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WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

WOLFENSON ELECTRIC, INC has sponsored the creation of one or more 401k plans.

Company Name:WOLFENSON ELECTRIC, INC
Employer identification number (EIN):741472218
NAIC Classification:423600

Additional information about WOLFENSON ELECTRIC, INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 798996

More information about WOLFENSON ELECTRIC, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01ERNEST L. REVIA2020-11-16 ERNEST L. REVIA2020-11-16
0012019-01-01ERNEST L. REVIA2020-10-15 ERNEST L. REVIA2020-10-15
0012018-01-01ERNEST L. REVIA2020-01-16 ERNEST L. REVIA2020-01-16
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ERNEST L. REVIA
0012013-01-01ERNEST L. REVIA
0012012-01-01ERNEST L. REVIA
0012011-01-01ERNEST L. REVIA
0012009-01-01ERNEST L. REVIA

Plan Statistics for WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01323
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01311
Total number of active participants reported on line 7a of the Form 55002019-01-01308
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01323
Number of participants with account balances2019-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01314
Total number of active participants reported on line 7a of the Form 55002018-01-01272
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01292
Number of participants with account balances2018-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01300
Total number of active participants reported on line 7a of the Form 55002017-01-01286
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01305
Number of participants with account balances2017-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01277
Total number of active participants reported on line 7a of the Form 55002016-01-01268
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01285
Number of participants with account balances2016-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01339
Total number of active participants reported on line 7a of the Form 55002015-01-01260
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01268
Number of participants with account balances2015-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01267
Total number of active participants reported on line 7a of the Form 55002014-01-01285
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01321
Number of participants with account balances2014-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01269
Total number of active participants reported on line 7a of the Form 55002013-01-01235
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 participants2013-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01267
Number of participants with account balances2013-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01255
Total number of active participants reported on line 7a of the Form 55002012-01-01235
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01269
Number of participants with account balances2012-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01286
Total number of active participants reported on line 7a of the Form 55002011-01-01220
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01255
Number of participants with account balances2011-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01320
Total number of active participants reported on line 7a of the Form 55002009-01-01243
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0138
Total of all active and inactive participants2009-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01281
Number of participants with account balances2009-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2020 : WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total transfer of assets from this plan2020-01-31$7,095,571
Total transfer of assets from this plan2020-01-31$7,095,571
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$39,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$39,877
Total income from all sources (including contributions)2020-01-31$96,174
Total income from all sources (including contributions)2020-01-31$96,174
Total loss/gain on sale of assets2020-01-31$0
Total loss/gain on sale of assets2020-01-31$0
Total of all expenses incurred2020-01-31$0
Total of all expenses incurred2020-01-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$0
Value of total assets at end of year2020-01-31$0
Value of total assets at end of year2020-01-31$0
Value of total assets at beginning of year2020-01-31$7,039,274
Value of total assets at beginning of year2020-01-31$7,039,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$0
Total interest from all sources2020-01-31$0
Total interest from all sources2020-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Was this plan covered by a fidelity bond2020-01-31Yes
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$500,000
Value of fidelity bond cover2020-01-31$500,000
If this is an individual account plan, was there a blackout period2020-01-31Yes
If this is an individual account plan, was there a blackout period2020-01-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-01-31$0
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Participant contributions at end of year2020-01-31$0
Participant contributions at end of year2020-01-31$0
Participant contributions at beginning of year2020-01-31$154,421
Participant contributions at beginning of year2020-01-31$154,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-31$39,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-31$39,877
Total non interest bearing cash at end of year2020-01-31$0
Total non interest bearing cash at end of year2020-01-31$0
Total non interest bearing cash at beginning of year2020-01-31$4,475
Total non interest bearing cash at beginning of year2020-01-31$4,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Value of net income/loss2020-01-31$96,174
Value of net income/loss2020-01-31$96,174
Value of net assets at end of year (total assets less liabilities)2020-01-31$0
Value of net assets at end of year (total assets less liabilities)2020-01-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$6,999,397
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$6,999,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$6,121,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$6,121,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-01-31$664,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-01-31$664,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$96,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$96,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Employer contributions (assets) at end of year2020-01-31$0
Employer contributions (assets) at end of year2020-01-31$0
Employer contributions (assets) at beginning of year2020-01-31$94,222
Employer contributions (assets) at beginning of year2020-01-31$94,222
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-01-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-01-31Yes
Did the plan have assets held for investment2020-01-31Yes
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Accountancy firm name2020-01-31CALVIN MARTIN & COMPANY, PLLC
Accountancy firm name2020-01-31CALVIN MARTIN & COMPANY, PLLC
Accountancy firm EIN2020-01-31760591623
Accountancy firm EIN2020-01-31760591623
2019 : WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING 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$39,877
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$39,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$37,205
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$37,205
Total income from all sources (including contributions)2019-12-31$1,953,570
Total income from all sources (including contributions)2019-12-31$1,953,570
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$1,069,759
Total of all expenses incurred2019-12-31$1,069,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,027,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,027,645
