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J CURT, INC 401(K) PLAN 401k Plan overview

Plan NameJ CURT, INC 401(K) PLAN
Plan identification number 001

J CURT, INC 401(K) PLAN Benefits

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

401k Sponsoring company profile

J CURT, INC has sponsored the creation of one or more 401k plans.

Company Name:J CURT, INC
Employer identification number (EIN):581527247
NAIC Classification:445299
NAIC Description:All Other Specialty Food Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J CURT, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CINDY KAZEE2024-10-14 CINDY KAZEE2024-10-14
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JACQUELYN PARIS JACQUELYN PARIS2018-09-25
0012016-01-01JACQUELYN PARIS
0012015-01-01JACQUELYN PARIS
0012014-01-01JACQUELYN PARIS
0012013-01-01CURTIS PARIS
0012012-01-01CURTIS PARIS
0012011-01-01CURTIS PARIS
0012009-01-01CURTIS PARIS

Plan Statistics for J CURT, INC 401(K) PLAN

401k plan membership statisitcs for J CURT, INC 401(K) PLAN

Measure Date Value
2022: J CURT, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01107
Total number of active participants reported on line 7a of the Form 55002022-01-0193
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01104
Number of participants with account balances2022-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: J CURT, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01158
Total number of active participants reported on line 7a of the Form 55002021-01-0187
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0120
Total of all active and inactive participants2021-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01107
Number of participants with account balances2021-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: J CURT, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01413
Total number of active participants reported on line 7a of the Form 55002020-01-01138
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01158
Number of participants with account balances2020-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: J CURT, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01519
Total number of active participants reported on line 7a of the Form 55002019-01-01393
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01413
Number of participants with account balances2019-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: J CURT, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01362
Total number of active participants reported on line 7a of the Form 55002018-01-01497
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01519
Number of participants with account balances2018-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: J CURT, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01350
Total number of active participants reported on line 7a of the Form 55002017-01-01299
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01323
Number of participants with account balances2017-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: J CURT, INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01330
Total number of active participants reported on line 7a of the Form 55002016-01-01300
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01325
Number of participants with account balances2016-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: J CURT, INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01296
Total number of active participants reported on line 7a of the Form 55002015-01-01283
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01306
Number of participants with account balances2015-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: J CURT, INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01287
Total number of active participants reported on line 7a of the Form 55002014-01-01238
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01267
Number of participants with account balances2014-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: J CURT, INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01253
Total number of active participants reported on line 7a of the Form 55002013-01-01233
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01255
Number of participants with account balances2013-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: J CURT, INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01190
Total number of active participants reported on line 7a of the Form 55002012-01-01203
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01224
Number of participants with account balances2012-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: J CURT, INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01175
Total number of active participants reported on line 7a of the Form 55002011-01-01146
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01170
Number of participants with account balances2011-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: J CURT, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01155
Total number of active participants reported on line 7a of the Form 55002009-01-01119
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01136
Number of participants with account balances2009-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on J CURT, INC 401(K) PLAN

