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SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 401k Plan overview

Plan NameSENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN
Plan identification number 001

SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

SENTRY EQUIPMENT ERECTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SENTRY EQUIPMENT ERECTORS, INC.
Employer identification number (EIN):541150258
NAIC Classification:423400

Additional information about SENTRY EQUIPMENT ERECTORS, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1990-07-26
Company Identification Number: 0362281
Legal Registered Office Address: 13150 E LYNCHBURG SALEM TNPK

FOREST
United States of America (USA)
24551

More information about SENTRY EQUIPMENT ERECTORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BARBARA HOLCOMB BARBARA HOLCOMB2018-10-09
0012016-01-01BARBARA HOLCOMB BARBARA HOLCOMB2017-10-13
0012015-01-01BARBARA F HOLCOMB BARBARA F HOLCOMB2016-10-12
0012014-01-01BARBARA HOLCOMB BARBARA HOLCOMB2015-09-25
0012013-01-01BARBARA HOLCOMB BARBARA HOLCOMB2014-07-24
0012012-01-01BARBARA HOLCOMB BARBARA HOLCOMB2013-07-26
0012011-01-01BARBARA HOLCOMB BARBARA HOLCOMB2012-10-04
0012009-01-01CAROLE J VINOSKEY CAROLE J VINOSKEY2010-10-12

Plan Statistics for SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

401k plan membership statisitcs for SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

Measure Date Value
2022: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01350
Total number of active participants reported on line 7a of the Form 55002022-01-01169
Number of retired or separated participants receiving benefits2022-01-01173
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01371
Number of participants with account balances2022-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01399
Total number of active participants reported on line 7a of the Form 55002021-01-01179
Number of retired or separated participants receiving benefits2021-01-0151
Number of other retired or separated participants entitled to future benefits2021-01-01182
Total of all active and inactive participants2021-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01412
Number of participants with account balances2021-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01386
Total number of active participants reported on line 7a of the Form 55002020-01-01181
Number of retired or separated participants receiving benefits2020-01-0143
Number of other retired or separated participants entitled to future benefits2020-01-01163
Total of all active and inactive participants2020-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01389
Number of participants with account balances2020-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01322
Total number of active participants reported on line 7a of the Form 55002019-01-01187
Number of retired or separated participants receiving benefits2019-01-0136
Number of other retired or separated participants entitled to future benefits2019-01-0192
Total of all active and inactive participants2019-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01316
Number of participants with account balances2019-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01285
Total number of active participants reported on line 7a of the Form 55002018-01-01171
Number of retired or separated participants receiving benefits2018-01-0150
Number of other retired or separated participants entitled to future benefits2018-01-0169
Total of all active and inactive participants2018-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-01295
Number of participants with account balances2018-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01284
Total number of active participants reported on line 7a of the Form 55002017-01-01165
Number of retired or separated participants receiving benefits2017-01-0146
Number of other retired or separated participants entitled to future benefits2017-01-0158
Total of all active and inactive participants2017-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01274
Number of participants with account balances2017-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01275
Total number of active participants reported on line 7a of the Form 55002016-01-01162
Number of retired or separated participants receiving benefits2016-01-0151
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-01275
Number of participants with account balances2016-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01268
Total number of active participants reported on line 7a of the Form 55002015-01-01158
Number of retired or separated participants receiving benefits2015-01-0139
Number of other retired or separated participants entitled to future benefits2015-01-0154
Total of all active and inactive participants2015-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-01258
Number of participants with account balances2015-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01262
Total number of active participants reported on line 7a of the Form 55002014-01-01163
Number of retired or separated participants receiving benefits2014-01-0162
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01269
Number of participants with account balances2014-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01219
Total number of active participants reported on line 7a of the Form 55002013-01-01188
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01217
Number of participants with account balances2013-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01231
Total number of active participants reported on line 7a of the Form 55002012-01-01184
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0146
Total of all active and inactive participants2012-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01230
Number of participants with account balances2012-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01225
Total number of active participants reported on line 7a of the Form 55002011-01-01191
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01222
Number of participants with account balances2011-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01211
Total number of active participants reported on line 7a of the Form 55002009-01-01202
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01220
Number of participants with account balances2009-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