Value of total corrective distributions2019-12-31$39,877
Value of total corrective distributions2019-12-31$39,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$597,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$597,476
Value of total assets at end of year2019-12-31$7,039,274
Value of total assets at end of year2019-12-31$7,039,274
Value of total assets at beginning of year2019-12-31$6,152,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,237
Total interest from all sources2019-12-31$7,787
Total interest from all sources2019-12-31$7,787
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,619
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,619
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$12,619
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$12,619
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$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$481,828
Contributions received from participants2019-12-31$481,828
Participant contributions at end of year2019-12-31$154,421
Participant contributions at end of year2019-12-31$154,421
Participant contributions at beginning of year2019-12-31$108,034
Participant contributions at beginning of year2019-12-31$108,034
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,426
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$39,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$39,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$37,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$37,205
Other income not declared elsewhere2019-12-31$-885
Other income not declared elsewhere2019-12-31$-885
Administrative expenses (other) incurred2019-12-31$2,237
Administrative expenses (other) incurred2019-12-31$2,237
Total non interest bearing cash at end of year2019-12-31$4,475
Total non interest bearing cash at end of year2019-12-31$4,475
Total non interest bearing cash at beginning of year2019-12-31$11,084
Total non interest bearing cash at beginning of year2019-12-31$11,084
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
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$883,811
Value of net income/loss2019-12-31$883,811
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,999,397
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,999,397
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,115,586
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,115,586
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$6,121,225
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,121,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,331,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,331,973
Interest on participant loans2019-12-31$7,787
Interest on participant loans2019-12-31$7,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$664,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$664,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$632,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,336,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,336,573
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$94,222
Contributions received in cash from employer2019-12-31$94,222
Employer contributions (assets) at end of year2019-12-31$94,222
Employer contributions (assets) at end of year2019-12-31$94,222
Employer contributions (assets) at beginning of year2019-12-31$69,640
Employer contributions (assets) at beginning of year2019-12-31$69,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,027,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,027,645
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 name2019-12-31CALVIN MARTIN & COMPANY, PLLC
Accountancy firm name2019-12-31CALVIN MARTIN & COMPANY, PLLC
Accountancy firm EIN2019-12-31760591623
Accountancy firm EIN2019-12-31760591623
2018 : WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING 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$37,205
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$56,102
Total income from all sources (including contributions)2018-12-31$215,821
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$794,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$755,677
Value of total corrective distributions2018-12-31$37,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$468,905
Value of total assets at end of year2018-12-31$6,152,791
Value of total assets at beginning of year2018-12-31$6,750,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,550
Total interest from all sources2018-12-31$5,896
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$11,831
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$11,831
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$396,816
Participant contributions at end of year2018-12-31$108,034
Participant contributions at beginning of year2018-12-31$104,867
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$14,500
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,564
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$37,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$56,102
Other income not declared elsewhere2018-12-31$44
Administrative expenses (other) incurred2018-12-31$1,550
Total non interest bearing cash at end of year2018-12-31$11,084
Total non interest bearing cash at beginning of year2018-12-31$6,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-578,611
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,115,586
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,694,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,331,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,850,611
Income. Interest from loans (other than to participants)2018-12-31$5,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$632,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$770,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-270,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$70,525
Employer contributions (assets) at end of year2018-12-31$69,640
Employer contributions (assets) at beginning of year2018-12-31$2,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$755,677
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 name2018-12-31CALVIN MARTIN & COMPANY, PLLC
Accountancy firm EIN2018-12-31760591623
2017 : WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING 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$56,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,489
Total income from all sources (including contributions)2017-12-31$1,480,566
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$514,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$456,824
Value of total corrective distributions2017-12-31$56,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$500,508
Value of total assets at end of year2017-12-31$6,750,299
Value of total assets at beginning of year2017-12-31$5,740,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,495
Total interest from all sources2017-12-31$5,143
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$14,676
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$14,676
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$420,951
Participant contributions at end of year2017-12-31$104,867
Participant contributions at beginning of year2017-12-31$106,529
Participant contributions at end of year2017-12-31$14,500
Participant contributions at beginning of year2017-12-31$5,813
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$56,102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$12,489
Other income not declared elsewhere2017-12-31$59
Administrative expenses (other) incurred2017-12-31$1,495
Total non interest bearing cash at end of year2017-12-31$6,959
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$966,145
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,694,197
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,728,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,850,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,698,165
