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KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameKEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

KEY WEST BOATS, INC. has sponsored the creation of one or more 401k plans.

Company Name:KEY WEST BOATS, INC.
Employer identification number (EIN):570857357
NAIC Classification:336610

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012018-04-01
0012017-04-01AMY MURRAY
0012016-04-01AMY MURRAY
0012015-04-01AMY MURRAY
0012014-04-01AMY MURRAY
0012013-04-01AMY MURRAY
0012012-04-01AMY MURRAY
0012011-04-01AMY MURRAY
0012010-04-01WILLIAM HOLSEBERG
0012009-04-01AMY MURRAY AMY MURRAY2011-01-18

Plan Statistics for KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01128
Total number of active participants reported on line 7a of the Form 55002022-04-010
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-010
Number of participants with account balances2022-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
2021: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01225
Total number of active participants reported on line 7a of the Form 55002021-04-01128
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-0190
Total of all active and inactive participants2021-04-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-01218
Number of participants with account balances2021-04-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
2020: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01225
Total number of active participants reported on line 7a of the Form 55002020-04-01128
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-0190
Total of all active and inactive participants2020-04-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-015
Total participants2020-04-01223
Number of participants with account balances2020-04-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-015
2019: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01229
Total number of active participants reported on line 7a of the Form 55002019-04-01134
Number of retired or separated participants receiving benefits2019-04-011
Number of other retired or separated participants entitled to future benefits2019-04-0186
Total of all active and inactive participants2019-04-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-014
Total participants2019-04-01225
Number of participants with account balances2019-04-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-013
2018: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01186
Total number of active participants reported on line 7a of the Form 55002018-04-01147
Number of retired or separated participants receiving benefits2018-04-011
Number of other retired or separated participants entitled to future benefits2018-04-0180
Total of all active and inactive participants2018-04-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-013
Total participants2018-04-01231
Number of participants with account balances2018-04-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-011
2017: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01184
Total number of active participants reported on line 7a of the Form 55002017-04-01133
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-0177
Total of all active and inactive participants2017-04-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-013
Total participants2017-04-01213
Number of participants with account balances2017-04-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-014
2016: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01165
Total number of active participants reported on line 7a of the Form 55002016-04-01133
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-0174
Total of all active and inactive participants2016-04-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-012
Total participants2016-04-01209
Number of participants with account balances2016-04-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01166
Total number of active participants reported on line 7a of the Form 55002015-04-0187
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-0176
Total of all active and inactive participants2015-04-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-012
Total participants2015-04-01165
Number of participants with account balances2015-04-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01139
Total number of active participants reported on line 7a of the Form 55002014-04-0177
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-0175
Total of all active and inactive participants2014-04-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-012
Total participants2014-04-01154
Number of participants with account balances2014-04-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-011
2013: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01133
Total number of active participants reported on line 7a of the Form 55002013-04-0176
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-0177
Total of all active and inactive participants2013-04-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-012
Total participants2013-04-01155
Number of participants with account balances2013-04-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-0162
2012: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01130
Total number of active participants reported on line 7a of the Form 55002012-04-0170
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-0175
Total of all active and inactive participants2012-04-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-012
Total participants2012-04-01147
Number of participants with account balances2012-04-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-011
2011: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01126
Total number of active participants reported on line 7a of the Form 55002011-04-0170
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-0173
Total of all active and inactive participants2011-04-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-01143
Number of participants with account balances2011-04-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
2010: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-01131
Total number of active participants reported on line 7a of the Form 55002010-04-0172
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-0168