Measure Date Value
2022 : SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$27,551,659
Total unrealized appreciation/depreciation of assets2022-12-31$27,551,659
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$169,470
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$232,120
Expenses. Interest paid2022-12-31$6,681
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$6,681
Total income from all sources (including contributions)2022-12-31$26,091,087
Total of all expenses incurred2022-12-31$4,016,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,877,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,414,532
Value of total assets at end of year2022-12-31$87,308,122
Value of total assets at beginning of year2022-12-31$65,295,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$132,147
Total interest from all sources2022-12-31$116
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$70,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$70,018
Administrative expenses professional fees incurred2022-12-31$132,147
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$993,160
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$39,857
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$942
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$111,278
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$9,418
Total non interest bearing cash at end of year2022-12-31$66,306
Total non interest bearing cash at beginning of year2022-12-31$39,575
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$22,074,773
Value of net assets at end of year (total assets less liabilities)2022-12-31$87,138,652
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$65,063,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,415,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,288,448
Value of interest in pooled separate accounts at end of year2022-12-31$24,774,925
Value of interest in pooled separate accounts at beginning of year2022-12-31$30,052,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$142,711
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,310,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,836,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-297,195
Net investment gain/loss from pooled separate accounts2022-12-31$-4,759,321
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
Assets. Invements in employer securities at end of year2022-12-31$58,597,224
Assets. Invements in employer securities at beginning of year2022-12-31$31,045,564
Contributions received in cash from employer2022-12-31$2,381,515
Employer contributions (assets) at beginning of year2022-12-31$32,470
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,877,486
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
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$169,470
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$222,702
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DAVIDSON, DOYLE, HILTON, LLP
Accountancy firm EIN2022-12-31541953476
2021 : SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-2,540,756
Total unrealized appreciation/depreciation of assets2021-12-31$-2,540,756
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$232,120
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$312,912
Expenses. Interest paid2021-12-31$8,232
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$8,232
Total income from all sources (including contributions)2021-12-31$5,218,441
Total of all expenses incurred2021-12-31$4,344,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,222,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,418,130
Value of total assets at end of year2021-12-31$65,295,999
Value of total assets at beginning of year2021-12-31$64,502,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$113,358
Total interest from all sources2021-12-31$264
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$113,358
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,010,559
Participant contributions at beginning of year2021-12-31$38
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$48,932
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$119,645
Administrative expenses (other) incurred2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$9,418
Liabilities. Value of operating payables at beginning of year2021-12-31$36,765
Total non interest bearing cash at end of year2021-12-31$39,575
Total non interest bearing cash at beginning of year2021-12-31$2,921,586
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$874,249
Value of net assets at end of year (total assets less liabilities)2021-12-31$65,063,879
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$64,189,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,288,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$127,566
Value of interest in pooled separate accounts at end of year2021-12-31$30,052,494
Value of interest in pooled separate accounts at beginning of year2021-12-31$26,051,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,615
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,836,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,778,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-152,171
Net investment gain/loss from pooled separate accounts2021-12-31$3,373,329
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
Assets. Invements in employer securities at end of year2021-12-31$31,045,564
Assets. Invements in employer securities at beginning of year2021-12-31$33,586,320
Contributions received in cash from employer2021-12-31$3,358,639
Employer contributions (assets) at end of year2021-12-31$32,470
Employer contributions (assets) at beginning of year2021-12-31$35,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,222,602
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,764
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 end of year2021-12-31$222,702
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$274,383
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DAVIDSON, DOYLE, HILTON, LLP
Accountancy firm EIN2021-12-31541953476
2020 : SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,559,344
Total unrealized appreciation/depreciation of assets2020-12-31$1,559,344
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$312,912
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$763,432
Expenses. Interest paid2020-12-31$22,903
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$22,903
Total income from all sources (including contributions)2020-12-31$11,625,283
Total of all expenses incurred2020-12-31$3,764,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,614,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,693,494
Value of total assets at end of year2020-12-31$64,502,542
Value of total assets at beginning of year2020-12-31$57,092,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$127,689
Total interest from all sources2020-12-31$139
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$127,689
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$951,276
Participant contributions at end of year2020-12-31$38
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$57,114
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$3,052,725
Liabilities. Value of operating payables at end of year2020-12-31$36,765
Total non interest bearing cash at end of year2020-12-31$2,921,586
Total non interest bearing cash at beginning of year2020-12-31$14,752
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$7,860,383
Value of net assets at end of year (total assets less liabilities)2020-12-31$64,189,630
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$56,329,247
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$127,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$261,112
Value of interest in pooled separate accounts at end of year2020-12-31$26,051,577
