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ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 401k Plan overview

Plan NameENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN
Plan identification number 001

ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN Benefits

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

401k Sponsoring company profile

ENGINEERING DESIGN & TESTING CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:ENGINEERING DESIGN & TESTING CORPORATION
Employer identification number (EIN):570693571
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012018-10-01
0012017-10-01
0012017-10-01
0012016-10-01 MARK RUSSELL2019-04-03
0012016-10-01 CHRISTOPHER RAY2019-01-24
0012015-10-01LAURA FRIENDLY
0012014-10-01LAURA FRIENDLY
0012013-10-01LAURA FRIENDLY
0012012-10-01LAURA FRIENDLY
0012011-10-01LAURA FRIENDLY
0012010-10-01LAURA FRIENDLY2012-04-13

Plan Statistics for ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN

401k plan membership statisitcs for ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN

Measure Date Value
2022: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-01127
Total number of active participants reported on line 7a of the Form 55002022-10-0168
Number of retired or separated participants receiving benefits2022-10-0112
Number of other retired or separated participants entitled to future benefits2022-10-0126
Total of all active and inactive participants2022-10-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-011
Total participants2022-10-01107
Number of participants with account balances2022-10-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-010
2021: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01125
Total number of active participants reported on line 7a of the Form 55002021-10-0168
Number of retired or separated participants receiving benefits2021-10-0123
Number of other retired or separated participants entitled to future benefits2021-10-0136
Total of all active and inactive participants2021-10-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01127
Number of participants with account balances2021-10-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-013
2020: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01127
Total number of active participants reported on line 7a of the Form 55002020-10-0182
Number of retired or separated participants receiving benefits2020-10-018
Number of other retired or separated participants entitled to future benefits2020-10-0131
Total of all active and inactive participants2020-10-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01121
Number of participants with account balances2020-10-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-015
2019: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01144
Total number of active participants reported on line 7a of the Form 55002019-10-0191
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0136
Total of all active and inactive participants2019-10-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01127
Number of participants with account balances2019-10-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-015
2018: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01147
Total number of active participants reported on line 7a of the Form 55002018-10-0198
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0145
Total of all active and inactive participants2018-10-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01143
Number of participants with account balances2018-10-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0112
2017: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01143
Total number of active participants reported on line 7a of the Form 55002017-10-01105
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0141
Total of all active and inactive participants2017-10-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01146
Number of participants with account balances2017-10-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0110
2016: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01139
Total number of active participants reported on line 7a of the Form 55002016-10-01107
Number of retired or separated participants receiving benefits2016-10-0124
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01131
Number of participants with account balances2016-10-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01144
Total number of active participants reported on line 7a of the Form 55002015-10-01107
Number of retired or separated participants receiving benefits2015-10-013
Number of other retired or separated participants entitled to future benefits2015-10-0129
Total of all active and inactive participants2015-10-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01139
Number of participants with account balances2015-10-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-017
2014: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01142
Total number of active participants reported on line 7a of the Form 55002014-10-01115
Number of retired or separated participants receiving benefits2014-10-014
Number of other retired or separated participants entitled to future benefits2014-10-0122
Total of all active and inactive participants2014-10-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01141
Number of participants with account balances2014-10-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-014
2013: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01140
Total number of active participants reported on line 7a of the Form 55002013-10-01113
Number of retired or separated participants receiving benefits2013-10-013
Number of other retired or separated participants entitled to future benefits2013-10-0125
Total of all active and inactive participants2013-10-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01141
Number of participants with account balances2013-10-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-019
2012: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01133
Total number of active participants reported on line 7a of the Form 55002012-10-01117
Number of retired or separated participants receiving benefits2012-10-011
Number of other retired or separated participants entitled to future benefits2012-10-0118
Total of all active and inactive participants2012-10-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01136
Number of participants with account balances2012-10-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-016
2011: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01121
Total number of active participants reported on line 7a of the Form 55002011-10-01118
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0117
Total of all active and inactive participants2011-10-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01135
Number of participants with account balances2011-10-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-013

