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PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 401k Plan overview

Plan NamePALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST
Plan identification number 001

PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST Benefits

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

401k Sponsoring company profile

PALMETTO AUTOMATIC SPRINKLER CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:PALMETTO AUTOMATIC SPRINKLER CO., INC.
Employer identification number (EIN):570623696
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WILLIAM SCOTT MILL2024-10-07 WILLIAM SCOTT MILL2024-10-07
0012022-01-01WILLIAM SCOTT MILL2023-08-29 WILLIAM SCOTT MILL2023-08-29
0012021-01-01WILLIAM SCOTT MILL2022-10-14 WILLIAM SCOTT MILL2022-10-14
0012020-01-01WILLIAM S. MILL2021-10-13 WILLIAM S. MILL2021-10-13
0012019-01-01WILLIAM S. MILL2020-10-07 WILLIAM S. MILL2020-10-07
0012018-01-01WILLIAM S. MILL2019-07-31 WILLIAM S. MILL2019-07-31
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01W. SCOTT MILL2013-09-30 W. SCOTT MILL2013-09-30
0012011-01-01W. SCOTT MILL2012-10-10 W. SCOTT MILL2012-10-10
0012010-01-01W. SCOTT MILL2011-09-30 W. SCOTT MILL2011-09-30

Plan Statistics for PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST

401k plan membership statisitcs for PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST

Measure Date Value
2023: PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01262
Total number of active participants reported on line 7a of the Form 55002023-01-01244
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0124
Total of all active and inactive participants2023-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01268
Number of participants with account balances2023-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-013
2022: PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01251
Total number of active participants reported on line 7a of the Form 55002022-01-01214
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0135
Total of all active and inactive participants2022-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01249
Number of participants with account balances2022-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01249
Total number of active participants reported on line 7a of the Form 55002021-01-01210
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0133
Total of all active and inactive participants2021-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01243
Number of participants with account balances2021-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01248
Total number of active participants reported on line 7a of the Form 55002020-01-01212
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01241
Number of participants with account balances2020-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01262
Total number of active participants reported on line 7a of the Form 55002019-01-01211
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01234
Number of participants with account balances2019-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01233
Total number of active participants reported on line 7a of the Form 55002018-01-01226
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01246
Number of participants with account balances2018-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01247
Total number of active participants reported on line 7a of the Form 55002017-01-01201
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01215
Number of participants with account balances2017-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01188
Total number of active participants reported on line 7a of the Form 55002016-01-01215
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01221
Number of participants with account balances2016-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01185
Total number of active participants reported on line 7a of the Form 55002015-01-01150
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01158
Number of participants with account balances2015-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01158
Total number of active participants reported on line 7a of the Form 55002014-01-01140
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01146
Number of participants with account balances2014-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST

Measure Date Value
2023 : PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-189
Total unrealized appreciation/depreciation of assets2023-12-31$-189
Total income from all sources (including contributions)2023-12-31$966,270
Total of all expenses incurred2023-12-31$386,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$342,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$383,446
Value of total assets at end of year2023-12-31$3,681,818
Value of total assets at beginning of year2023-12-31$3,102,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$44,324
Total interest from all sources2023-12-31$76
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$323,036
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$10,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$579,792
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,681,818
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,102,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$662
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$3,622,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,045,530
Interest earned on other investments2023-12-31$76
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$8,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$6,496
Net investment gain/loss from pooled separate accounts2023-12-31$582,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$50,000
Employer contributions (assets) at end of year2023-12-31$50,000
Employer contributions (assets) at beginning of year2023-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$342,154
Contract administrator fees2023-12-31$43,662
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ELLIOTT GROUP CPAS, PLLC
Accountancy firm EIN2023-12-31454771754
2022 : PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-64
Total unrealized appreciation/depreciation of assets2022-12-31$-64
Total income from all sources (including contributions)2022-12-31$-287,675
Total of all expenses incurred2022-12-31$172,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$121,088
Value of total corrective distributions2022-12-31$10,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$390,387
Value of total assets at end of year2022-12-31$3,102,026
Value of total assets at beginning of year2022-12-31$3,562,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$41,356
Total interest from all sources2022-12-31$70
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,222
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$335,945
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,442
Administrative expenses (other) incurred2022-12-31$39,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-460,570
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,102,026
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,562,596
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
Investment advisory and management fees2022-12-31$201
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,045,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,505,861
Interest earned on other investments2022-12-31$70
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,735
Net investment gain/loss from pooled separate accounts2022-12-31$-678,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$50,000
Employer contributions (assets) at end of year2022-12-31$50,000
Employer contributions (assets) at beginning of year2022-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$121,088
Contract administrator fees2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ELLIOTT GROUP CPAS, PLLC
Accountancy firm EIN2022-12-31454771754
2021 : PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-24
Total unrealized appreciation/depreciation of assets2021-12-31$-24
Total income from all sources (including contributions)2021-12-31$818,321
Total of all expenses incurred2021-12-31$159,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$114,378
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$1,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$407,011
Value of total assets at end of year2021-12-31$3,562,596
Value of total assets at beginning of year2021-12-31$2,903,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$43,205
Total interest from all sources2021-12-31$74
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$1,087
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$305,153
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$51,849
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Administrative expenses (other) incurred2021-12-31$42,118
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$659,010
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,562,596
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,903,586
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$3,505,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,847,351
Interest earned on other investments2021-12-31$74
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,235
Net investment gain/loss from pooled separate accounts2021-12-31$411,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$50,009
Employer contributions (assets) at end of year2021-12-31$50,000
Employer contributions (assets) at beginning of year2021-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$114,378
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ELLIOTT DAVIS, LLC
Accountancy firm EIN2021-12-31570381582
2020 : PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-31
Total unrealized appreciation/depreciation of assets2020-12-31$-31
Total income from all sources (including contributions)2020-12-31$810,122
Total of all expenses incurred2020-12-31$118,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$82,512
Value of total corrective distributions2020-12-31$6,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$367,226
Value of total assets at end of year2020-12-31$2,903,586
Value of total assets at beginning of year2020-12-31$2,211,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,914
Total interest from all sources2020-12-31$70
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$390
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$281,403
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$35,823
Administrative expenses (other) incurred2020-12-31$28,524
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$691,855
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,903,586
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,211,731
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$2,847,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,155,580
Interest earned on other investments2020-12-31$70
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,151
Net investment gain/loss from pooled separate accounts2020-12-31$442,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$50,000
Employer contributions (assets) at end of year2020-12-31$50,000
Employer contributions (assets) at beginning of year2020-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$82,512
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ELLIOTT DAVIS, LLC
Accountancy firm EIN2020-12-31570381582
2019 : PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$178
Total unrealized appreciation/depreciation of assets2019-12-31$178
Total income from all sources (including contributions)2019-12-31$675,710
Total of all expenses incurred2019-12-31$72,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$51,998
Value of total corrective distributions2019-12-31$1,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$315,096
Value of total assets at end of year2019-12-31$2,211,731
Value of total assets at beginning of year2019-12-31$1,608,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,537
Total interest from all sources2019-12-31$71
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$300
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$265,096
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$19,237
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$602,990
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,211,731
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,608,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,155,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,553,912
Interest earned on other investments2019-12-31$71
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,829
Net investment gain/loss from pooled separate accounts2019-12-31$360,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$50,000
Employer contributions (assets) at end of year2019-12-31$50,000
Employer contributions (assets) at beginning of year2019-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$51,998
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ELLIOTT DAVIS, LLC