Value of interest in pooled separate accounts at beginning of year2020-12-31$23,493,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,778,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,294,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$16,053
Net investment gain/loss from pooled separate accounts2020-12-31$3,303,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Assets. Invements in employer securities at end of year2020-12-31$33,586,320
Assets. Invements in employer securities at beginning of year2020-12-31$32,026,976
Contributions received in cash from employer2020-12-31$2,685,104
Employer contributions (assets) at end of year2020-12-31$35,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,614,308
Contract administrator fees2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,764
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$274,383
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$763,432
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DAVIDSON, DOYLE, HILTON, LLP
Accountancy firm EIN2020-12-31541953476
2019 : SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,814,686
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,814,686
Total unrealized appreciation/depreciation of assets2019-12-31$1,814,686
Total unrealized appreciation/depreciation of assets2019-12-31$1,814,686
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$763,432
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$763,432
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,241,892
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,241,892
Expenses. Interest paid2019-12-31$37,147
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$37,147
Expenses. Interest paid2019-12-31$37,147
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$37,147
Total income from all sources (including contributions)2019-12-31$9,621,633
Total income from all sources (including contributions)2019-12-31$9,621,633
Total of all expenses incurred2019-12-31$3,908,296
Total of all expenses incurred2019-12-31$3,908,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,794,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,794,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,655,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,655,611
Value of total assets at end of year2019-12-31$57,092,679
Value of total assets at end of year2019-12-31$57,092,679
Value of total assets at beginning of year2019-12-31$51,857,802
Value of total assets at beginning of year2019-12-31$51,857,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,657
Total interest from all sources2019-12-31$1,586
Total interest from all sources2019-12-31$1,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$76,657
Administrative expenses professional fees incurred2019-12-31$76,657
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$974,097
Contributions received from participants2019-12-31$974,097
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,588
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,588
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,655
Other income not declared elsewhere2019-12-31$90,710
Other income not declared elsewhere2019-12-31$90,710
Total non interest bearing cash at end of year2019-12-31$14,752
Total non interest bearing cash at end of year2019-12-31$14,752
Total non interest bearing cash at beginning of year2019-12-31$13,092
Total non interest bearing cash at beginning of year2019-12-31$13,092
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
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$5,713,337
Value of net income/loss2019-12-31$5,713,337
Value of net assets at end of year (total assets less liabilities)2019-12-31$56,329,247
Value of net assets at end of year (total assets less liabilities)2019-12-31$56,329,247
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$50,615,910
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$50,615,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$261,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$261,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$367,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$367,689
Value of interest in pooled separate accounts at end of year2019-12-31$23,493,042
Value of interest in pooled separate accounts at end of year2019-12-31$23,493,042
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,307,903
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,307,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,254
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,294,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,294,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,951,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,951,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$40,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$40,080
Net investment gain/loss from pooled separate accounts2019-12-31$4,018,960
Net investment gain/loss from pooled separate accounts2019-12-31$4,018,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$32,026,976
Assets. Invements in employer securities at end of year2019-12-31$32,026,976
Assets. Invements in employer securities at beginning of year2019-12-31$30,212,291
Assets. Invements in employer securities at beginning of year2019-12-31$30,212,291
Contributions received in cash from employer2019-12-31$2,659,926
Contributions received in cash from employer2019-12-31$2,659,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,794,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,794,492
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$763,432
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$763,432
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$1,238,237
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$1,238,237
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DAVIDSON, DOYLE, HILTON, LLP
Accountancy firm name2019-12-31DAVIDSON, DOYLE, HILTON, LLP
Accountancy firm EIN2019-12-31541953476
Accountancy firm EIN2019-12-31541953476
2018 : SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$2,046,639
Total unrealized appreciation/depreciation of assets2018-12-31$2,046,639
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,241,892
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,699,212
Expenses. Interest paid2018-12-31$50,976
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$50,976
Total income from all sources (including contributions)2018-12-31$4,247,522
Total of all expenses incurred2018-12-31$2,922,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,822,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,573,590
Value of total assets at end of year2018-12-31$51,857,802
Value of total assets at beginning of year2018-12-31$50,989,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$48,788
Total interest from all sources2018-12-31$1,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$48,788
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$945,326
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,907
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$3,655
Other income not declared elsewhere2018-12-31$63,255
Total non interest bearing cash at end of year2018-12-31$13,092
Total non interest bearing cash at beginning of year2018-12-31$5,303
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$1,325,145
Value of net assets at end of year (total assets less liabilities)2018-12-31$50,615,910
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$49,290,765
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$367,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$518,315
Value of interest in pooled separate accounts at end of year2018-12-31$19,307,903
