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SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameSHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SHORT BLOCK TECHNOLOGIES,INC. has sponsored the creation of one or more 401k plans.

Company Name:SHORT BLOCK TECHNOLOGIES,INC.
Employer identification number (EIN):593479331
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CJ LAMMERS
0012016-01-01CJ LAMMERS
0012015-01-01CJ LAMMERS
0012014-01-01CJ LAMMERS
0012013-01-01CJ LAMMERS
0012012-01-01CJ LAMMERS

Plan Statistics for SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01189
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 benefits2022-01-0138
Total of all active and inactive participants2022-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01225
Number of participants with account balances2022-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01184
Total number of active participants reported on line 7a of the Form 55002021-01-01157
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01188
Number of participants with account balances2021-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01169
Total number of active participants reported on line 7a of the Form 55002020-01-01155
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0122
Total of all active and inactive participants2020-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01177
Number of participants with account balances2020-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01177
Total number of active participants reported on line 7a of the Form 55002019-01-01140
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01165
Number of participants with account balances2019-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01163
Total number of active participants reported on line 7a of the Form 55002018-01-01159
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01177
Number of participants with account balances2018-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01160
Total number of active participants reported on line 7a of the Form 55002017-01-01142
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01160
Number of participants with account balances2017-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01134
Total number of active participants reported on line 7a of the Form 55002016-01-01149
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01160
Number of participants with account balances2016-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01130
Total number of active participants reported on line 7a of the Form 55002015-01-01126
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01134
Number of participants with account balances2015-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01130
Total number of active participants reported on line 7a of the Form 55002014-01-01115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01125
Number of participants with account balances2014-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01118
Total number of active participants reported on line 7a of the Form 55002013-01-01122
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01133
Number of participants with account balances2013-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01160
Total number of active participants reported on line 7a of the Form 55002012-01-01112
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01118
Number of participants with account balances2012-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012

