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DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 401k Plan overview

Plan NameDEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN
Plan identification number 001

DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN Benefits

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

401k Sponsoring company profile

DEEP SOUTH EQUIPMENT COMPANY -EBT EMPLOYEE BENEFIT PLAN has sponsored the creation of one or more 401k plans.

Company Name:DEEP SOUTH EQUIPMENT COMPANY -EBT EMPLOYEE BENEFIT PLAN
Employer identification number (EIN):721167835
NAIC Classification:423800

Additional information about DEEP SOUTH EQUIPMENT COMPANY -EBT EMPLOYEE BENEFIT PLAN

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1990-11-05
Company Identification Number: 0008574606
Legal Registered Office Address: 560 OAK HARBOR BLVD STE 100

SLIDELL
United States of America (USA)
70458

More information about DEEP SOUTH EQUIPMENT COMPANY -EBT EMPLOYEE BENEFIT PLAN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01GERALD A. BOUDREAUX, JR.2022-10-04
0012020-01-01GERALD A. BOUDREAUX, JR.2021-10-11
0012019-01-01GERALD A. BOUDREAUX, JR.2020-10-05
0012018-01-01GERALD A. BOUDREAUX, JR.2019-09-26
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01GERALD A BOUDREAUX JR
0012013-01-01GERALD A BOUDREAUX JR
0012012-01-01GERALD A BOUDREAUX JR GERALD A BOUDREAUX JR2013-10-07
0012011-01-01GERALD A BOUDREAUX JR GERALD A BOUDREAUX JR2014-05-02
0012009-01-01GERALD A BOUDREAUX JR GERALD A BOUDREAUX JR2010-10-11

Plan Statistics for DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN

401k plan membership statisitcs for DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN

Measure Date Value
2021: DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01344
Total number of active participants reported on line 7a of the Form 55002021-01-01280
Number of retired or separated participants receiving benefits2021-01-0123
Number of other retired or separated participants entitled to future benefits2021-01-0189
Total of all active and inactive participants2021-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01392
Number of participants with account balances2021-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0132
2020: DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01352
Total number of active participants reported on line 7a of the Form 55002020-01-01254
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-0180
Total of all active and inactive participants2020-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01341
Number of participants with account balances2020-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0132
2019: DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01349
Total number of active participants reported on line 7a of the Form 55002019-01-01261
Number of retired or separated participants receiving benefits2019-01-0118
Number of other retired or separated participants entitled to future benefits2019-01-0172
Total of all active and inactive participants2019-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01352
Number of participants with account balances2019-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0139
2018: DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01295
Total number of active participants reported on line 7a of the Form 55002018-01-01255
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-0178
Total of all active and inactive participants2018-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01350
Number of participants with account balances2018-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0146
2017: DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01275
Total number of active participants reported on line 7a of the Form 55002017-01-01240
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0156
Total of all active and inactive participants2017-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01300
Number of participants with account balances2017-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01273
Total number of active participants reported on line 7a of the Form 55002016-01-01226
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01272
Number of participants with account balances2016-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01268
Total number of active participants reported on line 7a of the Form 55002015-01-01235
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01273
Number of participants with account balances2015-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01266
Total number of active participants reported on line 7a of the Form 55002014-01-01228
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01268
Number of participants with account balances2014-01-01137
2013: DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01245
Total number of active participants reported on line 7a of the Form 55002013-01-01234
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01266
Number of participants with account balances2013-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01253
Total number of active participants reported on line 7a of the Form 55002012-01-01213
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01245
Number of participants with account balances2012-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01241
Total number of active participants reported on line 7a of the Form 55002011-01-01203
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0149
Total of all active and inactive participants2011-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01253
Number of participants with account balances2011-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01234
Total number of active participants reported on line 7a of the Form 55002009-01-01147
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-0154
Total of all active and inactive participants2009-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01205
Number of participants with account balances2009-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN

Measure Date Value
2021 : DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$377
Total income from all sources (including contributions)2021-12-31$1,485,228
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$416,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$391,401
Expenses. Certain deemed distributions of participant loans2021-12-31$5,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$916,849
Value of total assets at end of year2021-12-31$6,257,491
Value of total assets at beginning of year2021-12-31$5,189,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,997
Total interest from all sources2021-12-31$5,572
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$15,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$449,348
Participant contributions at end of year2021-12-31$102,907
Participant contributions at beginning of year2021-12-31$85,339
Participant contributions at end of year2021-12-31$26,745
Participant contributions at beginning of year2021-12-31$10,069
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$157,374
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$377
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$1,068,557
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,257,491
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,188,934
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 pooled separate accounts at end of year2021-12-31$5,353,815
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,615,966
Interest on participant loans2021-12-31$3,926
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$624,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$477,937
Net investment gain/loss from pooled separate accounts2021-12-31$562,807
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$310,127
Employer contributions (assets) at end of year2021-12-31$150,000
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$391,401
Contract administrator fees2021-12-31$4,997
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 name2021-12-31HENRY & PETERS, PC
Accountancy firm EIN2021-12-31751503978
2020 : DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$377
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,198,897
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$365,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$345,866
Expenses. Certain deemed distributions of participant loans2020-12-31$5,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$423,257
Value of total assets at end of year2020-12-31$5,189,311
Value of total assets at beginning of year2020-12-31$4,355,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,138
Total interest from all sources2020-12-31$7,153
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$359,208
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$359,208
Administrative expenses professional fees incurred2020-12-31$9,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$440,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$420,086
Participant contributions at end of year2020-12-31$85,339
Participant contributions at beginning of year2020-12-31$100,278
Participant contributions at end of year2020-12-31$10,069
Participant contributions at beginning of year2020-12-31$14,153
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,171
Other income not declared elsewhere2020-12-31$9
Liabilities. Value of operating payables at end of year2020-12-31$377
Liabilities. Value of operating payables at beginning of year2020-12-31$0
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$833,417
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,188,934
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,355,517
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 pooled separate accounts at end of year2020-12-31$4,615,966
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,903,272
Interest on participant loans2020-12-31$6,411
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$477,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$267,983
Net investment gain/loss from pooled separate accounts2020-12-31$409,270
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$69,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$345,866
Contract administrator fees2020-12-31$5,138
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 name2020-12-31HENRY & PETERS, PC
Accountancy firm EIN2020-12-31751503978
2019 : DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,393,320
Total income from all sources (including contributions)2019-12-31$1,393,320
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$340,173
Total of all expenses incurred2019-12-31$340,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$334,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$334,991
Expenses. Certain deemed distributions of participant loans2019-12-31$561
Expenses. Certain deemed distributions of participant loans2019-12-31$561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$615,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$615,459
Value of total assets at end of year2019-12-31$4,355,517
Value of total assets at end of year2019-12-31$4,355,517
Value of total assets at beginning of year2019-12-31$3,302,370
Value of total assets at beginning of year2019-12-31$3,302,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,621
Total interest from all sources2019-12-31$7,083
Total interest from all sources2019-12-31$7,083
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$322,333
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$322,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$322,333
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$322,333
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$440,000
Value of fidelity bond cover2019-12-31$440,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$401,895
Contributions received from participants2019-12-31$401,895
Participant contributions at end of year2019-12-31$100,278
Participant contributions at end of year2019-12-31$100,278
Participant contributions at beginning of year2019-12-31$96,453
Participant contributions at beginning of year2019-12-31$96,453
Participant contributions at end of year2019-12-31$14,153
Participant contributions at end of year2019-12-31$14,153
Participant contributions at beginning of year2019-12-31$12,739
Participant contributions at beginning of year2019-12-31$12,739
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$933
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,053,147
Value of net income/loss2019-12-31$1,053,147
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,355,517
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,355,517
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,302,370
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,302,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$3,903,272
Value of interest in pooled separate accounts at end of year2019-12-31$3,903,272
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,907,045
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,907,045
Interest on participant loans2019-12-31$6,555
Interest on participant loans2019-12-31$6,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$528
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$267,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$267,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$193,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$193,793
Net investment gain/loss from pooled separate accounts2019-12-31$448,445
Net investment gain/loss from pooled separate accounts2019-12-31$448,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$212,631
Contributions received in cash from employer2019-12-31$212,631
Employer contributions (assets) at end of year2019-12-31$69,831
Employer contributions (assets) at beginning of year2019-12-31$92,340
Employer contributions (assets) at beginning of year2019-12-31$92,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$334,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$334,991
Contract administrator fees2019-12-31$4,621
Contract administrator fees2019-12-31$4,621
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HENRY & PETERS, PC
Accountancy firm name2019-12-31HENRY & PETERS, PC
Accountancy firm EIN2019-12-31751503978
2018 : DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$300,641