Measure Date Value
2022 : J CURT, INC 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-133,584
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$27,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$26,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$99,937
Value of total assets at end of year2022-12-31$1,241,198
Value of total assets at beginning of year2022-12-31$1,402,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,200
Total interest from all sources2022-12-31$857
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
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$300,000
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$73,731
Participant contributions at end of year2022-12-31$2,326
Participant contributions at beginning of year2022-12-31$2,679
Administrative expenses (other) incurred2022-12-31$1,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-161,245
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,241,198
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,402,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,162,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,329,465
Interest on participant loans2022-12-31$131
Interest earned on other investments2022-12-31$726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$76,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$70,299
Net investment gain/loss from pooled separate accounts2022-12-31$-234,378
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$26,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$26,461
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 name2022-12-31FRSCPA, PLLC
Accountancy firm EIN2022-12-31592482214
2021 : J CURT, INC 401(K) 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$206,949
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$110,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$109,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$87,235
Value of total assets at end of year2021-12-31$1,402,443
Value of total assets at beginning of year2021-12-31$1,305,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$425
Total interest from all sources2021-12-31$925
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$300,000
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$64,035
Participant contributions at end of year2021-12-31$2,679
Participant contributions at beginning of year2021-12-31$5,233
Other income not declared elsewhere2021-12-31$20
Administrative expenses (other) incurred2021-12-31$425
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$96,896
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,402,443
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,305,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,329,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,227,596
Interest on participant loans2021-12-31$236
Interest earned on other investments2021-12-31$689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$70,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$72,718
Net investment gain/loss from pooled separate accounts2021-12-31$118,769
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$23,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$109,628
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 name2021-12-31FRSCPA, PLLC
Accountancy firm EIN2021-12-31592482214
2020 : J CURT, INC 401(K) 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$222,494
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$41,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$41,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$80,893
Value of total assets at end of year2020-12-31$1,305,547
Value of total assets at beginning of year2020-12-31$1,124,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$200
Total interest from all sources2020-12-31$1,164
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$300,000
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$60,354
Participant contributions at end of year2020-12-31$5,233
Participant contributions at beginning of year2020-12-31$8,266
Other income not declared elsewhere2020-12-31$2
Administrative expenses (other) incurred2020-12-31$200
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$181,216
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,305,547
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,124,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,227,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,053,096
Interest on participant loans2020-12-31$482
Interest earned on other investments2020-12-31$682
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$72,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$62,969
Net investment gain/loss from pooled separate accounts2020-12-31$140,435
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$20,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$41,078
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 name2020-12-31FRSCPA, PLLC
Accountancy firm EIN2020-12-31592482214
2019 : J CURT, INC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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$230,955
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$20,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$18,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$68,698
Value of total assets at end of year2019-12-31$1,124,331
Value of total assets at beginning of year2019-12-31$914,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,885
Total interest from all sources2019-12-31$762
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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$300,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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$52,200
Participant contributions at end of year2019-12-31$8,266
Participant contributions at beginning of year2019-12-31$12,539
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$4,151
Other income not declared elsewhere2019-12-31$6,013
Administrative expenses (other) incurred2019-12-31$2,885
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$209,975
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,124,331
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$914,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,053,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$839,684
Interest on participant loans2019-12-31$538
Interest earned on other investments2019-12-31$224
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$56,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$56,635
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$62,969
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$155,482
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$16,498
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$18,095
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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 name2019-12-31FRSCPA, PLLC
Accountancy firm EIN2019-12-31592482214
2018 : J CURT, INC 401(K) 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$0
Total income from all sources (including contributions)2018-12-31$14,072
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$15,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$72,138
Value of total assets at end of year2018-12-31$914,356
Value of total assets at beginning of year2018-12-31$915,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$450
Total interest from all sources2018-12-31$1,067
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$13,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$13,379
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
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$54,179
Participant contributions at end of year2018-12-31$12,539
Participant contributions at beginning of year2018-12-31$7,311
Participant contributions at end of year2018-12-31$4,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,539
Value of net assets at end of year (total assets less liabilities)2018-12-31$914,356
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$915,895
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$839,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$857,145
Interest on participant loans2018-12-31$458
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$56,635
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$51,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$51,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-72,512
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$17,959
Employer contributions (assets) at end of year2018-12-31$1,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,161
Contract administrator fees2018-12-31$450
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 name2018-12-31FRSCPA, PLLC
Accountancy firm EIN2018-12-31592482214
2017 : J CURT, INC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$163,758
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$42,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$42,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$70,560
Value of total assets at end of year2017-12-31$915,895
Value of total assets at beginning of year2017-12-31$794,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$250
Total interest from all sources2017-12-31$372
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$11,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$11,258
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
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$53,192
Participant contributions at end of year2017-12-31$7,311
Participant contributions at beginning of year2017-12-31$7,687
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$13,027
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$121,041
Value of net assets at end of year (total assets less liabilities)2017-12-31$915,895
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$794,854
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$857,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$727,203
Interest on participant loans2017-12-31$267
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$51,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$46,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$46,937
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$81,568
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$17,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$42,467
Contract administrator fees2017-12-31$250
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FRSCPA, PLLC
Accountancy firm EIN2017-12-31592482214
2016 : J CURT, INC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$177,890
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$70,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$70,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$138,683
Value of total assets at end of year2016-12-31$794,854
Value of total assets at beginning of year2016-12-31$687,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$350
Total interest from all sources2016-12-31$301
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,147
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$8,147
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$56,600
Participant contributions at end of year2016-12-31$7,687
Participant contributions at beginning of year2016-12-31$8,729
Participant contributions at end of year2016-12-31$13,027
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$61,730
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$107,002
Value of net assets at end of year (total assets less liabilities)2016-12-31$794,854
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$687,852
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$727,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$634,215
Interest on participant loans2016-12-31$300