Accountancy firm EIN2019-12-31570381582
2018 : PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-89
Total unrealized appreciation/depreciation of assets2018-12-31$-89
Total income from all sources (including contributions)2018-12-31$154,145
Total of all expenses incurred2018-12-31$64,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$48,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$258,293
Value of total assets at end of year2018-12-31$1,608,741
Value of total assets at beginning of year2018-12-31$1,519,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,077
Total interest from all sources2018-12-31$42
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$180
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$194,850
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$6,560
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,443
Administrative expenses (other) incurred2018-12-31$15,897
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$71
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$89,487
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,608,741
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,519,254
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$1,553,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,460,358
Interest earned on other investments2018-12-31$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,265
Net investment gain/loss from pooled separate accounts2018-12-31$-104,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$50,000
Employer contributions (assets) at end of year2018-12-31$50,000
Employer contributions (assets) at beginning of year2018-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$48,581
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ELLIOTT DAVIS, LLC
Accountancy firm EIN2018-12-31570381582
2017 : PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-52
Total unrealized appreciation/depreciation of assets2017-12-31$-52
Total income from all sources (including contributions)2017-12-31$452,045
Total of all expenses incurred2017-12-31$86,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$70,939
Value of total corrective distributions2017-12-31$2,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$267,311
Value of total assets at end of year2017-12-31$1,519,254
Value of total assets at beginning of year2017-12-31$1,153,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,079
Total interest from all sources2017-12-31$14
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$142
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$167,936
Participant contributions at end of year2017-12-31$6,560
Participant contributions at beginning of year2017-12-31$6,092
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$49,373
Administrative expenses (other) incurred2017-12-31$12,937
Total non interest bearing cash at end of year2017-12-31$71
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$365,817
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,519,254
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,153,437
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$1,460,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,122,169
Interest earned on other investments2017-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$176
Net investment gain/loss from pooled separate accounts2017-12-31$184,772
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$50,002
Employer contributions (assets) at end of year2017-12-31$50,000
Employer contributions (assets) at beginning of year2017-12-31$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$70,939
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ELLIOTT DAVIS, LLC
Accountancy firm EIN2017-12-31570381582
2016 : PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2
Total unrealized appreciation/depreciation of assets2016-12-31$2
Total income from all sources (including contributions)2016-12-31$223,996
Total of all expenses incurred2016-12-31$96,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$85,028
Value of total corrective distributions2016-12-31$1,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$163,410
Value of total assets at end of year2016-12-31$1,153,437
Value of total assets at beginning of year2016-12-31$1,025,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,379
Total interest from all sources2016-12-31$1
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$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$138,410
Participant contributions at end of year2016-12-31$6,092
Participant contributions at beginning of year2016-12-31$100
Administrative expenses (other) incurred2016-12-31$10,379
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$127,528
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,153,437
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,025,909
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$1,122,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,025,631
Interest earned on other investments2016-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$178
Net investment gain/loss from pooled separate accounts2016-12-31$60,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$25,000
Employer contributions (assets) at end of year2016-12-31$25,000
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$85,028
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HUGHES, SEALEY, GRANT AND ASSOCIATE
Accountancy firm EIN2016-12-31570512452
2015 : PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1
Total unrealized appreciation/depreciation of assets2015-12-31$-1
Total income from all sources (including contributions)2015-12-31$100,796
Total of all expenses incurred2015-12-31$175,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$148,431
Value of total corrective distributions2015-12-31$17,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$100,325
Value of total assets at end of year2015-12-31$1,025,909
Value of total assets at beginning of year2015-12-31$1,100,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,753
Total interest from all sources2015-12-31$1
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$100,325
Participant contributions at end of year2015-12-31$100
Participant contributions at beginning of year2015-12-31$315
Administrative expenses (other) incurred2015-12-31$9,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-74,660
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,025,909
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,100,569
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$1,025,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,075,025
Interest earned on other investments2015-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$229
Net investment gain/loss from pooled separate accounts2015-12-31$471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$148,431
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HUGHES, SEALEY, GRANT AND ASSOCIATE
Accountancy firm EIN2015-12-31570512452
2014 : PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-5
Total unrealized appreciation/depreciation of assets2014-12-31$-5
Total income from all sources (including contributions)2014-12-31$143,331
Total of all expenses incurred2014-12-31$166,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$140,229
Value of total corrective distributions2014-12-31$15,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$90,055
Value of total assets at end of year2014-12-31$1,100,569
Value of total assets at beginning of year2014-12-31$1,123,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,538
Total interest from all sources2014-12-31$1
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$835
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$65,009
Participant contributions at end of year2014-12-31$315
Participant contributions at beginning of year2014-12-31$14,929
Administrative expenses (other) incurred2014-12-31$9,703
Total non interest bearing cash at beginning of year2014-12-31$834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-23,172
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,100,569
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,123,741
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$1,075,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,107,920
Interest earned on other investments2014-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$58
Net investment gain/loss from pooled separate accounts2014-12-31$53,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$25,046
Employer contributions (assets) at end of year2014-12-31$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$140,229
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HUGHES, SEALEY, GRANT AND ASSOCIATE
Accountancy firm EIN2014-12-31570512452