Financial Data on ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN

Measure Date Value
2023 : ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-09-30$3,103,575
Total of all expenses incurred2023-09-30$2,397,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$2,391,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$790,927
Value of total assets at end of year2023-09-30$20,000,522
Value of total assets at beginning of year2023-09-30$19,294,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$6,709
Total interest from all sources2023-09-30$501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30No
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$1,000,000
If this is an individual account plan, was there a blackout period2023-09-30No
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Contributions received from participants2023-09-30$548,863
Income. Received or receivable in cash from other sources (including rollovers)2023-09-30$3,973
Other income not declared elsewhere2023-09-30$81,026
Administrative expenses (other) incurred2023-09-30$6,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Value of net income/loss2023-09-30$705,672
Value of net assets at end of year (total assets less liabilities)2023-09-30$20,000,522
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$19,294,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-30$15,728,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-30$13,703,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-09-30$12,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-09-30$12,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-09-30$12,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-09-30$501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-09-30$4,017,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-09-30$5,325,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-30$2,231,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30No
Was there a failure to transmit to the plan any participant contributions2023-09-30No
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Contributions received in cash from employer2023-09-30$238,091
Employer contributions (assets) at end of year2023-09-30$241,634
Employer contributions (assets) at beginning of year2023-09-30$253,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$2,391,194
Did the plan have assets held for investment2023-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30No
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30BAUKNIGHT, PIETRAS & STORMER, P.A.
Accountancy firm EIN2023-09-30570940019
2022 : ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-09-30$-2,819,217
Total of all expenses incurred2022-09-30$2,725,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$2,720,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$971,403
Value of total assets at end of year2022-09-30$19,294,850
Value of total assets at beginning of year2022-09-30$24,840,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$5,060
Total interest from all sources2022-09-30$47
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$1,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$666,863
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$11,914
Other income not declared elsewhere2022-09-30$76,789
Administrative expenses (other) incurred2022-09-30$5,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-5,545,193
Value of net assets at end of year (total assets less liabilities)2022-09-30$19,294,850
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$24,840,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$13,703,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$17,961,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$12,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$3,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$3,382
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$47
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$5,325,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$6,551,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-3,867,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$292,626
Employer contributions (assets) at end of year2022-09-30$253,605
Employer contributions (assets) at beginning of year2022-09-30$323,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$2,720,916
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30BAUKNIGHT, PIETRAS & STORMER, P.A.
Accountancy firm EIN2022-09-30570940019
2021 : ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-09-30$5,122,423
Total of all expenses incurred2021-09-30$1,918,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$1,915,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$1,223,834
Value of total assets at end of year2021-09-30$24,840,043
Value of total assets at beginning of year2021-09-30$21,635,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$2,816
Total interest from all sources2021-09-30$119,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$1,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$763,658
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$136,632
Administrative expenses (other) incurred2021-09-30$2,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$3,204,326
Value of net assets at end of year (total assets less liabilities)2021-09-30$24,840,043
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$21,635,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$17,961,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$15,808,194
Interest earned on other investments2021-09-30$119,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$3,382
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$22,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$22,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$6,551,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$5,504,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$3,779,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30Yes
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$323,544
Employer contributions (assets) at end of year2021-09-30$323,544
Employer contributions (assets) at beginning of year2021-09-30$300,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$1,915,281
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30HOBBS GROUP
Accountancy firm EIN2021-09-30570957419
2020 : ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$3,191,103
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$1,885,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$1,877,504
Value of total corrective distributions2020-09-30$2,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$1,111,647
Value of total assets at end of year2020-09-30$21,635,717
Value of total assets at beginning of year2020-09-30$20,329,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$4,810
Total interest from all sources2020-09-30$132,425
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$1,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$808,653
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$499
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$0
Administrative expenses (other) incurred2020-09-30$4,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$1,305,932
Value of net assets at end of year (total assets less liabilities)2020-09-30$21,635,717
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$20,329,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$15,808,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$13,138,408
Interest earned on other investments2020-09-30$132,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$22,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$7,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$7,113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$65
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$5,504,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$6,865,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$1,947,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30Yes
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$302,994
Employer contributions (assets) at end of year2020-09-30$300,636
Employer contributions (assets) at beginning of year2020-09-30$318,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$1,877,504
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30THE HOBBS GROUP
Accountancy firm EIN2020-09-30570957419
2019 : ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total transfer of assets to this plan2019-09-30$0
Total transfer of assets from this plan2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$1,660,843
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$1,512,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$1,510,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$1,196,169
Value of total assets at end of year2019-09-30$20,329,785
Value of total assets at beginning of year2019-09-30$20,181,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$2,586
Total interest from all sources2019-09-30$-58
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$1,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$877,465
Participant contributions at end of year2019-09-30$499
Participant contributions at beginning of year2019-09-30$7,091
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$0
Administrative expenses (other) incurred2019-09-30$2,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$148,103
Value of net assets at end of year (total assets less liabilities)2019-09-30$20,329,785
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$20,181,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$13,138,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$13,964,800
Interest earned on other investments2019-09-30$-412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$7,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$28,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$28,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$6,865,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$5,852,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$464,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$318,704
Employer contributions (assets) at end of year2019-09-30$318,704
Employer contributions (assets) at beginning of year2019-09-30$328,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$1,510,154
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30THE HOBBS GROUP
Accountancy firm EIN2019-09-30570957419
2018 : ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$3,214,843
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$782,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$781,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$1,465,706
Value of total assets at end of year2018-09-30$20,181,682
Value of total assets at beginning of year2018-09-30$17,749,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$850
Total interest from all sources2018-09-30$144,271
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Administrative expenses professional fees incurred2018-09-30$850
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$827,201
Participant contributions at end of year2018-09-30$7,091
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$11,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$0
