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SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

SOLAR SUPPLY, LLC has sponsored the creation of one or more 401k plans.

Company Name:SOLAR SUPPLY, LLC
Employer identification number (EIN):720464157
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about SOLAR SUPPLY, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2002-08-07
Company Identification Number: 0800113079
Legal Registered Office Address: PO BOX 3030

LAKE CHARLES
United States of America (USA)
70602

More information about SOLAR SUPPLY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LANA ELLIS
0012016-01-01LANA ELLIS
0012015-01-01LANA ELLIS
0012014-01-01LANA ELLIS
0012013-01-01LANA ELLIS
0012012-01-01TWILA SCHAP GABRIEL
0012011-01-01TWILA SCHAP GABRIEL
0012010-01-01CHARLOTTE GUILLORY
0012009-01-01CHARLOTTE GUILLORY

Plan Statistics for SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01212
Total number of active participants reported on line 7a of the Form 55002023-01-01185
Number of retired or separated participants receiving benefits2023-01-0113
Number of other retired or separated participants entitled to future benefits2023-01-0122
Total of all active and inactive participants2023-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01222
Number of participants with account balances2023-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-018
2022: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01235
Total number of active participants reported on line 7a of the Form 55002022-01-01181
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01212
Number of participants with account balances2022-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01225
Total number of active participants reported on line 7a of the Form 55002021-01-01184
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0149
Total of all active and inactive participants2021-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01235
Number of participants with account balances2021-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01222
Total number of active participants reported on line 7a of the Form 55002020-01-01184
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01225
Number of participants with account balances2020-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01210
Total number of active participants reported on line 7a of the Form 55002019-01-01182
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01222
Number of participants with account balances2019-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01213
Total number of active participants reported on line 7a of the Form 55002018-01-01173
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01210
Number of participants with account balances2018-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01197
Total number of active participants reported on line 7a of the Form 55002017-01-01177
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01213
Number of participants with account balances2017-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01195
Total number of active participants reported on line 7a of the Form 55002016-01-01165
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01197
Number of participants with account balances2016-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01198
Total number of active participants reported on line 7a of the Form 55002015-01-01158
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01195
Number of participants with account balances2015-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01199
Total number of active participants reported on line 7a of the Form 55002014-01-01152
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01198
Number of participants with account balances2014-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01186
Total number of active participants reported on line 7a of the Form 55002013-01-01160
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01199
Number of participants with account balances2013-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01189
Total number of active participants reported on line 7a of the Form 55002012-01-01166
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01186
Number of participants with account balances2012-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01187
Total number of active participants reported on line 7a of the Form 55002011-01-01170
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01189
Number of participants with account balances2011-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01204
Total number of active participants reported on line 7a of the Form 55002010-01-01158
Number of other retired or separated participants entitled to future benefits2010-01-0122
Total of all active and inactive participants2010-01-01180
Total participants2010-01-01180
Number of participants with account balances2010-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01193
Total number of active participants reported on line 7a of the Form 55002009-01-01152
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01188
Number of participants with account balances2009-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$2,930,393
Total of all expenses incurred2023-12-31$1,884,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,827,071
Expenses. Certain deemed distributions of participant loans2023-12-31$9,428
Value of total corrective distributions2023-12-31$10,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$958,358
Value of total assets at end of year2023-12-31$17,534,249
Value of total assets at beginning of year2023-12-31$16,488,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$38,277
Total interest from all sources2023-12-31$8,685
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$394,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$394,247
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$562,721
Participant contributions at end of year2023-12-31$325,981
Participant contributions at beginning of year2023-12-31$224,073
Participant contributions at end of year2023-12-31$108,565
Participant contributions at beginning of year2023-12-31$19,166
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$9,435
Administrative expenses (other) incurred2023-12-31$38,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,045,452
Value of net assets at end of year (total assets less liabilities)2023-12-31$17,534,249
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$16,488,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$14,160,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$13,639,081
Interest on participant loans2023-12-31$8,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$2,914,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$2,597,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,569,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$386,202
Employer contributions (assets) at end of year2023-12-31$24,500
Employer contributions (assets) at beginning of year2023-12-31$9,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,827,071
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31T.E. LOTT & COMPANY
Accountancy firm EIN2023-12-31640575804
2022 : SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,287,764
Total of all expenses incurred2022-12-31$1,918,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,841,951
Expenses. Certain deemed distributions of participant loans2022-12-31$21,087
Value of total corrective distributions2022-12-31$22,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$919,133
Value of total assets at end of year2022-12-31$16,488,797
Value of total assets at beginning of year2022-12-31$21,694,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$32,392
