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STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 401k Plan overview

Plan NameSTATEWIDE HARVESTING AND HAULING SAVINGS PLAN
Plan identification number 001

STATEWIDE HARVESTING AND HAULING SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STATEWIDE HARVESTING AND HAULING, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:STATEWIDE HARVESTING AND HAULING, L.L.C.
Employer identification number (EIN):593666466
NAIC Classification:115110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATEWIDE HARVESTING AND HAULING SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL INGRAM2024-07-23
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL INGRAM
0012016-01-01MICHAEL INGRAM
0012015-01-01JENNIFER SCHAAL
0012014-01-01JENNIFER SCHAAL
0012013-01-01JENNIFER SCHAAL
0012012-01-01JENNIFER SCHAAL
0012011-01-01JENNIFER SCHAAL2012-07-16
0012010-01-01JENNIFER SCHAAL2011-07-15

Plan Statistics for STATEWIDE HARVESTING AND HAULING SAVINGS PLAN

401k plan membership statisitcs for STATEWIDE HARVESTING AND HAULING SAVINGS PLAN

Measure Date Value
2022: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01324
Total number of active participants reported on line 7a of the Form 55002022-01-01230
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-019
Total of all active and inactive participants2022-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01239
Number of participants with account balances2022-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01321
Total number of active participants reported on line 7a of the Form 55002021-01-01239
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01249
Number of participants with account balances2021-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01214
Total number of active participants reported on line 7a of the Form 55002020-01-01247
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01250
Number of participants with account balances2020-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01166
Total number of active participants reported on line 7a of the Form 55002019-01-01167
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01169
Number of participants with account balances2019-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01185
Total number of active participants reported on line 7a of the Form 55002018-01-01131
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01134
Number of participants with account balances2018-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01204
Total number of active participants reported on line 7a of the Form 55002017-01-01136
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01149
Number of participants with account balances2017-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01199
Total number of active participants reported on line 7a of the Form 55002016-01-01144
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
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 balances2016-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01183
Total number of active participants reported on line 7a of the Form 55002015-01-01137
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01149
Number of participants with account balances2015-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01176
Total number of active participants reported on line 7a of the Form 55002014-01-0194
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01120
Number of participants with account balances2014-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01166
Total number of active participants reported on line 7a of the Form 55002013-01-0190
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0152
Total of all active and inactive participants2013-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01142
Number of participants with account balances2013-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01124
Total number of active participants reported on line 7a of the Form 55002012-01-0180
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01112
Number of participants with account balances2012-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0129