Total of all active and inactive participants2010-04-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-010
Total participants2010-04-01140
Number of participants with account balances2010-04-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-010
2009: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01150
Total number of active participants reported on line 7a of the Form 55002009-04-0165
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-0182
Total of all active and inactive participants2009-04-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-01147
Number of participants with account balances2009-04-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-011

Financial Data on KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$0
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Expenses. Interest paid2023-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-03-31$0
Total income from all sources (including contributions)2023-03-31$591,721
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$432,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$429,488
Expenses. Certain deemed distributions of participant loans2023-03-31$667
Value of total corrective distributions2023-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$1,017,015
Value of total assets at end of year2023-03-31$6,499,630
Value of total assets at beginning of year2023-03-31$6,340,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$2,174
Total income from rents2023-03-31$0
Total interest from all sources2023-03-31$15,448
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$0
Assets. Real estate other than employer real property at end of year2023-03-31$0
Assets. Real estate other than employer real property at beginning of year2023-03-31$0
Administrative expenses professional fees incurred2023-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-03-31$0
Was this plan covered by a fidelity bond2023-03-31No
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$533,737
Participant contributions at end of year2023-03-31$334,912
Participant contributions at beginning of year2023-03-31$346,520
Participant contributions at end of year2023-03-31$0
Participant contributions at beginning of year2023-03-31$0
Assets. Other investments not covered elsewhere at end of year2023-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-03-31$6,750
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$0
Assets. Loans (other than to participants) at end of year2023-03-31$0
Assets. Loans (other than to participants) at beginning of year2023-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$0
Other income not declared elsewhere2023-03-31$1,432
Administrative expenses (other) incurred2023-03-31$0
Total non interest bearing cash at end of year2023-03-31$0
Total non interest bearing cash at beginning of year2023-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Income. Non cash contributions2023-03-31$0
Value of net income/loss2023-03-31$159,392
Value of net assets at end of year (total assets less liabilities)2023-03-31$6,499,630
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$6,340,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Assets. partnership/joint venture interests at end of year2023-03-31$0
Assets. partnership/joint venture interests at beginning of year2023-03-31$0
Investment advisory and management fees2023-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$6,164,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$5,993,718
Interest on participant loans2023-03-31$15,448
Income. Interest from loans (other than to participants)2023-03-31$0
Interest earned on other investments2023-03-31$0
Income. Interest from US Government securities2023-03-31$0
Income. Interest from corporate debt instruments2023-03-31$0
Value of interest in master investment trust accounts at end of year2023-03-31$0
Value of interest in master investment trust accounts at beginning of year2023-03-31$0
Value of interest in common/collective trusts at end of year2023-03-31$0
Value of interest in common/collective trusts at beginning of year2023-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-03-31$0
Asset value of US Government securities at end of year2023-03-31$0
Asset value of US Government securities at beginning of year2023-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$0
Net investment gain/loss from pooled separate accounts2023-03-31$-442,174
Net investment gain or loss from common/collective trusts2023-03-31$0
Net gain/loss from 103.12 investment entities2023-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Assets. Invements in employer securities at end of year2023-03-31$0
Assets. Invements in employer securities at beginning of year2023-03-31$0
Assets. Value of employer real property at end of year2023-03-31$0
Assets. Value of employer real property at beginning of year2023-03-31$0
Contributions received in cash from employer2023-03-31$476,528
Employer contributions (assets) at end of year2023-03-31$0
Employer contributions (assets) at beginning of year2023-03-31$0
Income. Dividends from preferred stock2023-03-31$0
Income. Dividends from common stock2023-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$429,488
Asset. Corporate debt instrument preferred debt at end of year2023-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-03-31$0
Contract administrator fees2023-03-31$2,174
Assets. Corporate common stocks other than exployer securities at end of year2023-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-03-31$0
Liabilities. Value of benefit claims payable at end of year2023-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-03-31$0
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$0
Aggregate carrying amount (costs) on sale of assets2023-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-03-31$0
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31MOSS & YANTIS CPA PA
Accountancy firm EIN2023-03-31471356737
2022 : KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total income from all sources (including contributions)2022-03-31$941,666
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$272,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$268,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$927,603
Value of total assets at end of year2022-03-31$6,340,238
