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BOATRIGHT COMPANY, INC. 401(K) PLAN 401k Plan overview

Plan NameBOATRIGHT COMPANY, INC. 401(K) PLAN
Plan identification number 001

BOATRIGHT COMPANY, INC. 401(K) 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.
  • 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

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

Company Name:BOATRIGHT COMPANY, INC.
Employer identification number (EIN):481259658
NAIC Classification:238900

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAVEY S. MCKAY2023-10-16
0012021-01-01DAVEY S. MCKAY2022-10-05
0012020-01-01DAVEY S. MCKAY2021-10-11
0012020-01-01DAVEY S. MCKAY2021-10-11
0012019-01-01DAVEY S. MCKAY2020-10-14
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DAVEY S. MCKAY2015-07-23
0012013-01-01DAVEY S. MCKAY2014-09-02
0012012-01-01DAVEY S. MCKAY2013-07-24
0012011-01-01DAVEY S. MCKAY2012-07-18
0012010-01-01DAVEY S. MCKAY2011-08-30

Plan Statistics for BOATRIGHT COMPANY, INC. 401(K) PLAN

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

Measure Date Value
2022: BOATRIGHT COMPANY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01135
Total number of active participants reported on line 7a of the Form 55002022-01-0181
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01108
Number of participants with account balances2022-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BOATRIGHT COMPANY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01138
Total number of active participants reported on line 7a of the Form 55002021-01-0186
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0148
Total of all active and inactive participants2021-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01134
Number of participants with account balances2021-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BOATRIGHT COMPANY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01136
Total number of active participants reported on line 7a of the Form 55002020-01-0196
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01134
Number of participants with account balances2020-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BOATRIGHT COMPANY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01129
Total number of active participants reported on line 7a of the Form 55002019-01-0197
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0133
Total of all active and inactive participants2019-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01130
Number of participants with account balances2019-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012

Financial Data on BOATRIGHT COMPANY, INC. 401(K) PLAN

Measure Date Value
2022 : BOATRIGHT COMPANY, INC. 401(K) 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$8,903
Total income from all sources (including contributions)2022-12-31$-523,578
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$455,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$445,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$529,117
Value of total assets at end of year2022-12-31$6,499,152
Value of total assets at beginning of year2022-12-31$7,486,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,656
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$9,656
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$331,309
Participant contributions at end of year2022-12-31$4,746
Participant contributions at beginning of year2022-12-31$967
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$12,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-978,747
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,499,152
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,477,899
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$4,986,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,013,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,321,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,282,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,052,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$185,590
Employer contributions (assets) at end of year2022-12-31$185,590
Employer contributions (assets) at beginning of year2022-12-31$190,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$445,513
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$8,903
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 name2022-12-31MDA PROFESSIONAL GROUP, P.C.
Accountancy firm EIN2022-12-31630681783
2021 : BOATRIGHT COMPANY, 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$8,903
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,506
Total income from all sources (including contributions)2021-12-31$1,415,024
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$699,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$692,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$495,568
Value of total assets at end of year2021-12-31$7,486,802
Value of total assets at beginning of year2021-12-31$6,770,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,478
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$7,478
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$305,528
Participant contributions at end of year2021-12-31$967
Participant contributions at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$715,291
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,477,899
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,762,608
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$6,013,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,666,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,282,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$910,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$919,456
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$190,040
Employer contributions (assets) at end of year2021-12-31$190,040
Employer contributions (assets) at beginning of year2021-12-31$193,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$692,255
Liabilities. Value of benefit claims payable at end of year2021-12-31$8,903
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,290
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
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$6,216
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MDA PROFESSIONAL GROUP, P.C.
Accountancy firm EIN2021-12-31630681783
2020 : BOATRIGHT COMPANY, 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$7,506
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,215
Total income from all sources (including contributions)2020-12-31$1,151,376
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$799,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$794,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$539,390
Value of total assets at end of year2020-12-31$6,770,114
Value of total assets at beginning of year2020-12-31$6,419,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,047
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$5,047
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$345,541
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$4,283
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$7,925
Other income not declared elsewhere2020-12-31$312
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$352,178
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,762,608
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,410,430
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,666,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,467,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$910,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$760,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$611,674
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$193,849
Employer contributions (assets) at end of year2020-12-31$193,421
Employer contributions (assets) at beginning of year2020-12-31$187,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$794,151
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,290
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,290
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
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$6,216
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MDA PROFESSIONAL GROUP, P.C.
Accountancy firm EIN2020-12-31630681783
2019 : BOATRIGHT COMPANY, 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$9,215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,409
Total income from all sources (including contributions)2019-12-31$1,468,059
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$167,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$162,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$557,628
Value of total assets at end of year2019-12-31$6,419,645
Value of total assets at beginning of year2019-12-31$5,114,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,652
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$4,652
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$327,000
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$369,696
Participant contributions at end of year2019-12-31$4,283
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$7,925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$5,409
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$1,301,034
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,410,430
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,109,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,467,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,932,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$760,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$910,431
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$187,932
Employer contributions (assets) at end of year2019-12-31$187,932
Employer contributions (assets) at beginning of year2019-12-31$182,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$162,373
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,290
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 name2019-12-31MDA PROFESSIONAL GROUP, P.C.
Accountancy firm EIN2019-12-31630681783
2007 : BOATRIGHT COMPANY, INC. 401(K) PLAN 2007 401k financial data
Transfers to/from the plan2007-12-31$0
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$401,548
Expenses. Total of all expenses incurred2007-12-31$6,585
Benefits paid (including direct rollovers)2007-12-31$6,585
Total plan assets at end of year2007-12-31$1,120,937
Total plan assets at beginning of year2007-12-31$725,974
Value of fidelity bond covering the plan2007-12-31$50,000
Total contributions received or receivable from participants2007-12-31$251,926
Expenses. Other expenses not covered elsewhere2007-12-31$0
Contributions received from other sources (not participants or employers)2007-12-31$0
Other income received2007-12-31$51,092
Noncash contributions received2007-12-31$0
Net income (gross income less expenses)2007-12-31$394,963
Net plan assets at end of year (total assets less liabilities)2007-12-31$1,120,937
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$725,974
Total contributions received or receivable from employer(s)2007-12-31$98,530
Value of certain deemed distributions of participant loans2007-12-31$0
Value of corrective distributions2007-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0

Form 5500 Responses for BOATRIGHT COMPANY, INC. 401(K) PLAN

2022: BOATRIGHT COMPANY, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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: BOATRIGHT COMPANY, 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOATRIGHT COMPANY, 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOATRIGHT COMPANY, 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37151
Policy instance 1
Insurance contract or identification numberG37151
Number of Individuals Covered100
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $16,221
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,221
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37151
Policy instance 1
Insurance contract or identification numberG37151
Number of Individuals Covered134
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $17,363
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,363
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37151
Policy instance 1
Insurance contract or identification numberG37151
Number of Individuals Covered123
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $15,242
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,242
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37151
Policy instance 1
Insurance contract or identification numberG37151
Number of Individuals Covered126
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $14,069
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $14,069
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027543
Policy instance 1
Insurance contract or identification numberGA-027543
Number of Individuals Covered83
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $5,723
Total amount of fees paid to insurance companyUSD $265
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 $5,723
Insurance broker organization code?3
Amount paid for insurance broker fees265
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker namePENSION & BENEFIT TRUST COMPANY

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