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MIKART, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMIKART, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

MIKART, INC. 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

MIKART, LLC has sponsored the creation of one or more 401k plans.

Company Name:MIKART, LLC
Employer identification number (EIN):581241459
NAIC Classification:325410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIKART, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01SCOTT NEOLA2024-07-08 SCOTT NEOLA2024-07-08
0022022-01-01SCOTT NEOLA2023-05-24
0022021-01-01CHRIS VOUDOURIS2022-07-28 CHRIS VOUDOURIS2022-07-28
0022020-01-01CHRIS VOUDOURIS2021-07-27 CHRIS VOUDOURIS2021-07-27
0022019-01-01CHRIS VOUDOURIS2020-07-29 CHRIS VOUDOURIS2020-07-29
0022018-01-01CHRIS VOUDOURIS2019-10-07
0022017-01-01
0022016-01-01
0022016-01-01MICHAEL KALLELIS2018-10-18
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01MIGUEL ARTECHE MIGUEL ARTECHE2013-10-10
0022011-01-01MIGUEL ARTECHE MIGUEL ARTECHE2012-10-02
0022009-01-01CINDY BURNETT

Plan Statistics for MIKART, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MIKART, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: MIKART, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01256
Total number of active participants reported on line 7a of the Form 55002023-01-01206
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0152
Total of all active and inactive participants2023-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01258
Number of participants with account balances2023-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0110
2022: MIKART, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01231
Total number of active participants reported on line 7a of the Form 55002022-01-01187
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01229
Number of participants with account balances2022-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: MIKART, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01254
Total number of active participants reported on line 7a of the Form 55002021-01-01176
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01215
Number of participants with account balances2021-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: MIKART, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01268
Total number of active participants reported on line 7a of the Form 55002020-01-01188
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0155
Total of all active and inactive participants2020-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01243
Number of participants with account balances2020-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: MIKART, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01289
Total number of active participants reported on line 7a of the Form 55002019-01-01206
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01264
Number of participants with account balances2019-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: MIKART, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01266
Total number of active participants reported on line 7a of the Form 55002018-01-01216
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01279
Number of participants with account balances2018-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: MIKART, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01282
Total number of active participants reported on line 7a of the Form 55002017-01-01210
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0173
Total of all active and inactive participants2017-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01283
Number of participants with account balances2017-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: MIKART, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01286
Total number of active participants reported on line 7a of the Form 55002016-01-01242
Number of other retired or separated participants entitled to future benefits2016-01-0148
Total of all active and inactive participants2016-01-01290
Total participants2016-01-01290
Number of participants with account balances2016-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0124
2015: MIKART, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01271
Total number of active participants reported on line 7a of the Form 55002015-01-01254
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01284
Number of participants with account balances2015-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: MIKART, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01265
Total number of active participants reported on line 7a of the Form 55002014-01-01237
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01270
Number of participants with account balances2014-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: MIKART, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01270
Total number of active participants reported on line 7a of the Form 55002013-01-01235
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01263
Number of participants with account balances2013-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0119
2012: MIKART, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01244
Total number of active participants reported on line 7a of the Form 55002012-01-01233
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01265
Total participants2012-01-01265
Number of participants with account balances2012-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: MIKART, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01229
Total number of active participants reported on line 7a of the Form 55002011-01-01189
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01216
Total participants2011-01-01216
Number of participants with account balances2011-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0129
2009: MIKART, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01198
Total number of active participants reported on line 7a of the Form 55002009-01-01178
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01192
Total participants2009-01-01192
Number of participants with account balances2009-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on MIKART, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : MIKART, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,414,362
Total of all expenses incurred2023-12-31$647,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$552,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,331,747
Value of total assets at end of year2023-12-31$24,854,412
Value of total assets at beginning of year2023-12-31$20,087,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$94,959
Total interest from all sources2023-12-31$2,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$818,844
Participant contributions at end of year2023-12-31$42,014
Participant contributions at beginning of year2023-12-31$58,269
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$143,584
Administrative expenses (other) incurred2023-12-31$4,075
Total non interest bearing cash at end of year2023-12-31$45,051
Total non interest bearing cash at beginning of year2023-12-31$57,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,767,132
Value of net assets at end of year (total assets less liabilities)2023-12-31$24,854,412
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$20,087,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$36,385
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$24,767,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$19,971,576
Interest on participant loans2023-12-31$2,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,079,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$369,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$552,271
Contract administrator fees2023-12-31$40,499
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HANCOCK ASKEW & CO LLP
Accountancy firm EIN2023-12-31580662558
2022 : MIKART, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,810,470
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,334,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,209,718
Value of total corrective distributions2022-12-31$26,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$688,016
Value of total assets at end of year2022-12-31$20,087,280
Value of total assets at beginning of year2022-12-31$25,232,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$98,152
Total interest from all sources2022-12-31$2,801
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$18,207
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$675,954
Participant contributions at end of year2022-12-31$58,269
Participant contributions at beginning of year2022-12-31$56,950
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$12,062
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$57,435
Total non interest bearing cash at beginning of year2022-12-31$36,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,144,894