Value of total assets at beginning of year2022-03-31$5,671,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$4,079
Total interest from all sources2022-03-31$17,236
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$1,000,000
If this is an individual account plan, was there a blackout period2022-03-31No
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$503,369
Participant contributions at end of year2022-03-31$346,520
Participant contributions at beginning of year2022-03-31$312,859
Assets. Other investments not covered elsewhere at end of year2022-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-03-31$0
Administrative expenses (other) incurred2022-03-31$4,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$669,011
Value of net assets at end of year (total assets less liabilities)2022-03-31$6,340,238
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$5,671,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$5,993,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$5,358,368
Value of interest in pooled separate accounts at beginning of year2022-03-31$0
Interest on participant loans2022-03-31$17,236
Value of interest in common/collective trusts at beginning of year2022-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-03-31$0
Net investment gain/loss from pooled separate accounts2022-03-31$-3,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Assets. Invements in employer securities at beginning of year2022-03-31$0
Contributions received in cash from employer2022-03-31$424,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$268,576
Asset. Corporate debt instrument debt (other) at beginning of year2022-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-03-31$0
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31MOSS & YANTIS CPA PA
Accountancy firm EIN2022-03-31471356737
2021 : KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$0
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total transfer of assets to this plan2021-03-31$0
Total transfer of assets from this plan2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$2,231,362
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$360,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$355,689
Expenses. Certain deemed distributions of participant loans2021-03-31$0
Value of total corrective distributions2021-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$885,719
Value of total assets at end of year2021-03-31$5,671,227
Value of total assets at beginning of year2021-03-31$3,800,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$4,868
Total interest from all sources2021-03-31$15,555
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$1,000,000
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$469,154
Participant contributions at end of year2021-03-31$312,859
Participant contributions at beginning of year2021-03-31$253,510
Assets. Other investments not covered elsewhere at end of year2021-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-03-31$33,757
Other income not declared elsewhere2021-03-31$0
Administrative expenses (other) incurred2021-03-31$4,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$1,870,805
Value of net assets at end of year (total assets less liabilities)2021-03-31$5,671,227
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$3,800,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$5,358,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$3,546,912
Value of interest in pooled separate accounts at end of year2021-03-31$0
Value of interest in pooled separate accounts at beginning of year2021-03-31$0
Interest on participant loans2021-03-31$15,555
Interest earned on other investments2021-03-31$0
Value of interest in common/collective trusts at end of year2021-03-31$0
Value of interest in common/collective trusts at beginning of year2021-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$0
Net investment gain/loss from pooled separate accounts2021-03-31$1,330,088
Net investment gain or loss from common/collective trusts2021-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31Yes
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Assets. Invements in employer securities at end of year2021-03-31$0
Assets. Invements in employer securities at beginning of year2021-03-31$0
Contributions received in cash from employer2021-03-31$382,808
Income. Dividends from common stock2021-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$355,689
Asset. Corporate debt instrument debt (other) at end of year2021-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-03-31$0
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31MOSS & YANTIS CPA PA
Accountancy firm EIN2021-03-31471356737
2020 : KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$0
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total transfer of assets to this plan2020-03-31$0
Total transfer of assets from this plan2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$539,588
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$132,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$128,381
Expenses. Certain deemed distributions of participant loans2020-03-31$0
Value of total corrective distributions2020-03-31$196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$836,429
Value of total assets at end of year2020-03-31$3,800,422
Value of total assets at beginning of year2020-03-31$3,393,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$4,191
Total interest from all sources2020-03-31$12,521
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$1,000,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$447,304
Participant contributions at end of year2020-03-31$253,510
Participant contributions at beginning of year2020-03-31$167,776
Assets. Other investments not covered elsewhere at end of year2020-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$7,168
Other income not declared elsewhere2020-03-31$0
Administrative expenses (other) incurred2020-03-31$4,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$406,820
Value of net assets at end of year (total assets less liabilities)2020-03-31$3,800,422
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$3,393,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$3,546,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$3,225,826