Financial Data on STATEWIDE HARVESTING AND HAULING SAVINGS PLAN

Measure Date Value
2022 : STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-108,047
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$151,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$134,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$200,171
Value of total assets at end of year2022-12-31$1,658,242
Value of total assets at beginning of year2022-12-31$1,917,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,289
Total interest from all sources2022-12-31$2,238
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$191,789
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$90,377
Participant contributions at end of year2022-12-31$33,197
Participant contributions at beginning of year2022-12-31$7,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-259,642
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,658,242
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,917,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$5,623
Value of interest in pooled separate accounts at end of year2022-12-31$1,525,702
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,820,500
Interest on participant loans2022-12-31$755
Interest earned on other investments2022-12-31$1,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$99,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$89,652
Net investment gain/loss from pooled separate accounts2022-12-31$-310,456
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$109,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$134,306
Contract administrator fees2022-12-31$11,666
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 name2022-12-31DEAROLF & MERENESS LLP
Accountancy firm EIN2022-12-31593042376
2021 : STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$459,941
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$73,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$47,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$188,912
Value of total assets at end of year2021-12-31$1,917,884
Value of total assets at beginning of year2021-12-31$1,531,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,572
Total interest from all sources2021-12-31$2,080
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$153,108
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$81,219
Participant contributions at end of year2021-12-31$7,732
Participant contributions at beginning of year2021-12-31$19,712
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$386,812
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,917,884
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,531,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$5,407
Value of interest in pooled separate accounts at end of year2021-12-31$1,820,500
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,423,070
Interest on participant loans2021-12-31$599
Interest earned on other investments2021-12-31$1,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$89,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$88,290
Net investment gain/loss from pooled separate accounts2021-12-31$268,949
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$107,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$47,557
Contract administrator fees2021-12-31$20,165
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DEAROLF & MERENESS LLP
Accountancy firm EIN2021-12-31593042376
2020 : STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$215,968
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$365,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$292,631
Expenses. Certain deemed distributions of participant loans2020-12-31$38,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$191,454
Value of total assets at end of year2020-12-31$1,531,072
Value of total assets at beginning of year2020-12-31$1,680,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$34,848
Total interest from all sources2020-12-31$3,622
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$168,087
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$84,776
Participant contributions at end of year2020-12-31$19,712
Participant contributions at beginning of year2020-12-31$59,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-149,795
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,531,072
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,680,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$4,310
Value of interest in pooled separate accounts at end of year2020-12-31$1,423,070
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,506,502
Interest on participant loans2020-12-31$1,944
Interest earned on other investments2020-12-31$1,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$88,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$114,446
Net investment gain/loss from pooled separate accounts2020-12-31$20,892
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$106,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$292,631
Contract administrator fees2020-12-31$30,538
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 name2020-12-31DEAROLF & MERENESS LLP
Accountancy firm EIN2020-12-31593042376
2019 : STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$418,780
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$102,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$79,572
Expenses. Certain deemed distributions of participant loans2019-12-31$4,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$140,652
Value of total assets at end of year2019-12-31$1,680,867
Value of total assets at beginning of year2019-12-31$1,364,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,274
Total interest from all sources2019-12-31$4,946
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$136,458
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$87,512
Participant contributions at end of year2019-12-31$59,919
Participant contributions at beginning of year2019-12-31$51,588
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$316,289
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,680,867
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,364,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$4,857
Value of interest in pooled separate accounts at end of year2019-12-31$1,506,502
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,212,516
Interest on participant loans2019-12-31$3,185
Interest earned on other investments2019-12-31$1,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$114,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$100,474
Net investment gain/loss from pooled separate accounts2019-12-31$273,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$53,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$79,572
Contract administrator fees2019-12-31$13,417
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DEAROLF & MERENESS LLP
Accountancy firm EIN2019-12-31593042376
2018 : STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$1,893
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$126,582
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$293,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$255,770
Expenses. Certain deemed distributions of participant loans2018-12-31$16,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$201,211
Value of total assets at end of year2018-12-31$1,364,578
Value of total assets at beginning of year2018-12-31$1,529,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,071
Total interest from all sources2018-12-31$5,151
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$152,943
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$78,441
Participant contributions at end of year2018-12-31$51,588
Participant contributions at beginning of year2018-12-31$91,756
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$29,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-166,743
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,364,578
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,529,428
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
Investment advisory and management fees2018-12-31$4,885
Value of interest in pooled separate accounts at end of year2018-12-31$1,212,516
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,312,817
Interest on participant loans2018-12-31$3,421
Interest earned on other investments2018-12-31$1,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$100,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$124,855
Net investment gain/loss from pooled separate accounts2018-12-31$-79,780
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$93,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$255,770
Contract administrator fees2018-12-31$16,186
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 name2018-12-31DEAROLF & MERENESS LLP
Accountancy firm EIN2018-12-31593042376
2017 : STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$10,016
Total transfer of assets from this plan2017-12-31$29,824
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$403,084
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$187,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$139,045
Expenses. Certain deemed distributions of participant loans2017-12-31$24,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$175,348
Value of total assets at end of year2017-12-31$1,529,428
Value of total assets at beginning of year2017-12-31$1,333,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,411
Total interest from all sources2017-12-31$6,051
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$133,352
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$83,879
Participant contributions at end of year2017-12-31$91,756
Participant contributions at beginning of year2017-12-31$93,472
Other income not declared elsewhere2017-12-31$161
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$215,717
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,529,428
