with account balances2014-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: PITSCO, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01268
Total number of active participants reported on line 7a of the Form 55002013-01-01181
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0184
Total of all active and inactive participants2013-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01265
Number of participants with account balances2013-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: PITSCO, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01242
Total number of active participants reported on line 7a of the Form 55002012-01-01213
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0155
Total of all active and inactive participants2012-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01268
Number of participants with account balances2012-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: PITSCO, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01233
Total number of active participants reported on line 7a of the Form 55002011-01-01202
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01242
Number of participants with account balances2011-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2010: PITSCO, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01224
Total number of active participants reported on line 7a of the Form 55002010-01-01201
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0131
Total of all active and inactive participants2010-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01233
Number of participants with account balances2010-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0114
2009: PITSCO, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01185
Total number of active participants reported on line 7a of the Form 55002009-01-01206
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01224
Number of participants with account balances2009-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on PITSCO, INC. 401(K) PLAN

Measure Date Value
2021 : PITSCO, INC. 401(K) 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$2,212
Total income from all sources (including contributions)2021-12-31$1,552,847
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,918,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,863,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$317,109
Value of total assets at end of year2021-12-31$1,149
Value of total assets at beginning of year2021-12-31$9,369,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$55,495
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$133,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$133,022
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$850,000
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$253,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,212
Administrative expenses (other) incurred2021-12-31$45,702
Total non interest bearing cash at end of year2021-12-31$1,109
Total non interest bearing cash at beginning of year2021-12-31$18,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-9,366,126
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,149
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,367,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$8,324
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$40
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,331,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$20,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$20,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,102,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$63,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,863,478
Contract administrator fees2021-12-31$1,469
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 PBGC2021-12-31Yes
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : PITSCO, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,924
Total income from all sources (including contributions)2020-12-31$1,851,686
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,055,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$988,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$665,300
Value of total assets at end of year2020-12-31$9,369,487
Value of total assets at beginning of year2020-12-31$8,575,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$66,947
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$187,391
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$187,391
Administrative expenses professional fees incurred2020-12-31$2,667
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$850,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$490,070
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$52,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,924
Other income not declared elsewhere2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$18,067
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$795,838
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,367,275
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,571,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$46,102
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,331,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,504,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$20,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$71,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$71,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$998,995
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$123,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$988,901
Contract administrator fees2020-12-31$18,178
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : PITSCO, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,924
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,432
Total income from all sources (including contributions)2019-12-31$2,184,915
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,454,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,390,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$602,979
Value of total assets at end of year2019-12-31$8,575,361
Value of total assets at beginning of year2019-12-31$7,851,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$64,110
Total interest from all sources2019-12-31$206
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$208,611
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$208,611
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$850,000
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
Contributions received from participants2019-12-31$481,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,924
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$10,432
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$729,937
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,571,437
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,841,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$43,622
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,504,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,781,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$71,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$70,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$70,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,373,119
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$121,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,390,868
Contract administrator fees2019-12-31$20,488
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : PITSCO, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,432
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,874
Total income from all sources (including contributions)2018-12-31$63,873
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,006,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,939,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$698,178
Value of total assets at end of year2018-12-31$7,851,932
Value of total assets at beginning of year2018-12-31$9,796,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$67,863
Total interest from all sources2018-12-31$121
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$199,333
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$199,333
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$850,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$513,312
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$53,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$10,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$11,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,942,991
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,841,500
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,784,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$67,863
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,781,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,732,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$70,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$63,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$63,677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-833,759
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$130,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,939,001
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : PITSCO, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,874
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,051
Total income from all sources (including contributions)2017-12-31$2,047,512
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$614,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$541,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$651,577
Value of total assets at end of year2017-12-31$9,796,365
Value of total assets at beginning of year2017-12-31$8,374,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$72,246
Total interest from all sources2017-12-31$29
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$232,940
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$232,940
Administrative expenses professional fees incurred2017-12-31$72,246
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$850,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$509,400
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$13,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$11,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$23,051
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$1,433,367
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,784,491
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,351,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,732,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,318,117
Income. Interest from US Government securities2017-12-31$29
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$63,677
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$56,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$56,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,162,966
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$128,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$541,899
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : PITSCO, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$23,051
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$1,304,485
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$879,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$810,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$613,270
Value of total assets at end of year2016-12-31$8,374,175
Value of total assets at beginning of year2016-12-31$7,926,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$68,716
Total interest from all sources2016-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$219,750
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$219,750
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$850,000
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
Contributions received from participants2016-12-31$452,848
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$42,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$23,051
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$425,010
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,351,124
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,926,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,318,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,858,507
Income. Interest from US Government securities2016-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$56,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$67,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$67,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$471,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$118,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$810,759
Contract administrator fees2016-12-31$68,716
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : PITSCO, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$585,052
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,400,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,371,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$580,538
Value of total assets at end of year2015-12-31$7,926,114
Value of total assets at beginning of year2015-12-31$8,741,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,810
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$152,478
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$152,478
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$600,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$456,733
Other income not declared elsewhere2015-12-31$2,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-815,143
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,926,114
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,741,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,858,507
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,322,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$67,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$418,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-594,304
Net investment gain/loss from pooled separate accounts2015-12-31$444,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$123,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,371,385
Contract administrator fees2015-12-31$28,810
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : PITSCO, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,214,638
Total of all expenses incurred2014-12-31$2,256,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,246,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$662,218
Value of total assets at end of year2014-12-31$8,741,257
Value of total assets at beginning of year2014-12-31$9,783,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$437,793
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$118,974
Other income not declared elsewhere2014-12-31$7,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,042,134
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,741,257
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,783,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$8,322,414
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,855,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$418,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$928,245
Net investment gain/loss from pooled separate accounts2014-12-31$545,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$105,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,246,465
Contract administrator fees2014-12-31$10,307
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : PITSCO, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,566,341
Total of all expenses incurred2013-12-31$1,161,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,138,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$818,414
Value of total assets at end of year2013-12-31$9,783,391
Value of total assets at beginning of year2013-12-31$8,378,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$600,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$650,586
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,646
Other income not declared elsewhere2013-12-31$10,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,404,508
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,783,391
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,378,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$8,855,146
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,896,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$928,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$482,534
Net investment gain/loss from pooled separate accounts2013-12-31$1,737,905
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$155,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,138,563
Contract administrator fees2013-12-31$23,270
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : PITSCO, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,799,834
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$317,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$298,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$844,664
Value of total assets at end of year2012-12-31$8,378,883
Value of total assets at beginning of year2012-12-31$6,897,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$19,431
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$600,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$628,063
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$59,579
Other income not declared elsewhere2012-12-31$11,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,481,881
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,378,883
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,897,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$7,896,349
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,082,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$482,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$814,820
Net investment gain/loss from pooled separate accounts2012-12-31$943,693
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$157,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$298,522
Contract administrator fees2012-12-31$19,431
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD LLP
Accountancy firm EIN2012-12-31440160260
2011 : PITSCO, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$421,749
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$631,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$610,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$727,328
Value of total assets at end of year2011-12-31$6,897,002
Value of total assets at beginning of year2011-12-31$7,106,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,853
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$600,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$577,506
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,000
Other income not declared elsewhere2011-12-31$14,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-209,322
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,897,002
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,106,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$6,082,182
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,500,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$814,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$605,940
Net investment gain/loss from pooled separate accounts2011-12-31$-320,097
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$145,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$610,218
Contract administrator fees2011-12-31$20,853
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIEHL BANWART BOLTON CPA PA
Accountancy firm EIN2011-12-31203844413
2010 : PITSCO, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,648,648
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$892,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$871,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$672,926
Value of total assets at end of year2010-12-31$7,106,324
Value of total assets at beginning of year2010-12-31$6,350,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,560
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$600,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$538,531
Participant contributions at beginning of year2010-12-31$17,826
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,873
Other income not declared elsewhere2010-12-31$15,629
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$756,275
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,106,324
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,350,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$6,500,384
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,741,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$605,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$586,149
Net investment gain/loss from pooled separate accounts2010-12-31$960,093
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$126,522
Employer contributions (assets) at beginning of year2010-12-31$4,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$871,813
Contract administrator fees2010-12-31$20,560
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DIEHL BANWART BOLTON CPA PA
Accountancy firm EIN2010-12-31203844413
2009 : PITSCO, INC. 401(K) 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 PITSCO, INC. 401(K) PLAN