Value of interest in pooled separate accounts at end of year2020-03-31$0
Value of interest in pooled separate accounts at beginning of year2020-03-31$0
Interest on participant loans2020-03-31$12,521
Interest earned on other investments2020-03-31$0
Value of interest in common/collective trusts at end of year2020-03-31$0
Value of interest in common/collective trusts at beginning of year2020-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$0
Net investment gain/loss from pooled separate accounts2020-03-31$-309,362
Net investment gain or loss from common/collective trusts2020-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Assets. Invements in employer securities at end of year2020-03-31$0
Assets. Invements in employer securities at beginning of year2020-03-31$0
Contributions received in cash from employer2020-03-31$381,957
Income. Dividends from common stock2020-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$128,381
Asset. Corporate debt instrument debt (other) at end of year2020-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-03-31$0
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31MOSS & YANTIS CPA PA
Accountancy firm EIN2020-03-31471356737
2019 : KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$0
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total transfer of assets to this plan2019-03-31$373
Total transfer of assets from this plan2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total income from all sources (including contributions)2019-03-31$764,040
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$47,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$40,469
Expenses. Certain deemed distributions of participant loans2019-03-31$3,676
Value of total corrective distributions2019-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$716,550
Value of total assets at end of year2019-03-31$3,393,602
Value of total assets at beginning of year2019-03-31$2,676,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$3,013
Total interest from all sources2019-03-31$7,697
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$1,000,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$386,036
Participant contributions at end of year2019-03-31$167,776
Participant contributions at beginning of year2019-03-31$77,679
Assets. Other investments not covered elsewhere at end of year2019-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-03-31$0
Other income not declared elsewhere2019-03-31$0
Administrative expenses (other) incurred2019-03-31$3,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$716,882
Value of net assets at end of year (total assets less liabilities)2019-03-31$3,393,602
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$2,676,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$3,225,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$2,598,668
Value of interest in pooled separate accounts at end of year2019-03-31$0
Value of interest in pooled separate accounts at beginning of year2019-03-31$0
Interest on participant loans2019-03-31$7,697
Interest earned on other investments2019-03-31$0
Value of interest in common/collective trusts at end of year2019-03-31$0
Value of interest in common/collective trusts at beginning of year2019-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$0
Net investment gain/loss from pooled separate accounts2019-03-31$39,793
Net investment gain or loss from common/collective trusts2019-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Assets. Invements in employer securities at end of year2019-03-31$0
Assets. Invements in employer securities at beginning of year2019-03-31$0
Contributions received in cash from employer2019-03-31$330,514
Income. Dividends from common stock2019-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$40,469
Asset. Corporate debt instrument debt (other) at end of year2019-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-03-31$0
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31MOSS & YANTIS CPA PA
Accountancy firm EIN2019-03-31471356737
2018 : KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$0
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total transfer of assets to this plan2018-03-31$0
Total transfer of assets from this plan2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$825,169
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$50,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$46,244
Value of total corrective distributions2018-03-31$2,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$555,347
Value of total assets at end of year2018-03-31$2,675,180
Value of total assets at beginning of year2018-03-31$1,900,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$1,364
Total interest from all sources2018-03-31$4,583
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$1,000,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$302,808
Participant contributions at end of year2018-03-31$76,512
Participant contributions at beginning of year2018-03-31$71,126
Assets. Other investments not covered elsewhere at end of year2018-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-03-31$0
Other income not declared elsewhere2018-03-31$0
Administrative expenses (other) incurred2018-03-31$1,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$775,102
Value of net assets at end of year (total assets less liabilities)2018-03-31$2,675,180
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$1,900,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$2,598,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$1,828,952
Value of interest in pooled separate accounts at end of year2018-03-31$0
Value of interest in pooled separate accounts at beginning of year2018-03-31$0
Interest on participant loans2018-03-31$4,583
Interest earned on other investments2018-03-31$0
Value of interest in common/collective trusts at end of year2018-03-31$0
Value of interest in common/collective trusts at beginning of year2018-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$0
Net investment gain/loss from pooled separate accounts2018-03-31$265,239
Net investment gain or loss from common/collective trusts2018-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Assets. Invements in employer securities at end of year2018-03-31$0