Administrative expenses (other) incurred2018-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$2,432,341
Value of net assets at end of year (total assets less liabilities)2018-09-30$20,181,682
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$17,749,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$13,964,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$11,860,866
Interest earned on other investments2018-09-30$144,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$28,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$14,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$14,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$5,852,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$5,873,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$1,604,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30Yes
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$627,361
Employer contributions (assets) at end of year2018-09-30$328,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$781,652
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30THE HOBBS GROUP
Accountancy firm EIN2018-09-30570957419
2017 : ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$2,975,435
Total of all expenses incurred2017-09-30$1,015,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$1,014,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$1,196,954
Value of total assets at end of year2017-09-30$17,749,341
Value of total assets at beginning of year2017-09-30$15,789,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$696
Total interest from all sources2017-09-30$170,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Administrative expenses professional fees incurred2017-09-30$696
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$818,218
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$87,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$1,960,226
Value of net assets at end of year (total assets less liabilities)2017-09-30$17,749,341
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$15,789,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$11,853,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$10,314,991
Interest earned on other investments2017-09-30$170,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$22,747
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$6,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$6,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$5,873,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$5,467,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$1,608,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30Yes
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$291,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$1,014,513
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30THE HOBBS GROUP
Accountancy firm EIN2017-09-30570957419
2016 : ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$2,197,613
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$871,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$870,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$1,100,830
Value of total assets at end of year2016-09-30$15,789,115
Value of total assets at beginning of year2016-09-30$14,462,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$725
Total interest from all sources2016-09-30$167,505
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Administrative expenses professional fees incurred2016-09-30$725
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$785,001
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$101,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$1,326,474
Value of net assets at end of year (total assets less liabilities)2016-09-30$15,789,115
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$14,462,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$10,314,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$8,901,029
Interest earned on other investments2016-09-30$167,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$6,441
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$9,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$9,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$5,467,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$5,551,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$929,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$214,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$870,414
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30THE HOBBS GROUP
Accountancy firm EIN2016-09-30570957419
2015 : ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$1,322,652
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$255,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$254,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$1,237,652
Value of total assets at end of year2015-09-30$14,462,641
Value of total assets at beginning of year2015-09-30$13,395,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$625
Total interest from all sources2015-09-30$147,868
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Administrative expenses professional fees incurred2015-09-30$625
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$752,160
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$184,905
Other income not declared elsewhere2015-09-30$3,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$1,067,031
Value of net assets at end of year (total assets less liabilities)2015-09-30$14,462,641
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$13,395,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$8,901,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$8,627,674
Interest earned on other investments2015-09-30$147,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$9,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$3,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$3,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$5,551,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$4,764,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-66,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30Yes
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$300,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$254,996
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30THE HOBBS GROUP
Accountancy firm EIN2015-09-30570957419
2014 : ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$2,163,023
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$1,262,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$1,262,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$1,019,368
Value of total assets at end of year2014-09-30$13,395,610
Value of total assets at beginning of year2014-09-30$12,495,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$550
Total interest from all sources2014-09-30$157,948
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Administrative expenses professional fees incurred2014-09-30$550
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$684,175
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$34,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$900,462
Value of net assets at end of year (total assets less liabilities)2014-09-30$13,395,610
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$12,495,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$8,627,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$7,736,091
Interest earned on other investments2014-09-30$157,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$3,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$17,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$17,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$4,764,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$4,741,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$985,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$300,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$1,262,011
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30THE HOBBS GROUP
Accountancy firm EIN2014-09-30570957419
2013 : ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$2,401,578
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$1,858,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$1,857,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$911,352
Value of total assets at end of year2013-09-30$12,495,148
Value of total assets at beginning of year2013-09-30$11,952,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$1,460
Total interest from all sources2013-09-30$155,170
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Administrative expenses professional fees incurred2013-09-30$1,460
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$400,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$712,927
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$99,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$542,618
Value of net assets at end of year (total assets less liabilities)2013-09-30$12,495,148
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$11,952,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$7,736,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$7,333,995
Interest earned on other investments2013-09-30$155,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$17,975
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$13,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$13,454
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$-33
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$4,741,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$4,605,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$1,335,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$98,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$1,857,500
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30THE HOBBS GROUP
Accountancy firm EIN2013-09-30570957419
2012 : ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$2,293,328
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$292,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$292,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$920,737
Value of total assets at end of year2012-09-30$11,952,530
Value of total assets at beginning of year2012-09-30$9,951,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$0
Total interest from all sources2012-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$400,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$658,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$2,000,707
Value of net assets at end of year (total assets less liabilities)2012-09-30$11,952,530
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$9,951,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in pooled separate accounts at end of year2012-09-30$11,952,530
Value of interest in pooled separate accounts at beginning of year2012-09-30$9,951,823
Value of interest in common/collective trusts at end of year2012-09-30$0
Value of interest in common/collective trusts at beginning of year2012-09-30$0
Net investment gain/loss from pooled separate accounts2012-09-30$1,372,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30Yes
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$261,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$292,621
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30THE HOBBS GROUP
Accountancy firm EIN2012-09-30570957419