Value of interest in pooled separate accounts at beginning of year2018-12-31$20,157,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$22,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$22,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,951,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,120,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-14,338
Net investment gain/loss from pooled separate accounts2018-12-31$-1,422,909
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
Assets. Invements in employer securities at end of year2018-12-31$30,212,291
Assets. Invements in employer securities at beginning of year2018-12-31$28,165,651
Contributions received in cash from employer2018-12-31$2,623,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,822,613
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$1,238,237
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$1,699,212
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 name2018-12-31DAVIDSON, DOYLE, HILTON, LLP
Accountancy firm EIN2018-12-31541953476
2017 : SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$3,021,230
Total unrealized appreciation/depreciation of assets2017-12-31$3,021,230
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,699,212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,147,680
Expenses. Interest paid2017-12-31$64,403
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$64,403
Total income from all sources (including contributions)2017-12-31$8,838,152
Total of all expenses incurred2017-12-31$3,154,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,056,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,879,291
Value of total assets at end of year2017-12-31$50,989,977
Value of total assets at beginning of year2017-12-31$45,754,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,910
Total interest from all sources2017-12-31$318
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$0
Administrative expenses professional fees incurred2017-12-31$32,910
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$846,087
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$37,709
Other income not declared elsewhere2017-12-31$41,360
Total non interest bearing cash at end of year2017-12-31$5,303
Total non interest bearing cash at beginning of year2017-12-31$10,399
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$5,683,943
Value of net assets at end of year (total assets less liabilities)2017-12-31$49,290,765
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,606,822
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$518,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$573,066
Value of interest in pooled separate accounts at end of year2017-12-31$20,157,381
Value of interest in pooled separate accounts at beginning of year2017-12-31$17,367,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$22,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$25,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$25,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,120,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,633,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$54,362
Net investment gain/loss from pooled separate accounts2017-12-31$2,841,591
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
Assets. Invements in employer securities at end of year2017-12-31$28,165,651
Assets. Invements in employer securities at beginning of year2017-12-31$25,144,422
Contributions received in cash from employer2017-12-31$1,995,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,056,896
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$918
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
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$1,699,212
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$2,146,762
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 name2017-12-31DAVIDSON, DOYLE, HILTON, LLP
Accountancy firm EIN2017-12-31541953476
2016 : SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,826,311
Total unrealized appreciation/depreciation of assets2016-12-31$2,826,311
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,147,680
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,581,275
Expenses. Interest paid2016-12-31$77,438
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$77,438
Total income from all sources (including contributions)2016-12-31$6,434,722
Total of all expenses incurred2016-12-31$2,943,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,837,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,263,605
Value of total assets at end of year2016-12-31$45,754,502
Value of total assets at beginning of year2016-12-31$42,697,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,357
Total interest from all sources2016-12-31$4
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$28,357
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$815,427
Other income not declared elsewhere2016-12-31$39,342
Total non interest bearing cash at end of year2016-12-31$10,399
Total non interest bearing cash at beginning of year2016-12-31$18,936
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$3,491,090
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,606,822
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$40,115,732
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$573,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$615,015
Value of interest in pooled separate accounts at end of year2016-12-31$17,367,492
Value of interest in pooled separate accounts at beginning of year2016-12-31$17,691,297
Interest earned on other investments2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$25,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,633,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,053,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$49,802
Net investment gain/loss from pooled separate accounts2016-12-31$1,255,658
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
Assets. Invements in employer securities at end of year2016-12-31$25,144,422
Assets. Invements in employer securities at beginning of year2016-12-31$22,318,111
Contributions received in cash from employer2016-12-31$1,448,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,837,837
Liabilities. Value of benefit claims payable at end of year2016-12-31$918
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$2,146,762
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$2,581,275
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DAVIDSON, DOYLE, HILTON, LLP
Accountancy firm EIN2016-12-31541953476
2015 : SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-292,376
Total unrealized appreciation/depreciation of assets2015-12-31$-292,376
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,581,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,976,029
Expenses. Interest paid2015-12-31$125,529
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$125,529
Total income from all sources (including contributions)2015-12-31$2,110,859
Total of all expenses incurred2015-12-31$3,103,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,951,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,646,214
Value of total assets at end of year2015-12-31$42,697,007
Value of total assets at beginning of year2015-12-31$44,084,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$26,448
Total interest from all sources2015-12-31$7
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$26,448
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$780,897
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$16,605
Total non interest bearing cash at end of year2015-12-31$18,936
Total non interest bearing cash at beginning of year2015-12-31$29,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-993,042
Value of net assets at end of year (total assets less liabilities)2015-12-31$40,115,732
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$41,108,774
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$615,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$687,351