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,087,280
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,232,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$37,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,971,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,138,660
Interest on participant loans2022-12-31$2,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,501,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,209,718
Contract administrator fees2022-12-31$42,280
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HANCOCK ASKEW & CO LLP
Accountancy firm EIN2022-12-31580662558
2021 : MIKART, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,347,368
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,812,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,692,136
Value of total corrective distributions2021-12-31$9,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$746,872
Value of total assets at end of year2021-12-31$25,232,174
Value of total assets at beginning of year2021-12-31$23,697,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$111,590
Total interest from all sources2021-12-31$1,988
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$634,364
Participant contributions at end of year2021-12-31$56,950
Participant contributions at beginning of year2021-12-31$28,561
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,564
Administrative expenses (other) incurred2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$36,564
Total non interest bearing cash at beginning of year2021-12-31$112,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,534,383
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,232,174
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,697,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$43,622
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,138,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,557,163
Interest on participant loans2021-12-31$1,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,598,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$96,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,692,136
Contract administrator fees2021-12-31$67,968
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SMITH & HOWARD
Accountancy firm EIN2021-12-31581250486
2020 : MIKART, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,436,404
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,104,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,007,934
Value of total corrective distributions2020-12-31$14,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$859,194
Value of total assets at end of year2020-12-31$23,697,791
Value of total assets at beginning of year2020-12-31$20,366,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$82,181
Total interest from all sources2020-12-31$334
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$585,109
Participant contributions at end of year2020-12-31$28,561
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$274,085
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$112,067
Total non interest bearing cash at beginning of year2020-12-31$72,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,331,639
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,697,791
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,366,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$30,096
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,557,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,293,708
Interest on participant loans2020-12-31$334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$3,576,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,007,934
Contract administrator fees2020-12-31$52,085
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SMITH & HOWARD
Accountancy firm EIN2020-12-31581250486
2019 : MIKART, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,074,259
Total of all expenses incurred2019-12-31$5,524,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,408,656
Value of total corrective distributions2019-12-31$16,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,018,052
Value of total assets at end of year2019-12-31$20,366,152
Value of total assets at beginning of year2019-12-31$20,816,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$99,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$631,666
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$76,545
Total non interest bearing cash at end of year2019-12-31$72,444
Total non interest bearing cash at beginning of year2019-12-31$356,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-449,862
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,366,152
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,816,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$23,457
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,293,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,459,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$4,056,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$309,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,408,656
Contract administrator fees2019-12-31$75,642
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH & HOWARD
Accountancy firm EIN2019-12-31581250486
2018 : MIKART, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,363
Total income from all sources (including contributions)2018-12-31$-550,669
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,927,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,875,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$641,236
Value of total assets at end of year2018-12-31$20,816,014
Value of total assets at beginning of year2018-12-31$24,301,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$52,048
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$950
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$630,320
Total non interest bearing cash at end of year2018-12-31$356,616
Total non interest bearing cash at beginning of year2018-12-31$286,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,478,062
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,816,014
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,294,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,459,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,015,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,191,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$10,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,875,345
Contract administrator fees2018-12-31$51,098
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$7,363
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SMITH & HOWARD
Accountancy firm EIN2018-12-31581250486
2017 : MIKART, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,363
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,124
Total income from all sources (including contributions)2017-12-31$4,229,312
Total of all expenses incurred2017-12-31$2,813,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,805,990
Value of total corrective distributions2017-12-31$7,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$751,513
Value of total assets at end of year2017-12-31$24,301,439
Value of total assets at beginning of year2017-12-31$22,879,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$653,463
Other income not declared elsewhere2017-12-31$22,555
Total non interest bearing cash at end of year2017-12-31$286,434
Total non interest bearing cash at beginning of year2017-12-31$158,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,415,959
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,294,076
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,878,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,015,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,525,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$3,455,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$98,050
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$2,195,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,805,990
Liabilities. Value of benefit claims payable at end of year2017-12-31$7,363
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,124
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31J. TERRY GORDON & CO
Accountancy firm EIN2017-12-31581499257
2016 : MIKART, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,789
Total income from all sources (including contributions)2016-12-31$4,389,270
Total of all expenses incurred2016-12-31$1,191,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,190,057
Value of total corrective distributions2016-12-31$1,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,964,855
Value of total assets at end of year2016-12-31$22,879,241
Value of total assets at beginning of year2016-12-31$19,700,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$35
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$656,654
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$15,024