Form 5500 Responses for PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST

2023: PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 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 benefit arrangement – InsuranceYes
2021: PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 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 benefit arrangement – InsuranceYes
2020: PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 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 benefit arrangement – InsuranceYes
2019: PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 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 benefit arrangement – InsuranceYes
2018: PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 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 benefit arrangement – InsuranceYes
2017: PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 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 benefit arrangement – InsuranceYes
2016: PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 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 benefit arrangement – InsuranceYes
2015: PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 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 benefit arrangement – InsuranceYes
2014: PALMETTO AUTOMATIC SPRINKLER CO., INC. RETIREMENT PLAN & TRUST 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60604
Policy instance 1
Insurance contract or identification number60604
Number of Individuals Covered120
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $25,437
Total amount of fees paid to insurance companyUSD $3,614
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60604
Policy instance 1
Insurance contract or identification number60604
Number of Individuals Covered137
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $25,241
Total amount of fees paid to insurance companyUSD $2,815
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 $25,241
Additional information about fees paid to insurance brokerPARTICIPANT AND PLAN SPONSOR EDUCATION. PARTICIPANT ENROLLMENTS.
Insurance broker organization code?3
Amount paid for insurance broker fees2815
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60604
Policy instance 1
Insurance contract or identification number60604
Number of Individuals Covered128
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $25,586
Total amount of fees paid to insurance companyUSD $2,692
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 $25,586
Additional information about fees paid to insurance brokerPARTICIPANT AND PLAN SPONSOR EDUCATION. PARTICIPANT ENROLLMENTS
Insurance broker organization code?3
Amount paid for insurance broker fees2692
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60604
Policy instance 1
Insurance contract or identification number60604
Number of Individuals Covered123
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $20,518
Total amount of fees paid to insurance companyUSD $1,545
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 $20,518
Additional information about fees paid to insurance brokerPARTICIPANT EDUCATION
Insurance broker organization code?3
Amount paid for insurance broker fees1545
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60604
Policy instance 1
Insurance contract or identification number60604
Number of Individuals Covered112
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $18,694
Total amount of fees paid to insurance companyUSD $1,239
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 $18,694
Additional information about fees paid to insurance brokerPARTICIPANT EDUCATION
Insurance broker organization code?3
Amount paid for insurance broker fees1239
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60604
Policy instance 1
Insurance contract or identification number60604
Number of Individuals Covered106
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,874
Total amount of fees paid to insurance companyUSD $973
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 fees973
Additional information about fees paid to insurance brokerADMIN FEES AND TPA FORUM COMPENSATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $15,874
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60604
Policy instance 1
Insurance contract or identification number60604
Number of Individuals Covered80
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,631
Total amount of fees paid to insurance companyUSD $776
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $12,631
Additional information about fees paid to insurance brokerEDUCATION TO EMPLOYER AND PARTICIPANTS
Insurance broker organization code?3
Amount paid for insurance broker fees776
Insurance broker nameEXECUTIVE PENSION SERVICES, LTD.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60604
Policy instance 1
Insurance contract or identification number60604
Number of Individuals Covered39
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,372
Total amount of fees paid to insurance companyUSD $540
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,372
Additional information about fees paid to insurance brokerPARTICIPANT EDUCATION AND ENROLLMENT MEETINGS
Insurance broker organization code?3
Amount paid for insurance broker fees540
Insurance broker nameEXECUTIVE PENSION SERVICES, LTD.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60604
Policy instance 1
Insurance contract or identification number60604
Number of Individuals Covered40
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,630
Total amount of fees paid to insurance companyUSD $1,399
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,630
Additional information about fees paid to insurance brokerEMPLOYER INVESTMENT GUIDANCE AND EMPLOYEE ENROLLMENT MEETINGS
Insurance broker organization code?3
Amount paid for insurance broker fees1399
Insurance broker nameEXECUTIVE PENSION SERVICES, LTD.

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