Assets. Invements in employer securities at beginning of year2018-03-31$0
Contributions received in cash from employer2018-03-31$252,539
Income. Dividends from common stock2018-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$46,244
Asset. Corporate debt instrument debt (other) at end of year2018-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-03-31$0
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31MOSS & YANTIS CPA PA
Accountancy firm EIN2018-03-31471356737
2017 : KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$0
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total transfer of assets to this plan2017-03-31$0
Total transfer of assets from this plan2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total income from all sources (including contributions)2017-03-31$365,757
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$75,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$74,481
Expenses. Certain deemed distributions of participant loans2017-03-31$0
Value of total corrective distributions2017-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$155,317
Value of total assets at end of year2017-03-31$1,900,078
Value of total assets at beginning of year2017-03-31$1,609,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$986
Total interest from all sources2017-03-31$4,570
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$135,485
Participant contributions at end of year2017-03-31$71,126
Participant contributions at beginning of year2017-03-31$88,621
Assets. Other investments not covered elsewhere at end of year2017-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-03-31$0
Other income not declared elsewhere2017-03-31$0
Administrative expenses (other) incurred2017-03-31$986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$290,290
Value of net assets at end of year (total assets less liabilities)2017-03-31$1,900,078
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$1,609,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$1,828,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$1,521,167
Value of interest in pooled separate accounts at end of year2017-03-31$0
Value of interest in pooled separate accounts at beginning of year2017-03-31$0
Interest on participant loans2017-03-31$4,570
Interest earned on other investments2017-03-31$0
Value of interest in common/collective trusts at end of year2017-03-31$0
Value of interest in common/collective trusts at beginning of year2017-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$0
Net investment gain/loss from pooled separate accounts2017-03-31$205,870
Net investment gain or loss from common/collective trusts2017-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Assets. Invements in employer securities at end of year2017-03-31$0
Assets. Invements in employer securities at beginning of year2017-03-31$0
Contributions received in cash from employer2017-03-31$19,832
Income. Dividends from common stock2017-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$74,481
Asset. Corporate debt instrument debt (other) at end of year2017-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-03-31$0
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31MOSS & YANTIS CPA PA
Accountancy firm EIN2017-03-31471356737
2016 : KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$0
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total transfer of assets to this plan2016-03-31$0
Total transfer of assets from this plan2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total income from all sources (including contributions)2016-03-31$51,630
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$41,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$40,394
Expenses. Certain deemed distributions of participant loans2016-03-31$0
Value of total corrective distributions2016-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$101,418
Value of total assets at end of year2016-03-31$1,609,788
Value of total assets at beginning of year2016-03-31$1,599,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$1,368
Total interest from all sources2016-03-31$4,927
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$101,418
Participant contributions at end of year2016-03-31$88,621
Participant contributions at beginning of year2016-03-31$96,042
Assets. Other investments not covered elsewhere at end of year2016-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-03-31$0
Other income not declared elsewhere2016-03-31$0
Administrative expenses (other) incurred2016-03-31$1,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$9,868
Value of net assets at end of year (total assets less liabilities)2016-03-31$1,609,788
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$1,599,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$1,521,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$1,503,878
Value of interest in pooled separate accounts at end of year2016-03-31$0
Value of interest in pooled separate accounts at beginning of year2016-03-31$0
Interest on participant loans2016-03-31$4,927
Interest earned on other investments2016-03-31$0
Value of interest in common/collective trusts at end of year2016-03-31$0
Value of interest in common/collective trusts at beginning of year2016-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-54,715
Net investment gain/loss from pooled separate accounts2016-03-31$0
Net investment gain or loss from common/collective trusts2016-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Assets. Invements in employer securities at end of year2016-03-31$0
Assets. Invements in employer securities at beginning of year2016-03-31$0
Contributions received in cash from employer2016-03-31$0
Income. Dividends from common stock2016-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$40,394
Asset. Corporate debt instrument debt (other) at end of year2016-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-03-31$0
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31CHRISTA DUNN
Accountancy firm EIN2016-03-31263396769
2015 : KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$0
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total transfer of assets to this plan2015-03-31$0
Total transfer of assets from this plan2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total income from all sources (including contributions)2015-03-31$152,131