Other income not declared elsewhere2016-12-31$18,748
Administrative expenses (other) incurred2016-12-31$35
Total non interest bearing cash at end of year2016-12-31$158,803
Total non interest bearing cash at beginning of year2016-12-31$87,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,198,054
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,878,117
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,680,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,525,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,457,879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$1,405,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,293,177
Employer contributions (assets) at end of year2016-12-31$2,195,035
Employer contributions (assets) at beginning of year2016-12-31$2,155,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,190,057
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,124
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$20,789
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31J. TERRY GORDON & CO
Accountancy firm EIN2016-12-31581499257
2015 : MIKART, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,789
Total income from all sources (including contributions)2015-12-31$2,718,636
Total of all expenses incurred2015-12-31$748,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$694,936
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$53,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,909,879
Value of total assets at end of year2015-12-31$19,700,852
Value of total assets at beginning of year2015-12-31$17,709,717
Total interest from all sources2015-12-31$546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$621,869
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$40,968
Total non interest bearing cash at end of year2015-12-31$87,291
Total non interest bearing cash at beginning of year2015-12-31$182,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,970,346
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,680,063
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,709,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,457,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,598,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$603,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-191,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,247,042
Employer contributions (assets) at end of year2015-12-31$2,155,682
Employer contributions (assets) at beginning of year2015-12-31$1,325,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$694,936
Liabilities. Value of benefit claims payable at end of year2015-12-31$20,789
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31J. TERRY GORDON & CO
Accountancy firm EIN2015-12-31581499257
2014 : MIKART, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,180,491
Total of all expenses incurred2014-12-31$1,518,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,516,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,383,925
Value of total assets at end of year2014-12-31$17,709,717
Value of total assets at beginning of year2014-12-31$16,047,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,345
Total interest from all sources2014-12-31$351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$581,696
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$392,700
Total non interest bearing cash at end of year2014-12-31$182,493
Total non interest bearing cash at beginning of year2014-12-31$61,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,662,202
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,709,717
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,047,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,598,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,624,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$603,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$571,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$796,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,409,529
Employer contributions (assets) at end of year2014-12-31$1,325,405
Employer contributions (assets) at beginning of year2014-12-31$1,790,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,516,944
Contract administrator fees2014-12-31$1,345
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31J. TERRY GORDON & CO
Accountancy firm EIN2014-12-31581499257
2013 : MIKART, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$128
Total income from all sources (including contributions)2013-12-31$4,442,120
Total of all expenses incurred2013-12-31$576,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$574,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,401,752
Value of total assets at end of year2013-12-31$16,047,515
Value of total assets at beginning of year2013-12-31$12,181,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,054
Total interest from all sources2013-12-31$519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$535,101
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,578
Total non interest bearing cash at end of year2013-12-31$61,846
Total non interest bearing cash at beginning of year2013-12-31$113,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,866,093
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,047,515
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,181,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,624,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,889,157
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$571,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$469,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,039,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,861,073
Employer contributions (assets) at end of year2013-12-31$1,790,263
Employer contributions (assets) at beginning of year2013-12-31$1,709,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$574,973
Contract administrator fees2013-12-31$1,054
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$128
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31J. TERRY GORDON & CO
Accountancy firm EIN2013-12-31581499257
2012 : MIKART, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$128
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$262
Total income from all sources (including contributions)2012-12-31$3,299,145
Total of all expenses incurred2012-12-31$542,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$531,692
Value of total corrective distributions2012-12-31$128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,308,622
Value of total assets at end of year2012-12-31$12,181,550
Value of total assets at beginning of year2012-12-31$9,424,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,565
Total interest from all sources2012-12-31$565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$529,710
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,634
Total non interest bearing cash at end of year2012-12-31$113,009
Total non interest bearing cash at beginning of year2012-12-31$59,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,756,760
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,181,422
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,424,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,889,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,973,989
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$469,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$391,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$989,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,776,278
Employer contributions (assets) at end of year2012-12-31$1,709,939
Employer contributions (assets) at beginning of year2012-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$531,692
Contract administrator fees2012-12-31$10,565
Liabilities. Value of benefit claims payable at end of year2012-12-31$128
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$262
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31J. TERRY GORDON & CO
Accountancy firm EIN2012-12-31581499257
2011 : MIKART, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15,302
Total income from all sources (including contributions)2011-12-31$1,296,352
Total of all expenses incurred2011-12-31$976,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$966,575
Value of total corrective distributions2011-12-31$262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,531,242
Value of total assets at end of year2011-12-31$9,424,924
Value of total assets at beginning of year2011-12-31$9,119,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,349
Total interest from all sources2011-12-31$1,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$443,672
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$30,480
Other income not declared elsewhere2011-12-31$-72
Total non interest bearing cash at end of year2011-12-31$59,014
Total non interest bearing cash at beginning of year2011-12-31$29,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$320,166