Interest on participant loans2017-12-31$5,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$770,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$928,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$960,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$79,557
Employer contributions (assets) at end of year2017-12-31$2,865
Employer contributions (assets) at beginning of year2017-12-31$1,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$456,824
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 name2017-12-31CALVIN MARTIN & COMPANY, PLLC
Accountancy firm EIN2017-12-31760591623
2016 : WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING 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$12,489
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,990
Total income from all sources (including contributions)2016-12-31$787,460
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$362,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$348,520
Value of total corrective distributions2016-12-31$12,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$495,590
Value of total assets at end of year2016-12-31$5,740,541
Value of total assets at beginning of year2016-12-31$5,304,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,080
Total interest from all sources2016-12-31$4,930
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$161,781
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$161,781
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$393,975
Participant contributions at end of year2016-12-31$106,529
Participant contributions at beginning of year2016-12-31$137,965
Participant contributions at end of year2016-12-31$5,813
Participant contributions at beginning of year2016-12-31$5,971
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$19,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$12,489
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,990
Administrative expenses (other) incurred2016-12-31$1,080
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$425,371
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,728,052
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,302,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,698,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,462,725
Interest on participant loans2016-12-31$4,930
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$928,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$696,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$125,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$81,973
Employer contributions (assets) at end of year2016-12-31$1,211
Employer contributions (assets) at beginning of year2016-12-31$1,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$348,520
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 name2016-12-31CALVIN MARTIN & COMPANY, PLLC
Accountancy firm EIN2016-12-31760591623
2015 : WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING 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$1,990
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,989
Total income from all sources (including contributions)2015-12-31$398,484
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$310,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$309,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$362,877
Value of total assets at end of year2015-12-31$5,304,671
Value of total assets at beginning of year2015-12-31$5,227,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,520
Total interest from all sources2015-12-31$8,989
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$239,885
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$239,885
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$305,590
Participant contributions at end of year2015-12-31$137,965
Participant contributions at beginning of year2015-12-31$118,626
Participant contributions at end of year2015-12-31$5,971
Participant contributions at beginning of year2015-12-31$3,866
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$36,391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,990
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$11,989
Other income not declared elsewhere2015-12-31$-213,267
Administrative expenses (other) incurred2015-12-31$1,520
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$481,194
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$87,506
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,302,681
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,215,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,462,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,623,478
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$5,231
Interest earned on other investments2015-12-31$3,758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$696,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$20,896
Employer contributions (assets) at end of year2015-12-31$1,184
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$309,458
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31CALVIN MARTIN & COMPANY, PLLC
Accountancy firm EIN2015-12-31760591623
2014 : WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING 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$11,989
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$585,559
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$105,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$105,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$260,983
Value of total assets at end of year2014-12-31$5,227,164
Value of total assets at beginning of year2014-12-31$4,734,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$5,868
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$280,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$280,508
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$254,658
Participant contributions at end of year2014-12-31$118,626
Participant contributions at beginning of year2014-12-31$141,520
Participant contributions at end of year2014-12-31$3,866
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,325
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$11,989
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$481,194
Total non interest bearing cash at beginning of year2014-12-31$448,572
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$480,310
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,215,175
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,734,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,623,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,144,773
Interest on participant loans2014-12-31$5,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$38,200
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$105,249
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CALVIN MARTIN & COMPANY, PLLC
Accountancy firm EIN2014-12-31760591623
2013 : WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,665
Total income from all sources (including contributions)2013-12-31$1,114,803
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$155,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$152,117
Expenses. Certain deemed distributions of participant loans2013-12-31$3,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$301,618
Value of total assets at end of year2013-12-31$4,734,865
Value of total assets at beginning of year2013-12-31$3,793,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$7,084
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$245,952
Participant contributions at end of year2013-12-31$141,520
Participant contributions at beginning of year2013-12-31$174,315
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$55,666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$17,665
Total non interest bearing cash at end of year2013-12-31$448,572
Total non interest bearing cash at beginning of year2013-12-31$422,459
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$958,863
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,734,865
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,776,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,144,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,196,893