Value of interest in pooled separate accounts at end of year2015-12-31$17,691,297
Value of interest in pooled separate accounts at beginning of year2015-12-31$18,376,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,053,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,380,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-17,239
Net investment gain/loss from pooled separate accounts2015-12-31$-242,352
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
Assets. Invements in employer securities at end of year2015-12-31$22,318,111
Assets. Invements in employer securities at beginning of year2015-12-31$22,610,487
Contributions received in cash from employer2015-12-31$1,865,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,951,924
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$8,331
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
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$2,581,275
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$2,967,698
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 name2015-12-31DAVIDSON, DOYLE, HILTON, LLP
Accountancy firm EIN2015-12-31541953476
2014 : SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$6,806,822
Total unrealized appreciation/depreciation of assets2014-12-31$6,806,822
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,976,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,252,899
Expenses. Interest paid2014-12-31$61,703
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$61,703
Total income from all sources (including contributions)2014-12-31$10,399,380
Total of all expenses incurred2014-12-31$5,915,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,811,932
Value of total corrective distributions2014-12-31$8,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,413,746
Value of total assets at end of year2014-12-31$44,084,803
Value of total assets at beginning of year2014-12-31$45,878,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,037
Total interest from all sources2014-12-31$6
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$34,037
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$791,720
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$12,637
Total non interest bearing cash at end of year2014-12-31$29,892
Total non interest bearing cash at beginning of year2014-12-31$18,053
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$4,483,472
Value of net assets at end of year (total assets less liabilities)2014-12-31$41,108,774
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,625,302
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$687,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$771,691
Value of interest in pooled separate accounts at end of year2014-12-31$18,376,398
Value of interest in pooled separate accounts at beginning of year2014-12-31$17,947,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,380,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,687,376
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$45
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$22,602
Net investment gain/loss from pooled separate accounts2014-12-31$1,156,204
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
Assets. Invements in employer securities at end of year2014-12-31$22,610,487
Assets. Invements in employer securities at beginning of year2014-12-31$21,440,980
Contributions received in cash from employer2014-12-31$1,622,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,811,887
Liabilities. Value of benefit claims payable at end of year2014-12-31$8,331
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$18,641
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
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$2,967,698
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$9,234,258
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DAVIDSON, DOYLE, HILTON, LLP
Accountancy firm EIN2014-12-31541953476
2013 : SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-5,165,327
Total unrealized appreciation/depreciation of assets2013-12-31$-5,165,327
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,252,899
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,272,270
Expenses. Interest paid2013-12-31$393,540
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$393,540
Total income from all sources (including contributions)2013-12-31$1,106,183
Total of all expenses incurred2013-12-31$1,189,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$745,859
Value of total corrective distributions2013-12-31$18,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,409,456
Value of total assets at end of year2013-12-31$45,878,201
Value of total assets at beginning of year2013-12-31$46,981,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$31,639
Total interest from all sources2013-12-31$41
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$31,639
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$860,962
Assets. Other investments not covered elsewhere at end of year2013-12-31$12,637
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$12,405
Total non interest bearing cash at end of year2013-12-31$18,053
Total non interest bearing cash at beginning of year2013-12-31$15,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-83,496
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,625,302
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,708,798
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$771,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$801,017
Value of interest in pooled separate accounts at end of year2013-12-31$17,947,253
Value of interest in pooled separate accounts at beginning of year2013-12-31$14,399,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$41
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,687,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,146,988
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$65,538
Net investment gain/loss from pooled separate accounts2013-12-31$2,796,475
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
Assets. Invements in employer securities at end of year2013-12-31$21,440,980
Assets. Invements in employer securities at beginning of year2013-12-31$26,606,307
Contributions received in cash from employer2013-12-31$2,548,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$745,313
Liabilities. Value of benefit claims payable at end of year2013-12-31$18,641
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$4,156
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
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$9,234,258
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$10,268,114
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 name2013-12-31DAVIDSON, DOYLE, HILTON, LLP
Accountancy firm EIN2013-12-31541953476
2012 : SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$974,590
Total unrealized appreciation/depreciation of assets2012-12-31$974,590
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,272,270
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,271,659
Expenses. Interest paid2012-12-31$433,188
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$433,188
Total income from all sources (including contributions)2012-12-31$5,881,273
Total of all expenses incurred2012-12-31$3,885,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,421,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,159,301
Value of total assets at end of year2012-12-31$46,981,068
Value of total assets at beginning of year2012-12-31$45,984,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,011
Total interest from all sources2012-12-31$33
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$31,011
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$846,719
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$2,402