2021: PITSCO, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PITSCO, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PITSCO, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PITSCO, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PITSCO, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PITSCO, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PITSCO, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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: PITSCO, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PITSCO, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PITSCO, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PITSCO, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PITSCO, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PITSCO, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997853-000
Policy instance 1
Insurance contract or identification number997853-000
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-05-28
Total amount of commissions paid to insurance brokerUSD $12,464
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $12,464
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCOMMERCE INSURANCE SERVICES INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997853-000
Policy instance 1
Insurance contract or identification number997853-000
Number of Individuals Covered242
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $30,773
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 $30,773
Insurance broker organization code?3
Insurance broker nameDAVID BAHR
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997853-000
Policy instance 1
Insurance contract or identification number997853-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $36,988
Commission paid to Insurance BrokerUSD $36,988
Insurance broker organization code?3
Insurance broker nameDAVID BAHR
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997853-000
Policy instance 1
Insurance contract or identification number997853-000
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $31,030
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $31,030
Insurance broker organization code?3
Insurance broker nameDAVID BAHR
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997853-000
Policy instance 1
Insurance contract or identification number997853-000
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $28,571
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997853-000
Policy instance 1
Insurance contract or identification number997853-000
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $27,179
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $27,179
Insurance broker organization code?3
Insurance broker nameDAVID BAHR

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