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$46,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$44,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$44,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$30,759
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$20,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$70,538
Contract administrator fees2016-12-31$350
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 name2016-12-31FRSCPA, PLLC
Accountancy firm EIN2016-12-31592482214
2015 : J CURT, INC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$51,932
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$46,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$45,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$62,001
Value of total assets at end of year2015-12-31$687,852
Value of total assets at beginning of year2015-12-31$681,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$900
Total interest from all sources2015-12-31$315
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$7,954
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$43,142
Participant contributions at end of year2015-12-31$8,729
Participant contributions at beginning of year2015-12-31$8,193
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$5,857
Value of net assets at end of year (total assets less liabilities)2015-12-31$687,852
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$681,995
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$634,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$630,749
Interest on participant loans2015-12-31$313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$44,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$43,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$43,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-18,338
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$18,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$45,175
Contract administrator fees2015-12-31$900
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 name2015-12-31FRSCPA, PLLC
Accountancy firm EIN2015-12-31592482214
2014 : J CURT, INC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$104,336
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$24,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$24,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$71,339
Value of total assets at end of year2014-12-31$681,995
Value of total assets at beginning of year2014-12-31$602,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$450
Total interest from all sources2014-12-31$348
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$8,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$8,940
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$48,343
Participant contributions at end of year2014-12-31$8,193
Participant contributions at beginning of year2014-12-31$2,908
Participant contributions at beginning of year2014-12-31$1,962
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$79,864
Value of net assets at end of year (total assets less liabilities)2014-12-31$681,995
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$602,131
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$630,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$563,861
Interest on participant loans2014-12-31$324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$43,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$32,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$32,423
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$23,709
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$22,996
Employer contributions (assets) at beginning of year2014-12-31$977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$24,022
Contract administrator fees2014-12-31$450
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 name2014-12-31FOELGNER RONZ AND STRAW PA
Accountancy firm EIN2014-12-31592482214
2013 : J CURT, INC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$143,500
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$24,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$23,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$78,705
Value of total assets at end of year2013-12-31$602,131
Value of total assets at beginning of year2013-12-31$482,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$650
Total interest from all sources2013-12-31$207
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$7,574
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$52,264
Participant contributions at end of year2013-12-31$2,908
Participant contributions at beginning of year2013-12-31$6,000
Participant contributions at end of year2013-12-31$1,962
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$119,426
Value of net assets at end of year (total assets less liabilities)2013-12-31$602,131
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$482,705
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$563,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$450,900
Interest on participant loans2013-12-31$206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$32,423
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$25,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$25,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$57,014
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$26,441
Employer contributions (assets) at end of year2013-12-31$977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$23,424
Contract administrator fees2013-12-31$650
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 name2013-12-31FOELGNER RONZ AND STRAW PA
Accountancy firm EIN2013-12-31592482214
2012 : J CURT, INC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$126,130
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$76,296
Value of total assets at end of year2012-12-31$482,705
Value of total assets at beginning of year2012-12-31$358,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$700
Total interest from all sources2012-12-31$129
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,930
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$6,930
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$50,681
Participant contributions at end of year2012-12-31$6,000
Participant contributions at beginning of year2012-12-31$1,180
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$1,918
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$124,163
Value of net assets at end of year (total assets less liabilities)2012-12-31$482,705
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$358,542
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$450,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$354,472
Interest on participant loans2012-12-31$128
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$25,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$42,775
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$25,615
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,267
Contract administrator fees2012-12-31$700
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 name2012-12-31FOELGNER RONZ AND STRAW PA
Accountancy firm EIN2012-12-31592482214
2011 : J CURT, INC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$65,268
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$78,998
Value of total assets at end of year2011-12-31$358,542
Value of total assets at beginning of year2011-12-31$296,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$200
Total interest from all sources2011-12-31$72
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,263
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$50,266
Participant contributions at end of year2011-12-31$1,180
Participant contributions at beginning of year2011-12-31$2,385
Participant contributions at end of year2011-12-31$1,918
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$62,274
Value of net assets at end of year (total assets less liabilities)2011-12-31$358,542
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$296,268
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$354,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$293,883
Interest on participant loans2011-12-31$69
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-18,065
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$28,732
Employer contributions (assets) at end of year2011-12-31$969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,794
Contract administrator fees2011-12-31$200
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 name2011-12-31FOELGNER RONZ AND STRAW PA
Accountancy firm EIN2011-12-31592482214
2010 : J CURT, INC 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$115,924
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$18,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$74,910
Value of total assets at end of year2010-12-31$296,268
Value of total assets at beginning of year2010-12-31$198,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$250
Total interest from all sources2010-12-31$91
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,549
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$50,759
Participant contributions at end of year2010-12-31$2,385
Participant contributions at beginning of year2010-12-31$1,400
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$97,727
Value of net assets at end of year (total assets less liabilities)2010-12-31$296,268
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$198,541
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$293,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$197,141
Interest on participant loans2010-12-31$91
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$39,374
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$24,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$17,947
Contract administrator fees2010-12-31$250
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 name2010-12-31HOROWITZ AND COMPANY CPAS
Accountancy firm EIN2010-12-31274783096
2009 : J CURT, INC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for J CURT, INC 401(K) PLAN

2022: J CURT, INC 401(K) 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: J CURT, INC 401(K) 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: J CURT, INC 401(K) 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: J CURT, INC 401(K) 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: J CURT, INC 401(K) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: J CURT, INC 401(K) 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: J CURT, INC 401(K) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: J CURT, INC 401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: J CURT, INC 401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: J CURT, INC 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: J CURT, INC 401(K) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: J CURT, INC 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: J CURT, INC 401(K) 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4260
Policy instance 1
Insurance contract or identification numberYH4260
Number of Individuals Covered104
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4260
Policy instance 1
Insurance contract or identification numberYH4260
Number of Individuals Covered107
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4260
Policy instance 1
Insurance contract or identification numberYH4260
Number of Individuals Covered158
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,727
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,727
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number774260
Policy instance 1
Insurance contract or identification number774260
Number of Individuals Covered38
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,780
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $1,780
Insurance broker organization code?3

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