Financial Data on SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 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$0
Total income from all sources (including contributions)2022-12-31$-355,775
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$375,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$369,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,188,981
Value of total assets at end of year2022-12-31$9,914,514
Value of total assets at beginning of year2022-12-31$10,646,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,896
Total interest from all sources2022-12-31$13,028
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$393,355
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$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$481,657
Participant contributions at end of year2022-12-31$329,489
Participant contributions at beginning of year2022-12-31$234,765
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-731,577
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,914,514
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,646,091
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$7,287,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,033,170
Interest on participant loans2022-12-31$13,028
Value of interest in common/collective trusts at end of year2022-12-31$2,297,460
Value of interest in common/collective trusts at beginning of year2022-12-31$2,378,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,951,139
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$707,324
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from common stock2022-12-31$393,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$369,906
Contract administrator fees2022-12-31$5,896
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 name2022-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2022-12-31721396621
2021 : SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 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$2,087,825
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$814,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$759,994
Value of total corrective distributions2021-12-31$36,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,167,176
Value of total assets at end of year2021-12-31$10,646,091
Value of total assets at beginning of year2021-12-31$9,373,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,214
Total interest from all sources2021-12-31$10,177
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$525,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$525,329
Administrative expenses professional fees incurred2021-12-31$10,300
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$410,861
Participant contributions at end of year2021-12-31$234,765
Participant contributions at beginning of year2021-12-31$183,070
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$4,113
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$152,332
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$1,272,841
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,646,091
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,373,250
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$8,033,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,389,280
Interest on participant loans2021-12-31$10,177
Value of interest in common/collective trusts at end of year2021-12-31$2,378,156
Value of interest in common/collective trusts at beginning of year2021-12-31$1,791,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$385,143
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$603,983
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$5,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$759,994
Contract administrator fees2021-12-31$7,914
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2021-12-31721396621
2020 : SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 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$2,362,271
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$453,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$402,596
Value of total corrective distributions2020-12-31$37,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$992,351
Value of total assets at end of year2020-12-31$9,373,250
Value of total assets at beginning of year2020-12-31$7,464,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,902
Total interest from all sources2020-12-31$13,187
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$327,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$327,549
Administrative expenses professional fees incurred2020-12-31$8,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$396,263
Participant contributions at end of year2020-12-31$183,070
Participant contributions at beginning of year2020-12-31$257,330
Participant contributions at end of year2020-12-31$4,113
Participant contributions at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,908,628
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,373,250
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,464,622
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$7,389,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,757,213
Interest on participant loans2020-12-31$13,187
Value of interest in common/collective trusts at end of year2020-12-31$1,791,121
Value of interest in common/collective trusts at beginning of year2020-12-31$1,450,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,029,184
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$596,088
Employer contributions (assets) at end of year2020-12-31$5,666
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$402,596
Contract administrator fees2020-12-31$5,902
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2020-12-31721396621
2019 : SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$1,852,910
Total income from all sources (including contributions)2019-12-31$1,852,910
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$533,877
Total of all expenses incurred2019-12-31$533,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$472,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$472,550
Value of total corrective distributions2019-12-31$50,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$756,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$756,602
Value of total assets at end of year2019-12-31$7,464,622
Value of total assets at end of year2019-12-31$7,464,622
Value of total assets at beginning of year2019-12-31$6,145,589
Value of total assets at beginning of year2019-12-31$6,145,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,657
Total interest from all sources2019-12-31$14,719
Total interest from all sources2019-12-31$14,719
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$313,006
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$313,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$313,006
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$313,006
Administrative expenses professional fees incurred2019-12-31$5,000
Administrative expenses professional fees incurred2019-12-31$5,000
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$291,246
Contributions received from participants2019-12-31$291,246
Participant contributions at end of year2019-12-31$257,330
Participant contributions at end of year2019-12-31$257,330
Participant contributions at beginning of year2019-12-31$285,344
Participant contributions at beginning of year2019-12-31$285,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$1,319,033
Value of net income/loss2019-12-31$1,319,033
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,464,622
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,464,622
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,145,589
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,145,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$5,757,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,757,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,523,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,523,376
Interest on participant loans2019-12-31$14,719
Interest on participant loans2019-12-31$14,719
Value of interest in common/collective trusts at end of year2019-12-31$1,450,079
Value of interest in common/collective trusts at end of year2019-12-31$1,450,079
Value of interest in common/collective trusts at beginning of year2019-12-31$1,336,869
Value of interest in common/collective trusts at beginning of year2019-12-31$1,336,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$768,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$768,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$465,356
Contributions received in cash from employer2019-12-31$465,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$472,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$472,550
Contract administrator fees2019-12-31$5,657
Contract administrator fees2019-12-31$5,657
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm name2019-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2019-12-31721396621
Accountancy firm EIN2019-12-31721396621
2018 : SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 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$636,200
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$453,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$384,906
Value of total corrective distributions2018-12-31$51,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$738,195
Value of total assets at end of year2018-12-31$6,145,589
Value of total assets at beginning of year2018-12-31$5,962,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,639
Total interest from all sources2018-12-31$14,374
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$309,881
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$309,881
Administrative expenses professional fees incurred2018-12-31$11,500
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$275,997
Participant contributions at end of year2018-12-31$285,344
Participant contributions at beginning of year2018-12-31$298,330
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$183,056
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,145,589
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,962,533
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$4,523,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,373,995
Interest on participant loans2018-12-31$14,374
Value of interest in common/collective trusts at end of year2018-12-31$1,336,869
Value of interest in common/collective trusts at beginning of year2018-12-31$1,290,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-426,250
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$450,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$384,906
Contract administrator fees2018-12-31$5,139
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 name2018-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2018-12-31721396621
2017 : SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 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$30,388
Total income from all sources (including contributions)2017-12-31$1,374,491
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$173,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$160,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$686,728
Value of total assets at end of year2017-12-31$5,962,533
Value of total assets at beginning of year2017-12-31$4,792,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,666
Total interest from all sources2017-12-31$8,172
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$185,336
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$185,336
Administrative expenses professional fees incurred2017-12-31$8,000
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$262,298
Participant contributions at end of year2017-12-31$298,330
Participant contributions at beginning of year2017-12-31$141,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$30,388
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$1,200,834
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,962,533
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,761,699
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$4,373,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,337,000