Total interest from all sources2022-12-31$7,177
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$677,023
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$677,023
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$545,403
Participant contributions at end of year2022-12-31$224,073
Participant contributions at beginning of year2022-12-31$214,788
Participant contributions at end of year2022-12-31$19,166
Participant contributions at beginning of year2022-12-31$18,787
Administrative expenses (other) incurred2022-12-31$32,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,206,193
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,488,797
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,694,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,639,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,305,022
Interest on participant loans2022-12-31$7,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,597,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,146,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,891,097
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$373,730
Employer contributions (assets) at end of year2022-12-31$9,428
Employer contributions (assets) at beginning of year2022-12-31$9,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,841,951
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31T.E. LOTT & COMPANY
Accountancy firm EIN2022-12-31640575804
2021 : SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,074,299
Total of all expenses incurred2021-12-31$1,762,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,701,023
Expenses. Certain deemed distributions of participant loans2021-12-31$16,658
Value of total corrective distributions2021-12-31$17,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$901,465
Value of total assets at end of year2021-12-31$21,694,990
Value of total assets at beginning of year2021-12-31$20,383,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,362
Total interest from all sources2021-12-31$7,117
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,745,333
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$1,745,333
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$533,679
Participant contributions at end of year2021-12-31$214,788
Participant contributions at beginning of year2021-12-31$208,200
Participant contributions at end of year2021-12-31$18,787
Participant contributions at beginning of year2021-12-31$18,429
Administrative expenses (other) incurred2021-12-31$27,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,311,760
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,694,990
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,383,230
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$18,305,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,266,295
Interest on participant loans2021-12-31$7,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,146,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,879,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$420,384
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$367,786
Employer contributions (assets) at end of year2021-12-31$9,868
Employer contributions (assets) at beginning of year2021-12-31$11,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,701,023
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31T.E. LOTT & COMPANY
Accountancy firm EIN2021-12-31640575804
2020 : SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,654,657
Total of all expenses incurred2020-12-31$326,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$320,420
Value of total corrective distributions2020-12-31$2,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$883,481
Value of total assets at end of year2020-12-31$20,383,230
Value of total assets at beginning of year2020-12-31$17,055,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,917
Total interest from all sources2020-12-31$7,064
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$536,060
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$536,060
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$493,366
Participant contributions at end of year2020-12-31$208,200
Participant contributions at beginning of year2020-12-31$200,768
Participant contributions at end of year2020-12-31$18,429
Participant contributions at beginning of year2020-12-31$15,818
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$38,810
Administrative expenses (other) incurred2020-12-31$3,917
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$3,328,204
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,383,230
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,055,026
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$17,266,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,358,715
Interest on participant loans2020-12-31$7,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,879,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,470,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,228,052
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$351,305
Employer contributions (assets) at end of year2020-12-31$11,301
Employer contributions (assets) at beginning of year2020-12-31$9,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$320,420
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 name2020-12-31T.E. LOTT & COMPANY
Accountancy firm EIN2020-12-31640575804
2019 : SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,785,921
Total of all expenses incurred2019-12-31$521,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$511,241
Expenses. Certain deemed distributions of participant loans2019-12-31$1,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$761,760
Value of total assets at end of year2019-12-31$17,055,026
Value of total assets at beginning of year2019-12-31$13,790,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,963
Total interest from all sources2019-12-31$7,702
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$942,462
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$942,462
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$432,992
Participant contributions at end of year2019-12-31$200,768
Participant contributions at beginning of year2019-12-31$205,277
Participant contributions at end of year2019-12-31$15,818
Participant contributions at beginning of year2019-12-31$14,334
Administrative expenses (other) incurred2019-12-31$8,963
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$3,264,107
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,055,026
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,790,919
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$14,358,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,211,432
Interest on participant loans2019-12-31$7,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,470,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,351,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,073,997
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$328,768
Employer contributions (assets) at end of year2019-12-31$9,253
Employer contributions (assets) at beginning of year2019-12-31$8,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$511,241
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31T.E. LOTT & COMPANY
Accountancy firm EIN2019-12-31640575804
2018 : SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-170,917
Total of all expenses incurred2018-12-31$552,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$534,097
Expenses. Certain deemed distributions of participant loans2018-12-31$6,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$749,192
Value of total assets at end of year2018-12-31$13,790,919
Value of total assets at beginning of year2018-12-31$14,514,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,743