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$157,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$155,956
Expenses. Certain deemed distributions of participant loans2015-03-31$0
Value of total corrective distributions2015-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$80,243
Value of total assets at end of year2015-03-31$1,599,920
Value of total assets at beginning of year2015-03-31$1,605,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$1,256
Total interest from all sources2015-03-31$4,183
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$80,243
Participant contributions at end of year2015-03-31$96,042
Participant contributions at beginning of year2015-03-31$74,698
Assets. Other investments not covered elsewhere at end of year2015-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-03-31$0
Other income not declared elsewhere2015-03-31$0
Administrative expenses (other) incurred2015-03-31$1,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$-5,081
Value of net assets at end of year (total assets less liabilities)2015-03-31$1,599,920
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$1,605,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$1,401,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$1,411,949
Value of interest in pooled separate accounts at end of year2015-03-31$0
Value of interest in pooled separate accounts at beginning of year2015-03-31$0
Interest on participant loans2015-03-31$4,125
Interest earned on other investments2015-03-31$58
Value of interest in common/collective trusts at end of year2015-03-31$102,375
Value of interest in common/collective trusts at beginning of year2015-03-31$118,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$0
Net investment gain/loss from pooled separate accounts2015-03-31$67,705
Net investment gain or loss from common/collective trusts2015-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Assets. Invements in employer securities at end of year2015-03-31$0
Assets. Invements in employer securities at beginning of year2015-03-31$0
Contributions received in cash from employer2015-03-31$0
Income. Dividends from common stock2015-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$155,956
Asset. Corporate debt instrument debt (other) at end of year2015-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-03-31$0
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31MOSS & YANTIS CPA PA
Accountancy firm EIN2015-03-31471356737
2014 : KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$0
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total transfer of assets to this plan2014-03-31$0
Total transfer of assets from this plan2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total income from all sources (including contributions)2014-03-31$268,251
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$15,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$14,629
Expenses. Certain deemed distributions of participant loans2014-03-31$0
Value of total corrective distributions2014-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$84,981
Value of total assets at end of year2014-03-31$1,605,001
Value of total assets at beginning of year2014-03-31$1,352,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$1,072
Total interest from all sources2014-03-31$4,426
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Funding deficiency by the employer to the plan for this plan year2014-03-31$0
Minimum employer required contribution for this plan year2014-03-31$0
Amount contributed by the employer to the plan for this plan year2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$70,195
Participant contributions at end of year2014-03-31$74,698
Participant contributions at beginning of year2014-03-31$72,645
Assets. Other investments not covered elsewhere at end of year2014-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$14,786
Other income not declared elsewhere2014-03-31$0
Administrative expenses (other) incurred2014-03-31$1,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$252,550
Value of net assets at end of year (total assets less liabilities)2014-03-31$1,605,001
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$1,352,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$1,411,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$1,164,403
Value of interest in pooled separate accounts at end of year2014-03-31$0
Value of interest in pooled separate accounts at beginning of year2014-03-31$0
Interest on participant loans2014-03-31$4,426
Interest earned on other investments2014-03-31$0
Value of interest in common/collective trusts at end of year2014-03-31$118,354
Value of interest in common/collective trusts at beginning of year2014-03-31$115,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$0
Net investment gain/loss from pooled separate accounts2014-03-31$0
Net investment gain or loss from common/collective trusts2014-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Assets. Invements in employer securities at end of year2014-03-31$0
Assets. Invements in employer securities at beginning of year2014-03-31$0
Contributions received in cash from employer2014-03-31$0
Income. Dividends from common stock2014-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$14,629
Asset. Corporate debt instrument debt (other) at end of year2014-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-03-31$0
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31MOSS & YANTIS CPA LLC
Accountancy firm EIN2014-03-31471356737
2013 : KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$0
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total transfer of assets to this plan2013-03-31$0
Total transfer of assets from this plan2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$135,832
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$95,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$95,011
Expenses. Certain deemed distributions of participant loans2013-03-31$0
Value of total corrective distributions2013-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$59,723
Value of total assets at end of year2013-03-31$1,352,451
Value of total assets at beginning of year2013-03-31$1,312,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$702