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,333,519
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
Investment advisory and management fees2017-12-31$4,522
Value of interest in pooled separate accounts at end of year2017-12-31$1,312,817
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,116,834
Interest on participant loans2017-12-31$4,253
Interest earned on other investments2017-12-31$1,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$124,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$123,213
Net investment gain/loss from pooled separate accounts2017-12-31$221,524
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$91,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$139,045
Contract administrator fees2017-12-31$18,889
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 name2017-12-31DEAROLF & MERENESS LLP
Accountancy firm EIN2017-12-31593042376
2016 : STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$307,082
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$366,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$336,655
Expenses. Certain deemed distributions of participant loans2016-12-31$8,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$179,442
Value of total assets at end of year2016-12-31$1,333,519
Value of total assets at beginning of year2016-12-31$1,393,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,534
Total interest from all sources2016-12-31$5,199
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$139,311
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$84,276
Participant contributions at end of year2016-12-31$93,472
Participant contributions at beginning of year2016-12-31$50,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-59,583
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,333,519
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,393,102
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
Investment advisory and management fees2016-12-31$5,123
Value of interest in pooled separate accounts at end of year2016-12-31$1,116,834
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,176,672
Interest on participant loans2016-12-31$2,774
Interest earned on other investments2016-12-31$2,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$123,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$166,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$122,441
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$95,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$336,655
Contract administrator fees2016-12-31$16,411
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 name2016-12-31DEAROLF & MERENESS LLP
Accountancy firm EIN2016-12-31593042376
2015 : STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$3,422
Total transfer of assets from this plan2015-12-31$2,355
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$180,991
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$599,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$583,196
Expenses. Certain deemed distributions of participant loans2015-12-31$457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$233,632
Value of total assets at end of year2015-12-31$1,393,102
Value of total assets at beginning of year2015-12-31$1,810,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,753
Total interest from all sources2015-12-31$6,492
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$181,045
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$103,762
Participant contributions at end of year2015-12-31$50,266
Participant contributions at beginning of year2015-12-31$19,672
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$22,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-418,415
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,393,102
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,810,450
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
Investment advisory and management fees2015-12-31$6,195
Value of interest in pooled separate accounts at end of year2015-12-31$1,176,672
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,370,478
Interest on participant loans2015-12-31$1,417
Interest earned on other investments2015-12-31$5,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$166,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$420,300
Net investment gain/loss from pooled separate accounts2015-12-31$-59,133
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$107,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$583,196
Contract administrator fees2015-12-31$9,558
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 name2015-12-31DEAROLF & MERENESS LLP
Accountancy firm EIN2015-12-31593042376
2014 : STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$269,319
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$153,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$131,252
Expenses. Certain deemed distributions of participant loans2014-12-31$3,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$236,156
Value of total assets at end of year2014-12-31$1,810,450
Value of total assets at beginning of year2014-12-31$1,694,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,446
Total interest from all sources2014-12-31$7,816
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$106,285
Participant contributions at end of year2014-12-31$19,672
Participant contributions at beginning of year2014-12-31$17,100
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$115,905
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,810,450
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,694,545
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
Investment advisory and management fees2014-12-31$6,324
Value of interest in pooled separate accounts at end of year2014-12-31$1,370,478
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,268,928
Interest on participant loans2014-12-31$633
Interest earned on other investments2014-12-31$7,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$420,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$408,517
Net investment gain/loss from pooled separate accounts2014-12-31$25,347
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$129,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$131,252
Contract administrator fees2014-12-31$12,122
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 name2014-12-31DEAROLF & MERENESS LLP
Accountancy firm EIN2014-12-31593042376
2013 : STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$473,066
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$95,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$74,293
Expenses. Certain deemed distributions of participant loans2013-12-31$7,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$286,325
Value of total assets at end of year2013-12-31$1,694,545
Value of total assets at beginning of year2013-12-31$1,317,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,726
Total interest from all sources2013-12-31$4,902
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$90,000
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$115,650
Participant contributions at end of year2013-12-31$17,100
Participant contributions at beginning of year2013-12-31$16,257
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$377,472
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,694,545
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,317,073
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
Investment advisory and management fees2013-12-31$7,051
Value of interest in pooled separate accounts at end of year2013-12-31$1,268,928
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,089,463
Interest on participant loans2013-12-31$515
Interest earned on other investments2013-12-31$4,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$408,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$211,353
Net investment gain/loss from pooled separate accounts2013-12-31$181,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$170,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$74,293
Contract administrator fees2013-12-31$6,675
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 name2013-12-31DEAROLF & MERENESS LLP
Accountancy firm EIN2013-12-31593042376
2012 : STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$321,540
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$221,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$209,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$202,529
Value of total assets at end of year2012-12-31$1,317,073
Value of total assets at beginning of year2012-12-31$1,217,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,044
Total interest from all sources2012-12-31$1,632
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$90,000
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$91,250
Participant contributions at end of year2012-12-31$16,257
Participant contributions at beginning of year2012-12-31$6,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$99,935
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,317,073
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,217,138
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
Investment advisory and management fees2012-12-31$11,384
Value of interest in pooled separate accounts at end of year2012-12-31$1,089,463
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,187,360
Interest on participant loans2012-12-31$1,327
Interest earned on other investments2012-12-31$305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$211,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$23,035
Net investment gain/loss from pooled separate accounts2012-12-31$117,379
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$111,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$209,561
Contract administrator fees2012-12-31$660
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 name2012-12-31DEAROLF & MERENESS LLP
Accountancy firm EIN2012-12-31593042376

