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OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameOTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN
Plan identification number 001

OTIS PEST CONTROL EMPLOYEE RETIREMENT 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.
  • 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

OTIS TERMITE & PEST CONTROL SERVICE has sponsored the creation of one or more 401k plans.

Company Name:OTIS TERMITE & PEST CONTROL SERVICE
Employer identification number (EIN):620973477
NAIC Classification:561710
NAIC Description:Exterminating and Pest Control Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GEORGE F. HAYNES2023-02-17
0012021-01-01GEORGE F. HAYNES2022-02-17 GEORGE F. HAYNES2022-02-17
0012020-01-01GEORGE F. HAYNES2021-02-04
0012019-01-01GEORGE F. HAYNES2020-01-23 GEORGE F. HAYNES2020-01-23
0012018-01-01GEORGE F. HAYNES2019-11-04 GEORGE F. HAYNES2019-11-04
0012017-01-01GEORGE F. HAYNES2019-11-04 GEORGE F. HAYNES2019-11-04
0012016-01-01GEORGE HAYNES
0012015-01-01GEORGE HAYNES
0012014-01-01GEORGE HAYNES
0012013-01-01GEORGE HAYNES
0012012-01-01GEORGE HAYNES
0012011-01-01GEORGE HAYNES
0012010-01-01GEORGE HAYNES
0012009-01-01GEORGE HAYNES

Plan Statistics for OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN

Measure Date Value
2016: OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0113
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Total of all active and inactive participants2016-01-0113
Total participants2016-01-0113
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Total of all active and inactive participants2015-01-0113
Total participants2015-01-0113
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0113
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Total of all active and inactive participants2014-01-0111
Total participants2014-01-0111
Number of participants with account balances2014-01-016
2013: OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Total of all active and inactive participants2013-01-0113
Total participants2013-01-0113
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Total of all active and inactive participants2012-01-0111
Total participants2012-01-0111
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019
Total number of active participants reported on line 7a of the Form 55002010-01-0110
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0110
Number of participants with account balances2010-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0113
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN

Measure Date Value
2016 : OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$18,820
Expenses. Total of all expenses incurred2016-12-31$243
Total plan assets at end of year2016-12-31$170,801
Total plan assets at beginning of year2016-12-31$152,224
Value of fidelity bond covering the plan2016-12-31$25,000
Total contributions received or receivable from participants2016-12-31$6,666
Other income received2016-12-31$10,815
Net income (gross income less expenses)2016-12-31$18,577
Net plan assets at end of year (total assets less liabilities)2016-12-31$170,801
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$152,224
Assets. Value of participant loans2016-12-31$11,626
Total contributions received or receivable from employer(s)2016-12-31$1,339
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$243
2015 : OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$5,009
Expenses. Total of all expenses incurred2015-12-31$332
Benefits paid (including direct rollovers)2015-12-31$145
Total plan assets at end of year2015-12-31$152,224
Total plan assets at beginning of year2015-12-31$147,547
Value of fidelity bond covering the plan2015-12-31$15,000
Total contributions received or receivable from participants2015-12-31$7,999
Other income received2015-12-31$-4,323
Net income (gross income less expenses)2015-12-31$4,677
Net plan assets at end of year (total assets less liabilities)2015-12-31$152,224
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$147,547
Assets. Value of participant loans2015-12-31$2,540
Total contributions received or receivable from employer(s)2015-12-31$1,333
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$187
2014 : OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$13,697
Expenses. Total of all expenses incurred2014-12-31$737
Total plan assets at end of year2014-12-31$147,547
Total plan assets at beginning of year2014-12-31$134,587
Value of fidelity bond covering the plan2014-12-31$25,000
Total contributions received or receivable from participants2014-12-31$7,015
Other income received2014-12-31$5,566
Net income (gross income less expenses)2014-12-31$12,960
Net plan assets at end of year (total assets less liabilities)2014-12-31$147,547
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$134,587
Assets. Value of participant loans2014-12-31$5,068
Total contributions received or receivable from employer(s)2014-12-31$1,116
Value of corrective distributions2014-12-31$251
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$486
2013 : OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$34,187
Expenses. Total of all expenses incurred2013-12-31$281
Benefits paid (including direct rollovers)2013-12-31$95
Total plan assets at end of year2013-12-31$134,587
Total plan assets at beginning of year2013-12-31$100,681
Value of fidelity bond covering the plan2013-12-31$15,000
Total contributions received or receivable from participants2013-12-31$6,944
Other income received2013-12-31$26,118
Net income (gross income less expenses)2013-12-31$33,906
Net plan assets at end of year (total assets less liabilities)2013-12-31$134,587
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$100,681
Assets. Value of participant loans2013-12-31$6,536
Total contributions received or receivable from employer(s)2013-12-31$1,125
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$186
2012 : OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$16,032
Expenses. Total of all expenses incurred2012-12-31$579
Benefits paid (including direct rollovers)2012-12-31$362
Total plan assets at end of year2012-12-31$100,681
Total plan assets at beginning of year2012-12-31$85,228
Value of fidelity bond covering the plan2012-12-31$15,000
Total contributions received or receivable from participants2012-12-31$5,151
Other income received2012-12-31$9,882
Net income (gross income less expenses)2012-12-31$15,453
Net plan assets at end of year (total assets less liabilities)2012-12-31$100,681
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$85,228
Assets. Value of participant loans2012-12-31$8,073
Total contributions received or receivable from employer(s)2012-12-31$999
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$217
2011 : OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$3,749
Expenses. Total of all expenses incurred2011-12-31$141
Total plan assets at end of year2011-12-31$85,228
Total plan assets at beginning of year2011-12-31$81,620
Value of fidelity bond covering the plan2011-12-31$15,000
Total contributions received or receivable from participants2011-12-31$6,571
Other income received2011-12-31$-3,962
Net income (gross income less expenses)2011-12-31$3,608
Net plan assets at end of year (total assets less liabilities)2011-12-31$85,228
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$81,620
Total contributions received or receivable from employer(s)2011-12-31$1,140
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$141
2010 : OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$18,065
Expenses. Total of all expenses incurred2010-12-31$133
Total plan assets at end of year2010-12-31$81,620
Total plan assets at beginning of year2010-12-31$63,688
Value of fidelity bond covering the plan2010-12-31$15,000
Total contributions received or receivable from participants2010-12-31$6,324
Other income received2010-12-31$10,585
Net income (gross income less expenses)2010-12-31$17,932
Net plan assets at end of year (total assets less liabilities)2010-12-31$81,620
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$63,688
Total contributions received or receivable from employer(s)2010-12-31$1,156
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$133
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : OTIS PEST CONTROL EMPLOYEE RETIREMENT 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 OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN

2016: OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: OTIS PEST CONTROL EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number611781
Policy instance 1
Insurance contract or identification number611781
Number of Individuals Covered8
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $180
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $90
Insurance broker organization code?3
Insurance broker namePAUL H. CULBRETH, CFP
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number611781
Policy instance 1
Insurance contract or identification number611781
Number of Individuals Covered8
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $152
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $82
Insurance broker organization code?3
Insurance broker nameFREDERICK E. VAN PATTEN
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number611781
Policy instance 1
Insurance contract or identification number611781
Number of Individuals Covered8
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $167
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $104
Insurance broker organization code?3
Insurance broker namePAUL H. CULBRETH, CFP
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number611781
Policy instance 1
Insurance contract or identification number611781
Number of Individuals Covered7
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $147
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $90
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePAUL H. CULBRETH, CFP
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number611781
Policy instance 1
Insurance contract or identification number611781
Number of Individuals Covered8
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $140
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePAUL H. CULBRETH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number611781
Policy instance 1
Insurance contract or identification number611781
Number of Individuals Covered8
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $203
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number611781
Policy instance 1
Insurance contract or identification number611781
Number of Individuals Covered13
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $209
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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