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$334,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$314,836
Expenses. Certain deemed distributions of participant loans2018-12-31$17,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$536,614
Value of total assets at end of year2018-12-31$3,302,370
Value of total assets at beginning of year2018-12-31$3,335,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,880
Total interest from all sources2018-12-31$3,678
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$349,913
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$349,913
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$440,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$338,669
Participant contributions at end of year2018-12-31$96,453
Participant contributions at beginning of year2018-12-31$85,336
Participant contributions at end of year2018-12-31$12,739
Participant contributions at beginning of year2018-12-31$15,570
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-33,580
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,302,370
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,335,950
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 pooled separate accounts at end of year2018-12-31$2,907,045
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,993,027
Interest on participant loans2018-12-31$3,279
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$193,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$174,219
Net investment gain/loss from pooled separate accounts2018-12-31$-589,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$186,603
Employer contributions (assets) at end of year2018-12-31$92,340
Employer contributions (assets) at beginning of year2018-12-31$67,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$314,836
Contract administrator fees2018-12-31$1,880
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 name2018-12-31HENRY & PETERS, PC
Accountancy firm EIN2018-12-31751503978
2017 : DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$851,650
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$382,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$371,610
Expenses. Certain deemed distributions of participant loans2017-12-31$9,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$297,986
Value of total assets at end of year2017-12-31$3,335,950
Value of total assets at beginning of year2017-12-31$2,867,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,423
Total interest from all sources2017-12-31$4,032
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$290,167
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$290,167
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$229,640
Participant contributions at end of year2017-12-31$85,336
Participant contributions at beginning of year2017-12-31$97,248
Participant contributions at end of year2017-12-31$15,570
Participant contributions at beginning of year2017-12-31$7,073
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$548
Other income not declared elsewhere2017-12-31$2,373
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$468,936
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,335,950
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,867,014
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 pooled separate accounts at end of year2017-12-31$2,993,027
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,601,469
Interest on participant loans2017-12-31$4,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$174,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$161,224
Net investment gain/loss from pooled separate accounts2017-12-31$257,092
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$67,798
Employer contributions (assets) at end of year2017-12-31$67,798
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$371,610
Contract administrator fees2017-12-31$1,423
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 name2017-12-31HENRY & PETERS, PC
Accountancy firm EIN2017-12-31751503978
2016 : DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$366,067
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$280,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$266,981
Expenses. Certain deemed distributions of participant loans2016-12-31$12,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$218,887
Value of total assets at end of year2016-12-31$2,867,014
Value of total assets at beginning of year2016-12-31$2,781,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,185
Total interest from all sources2016-12-31$4,118
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$75,902
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$75,902
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$215,324
Participant contributions at end of year2016-12-31$97,248
Participant contributions at beginning of year2016-12-31$88,566
Participant contributions at end of year2016-12-31$7,073
Participant contributions at beginning of year2016-12-31$8,390
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,141
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,563
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$85,457
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,867,014
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,781,557
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 pooled separate accounts at end of year2016-12-31$2,601,469
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,485,015
Interest on participant loans2016-12-31$3,758
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$161,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$198,445
Net investment gain/loss from pooled separate accounts2016-12-31$67,160
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$266,981
Contract administrator fees2016-12-31$1,185
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 name2016-12-31HENRY & PETERS, PC
Accountancy firm EIN2016-12-31751503978
2015 : DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$278,016
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$362,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$357,764
Expenses. Certain deemed distributions of participant loans2015-12-31$3,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$284,140
Value of total assets at end of year2015-12-31$2,781,557
Value of total assets at beginning of year2015-12-31$2,866,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,262
Total interest from all sources2015-12-31$3,244
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$215,611
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$215,611
Administrative expenses professional fees incurred2015-12-31$1,262
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$229,339
Participant contributions at end of year2015-12-31$88,566
Participant contributions at beginning of year2015-12-31$70,532
Participant contributions at end of year2015-12-31$8,390
Participant contributions at beginning of year2015-12-31$3,332
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,141
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,227
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$54,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-84,856
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,781,557
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,866,413
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 pooled separate accounts at end of year2015-12-31$2,485,015
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,589,642
Interest on participant loans2015-12-31$2,910
Interest earned on other investments2015-12-31$2
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$198,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$200,680
Net investment gain/loss from pooled separate accounts2015-12-31$-224,979
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$357,764
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 name2015-12-31HENRY & PETERS, PC
Accountancy firm EIN2015-12-31751503978
2014 : DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$484,898
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$304,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$303,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$314,069
Value of total assets at end of year2014-12-31$2,866,413