Interest on participant loans2013-12-31$7,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$806,101
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$152,117
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CALVIN MARTIN & COMPANY, PLLC
Accountancy firm EIN2013-12-31760591623
2012 : WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,665
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$12,765
Total income from all sources (including contributions)2012-12-31$633,024
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$195,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$195,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$200,209
Value of total assets at end of year2012-12-31$3,793,667
Value of total assets at beginning of year2012-12-31$3,351,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$8,270
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$73,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$73,500
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
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$200,209
Participant contributions at end of year2012-12-31$174,315
Participant contributions at beginning of year2012-12-31$218,787
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$3,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$17,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$12,765
Total non interest bearing cash at end of year2012-12-31$422,459
Total non interest bearing cash at beginning of year2012-12-31$361,368
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$437,575
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,776,002
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,338,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,196,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,767,466
Interest on participant loans2012-12-31$8,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$351,045
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$195,449
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CALVIN MARTIN & COMPANY, PLLC
Accountancy firm EIN2012-12-31760591623
2011 : WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,765
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,698
Total income from all sources (including contributions)2011-12-31$259,680
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$357,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$357,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$274,112
Value of total assets at end of year2011-12-31$3,351,192
Value of total assets at beginning of year2011-12-31$3,439,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$8,842
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$400,000
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$171,314
Participant contributions at end of year2011-12-31$218,787
Participant contributions at beginning of year2011-12-31$236,197
Participant contributions at end of year2011-12-31$3,571
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$103,505
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$12,765
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$3,698
Total non interest bearing cash at end of year2011-12-31$361,368
Total non interest bearing cash at beginning of year2011-12-31$344,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-97,567
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,338,427
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,435,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,767,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,859,402
Interest on participant loans2011-12-31$8,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-23,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$-707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$357,247
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CALVIN MARTIN & COMPANY, PLLC
Accountancy firm EIN2011-12-31760591623
2010 : WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,698
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,690
Total income from all sources (including contributions)2010-12-31$571,148
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$179,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$179,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$276,855
Value of total assets at end of year2010-12-31$3,439,692
Value of total assets at beginning of year2010-12-31$3,047,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$10,919
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$400,000
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$213,320
Participant contributions at end of year2010-12-31$236,197
Participant contributions at beginning of year2010-12-31$246,869
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$63,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$3,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3,690
Total non interest bearing cash at end of year2010-12-31$344,093
Total non interest bearing cash at beginning of year2010-12-31$334,440
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$392,123
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,435,994
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,043,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,859,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,466,252
Interest on participant loans2010-12-31$10,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$283,374
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$179,025
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CALVIN MARTIN & COMPANY, PLLC
Accountancy firm EIN2010-12-31760591623
2009 : WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN

2020: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING 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 filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING 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: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING 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: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING 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: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING 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: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING 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: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WOLFENSON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61897-1
Policy instance 1
Insurance contract or identification numberMR 61897-1
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $98
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 $98
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61897-1
Policy instance 1
Insurance contract or identification numberMR 61897-1
Number of Individuals Covered89
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,251
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 $1,614
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61897-1
Policy instance 1
Insurance contract or identification numberMR 61897-1
Number of Individuals Covered88
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,450
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 $2,450
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61897-1
Policy instance 1
Insurance contract or identification numberMR 61897-1
Number of Individuals Covered94
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,092
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 $3,092
Insurance broker organization code?4
Insurance broker nameRAYMOND JAMES INSURANCE GROUP INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61897-1
Policy instance 1
Insurance contract or identification numberMR 61897-1
Number of Individuals Covered96
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,479
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 $2,479
Insurance broker organization code?4
Insurance broker nameRAYMOND JAMES INSURANCE GROUP INC

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