Assets. Other investments not covered elsewhere at end of year2012-12-31$12,405
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$12,111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$15,333
Total non interest bearing cash at beginning of year2012-12-31$46,395
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$1,995,571
Value of net assets at end of year (total assets less liabilities)2012-12-31$36,708,798
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$34,713,227
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$801,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,196,623
Value of interest in pooled separate accounts at end of year2012-12-31$14,399,018
Value of interest in pooled separate accounts at beginning of year2012-12-31$12,543,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$33
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,146,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,549,250
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$98,786
Net investment gain/loss from pooled separate accounts2012-12-31$1,648,563
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
Assets. Invements in employer securities at end of year2012-12-31$26,606,307
Assets. Invements in employer securities at beginning of year2012-12-31$25,631,717
Contributions received in cash from employer2012-12-31$2,312,582
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$2,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,420,957
Liabilities. Value of benefit claims payable at end of year2012-12-31$4,156
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$9,336
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
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$10,268,114
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$11,262,323
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DAVIDSON, DOYLE, HILTON, LLP
Accountancy firm EIN2012-12-31541953476
2011 : SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-925,860
Total unrealized appreciation/depreciation of assets2011-12-31$-925,860
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,271,659
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,206,000
Expenses. Interest paid2011-12-31$483,736
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$483,736
Total income from all sources (including contributions)2011-12-31$3,052,703
Total of all expenses incurred2011-12-31$3,226,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,710,837
Value of total corrective distributions2011-12-31$9,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,641,326
Value of total assets at end of year2011-12-31$45,984,886
Value of total assets at beginning of year2011-12-31$47,092,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,100
Total interest from all sources2011-12-31$139
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$368,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$22,100
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$806,224
Participant contributions at end of year2011-12-31$2,402
Assets. Other investments not covered elsewhere at end of year2011-12-31$12,111
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$11,965
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$145
Liabilities. Value of operating payables at end of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$46,395
Total non interest bearing cash at beginning of year2011-12-31$172,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-173,306
Value of net assets at end of year (total assets less liabilities)2011-12-31$34,713,227
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,886,533
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$1,196,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$549,451
Value of interest in pooled separate accounts at end of year2011-12-31$12,543,713
Value of interest in pooled separate accounts at beginning of year2011-12-31$13,254,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,549,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,547,052
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$15,800
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$-47,538
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
Assets. Invements in employer securities at end of year2011-12-31$25,631,717
Assets. Invements in employer securities at beginning of year2011-12-31$26,557,577
Contributions received in cash from employer2011-12-31$2,835,102
Employer contributions (assets) at end of year2011-12-31$2,675
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from common stock2011-12-31$368,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,710,337
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$9,336
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$16
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
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$11,262,323
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$12,205,984
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 name2011-12-31DAVIDSON, DOYLE, HILTON, LLP
Accountancy firm EIN2011-12-31541953476
2010 : SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$364,410
Total unrealized appreciation/depreciation of assets2010-12-31$364,410
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,206,000
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$3,622,296
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,953,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,879,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,476,903
Value of total assets at end of year2010-12-31$47,092,533
Value of total assets at beginning of year2010-12-31$33,217,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$74,079
Total interest from all sources2010-12-31$10,411
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
Administrative expenses professional fees incurred2010-12-31$74,079
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$880,147
Assets. Other investments not covered elsewhere at end of year2010-12-31$11,965
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$11,423
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,935
Other income not declared elsewhere2010-12-31$377
Total non interest bearing cash at end of year2010-12-31$172,372
Total non interest bearing cash at beginning of year2010-12-31$1,571,603
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$1,669,181
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,886,533
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$33,217,352
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$549,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$43,096
Value of interest in pooled separate accounts at end of year2010-12-31$13,254,116
Value of interest in pooled separate accounts at beginning of year2010-12-31$11,147,692
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$10,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,547,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,375,291
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$42,929
Net investment gain or loss from common/collective trusts2010-12-31$1,727,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Assets. Invements in employer securities at end of year2010-12-31$26,557,577
Assets. Invements in employer securities at beginning of year2010-12-31$13,240,703
Contributions received in cash from employer2010-12-31$596,756
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$8,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,878,581
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$816,582
Liabilities. Value of benefit claims payable at end of year2010-12-31$16
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$12,205,984
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 name2010-12-31DAVIDSON, DOYLE, HILTON, LLP
Accountancy firm EIN2010-12-31541953476