Interest on participant loans2017-12-31$8,172
Value of interest in common/collective trusts at end of year2017-12-31$1,290,208
Value of interest in common/collective trusts at beginning of year2017-12-31$1,313,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$494,255
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$424,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$160,991
Contract administrator fees2017-12-31$4,666
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 name2017-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2017-12-31721396621
2016 : SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 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$30,388
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,466
Total income from all sources (including contributions)2016-12-31$812,621
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$128,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$91,925
Value of total corrective distributions2016-12-31$30,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$612,660
Value of total assets at end of year2016-12-31$4,792,087
Value of total assets at beginning of year2016-12-31$4,095,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,854
Total interest from all sources2016-12-31$6,407
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$92,922
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$92,922
Administrative expenses professional fees incurred2016-12-31$1,500
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
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$236,227
Participant contributions at end of year2016-12-31$141,170
Participant contributions at beginning of year2016-12-31$150,461
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$2,393
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$30,388
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$18,466
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$684,454
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,761,699
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,077,245
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$3,337,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,813,539
Interest on participant loans2016-12-31$6,407
Value of interest in common/collective trusts at end of year2016-12-31$1,313,917
Value of interest in common/collective trusts at beginning of year2016-12-31$1,125,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$100,632
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$376,433
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$3,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$91,925
Contract administrator fees2016-12-31$4,354
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 name2016-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2016-12-31721396621
2015 : SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 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$18,466
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,524
Total income from all sources (including contributions)2015-12-31$557,506
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$153,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$122,038
Value of total corrective distributions2015-12-31$18,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$571,945
Value of total assets at end of year2015-12-31$4,095,711
Value of total assets at beginning of year2015-12-31$3,681,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,870
Total interest from all sources2015-12-31$38,181
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$130,618
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$130,618
Administrative expenses professional fees incurred2015-12-31$8,500
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$370,000
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$222,786
Participant contributions at end of year2015-12-31$150,461
Participant contributions at beginning of year2015-12-31$177,188
Participant contributions at end of year2015-12-31$2,393
Participant contributions at beginning of year2015-12-31$2,566
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$18,466
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$8,524
Other income not declared elsewhere2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$404,132
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,077,245
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,673,113
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$2,813,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,508,163
Interest on participant loans2015-12-31$6,889
Interest earned on other investments2015-12-31$31,292
Value of interest in common/collective trusts at end of year2015-12-31$1,125,823
Value of interest in common/collective trusts at beginning of year2015-12-31$989,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-183,238
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$349,159
Employer contributions (assets) at end of year2015-12-31$3,495
Employer contributions (assets) at beginning of year2015-12-31$3,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$122,038
Contract administrator fees2015-12-31$4,370
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 name2015-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2015-12-31721396621
2014 : SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 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$8,524
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,103
Total income from all sources (including contributions)2014-12-31$765,212
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$95,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$77,009
Value of total corrective distributions2014-12-31$8,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$590,950
Value of total assets at end of year2014-12-31$3,681,637
Value of total assets at beginning of year2014-12-31$3,014,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,231
Total interest from all sources2014-12-31$5,938
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$132,923
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$132,923
Administrative expenses professional fees incurred2014-12-31$6,015
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$370,000
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$200,553
Participant contributions at end of year2014-12-31$177,188
Participant contributions at beginning of year2014-12-31$130,386
Participant contributions at end of year2014-12-31$2,566
Participant contributions at beginning of year2014-12-31$651
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$59,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$8,524
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$11,103
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$669,448
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,673,113
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,003,665
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$2,508,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,983,395
Interest on participant loans2014-12-31$5,938
Interest earned on other investments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$989,849
Value of interest in common/collective trusts at beginning of year2014-12-31$899,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$35,401
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$330,506
Employer contributions (assets) at end of year2014-12-31$3,871
Employer contributions (assets) at beginning of year2014-12-31$853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$77,009
Contract administrator fees2014-12-31$4,216
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 name2014-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2014-12-31721396621
2013 : SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 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$11,103
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$24,315
Total income from all sources (including contributions)2013-12-31$838,991
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$42,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$27,607
Value of total corrective distributions2013-12-31$11,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$498,340
Value of total assets at end of year2013-12-31$3,014,768
Value of total assets at beginning of year2013-12-31$2,231,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,257
Total interest from all sources2013-12-31$27,795
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$81,722
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$81,722
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$302,000
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$177,509
Participant contributions at end of year2013-12-31$130,386
Participant contributions at beginning of year2013-12-31$103,351
Participant contributions at end of year2013-12-31$651
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$22,032
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$11,103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$24,315
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$796,024
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,003,665
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,207,641
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$1,983,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,574,073
Interest on participant loans2013-12-31$5,344
Interest earned on other investments2013-12-31$22,451
Value of interest in common/collective trusts at end of year2013-12-31$899,483
Value of interest in common/collective trusts at beginning of year2013-12-31$554,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$231,134
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$298,799
Employer contributions (assets) at end of year2013-12-31$853
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$27,607
Contract administrator fees2013-12-31$4,257
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 name2013-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2013-12-31721396621
2012 : SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST 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$24,315
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$24,228
Total income from all sources (including contributions)2012-12-31$563,564
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$68,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$30,262
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$24,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$402,779
Value of total assets at end of year2012-12-31$2,231,956
Value of total assets at beginning of year2012-12-31$1,736,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,045
Total interest from all sources2012-12-31$19,299
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$50,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$50,592
Administrative expenses professional fees incurred2012-12-31$7,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$224,000
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$165,546
Participant contributions at end of year2012-12-31$103,351
Participant contributions at beginning of year2012-12-31$84,225
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$24,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$24,228
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$494,942
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,207,641
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,712,699
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$1,574,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,105,113
Interest on participant loans2012-12-31$3,924
Interest earned on other investments2012-12-31$15,375
Value of interest in common/collective trusts at end of year2012-12-31$554,532
Value of interest in common/collective trusts at beginning of year2012-12-31$547,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$90,894
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$237,233
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$30,262
Contract administrator fees2012-12-31$7,045
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 name2012-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2012-12-31721396621