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,424,662
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,104,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,973,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,216,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$391,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$372,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-236,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,057,090
Employer contributions (assets) at end of year2011-12-31$1,000,000
Employer contributions (assets) at beginning of year2011-12-31$501,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$966,575
Contract administrator fees2011-12-31$9,349
Liabilities. Value of benefit claims payable at end of year2011-12-31$262
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$15,302
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31J. TERRY GORDON & CO
Accountancy firm EIN2011-12-31581499257
2010 : MIKART, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$15,302
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$19,301
Total income from all sources (including contributions)2010-12-31$1,759,800
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$470,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$447,485
Value of total corrective distributions2010-12-31$11,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$934,188
Value of total assets at end of year2010-12-31$9,119,798
Value of total assets at beginning of year2010-12-31$7,834,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,436
Total interest from all sources2010-12-31$8,617
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$377,222
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,692
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$17
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$29,154
Total non interest bearing cash at beginning of year2010-12-31$33,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,288,881
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,104,496
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,815,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,216,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,613,536
Interest earned on other investments2010-12-31$2,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5,767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$372,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$460,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$816,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$547,274
Employer contributions (assets) at end of year2010-12-31$501,287
Employer contributions (assets) at beginning of year2010-12-31$727,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$447,485
Contract administrator fees2010-12-31$11,436
Liabilities. Value of benefit claims payable at end of year2010-12-31$15,302
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$19,301
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31J. TERRY GORDON & CO
Accountancy firm EIN2010-12-31581499257

Form 5500 Responses for MIKART, INC. 401(K) PROFIT SHARING PLAN

2023: MIKART, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MIKART, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MIKART, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MIKART, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MIKART, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MIKART, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MIKART, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MIKART, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MIKART, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MIKART, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MIKART, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MIKART, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MIKART, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MIKART, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26445
Policy instance 1
Insurance contract or identification number26445
Number of Individuals Covered237
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,082
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26445
Policy instance 1
Insurance contract or identification number26445
Number of Individuals Covered212
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,711
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10711
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26445
Policy instance 1
Insurance contract or identification number26445
Number of Individuals Covered204
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,118
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12118
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26445
Policy instance 1
Insurance contract or identification number26445
Number of Individuals Covered228
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,930
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9930
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26445
Policy instance 1
Insurance contract or identification number26445
Number of Individuals Covered246
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $29,726
Total amount of fees paid to insurance companyUSD $18,615
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,726
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26445
Policy instance 1
Insurance contract or identification number26445
Number of Individuals Covered238
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $48,517
Total amount of fees paid to insurance companyUSD $16,871
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,517
Insurance broker organization code?4
Amount paid for insurance broker fees16871
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26445
Policy instance 1
Insurance contract or identification number26445
Number of Individuals Covered245
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $46,884
Total amount of fees paid to insurance companyUSD $18,358
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $46,884
Insurance broker organization code?4
Amount paid for insurance broker fees18358
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameRETIREMENT PLAN ADMINISTRATORS LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26445
Policy instance 1
Insurance contract or identification number26445
Number of Individuals Covered271
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $34,625
Total amount of fees paid to insurance companyUSD $8,693
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,625
Insurance broker organization code?4
Amount paid for insurance broker fees8693
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameRETIREMENT PLAN ADMINISTRATORS LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26445
Policy instance 1
Insurance contract or identification number26445
Number of Individuals Covered251
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $31,728
Total amount of fees paid to insurance companyUSD $7,945
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,728
Insurance broker organization code?4
Amount paid for insurance broker fees7945
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameRETIREMENT PLAN ADMINISTRATORS LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26445
Policy instance 1
Insurance contract or identification number26445
Number of Individuals Covered245
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $41,110
Total amount of fees paid to insurance companyUSD $6,328
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,110
Insurance broker organization code?4
Amount paid for insurance broker fees6328
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameRETIREMENT PLAN ADMINISTRATORS LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26445
Policy instance 1
Insurance contract or identification number26445
Number of Individuals Covered242
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $42,045
Total amount of fees paid to insurance companyUSD $4,926
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,045
Insurance broker organization code?4
Amount paid for insurance broker fees4926
Additional information about fees paid to insurance brokerTPA COMPENSATION & OTHER ALLOWANCES
Insurance broker nameRETIREMENT PLAN ADMINISTRATORS LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26445
Policy instance 1
Insurance contract or identification number26445
Number of Individuals Covered215
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $35,320
Total amount of fees paid to insurance companyUSD $7,695
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26445
Policy instance 1
Insurance contract or identification number26445
Number of Individuals Covered177
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $32,838
Total amount of fees paid to insurance companyUSD $4,408
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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