Form 5500 Responses for ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN

2022: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement – InsuranceYes
2022-10-01Plan benefit arrangement - TrustYes
2021: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedYes
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedYes
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedYes
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT-SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedYes
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-BW9H
Policy instance 1
Insurance contract or identification numberGAP-B2-BW9H
Number of Individuals Covered106
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Total amount of commissions paid to insurance brokerUSD $11,834
Are there contracts with unallocated funds for contracts of type 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 $11,834
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-BW9H
Policy instance 1
Insurance contract or identification numberGAP-B2-BW9H
Number of Individuals Covered126
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $12,409
Are there contracts with unallocated funds for contracts of type 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 $12,409
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-BW9H
Policy instance 1
Insurance contract or identification numberGAP-B2-BW9H
Total amount of commissions paid to insurance brokerUSD $14,863
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type 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 $14,863
Amount paid for insurance broker fees0
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-BW9H
Policy instance 1
Insurance contract or identification numberGAP-B2-BW9H
Number of Individuals Covered72
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $14,657
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type 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 $14,657
Amount paid for insurance broker fees0
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-BW9H
Policy instance 1
Insurance contract or identification numberGAP-B2-BW9H
Number of Individuals Covered88
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-BW9H
Policy instance 1
Insurance contract or identification numberGAP-B2-BW9H
Number of Individuals Covered146
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $14,286
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-BW9H
Policy instance 1
Insurance contract or identification numberGAP-B2-BW9H
Number of Individuals Covered139
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $13,752
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,752
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-BW9H
Policy instance 1
Insurance contract or identification numberGAP-B2-BW9H
Number of Individuals Covered141
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $12,142
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,142
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-BW9H
Policy instance 1
Insurance contract or identification numberGAP-B2-BW9H
Number of Individuals Covered141
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $11,345
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,345
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-BW9H
Policy instance 1
Insurance contract or identification numberGAP-B2-BW9H
Number of Individuals Covered136
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $11,489
Total amount of fees paid to insurance companyUSD $2,510
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,489
Insurance broker organization code?3
Amount paid for insurance broker fees2510
Additional information about fees paid to insurance brokerADMIN OVERRIDE
Insurance broker nameTHE RETIREMENT ADVANTAGE
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-BW9H
Policy instance 1
Insurance contract or identification numberGAP-B2-BW9H
Number of Individuals Covered121
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $10,539
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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