Total interest from all sources2013-03-31$3,589
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Funding deficiency by the employer to the plan for this plan year2013-03-31$0
Minimum employer required contribution for this plan year2013-03-31$0
Amount contributed by the employer to the plan for this plan year2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$59,723
Participant contributions at end of year2013-03-31$72,645
Participant contributions at beginning of year2013-03-31$77,445
Assets. Other investments not covered elsewhere at end of year2013-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-03-31$0
Other income not declared elsewhere2013-03-31$0
Administrative expenses (other) incurred2013-03-31$702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$40,119
Value of net assets at end of year (total assets less liabilities)2013-03-31$1,352,451
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$1,312,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$1,164,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$1,118,514
Value of interest in pooled separate accounts at end of year2013-03-31$0
Value of interest in pooled separate accounts at beginning of year2013-03-31$0
Interest on participant loans2013-03-31$3,589
Interest earned on other investments2013-03-31$0
Value of interest in common/collective trusts at end of year2013-03-31$115,403
Value of interest in common/collective trusts at beginning of year2013-03-31$116,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$0
Net investment gain/loss from pooled separate accounts2013-03-31$72,520
Net investment gain or loss from common/collective trusts2013-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Assets. Invements in employer securities at end of year2013-03-31$0
Assets. Invements in employer securities at beginning of year2013-03-31$0
Contributions received in cash from employer2013-03-31$0
Income. Dividends from common stock2013-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$95,011
Asset. Corporate debt instrument debt (other) at end of year2013-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-03-31$0
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31CHRISTA M. DUNN, CPA, LLC
Accountancy firm EIN2013-03-31263396769
2012 : KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$0
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total transfer of assets to this plan2012-03-31$0
Total transfer of assets from this plan2012-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total income from all sources (including contributions)2012-03-31$81,126
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$15,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$14,862
Expenses. Certain deemed distributions of participant loans2012-03-31$0
Value of total corrective distributions2012-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$51,237
Value of total assets at end of year2012-03-31$1,312,332
Value of total assets at beginning of year2012-03-31$1,246,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$916
Total interest from all sources2012-03-31$3,665
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Funding deficiency by the employer to the plan for this plan year2012-03-31$0
Minimum employer required contribution for this plan year2012-03-31$0
Amount contributed by the employer to the plan for this plan year2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$51,237
Participant contributions at end of year2012-03-31$77,445
Participant contributions at beginning of year2012-03-31$78,973
Assets. Other investments not covered elsewhere at end of year2012-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-03-31$0
Other income not declared elsewhere2012-03-31$0
Administrative expenses (other) incurred2012-03-31$916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$65,348
Value of net assets at end of year (total assets less liabilities)2012-03-31$1,312,332
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$1,246,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$1,118,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$1,050,191
Value of interest in pooled separate accounts at end of year2012-03-31$0
Value of interest in pooled separate accounts at beginning of year2012-03-31$0
Interest on participant loans2012-03-31$3,665
Interest earned on other investments2012-03-31$0
Value of interest in common/collective trusts at end of year2012-03-31$116,373
Value of interest in common/collective trusts at beginning of year2012-03-31$117,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$0
Net investment gain/loss from pooled separate accounts2012-03-31$26,224
Net investment gain or loss from common/collective trusts2012-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Assets. Invements in employer securities at end of year2012-03-31$0
Assets. Invements in employer securities at beginning of year2012-03-31$0
Contributions received in cash from employer2012-03-31$0
Income. Dividends from common stock2012-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$14,862
Asset. Corporate debt instrument debt (other) at end of year2012-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-03-31$0
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31CHRISTA M DUNN, CPA, LLC
Accountancy firm EIN2012-03-31263396769
2011 : KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$0
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total transfer of assets to this plan2011-03-31$0
Total transfer of assets from this plan2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total income from all sources (including contributions)2011-03-31$144,868
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$25,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$24,844
Expenses. Certain deemed distributions of participant loans2011-03-31$0
Value of total corrective distributions2011-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$41,046
Value of total assets at end of year2011-03-31$1,246,984
Value of total assets at beginning of year2011-03-31$1,127,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$552
Total interest from all sources2011-03-31$4,243
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Funding deficiency by the employer to the plan for this plan year2011-03-31$0