Value of total assets at beginning of year2014-12-31$2,685,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$944
Total interest from all sources2014-12-31$3,334
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$270,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$225,057
Participant contributions at end of year2014-12-31$70,532
Participant contributions at beginning of year2014-12-31$97,195
Participant contributions at end of year2014-12-31$3,332
Participant contributions at beginning of year2014-12-31$3,646
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,227
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$89,012
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$-2,154
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$180,560
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,866,413
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,685,853
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 pooled separate accounts at end of year2014-12-31$2,589,642
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,435,849
Interest on participant loans2014-12-31$3,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$200,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$149,163
Net investment gain/loss from pooled separate accounts2014-12-31$167,495
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$305,548
Contract administrator fees2014-12-31$944
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 name2014-12-31HENRY & PETERS, PC
Accountancy firm EIN2014-12-31751503978
2013 : DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$707,705
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$88,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$86,557
Expenses. Certain deemed distributions of participant loans2013-12-31$294
Value of total corrective distributions2013-12-31$1,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$218,873
Value of total assets at end of year2013-12-31$2,685,853
Value of total assets at beginning of year2013-12-31$2,067,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$857
Total interest from all sources2013-12-31$3,461
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$211,042
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$211,042
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$206,715
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$218,873
Participant contributions at end of year2013-12-31$97,195
Participant contributions at beginning of year2013-12-31$92,923
Participant contributions at end of year2013-12-31$3,646
Participant contributions at beginning of year2013-12-31$6,735
Other income not declared elsewhere2013-12-31$221
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$618,728
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,685,853
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,067,125
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 pooled separate accounts at end of year2013-12-31$2,435,849
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,840,716
Interest on participant loans2013-12-31$3,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$149,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$126,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$126,751
Net investment gain/loss from pooled separate accounts2013-12-31$274,108
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$86,557
Contract administrator fees2013-12-31$857
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 name2013-12-31HENRY & PETERS, PC
Accountancy firm EIN2013-12-31751503978
2012 : DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$457,145
Total of all expenses incurred2012-12-31$94,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$88,893
Expenses. Certain deemed distributions of participant loans2012-12-31$4,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$231,481
Value of total assets at end of year2012-12-31$2,067,125
Value of total assets at beginning of year2012-12-31$1,704,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,141
Total interest from all sources2012-12-31$2,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$175,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$200,710
Participant contributions at end of year2012-12-31$92,923
Participant contributions at beginning of year2012-12-31$55,312
Participant contributions at end of year2012-12-31$6,735
Participant contributions at beginning of year2012-12-31$13,322
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$30,771
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$362,568
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,067,125
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,704,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,840,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,635,923
Interest on participant loans2012-12-31$2,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$126,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$222,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$88,893
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HENRY & PETERS, PC
Accountancy firm EIN2012-12-31751503978
2011 : DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$147,883
Total of all expenses incurred2011-12-31$86,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$81,973
Expenses. Certain deemed distributions of participant loans2011-12-31$2,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$182,530
Value of total assets at end of year2011-12-31$1,704,557
Value of total assets at beginning of year2011-12-31$1,642,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,450
Total interest from all sources2011-12-31$2,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$167,225
Participant contributions at end of year2011-12-31$55,312
Participant contributions at beginning of year2011-12-31$42,790
Participant contributions at end of year2011-12-31$13,322
Participant contributions at beginning of year2011-12-31$12,378
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$15,305
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$61,728
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,704,557
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,642,829
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
Investment advisory and management fees2011-12-31$1,450
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,635,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,587,661
Interest on participant loans2011-12-31$2,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-36,834
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$81,973
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HENRY AND PETERS, PC
Accountancy firm EIN2011-12-31751503978
2010 : DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$378,628
Total of all expenses incurred2010-12-31$84,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$83,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$180,635
Value of total assets at end of year2010-12-31$1,642,829
Value of total assets at beginning of year2010-12-31$1,348,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,500
Total interest from all sources2010-12-31$1,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$175,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$114,801
Participant contributions at end of year2010-12-31$42,790
Participant contributions at beginning of year2010-12-31$34,672
Participant contributions at end of year2010-12-31$12,378
Participant contributions at beginning of year2010-12-31$7,568
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$65,834
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$294,062
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,642,829
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,348,767
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
Investment advisory and management fees2010-12-31$1,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,587,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,306,527
Interest on participant loans2010-12-31$1,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$196,081
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$83,066
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HENRY AND PETERS, PC
Accountancy firm EIN2010-12-31751503978