Total interest from all sources2018-12-31$7,592
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$941,735
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$941,735
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$405,576
Participant contributions at end of year2018-12-31$205,277
Participant contributions at beginning of year2018-12-31$231,881
Participant contributions at end of year2018-12-31$14,334
Participant contributions at beginning of year2018-12-31$67,423
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$36,328
Administrative expenses (other) incurred2018-12-31$11,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-723,448
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,790,919
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,514,367
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$11,211,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,952,246
Interest on participant loans2018-12-31$7,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,351,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,239,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,869,436
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$307,288
Employer contributions (assets) at end of year2018-12-31$8,015
Employer contributions (assets) at beginning of year2018-12-31$23,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$534,097
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 name2018-12-31T.E. LOTT & COMPANY
Accountancy firm EIN2018-12-31640575804
2017 : SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$331
Total income from all sources (including contributions)2017-12-31$2,696,878
Total of all expenses incurred2017-12-31$377,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$361,903
Expenses. Certain deemed distributions of participant loans2017-12-31$7,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$676,042
Value of total assets at end of year2017-12-31$14,514,367
Value of total assets at beginning of year2017-12-31$12,195,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,293
Total interest from all sources2017-12-31$7,806
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$646,174
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$646,174
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$385,538
Participant contributions at end of year2017-12-31$231,881
Participant contributions at beginning of year2017-12-31$170,516
Participant contributions at end of year2017-12-31$67,423
Participant contributions at beginning of year2017-12-31$15,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$331
Administrative expenses (other) incurred2017-12-31$8,293
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$2,319,141
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,514,367
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,195,226
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$11,952,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,897,485
Interest on participant loans2017-12-31$7,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,239,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,104,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,366,856
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$290,504
Employer contributions (assets) at end of year2017-12-31$23,073
Employer contributions (assets) at beginning of year2017-12-31$7,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$361,903
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 name2017-12-31T.E. LOTT & COMPANY
Accountancy firm EIN2017-12-31640575804
2016 : SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$331
Total income from all sources (including contributions)2016-12-31$1,605,585
Total of all expenses incurred2016-12-31$694,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$686,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$625,739
Value of total assets at end of year2016-12-31$12,195,557
Value of total assets at beginning of year2016-12-31$11,284,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,089
Total interest from all sources2016-12-31$31,589
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$334,774
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$334,774
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$356,050
Participant contributions at end of year2016-12-31$170,516
Participant contributions at beginning of year2016-12-31$225,232
Participant contributions at end of year2016-12-31$15,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$331
Administrative expenses (other) incurred2016-12-31$8,089
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$911,075
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,195,226
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,284,151
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$9,897,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,011,982
Interest on participant loans2016-12-31$7,634
Interest earned on other investments2016-12-31$23,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,104,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,046,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$613,483
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$269,689
Employer contributions (assets) at end of year2016-12-31$7,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$686,421
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 name2016-12-31T.E. LOTT & COMPANY
Accountancy firm EIN2016-12-31640575804
2015 : SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$494,831
Total of all expenses incurred2015-12-31$240,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$214,934
Expenses. Certain deemed distributions of participant loans2015-12-31$16,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$610,098
Value of total assets at end of year2015-12-31$11,284,151
Value of total assets at beginning of year2015-12-31$11,029,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,591
Total interest from all sources2015-12-31$31,189
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$584,090
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$584,090
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$344,234
Participant contributions at end of year2015-12-31$225,232
Participant contributions at beginning of year2015-12-31$300,321
Participant contributions at beginning of year2015-12-31$49,955
Administrative expenses (other) incurred2015-12-31$8,591
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$254,449
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,284,151
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,029,702
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$9,011,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,673,763
Income. Interest from loans (other than to participants)2015-12-31$7,124
Interest earned on other investments2015-12-31$24,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,046,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,982,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-730,546
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$265,864
Employer contributions (assets) at beginning of year2015-12-31$22,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$214,934
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 name2015-12-31T.E. LOTT & COMPANY
Accountancy firm EIN2015-12-31640575804
2014 : SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,227,224
Total of all expenses incurred2014-12-31$355,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$307,876
Expenses. Certain deemed distributions of participant loans2014-12-31$30,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$580,880
Value of total assets at end of year2014-12-31$11,029,702