Form 5500 Responses for SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

2022: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS 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 - TrustYes
2021: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS 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 - TrustYes
2020: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS 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 - TrustYes
2019: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS 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 - TrustYes
2018: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS 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: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS 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: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS 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
2009: SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS 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 number800028-000
Policy instance 1
Insurance contract or identification number800028-000
Number of Individuals Covered257
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,907
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees13907
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800028-000
Policy instance 1
Insurance contract or identification number800028-000
Number of Individuals Covered325
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $14,951
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $14,951
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800028-000
Policy instance 1
Insurance contract or identification number800028-000
Number of Individuals Covered245
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,266
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees12266
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800028-000
Policy instance 1
Insurance contract or identification number800028-000
Number of Individuals Covered239
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,336
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees11336
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800028-000
Policy instance 1
Insurance contract or identification number800028-000
Number of Individuals Covered206
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $26,000
Total amount of fees paid to insurance companyUSD $11,176
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $26,000
Insurance broker organization code?3
Amount paid for insurance broker fees11176
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800028-000
Policy instance 1
Insurance contract or identification number800028-000
Number of Individuals Covered188
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $41,274
Total amount of fees paid to insurance companyUSD $10,336
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 $41,274
Insurance broker organization code?3
Amount paid for insurance broker fees10336
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker namePENSION FINANCIAL SERVICES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800028-000
Policy instance 1
Insurance contract or identification number800028-000
Number of Individuals Covered167
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $40,988
Total amount of fees paid to insurance companyUSD $10,176
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $40,988
Insurance broker organization code?3
Amount paid for insurance broker fees10176
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker namePENSION FINANCIAL SERVICES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800028-000
Policy instance 2
Insurance contract or identification number800028-000
Number of Individuals Covered269
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $44,144
Total amount of fees paid to insurance companyUSD $11,245
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,255
Insurance broker organization code?3
Amount paid for insurance broker fees11245
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker nameSBHU LIFE AGENCY INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800028-000
Policy instance 2
Insurance contract or identification number800028-000
Number of Individuals Covered217
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $42,558
Total amount of fees paid to insurance companyUSD $10,403
Commission paid to Insurance BrokerUSD $42,558
Insurance broker organization code?3
Amount paid for insurance broker fees10403
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker namePENSION FINANCIAL SERVICES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800028-000
Policy instance 2
Insurance contract or identification number800028-000
Number of Individuals Covered230
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $39,276
Total amount of fees paid to insurance companyUSD $9,730
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,276
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker namePENSION FINANCIAL SERVICES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800028-000
Policy instance 2
Insurance contract or identification number800028-000
Number of Individuals Covered195
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $40,784
Total amount of fees paid to insurance companyUSD $10,110
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800028-000
Policy instance 2
Insurance contract or identification number800028-000
Number of Individuals Covered202
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $35,852
Total amount of fees paid to insurance companyUSD $8,850
Commission paid to Insurance BrokerUSD $35,852
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker namePENSION FINANCIAL SERVICES, INC.

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