Form 5500 Responses for DEEP SOUTH EQUIPMENT COMPANY 401(K) SAVINGS PLAN

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

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828725
Policy instance 1
Insurance contract or identification numberGA-828725
Number of Individuals Covered375
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $15,919
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,919
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828725
Policy instance 1
Insurance contract or identification numberGA-828725
Number of Individuals Covered336
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12,420
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,420
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828725
Policy instance 1
Insurance contract or identification numberGA-828725
Number of Individuals Covered369
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,327
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,327
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828725
Policy instance 1
Insurance contract or identification numberGA-828725
Number of Individuals Covered352
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,982
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,982
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828725
Policy instance 1
Insurance contract or identification numberGA-828725
Number of Individuals Covered167
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,261
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,261
Insurance broker organization code?3
Insurance broker nameSBHU LIFE AGENCY, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828725
Policy instance 1
Insurance contract or identification numberGA-828725
Number of Individuals Covered140
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,462
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,462
Insurance broker organization code?3
Insurance broker nameSBHU LIFE AGENCY, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828725
Policy instance 1
Insurance contract or identification numberGA-828725
Number of Individuals Covered137
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,969
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,969
Insurance broker organization code?3
Insurance broker nameSBHU LIFE AGENCY, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828725
Policy instance 1
Insurance contract or identification numberGA-828725
Number of Individuals Covered131
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,008
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,008
Insurance broker organization code?3
Insurance broker nameSBHU LIFE AGENCY, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHG079
Policy instance 1
Insurance contract or identification numberPHG079
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $545
Total amount of fees paid to insurance companyUSD $0
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 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 $545
Insurance broker organization code?3
Insurance broker nameSBHU LIFE AGENCY, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828725
Policy instance 2
Insurance contract or identification numberGA-828725
Number of Individuals Covered120
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $19,553
Total amount of fees paid to insurance companyUSD $74
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 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 $19,553
Insurance broker organization code?3
Amount paid for insurance broker fees49
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameMORGAN STANLEY/SMITH BARNEY, LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHG079
Policy instance 1
Insurance contract or identification numberPHG079
Number of Individuals Covered134
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,602
Total amount of fees paid to insurance companyUSD $0
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 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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHG079
Policy instance 1
Insurance contract or identification numberPHG079
Number of Individuals Covered132
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,306
Total amount of fees paid to insurance companyUSD $0
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 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

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