401k Plan data: COMPU-TECH LUMBER 401K PLAN plan

COMPU-TECH LUMBER 401K PLAN 401k Plan overview

Plan Name	COMPU-TECH LUMBER 401K PLAN
Plan identification number	001

COMPU-TECH LUMBER 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

COMPU-TECH LUMBER PRODUCTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: COMPU-TECH LUMBER PRODUCTS, INC.

Employer identification number (EIN): 680358050

NAIC Classification: 321110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMPU-TECH LUMBER 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KEVIN CERKONEY 2023-08-11
001 2021-01-01 KEITH REHEIS 2022-06-28
001 2020-01-01 KEITH REHEIS 2021-07-20
001 2019-01-01 KEVIN CERKONEY 2020-05-27
001 2018-01-01 KEVIN CERKONEY 2019-07-01
001 2017-01-01 KEVIN CERKONEY 2018-06-29 KEVIN CERKONEY 2018-06-29
001 2016-01-01 KEVIN CERKONEY 2017-09-11
001 2015-01-01 DEBORAH WENDT 2016-06-21 KEVIN CERKONEY 2016-06-21
001 2014-01-01 KEVIN CERKONEY KEVIN CERKONEY 2015-05-18
001 2013-01-01 KEVIN CERKONEY
001 2012-01-01 KEVIN CERKONEY KEVIN CERKONEY 2013-07-26
001 2011-01-01 KEVIN CERKONEY
001 2009-01-01 MICHAEL BLAZER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	KEVIN CERKONEY	2023-08-11
001	2021-01-01	KEITH REHEIS	2022-06-28
001	2020-01-01	KEITH REHEIS	2021-07-20
001	2019-01-01	KEVIN CERKONEY	2020-05-27
001	2018-01-01	KEVIN CERKONEY	2019-07-01
001	2017-01-01	KEVIN CERKONEY	2018-06-29	KEVIN CERKONEY	2018-06-29
001	2016-01-01	KEVIN CERKONEY	2017-09-11
001	2015-01-01	DEBORAH WENDT	2016-06-21	KEVIN CERKONEY	2016-06-21
001	2014-01-01	KEVIN CERKONEY		KEVIN CERKONEY	2015-05-18
001	2013-01-01	KEVIN CERKONEY
001	2012-01-01	KEVIN CERKONEY		KEVIN CERKONEY	2013-07-26
001	2011-01-01	KEVIN CERKONEY
001	2009-01-01	MICHAEL BLAZER

Plan Statistics for COMPU-TECH LUMBER 401K PLAN

401k plan membership statisitcs for COMPU-TECH LUMBER 401K PLAN

Measure Date Value
2014: COMPU-TECH LUMBER 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 17
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: COMPU-TECH LUMBER 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: COMPU-TECH LUMBER 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COMPU-TECH LUMBER 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 15
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: COMPU-TECH LUMBER 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 19
Number of participants with account balances 2009-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: COMPU-TECH LUMBER 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	17
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: COMPU-TECH LUMBER 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: COMPU-TECH LUMBER 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COMPU-TECH LUMBER 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	15
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: COMPU-TECH LUMBER 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	19
Number of participants with account balances	2009-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on COMPU-TECH LUMBER 401K PLAN

Measure	Date	Value
2014 : COMPU-TECH LUMBER 401K PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$88,056
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,055,084
Total plan assets at beginning of year	2014-12-31	$967,028
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$53,889
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$34,167
Net income (gross income less expenses)	2014-12-31	$88,056
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,055,084
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$967,028
Assets. Value of participant loans	2014-12-31	$29,979
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
2013 : COMPU-TECH LUMBER 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$166,371
Expenses. Total of all expenses incurred	2013-12-31	$50
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$967,028
Total plan assets at beginning of year	2013-12-31	$800,707
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$46,031
Expenses. Other expenses not covered elsewhere	2013-12-31	$50
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$120,340
Net income (gross income less expenses)	2013-12-31	$166,321
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$967,028
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$800,707
Assets. Value of participant loans	2013-12-31	$32,007
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
2012 : COMPU-TECH LUMBER 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$124,985
Expenses. Total of all expenses incurred	2012-12-31	$10,472
Benefits paid (including direct rollovers)	2012-12-31	$10,422
Total plan assets at end of year	2012-12-31	$800,707
Total plan assets at beginning of year	2012-12-31	$686,194
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$42,539
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$82,446
Net income (gross income less expenses)	2012-12-31	$114,513
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$800,707
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$686,194
Assets. Value of participant loans	2012-12-31	$33,893
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$50
2011 : COMPU-TECH LUMBER 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$13,020
Expenses. Total of all expenses incurred	2011-12-31	$45,684
Benefits paid (including direct rollovers)	2011-12-31	$45,634
Total plan assets at end of year	2011-12-31	$686,194
Total plan assets at beginning of year	2011-12-31	$718,858
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$35,336
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-22,316
Net income (gross income less expenses)	2011-12-31	$-32,664
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$686,194
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$718,858
Assets. Value of participant loans	2011-12-31	$35,679
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$50
2010 : COMPU-TECH LUMBER 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$109,950
Expenses. Total of all expenses incurred	2010-12-31	$150,902
Benefits paid (including direct rollovers)	2010-12-31	$150,852
Total plan assets at end of year	2010-12-31	$718,858
Total plan assets at beginning of year	2010-12-31	$759,810
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$30,901
Contributions received from other sources (not participants or employers)	2010-12-31	$807
Other income received	2010-12-31	$78,242
Net income (gross income less expenses)	2010-12-31	$-40,952
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$718,858
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$759,810
Assets. Value of participant loans	2010-12-31	$37,373
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$50

Form 5500 Responses for COMPU-TECH LUMBER 401K PLAN

2014: COMPU-TECH LUMBER 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: COMPU-TECH LUMBER 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: COMPU-TECH LUMBER 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COMPU-TECH LUMBER 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: COMPU-TECH LUMBER 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-832569

Policy instance

Insurance contract or identification number	GA-832569
Number of Individuals Covered	12
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,154
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,115
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO WEALTH BROKERAGE INS

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-832569

Policy instance

Insurance contract or identification number	GA-832569
Number of Individuals Covered	12
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $12,735
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,735
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO WEALTH BRKG INS AGY

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Company Name:	COMPU-TECH LUMBER PRODUCTS, INC.
Employer identification number (EIN):	680358050
NAIC Classification:	321110