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HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 401k Plan overview

Plan NameHENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN
Plan identification number 001

HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HENRY A. PETTER SUPPLY COMPANY has sponsored the creation of one or more 401k plans.

Company Name:HENRY A. PETTER SUPPLY COMPANY
Employer identification number (EIN):610675180
NAIC Classification:423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN

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
0012017-01-01STEFANIE SUAZO
0012016-01-01STEFANIE SUAZO
0012015-01-01STEFANIE SUAZO
0012014-01-01STEFANIE SUAZO
0012013-01-01STEFANIE SUAZO
0012012-01-01STEFANIE SUAZO
0012011-01-01PATRICIA HAYDEN
0012010-01-01JOHN SIRCY
0012009-01-01JOHN SIRCY

Plan Statistics for HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN

401k plan membership statisitcs for HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN

Measure Date Value
2022: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01198
Total number of active participants reported on line 7a of the Form 55002022-01-01117
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01160
Number of participants with account balances2022-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01184
Total number of active participants reported on line 7a of the Form 55002021-01-01115
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0145
Total of all active and inactive participants2021-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01163
Number of participants with account balances2021-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01186
Total number of active participants reported on line 7a of the Form 55002020-01-01132
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0148
Total of all active and inactive participants2020-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01182
Number of participants with account balances2020-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01182
Total number of active participants reported on line 7a of the Form 55002019-01-01131
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0148
Total of all active and inactive participants2019-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01182
Number of participants with account balances2019-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01197
Total number of active participants reported on line 7a of the Form 55002018-01-01139
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01181
Number of participants with account balances2018-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01202
Total number of active participants reported on line 7a of the Form 55002017-01-01150
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01197
Number of participants with account balances2017-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01204
Total number of active participants reported on line 7a of the Form 55002016-01-01155
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01198
Number of participants with account balances2016-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01204
Total number of active participants reported on line 7a of the Form 55002015-01-01161
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01201
Number of participants with account balances2015-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01208
Total number of active participants reported on line 7a of the Form 55002014-01-01166
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01202
Number of participants with account balances2014-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01227
Total number of active participants reported on line 7a of the Form 55002013-01-01179
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01207
Number of participants with account balances2013-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01216
Total number of active participants reported on line 7a of the Form 55002012-01-01199
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01224
Number of participants with account balances2012-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01201
Total number of active participants reported on line 7a of the Form 55002011-01-01187
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01213
Number of participants with account balances2011-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01247
Total number of active participants reported on line 7a of the Form 55002010-01-01174
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0123
Total of all active and inactive participants2010-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01200
Number of participants with account balances2010-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01210
Total number of active participants reported on line 7a of the Form 55002009-01-01211
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01247
Number of participants with account balances2009-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN

Measure Date Value
2022 : HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,170,644
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,159,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,127,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$500,700
Value of total assets at end of year2022-12-31$8,790,043
Value of total assets at beginning of year2022-12-31$12,120,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,807
Total interest from all sources2022-12-31$35,877
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$108,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$108,566
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$382,514
Participant contributions at end of year2022-12-31$115,532
Participant contributions at beginning of year2022-12-31$82,474
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,330,130
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,790,043
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,120,173
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$1,604
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,957,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,951,379
Interest on participant loans2022-12-31$2,503
Interest earned on other investments2022-12-31$33,374
Value of interest in common/collective trusts at end of year2022-12-31$2,716,637
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,086,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,846,537
Net investment gain or loss from common/collective trusts2022-12-31$30,750
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$118,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,127,679
Contract administrator fees2022-12-31$30,203
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31WILLIAMS, WILLIAMS & LENTZ
Accountancy firm EIN2022-12-31610481842
2021 : HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,093,906
Total of all expenses incurred2021-12-31$4,158,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,102,474
Expenses. Certain deemed distributions of participant loans2021-12-31$2,312
Value of total corrective distributions2021-12-31$5,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$653,375
Value of total assets at end of year2021-12-31$12,120,173
Value of total assets at beginning of year2021-12-31$14,185,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,050
Total interest from all sources2021-12-31$63,266
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$208,910
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$208,910
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
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$434,850
Participant contributions at end of year2021-12-31$82,474
Participant contributions at beginning of year2021-12-31$62,402
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$75,749
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$8
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$644
Other income not declared elsewhere2021-12-31$1,740
Administrative expenses (other) incurred2021-12-31$49,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-2,065,043
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,120,173
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,185,216
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$8,951,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,235,497
Interest on participant loans2021-12-31$3,516
Interest earned on other investments2021-12-31$59,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,086,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,886,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,166,615
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$142,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,102,474
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31WILLIAMS, WILLIAMS & LENTZ
Accountancy firm EIN2021-12-31610481842
2020 : HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,446,711
Total of all expenses incurred2020-12-31$872,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$830,508
Value of total corrective distributions2020-12-31$10,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$555,147
Value of total assets at end of year2020-12-31$14,185,216
Value of total assets at beginning of year2020-12-31$12,611,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,824
Total interest from all sources2020-12-31$36,266
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$121,883
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$121,883
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$409,223
Participant contributions at end of year2020-12-31$62,402
Participant contributions at beginning of year2020-12-31$96,276
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$644
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$100
Administrative expenses (other) incurred2020-12-31$31,824
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$1,573,849
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,185,216
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,611,367
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$10,235,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,737,325
Interest on participant loans2020-12-31$4,351
Interest earned on other investments2020-12-31$31,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,886,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,777,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,733,415
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$145,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$830,508
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31WILLIAMS, WILLIAMS & LENTZ
Accountancy firm EIN2020-12-31610481842
2019 : HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,593,578
Total of all expenses incurred2019-12-31$677,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$645,198
Value of total corrective distributions2019-12-31$4,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$608,643
Value of total assets at end of year2019-12-31$12,611,367
Value of total assets at beginning of year2019-12-31$10,695,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,380
Total interest from all sources2019-12-31$35,362
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$184,950
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$184,950
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$418,095
Participant contributions at end of year2019-12-31$96,276
Participant contributions at beginning of year2019-12-31$99,093
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$42,030
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$100
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$104
Administrative expenses (other) incurred2019-12-31$27,380
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$1,916,269
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,611,367
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,695,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,737,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,495,108
Interest on participant loans2019-12-31$5,453
Interest earned on other investments2019-12-31$29,909
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,777,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,100,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,764,623
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$148,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$645,198
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31WILLIAMS, WILLIAMS & LENTZ
Accountancy firm EIN2019-12-31610481842
2018 : HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$62,605
Total of all expenses incurred2018-12-31$2,195,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,154,709
Value of total corrective distributions2018-12-31$12,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$600,985
Value of total assets at end of year2018-12-31$10,695,098
Value of total assets at beginning of year2018-12-31$12,828,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,809
Total interest from all sources2018-12-31$34,525
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$169,623
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$169,623
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$445,550
Participant contributions at end of year2018-12-31$99,093
Participant contributions at beginning of year2018-12-31$128,581
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,582
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$104
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$116
Administrative expenses (other) incurred2018-12-31$28,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,133,101
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,695,098
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,828,199
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$8,495,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,056,813
Interest on participant loans2018-12-31$4,297
Interest earned on other investments2018-12-31$30,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,100,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,642,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-742,528
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$148,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,154,709
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31WILLIAMS, WILLIAMS & LENTZ
Accountancy firm EIN2018-12-31610481842
2017 : HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,285,432
Total of all expenses incurred2017-12-31$1,800,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,773,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$610,886
Value of total assets at end of year2017-12-31$12,828,199
Value of total assets at beginning of year2017-12-31$12,342,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,409
Total interest from all sources2017-12-31$46,584
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$145,291
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$145,291
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$443,888
Participant contributions at end of year2017-12-31$128,581
Participant contributions at beginning of year2017-12-31$116,995
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$92
Administrative expenses (other) incurred2017-12-31$26,409
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$485,384
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,828,199
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,342,815
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$10,056,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,049,712
Interest on participant loans2017-12-31$5,981
Interest earned on other investments2017-12-31$40,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,642,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,176,016
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$12,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,482,671
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$166,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,761,628
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31WILLIAMS, WILLIAMS, & LENTZ
Accountancy firm EIN2017-12-31610481842
2016 : HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,463,041
Total of all expenses incurred2016-12-31$1,336,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,318,757
Value of total corrective distributions2016-12-31$6,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$726,283
Value of total assets at end of year2016-12-31$12,342,815
Value of total assets at beginning of year2016-12-31$12,216,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,830
Total interest from all sources2016-12-31$47,058
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$101,522
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$101,522
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$459,976
Participant contributions at end of year2016-12-31$116,995
Participant contributions at beginning of year2016-12-31$112,966
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$86,391
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$92
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$37
Administrative expenses (other) incurred2016-12-31$10,830
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$126,785
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,342,815
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,216,030
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$9,049,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,535,977