Minimum employer required contribution for this plan year2011-03-31$0
Amount contributed by the employer to the plan for this plan year2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$38,949
Participant contributions at end of year2011-03-31$78,973
Participant contributions at beginning of year2011-03-31$99,484
Assets. Other investments not covered elsewhere at end of year2011-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-03-31$0
Other income not declared elsewhere2011-03-31$0
Administrative expenses (other) incurred2011-03-31$552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$119,472
Value of net assets at end of year (total assets less liabilities)2011-03-31$1,246,984
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$1,127,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$1,050,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$892,244
Value of interest in pooled separate accounts at end of year2011-03-31$0
Value of interest in pooled separate accounts at beginning of year2011-03-31$0
Interest on participant loans2011-03-31$4,243
Value of interest in common/collective trusts at end of year2011-03-31$117,820
Value of interest in common/collective trusts at beginning of year2011-03-31$135,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$0
Net investment gain/loss from pooled separate accounts2011-03-31$99,579
Net investment gain or loss from common/collective trusts2011-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Assets. Invements in employer securities at end of year2011-03-31$0
Assets. Invements in employer securities at beginning of year2011-03-31$0
Contributions received in cash from employer2011-03-31$2,097
Income. Dividends from common stock2011-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$24,844
Asset. Corporate debt instrument debt (other) at end of year2011-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-03-31$0
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31CHRISTA M. DUNN, CPA, LLC
Accountancy firm EIN2011-03-31263396769
2010 : KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-03-31$0
Minimum employer required contribution for this plan year2010-03-31$0
Amount contributed by the employer to the plan for this plan year2010-03-31$0

Form 5500 Responses for KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN

2022: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2021: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2020: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2019: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2018: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedYes
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2017: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2010: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement – InsuranceYes
2009: KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number749197-01
Policy instance 1
Insurance contract or identification number749197-01
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $16,295
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,437
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-024152
Policy instance 1
Insurance contract or identification numberGA-024152
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-024152
Policy instance 1
Insurance contract or identification numberGA-024152
Number of Individuals Covered231
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $14,780
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,780
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-024152
Policy instance 1
Insurance contract or identification numberGA-024152
Number of Individuals Covered235
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $12,046
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,046
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-024152
Policy instance 1
Insurance contract or identification numberGA-024152
Number of Individuals Covered223
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $10,684
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,684
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA 024152
Policy instance 1
Insurance contract or identification numberGA 024152
Number of Individuals Covered198
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $11,424
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,424
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY, LL
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-024152
Policy instance 1
Insurance contract or identification numberGA-024152
Number of Individuals Covered158
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $4,929
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,929
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY, LL
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-024152
Policy instance 1
Insurance contract or identification numberGA-024152
Number of Individuals Covered79
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $4,776
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,776
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY, LL
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-024152
Policy instance 1
Insurance contract or identification numberGA-024152
Number of Individuals Covered152
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $4,351
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,211
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-024152
Policy instance 1
Insurance contract or identification numberGA-024152
Number of Individuals Covered72
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $3,753
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,753
Insurance broker organization code?3
Insurance broker nameWELLS FARGO WEALTH BRKG INS AGY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-024152
Policy instance 1
Insurance contract or identification numberGA-024152
Number of Individuals Covered143
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $3,521
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-024152
Policy instance 1
Insurance contract or identification numberGA-024152
Number of Individuals Covered140
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $3,075
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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