Form 5500 Responses for STATEWIDE HARVESTING AND HAULING SAVINGS PLAN

2022: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STATEWIDE HARVESTING AND HAULING SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number39391
Policy instance 1
Insurance contract or identification number39391
Number of Individuals Covered31
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,561
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 $1,561
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number39391
Policy instance 1
Insurance contract or identification number39391
Number of Individuals Covered37
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,513
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 $1,513
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number39391
Policy instance 1
Insurance contract or identification number39391
Number of Individuals Covered34
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,249
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 $1,249
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number39391
Policy instance 1
Insurance contract or identification number39391
Number of Individuals Covered35
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,315
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 $1,315
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number39391
Policy instance 1
Insurance contract or identification number39391
Number of Individuals Covered38
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,303
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 $1,303
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number39391
Policy instance 1
Insurance contract or identification number39391
Number of Individuals Covered47
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,187
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 $1,187
Insurance broker organization code?4
Insurance broker nameRICHARD M ROMAN
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number39391
Policy instance 1
Insurance contract or identification number39391
Number of Individuals Covered62
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,988
Total amount of fees paid to insurance companyUSD $30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,635
Amount paid for insurance broker fees20
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameGILCHER, CHRISTOPHER D
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number39391
Policy instance 1
Insurance contract or identification number39391
Number of Individuals Covered80
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,267
Total amount of fees paid to insurance companyUSD $36
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,587
Amount paid for insurance broker fees18
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameGILCHER, CHRISTOPHER D
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number39391
Policy instance 1
Insurance contract or identification number39391
Number of Individuals Covered128
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,443
Total amount of fees paid to insurance companyUSD $26
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,010
Amount paid for insurance broker fees13
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameGILCHER, CHRISTOPHER D
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number39391
Policy instance 1
Insurance contract or identification number39391
Number of Individuals Covered75
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,593
Total amount of fees paid to insurance companyUSD $26
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $478
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameROMAN FINANCIAL INC

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