Interest on participant loans2016-12-31$4,987
Interest earned on other investments2016-12-31$42,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,176,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,567,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$588,178
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$179,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,318,757
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31WILLIAMS, WILLIAMS, & LENTZ
Accountancy firm EIN2016-12-31610481842
2015 : HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$643,910
Total of all expenses incurred2015-12-31$1,226,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,206,297
Value of total corrective distributions2015-12-31$7,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$568,711
Value of total assets at end of year2015-12-31$12,216,030
Value of total assets at beginning of year2015-12-31$12,798,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,940
Total interest from all sources2015-12-31$32,069
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$117,750
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$117,750
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$408,734
Participant contributions at end of year2015-12-31$112,966
Participant contributions at beginning of year2015-12-31$80,480
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$37
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$155
Administrative expenses (other) incurred2015-12-31$12,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-582,672
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,216,030
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,798,702
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$9,535,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,520,879
Interest on participant loans2015-12-31$4,161
Interest earned on other investments2015-12-31$27,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,567,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,197,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-74,620
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$159,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,206,297
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31WILLIAMS, WILLIAMS, & LENTZ
Accountancy firm EIN2015-12-31610481842
2014 : HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$3
Total unrealized appreciation/depreciation of assets2014-12-31$3
Total income from all sources (including contributions)2014-12-31$1,349,643
Total of all expenses incurred2014-12-31$2,610,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,596,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$599,684
Value of total assets at end of year2014-12-31$12,798,702
Value of total assets at beginning of year2014-12-31$14,059,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,246
Total interest from all sources2014-12-31$48,919
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$137,360
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$137,360
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$418,728
Participant contributions at end of year2014-12-31$80,480
Participant contributions at beginning of year2014-12-31$133,302
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$18,434
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,012
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$163
Administrative expenses (other) incurred2014-12-31$14,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,260,965
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,798,702
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,059,667
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$10,520,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,915,337
Interest on participant loans2014-12-31$4,146
Interest earned on other investments2014-12-31$44,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,197,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,992,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$563,677
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$177,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,596,362
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31WILLIAMS, WILLIAMS, & LENTZ
Accountancy firm EIN2014-12-31610481842
2013 : HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,807,035
Total of all expenses incurred2013-12-31$1,852,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,829,919
Value of total corrective distributions2013-12-31$20,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$720,761
Value of total assets at end of year2013-12-31$14,059,667
Value of total assets at beginning of year2013-12-31$13,105,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,271
Total interest from all sources2013-12-31$55,875
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$142,876
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$142,876
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$457,495
Participant contributions at end of year2013-12-31$133,302
Participant contributions at beginning of year2013-12-31$96,305
Assets. Other investments not covered elsewhere at end of year2013-12-31$18,434
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$18,430
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$93,061
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$163
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5
Other income not declared elsewhere2013-12-31$3
Administrative expenses (other) incurred2013-12-31$2,271
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$954,358
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,059,667
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,105,309
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$10,915,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,002,518
Interest on participant loans2013-12-31$4,999
Interest earned on other investments2013-12-31$50,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,992,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,988,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,887,520
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$170,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,829,919
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31WILLIAMS, WILLIAMS, & LENTZ
Accountancy firm EIN2013-12-31610481842
2012 : HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,119,020
Total of all expenses incurred2012-12-31$715,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$705,461
Value of total corrective distributions2012-12-31$9,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$730,131
Value of total assets at end of year2012-12-31$13,105,309
Value of total assets at beginning of year2012-12-31$11,702,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,025
Total interest from all sources2012-12-31$59,607
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$142,666
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$142,666
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$479,549
Participant contributions at end of year2012-12-31$96,305
Participant contributions at beginning of year2012-12-31$95,090
Assets. Other investments not covered elsewhere at end of year2012-12-31$18,430
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$18,427
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$20,913
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$5
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2
Other income not declared elsewhere2012-12-31$3
Administrative expenses (other) incurred2012-12-31$1,025
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$1,403,045
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,105,309
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,702,264
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$10,002,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,977,553
Interest on participant loans2012-12-31$4,510
Interest earned on other investments2012-12-31$55,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,988,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,611,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,186,613
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$229,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$705,461
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31WILLIAMS, WILLIAMS, & LENTZ
Accountancy firm EIN2012-12-31610481842
2011 : HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$505,949
Total of all expenses incurred2011-12-31$591,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$583,469
Value of total corrective distributions2011-12-31$6,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$718,763
Value of total assets at end of year2011-12-31$11,702,264
Value of total assets at beginning of year2011-12-31$11,787,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$875
Total interest from all sources2011-12-31$67,445
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$135,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$135,329
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$450,212
Participant contributions at end of year2011-12-31$95,090
Participant contributions at beginning of year2011-12-31$126,472
Assets. Other investments not covered elsewhere at end of year2011-12-31$18,427
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$18,192
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$66,116
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$47
Other income not declared elsewhere2011-12-31$235
Administrative expenses (other) incurred2011-12-31$875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-85,113
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,702,264
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,787,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,977,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,241,660
Interest on participant loans2011-12-31$4,861
Interest earned on other investments2011-12-31$62,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,611,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,401,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-415,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$202,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$583,469
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WILLIAMS, WILLIAMS, & LENTZ
Accountancy firm EIN2011-12-31610481842
2010 : HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,787,991
Total of all expenses incurred2010-12-31$575,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$561,644
Value of total corrective distributions2010-12-31$12,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$684,766
Value of total assets at end of year2010-12-31$11,787,377
Value of total assets at beginning of year2010-12-31$10,574,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$725
Total interest from all sources2010-12-31$83,976
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$113,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$113,287
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$428,353
Participant contributions at end of year2010-12-31$126,472
Participant contributions at beginning of year2010-12-31$122,052
Assets. Other investments not covered elsewhere at end of year2010-12-31$18,192
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$15,316
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$61,106
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$47
Other income not declared elsewhere2010-12-31$2,875
Administrative expenses (other) incurred2010-12-31$725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,212,947
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,787,377
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,574,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,241,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,970,700
Interest on participant loans2010-12-31$6,088
Interest earned on other investments2010-12-31$77,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,401,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,466,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$903,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$195,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$561,644
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WILLIAMS, WILLIAMS, & LENTZ
Accountancy firm EIN2010-12-31610481842
2009 : HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN

2022: HENRY A. PETTER SUPPLY COMPANY 401K 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: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HENRY A. PETTER SUPPLY COMPANY 401K SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK61560
Policy instance 1
Insurance contract or identification numberQK61560
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-08-30
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK61560
Policy instance 1
Insurance contract or identification numberQK61560
Number of Individuals Covered129
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK61560
Policy instance 2
Insurance contract or identification numberQK61560
Number of Individuals Covered143
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61560
Policy instance 1
Insurance contract or identification numberQK61560
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-11-04
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61560
Policy instance 1
Insurance contract or identification numberQK61560
Number of Individuals Covered141
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61560
Policy instance 1
Insurance contract or identification numberQK61560
Number of Individuals Covered140
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61560
Policy instance 1
Insurance contract or identification numberQK61560
Number of Individuals Covered155
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61560
Policy instance 1
Insurance contract or identification numberQK61560
Number of Individuals Covered160
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61560
Policy instance 1
Insurance contract or identification numberQK61560
Number of Individuals Covered159
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61560
Policy instance 1
Insurance contract or identification numberQK61560
Number of Individuals Covered167
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61560
Policy instance 1
Insurance contract or identification numberQK61560
Number of Individuals Covered177
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61560
Policy instance 1
Insurance contract or identification numberQK61560
Number of Individuals Covered179
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61560
Policy instance 1
Insurance contract or identification numberQK61560
Number of Individuals Covered181
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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