Value of total assets at beginning of year2014-12-31$10,157,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,606
Total interest from all sources2014-12-31$34,043
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$679,471
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$679,471
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$321,775
Participant contributions at end of year2014-12-31$300,321
Participant contributions at beginning of year2014-12-31$225,292
Participant contributions at end of year2014-12-31$49,955
Participant contributions at beginning of year2014-12-31$10,741
Administrative expenses (other) incurred2014-12-31$16,606
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$872,043
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,029,702
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,157,659
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$8,673,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,972,142
Income. Interest from loans (other than to participants)2014-12-31$9,587
Interest earned on other investments2014-12-31$24,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,982,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,941,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-67,170
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$259,105
Employer contributions (assets) at end of year2014-12-31$22,828
Employer contributions (assets) at beginning of year2014-12-31$7,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$307,876
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 name2014-12-31T.E. LOTT & COMPANY
Accountancy firm EIN2014-12-31640575804
2013 : SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,251,050
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$568,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$543,232
Expenses. Certain deemed distributions of participant loans2013-12-31$23,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$533,730
Value of total assets at end of year2013-12-31$10,157,659
Value of total assets at beginning of year2013-12-31$8,475,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,770
Total interest from all sources2013-12-31$32,078
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$348,387
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$348,387
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$281,221
Participant contributions at end of year2013-12-31$225,292
Participant contributions at beginning of year2013-12-31$138,351
Participant contributions at end of year2013-12-31$10,741
Participant contributions at beginning of year2013-12-31$10,385
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$18,918
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$1,682,237
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,157,659
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,475,422
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$7,972,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,065,302
Interest on participant loans2013-12-31$6,847
Interest earned on other investments2013-12-31$25,231
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,941,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,248,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,336,855
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$233,591
Employer contributions (assets) at end of year2013-12-31$7,761
Employer contributions (assets) at beginning of year2013-12-31$7,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$543,232
Contract administrator fees2013-12-31$1,770
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 name2013-12-31T.E. LOTT & COMPANY
Accountancy firm EIN2013-12-31640575804
2012 : SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,256,926
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$562,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$503,915
Expenses. Certain deemed distributions of participant loans2012-12-31$29,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$520,894
Value of total assets at end of year2012-12-31$8,475,422
Value of total assets at beginning of year2012-12-31$7,781,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$28,912
Total interest from all sources2012-12-31$9,577
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$137,660
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$137,660
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 period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$284,832
Participant contributions at end of year2012-12-31$138,351
Participant contributions at beginning of year2012-12-31$202,798
Participant contributions at end of year2012-12-31$10,385
Participant contributions at beginning of year2012-12-31$20,183
Administrative expenses (other) incurred2012-12-31$28,912
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$694,169
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,475,422
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,781,253
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$6,065,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,387,683
Interest on participant loans2012-12-31$9,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,155,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,155,109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,248,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$588,795
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$236,062
Employer contributions (assets) at end of year2012-12-31$7,384
Employer contributions (assets) at beginning of year2012-12-31$15,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$503,915
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCELROY, QUIRK & BURCH APC
Accountancy firm EIN2012-12-31721086674
2011 : SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$400,090
Total of all expenses incurred2011-12-31$176,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$148,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$510,326
Value of total assets at end of year2011-12-31$7,781,253
Value of total assets at beginning of year2011-12-31$7,557,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$27,765
Total interest from all sources2011-12-31$14,094
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$79,586
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$79,586
Administrative expenses professional fees incurred2011-12-31$18,760
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 period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$275,945
Participant contributions at end of year2011-12-31$202,798
Participant contributions at beginning of year2011-12-31$159,367
Participant contributions at end of year2011-12-31$20,183
Participant contributions at beginning of year2011-12-31$20,603
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$223,801
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,781,253
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,557,452
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$5,387,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,343,107
Interest on participant loans2011-12-31$13,692
Value of interest in common/collective trusts at beginning of year2011-12-31$2,018,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,155,109
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-203,916
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$234,381
Employer contributions (assets) at end of year2011-12-31$15,480
Employer contributions (assets) at beginning of year2011-12-31$15,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$148,524
Contract administrator fees2011-12-31$9,005
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MCELROY, QUIRK & BURCH APC
Accountancy firm EIN2011-12-31721086674
2010 : SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,183,473