Form 5500 Responses for SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST

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

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number746795-01
Policy instance 2
Insurance contract or identification number746795-01
Number of Individuals Covered151
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $26,439
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 $25,155
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825086
Policy instance 1
Insurance contract or identification numberGA-825086
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $15,288
Total amount of fees paid to insurance companyUSD $2,548
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,288
Insurance broker organization code?3
Amount paid for insurance broker fees2548
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825086
Policy instance 1
Insurance contract or identification numberGA-825086
Number of Individuals Covered130
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $27,430
Total amount of fees paid to insurance companyUSD $4,572
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,430
Insurance broker organization code?3
Amount paid for insurance broker fees4572
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825086
Policy instance 1
Insurance contract or identification numberGA-825086
Number of Individuals Covered115
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $21,615
Total amount of fees paid to insurance companyUSD $3,596
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,615
Insurance broker organization code?3
Amount paid for insurance broker fees3596
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825086
Policy instance 1
Insurance contract or identification numberGA-825086
Number of Individuals Covered109
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $14,601
Total amount of fees paid to insurance companyUSD $3,168
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,601
Insurance broker organization code?3
Amount paid for insurance broker fees3168
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825086
Policy instance 1
Insurance contract or identification numberGA-825086
Number of Individuals Covered98
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $17,507
Total amount of fees paid to insurance companyUSD $2,178
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,507
Insurance broker organization code?3
Amount paid for insurance broker fees2178
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825086
Policy instance 1
Insurance contract or identification numberGA-825086
Number of Individuals Covered94
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18,688
Total amount of fees paid to insurance companyUSD $3,115
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,688
Insurance broker organization code?3
Amount paid for insurance broker fees3115
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
Insurance broker nameFLORIDA RETIREMENT CONSULTANTS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825086
Policy instance 1
Insurance contract or identification numberGA-825086
Number of Individuals Covered78
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,784
Total amount of fees paid to insurance companyUSD $1,797
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,784
Insurance broker organization code?3
Amount paid for insurance broker fees1797
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
Insurance broker nameFLORIDA RETIREMENT CONSULTANTS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825086
Policy instance 1
Insurance contract or identification numberGA-825086
Number of Individuals Covered81
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,950
Total amount of fees paid to insurance companyUSD $1,492
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,950
Insurance broker organization code?3
Amount paid for insurance broker fees1492
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
Insurance broker nameFLORIDA RETIREMENT CONSULTANTS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825086
Policy instance 1
Insurance contract or identification numberGA-825086
Number of Individuals Covered81
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,777
Total amount of fees paid to insurance companyUSD $1,130
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,777
Insurance broker organization code?3
Amount paid for insurance broker fees1130
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
Insurance broker nameFLORIDA RETIREMENT CONSULTANTS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825086
Policy instance 1
Insurance contract or identification numberGA-825086
Number of Individuals Covered75
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,229
Total amount of fees paid to insurance companyUSD $731
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,229
Amount paid for insurance broker fees91
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker organization code?3
Insurance broker nameFLORIDA RETIREMENT CONSULTANTS

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