Total of all expenses incurred2010-12-31$357,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$349,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$501,597
Value of total assets at end of year2010-12-31$7,557,452
Value of total assets at beginning of year2010-12-31$6,731,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,903
Total interest from all sources2010-12-31$10,472
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$61,004
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$61,004
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$272,475
Participant contributions at end of year2010-12-31$159,367
Participant contributions at beginning of year2010-12-31$166,953
Participant contributions at end of year2010-12-31$20,603
Participant contributions at beginning of year2010-12-31$19,152
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$826,095
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,557,452
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,731,357
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$5,343,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,536,088
Interest on participant loans2010-12-31$10,472
Value of interest in common/collective trusts at end of year2010-12-31$2,018,971
Value of interest in common/collective trusts at beginning of year2010-12-31$1,994,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$579,140
Net investment gain or loss from common/collective trusts2010-12-31$31,260
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$229,122
Employer contributions (assets) at end of year2010-12-31$15,404
Employer contributions (assets) at beginning of year2010-12-31$14,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$349,475
Contract administrator fees2010-12-31$7,903
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MCELROY, QUIRK & BURCH APC
Accountancy firm EIN2010-12-31721086674

Form 5500 Responses for SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN

2023: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING 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: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING 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: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING 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: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING 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: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING 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: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING 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: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING 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: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING 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: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOLAR SUPPLY, LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract number78U32ERC
Policy instance 2
Insurance contract or identification number78U32ERC
Number of Individuals Covered128
Insurance policy start date2022-05-01
Insurance policy end date2023-05-01
Total amount of commissions paid to insurance brokerUSD $39,598
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,019,495
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334931-01
Policy instance 1
Insurance contract or identification number334931-01
Number of Individuals Covered172
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number911284
Policy instance 2
Insurance contract or identification number911284
Number of Individuals Covered136
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $37,780
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $944,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,780
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334931-01
Policy instance 1
Insurance contract or identification number334931-01
Number of Individuals Covered134
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number911284
Policy instance 2
Insurance contract or identification number911284
Number of Individuals Covered134
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $37,258
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $931,457
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,258
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334931-01
Policy instance 1
Insurance contract or identification number334931-01
Number of Individuals Covered152
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number911284
Policy instance 2
Insurance contract or identification number911284
Number of Individuals Covered177
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $33,964
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $622,083
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,964
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334931-01
Policy instance 1
Insurance contract or identification number334931-01
Number of Individuals Covered147
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,808
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $3,606
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number911284
Policy instance 2
Insurance contract or identification number911284
Number of Individuals Covered166
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $36,815
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $920,373
Commission paid to Insurance BrokerUSD $36,815
Insurance broker organization code?2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334931-01
Policy instance 1
Insurance contract or identification number334931-01
Number of Individuals Covered138
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,615
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,211
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334931-01
Policy instance 1
Insurance contract or identification number334931-01
Number of Individuals Covered137
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,349
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,762
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334931-01
Policy instance 1
Insurance contract or identification number334931-01
Number of Individuals Covered103
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,074
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,826
Insurance broker organization code?3
Insurance broker nameJAMES GUILBEAUX
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334931-01
Policy instance 1
Insurance contract or identification number334931-01
Number of Individuals Covered139
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,093
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 $5,093
Insurance broker organization code?3
Insurance broker nameERIC STEVENS
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334931-01
Policy instance 1
Insurance contract or identification number334931-01
Number of Individuals Covered138
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,741
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,741
Insurance broker organization code?3
Insurance broker nameERIC STEVENS
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334931-01
Policy instance 1
Insurance contract or identification number334931-01
Number of Individuals Covered141
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,951
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $9,951
Insurance broker organization code?3
Insurance broker nameERIC STEVENS
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334931-01
Policy instance 1
Insurance contract or identification number334931-01
Number of Individuals Covered144
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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