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CAPFORM, INC 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameCAPFORM, INC 401(K) RETIREMENT PLAN
Plan identification number 001

CAPFORM, INC 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

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

Company Name:CAPFORM, INC.
Employer identification number (EIN):751677890
NAIC Classification:238900

Additional information about CAPFORM, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1979-12-17
Company Identification Number: 0050085700
Legal Registered Office Address: PO BOX 111130

CARROLLTON
United States of America (USA)
75011

More information about CAPFORM, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPFORM, INC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01HEATHER L BATES HEATHER L BATES2018-08-20
0012016-01-01HEATHER BATES HEATHER BATES2017-09-22
0012015-01-01HEATHER BATES
0012014-01-01HEATHER BATES HEATHER BATES2015-10-14
0012013-01-01HEATHER BATES
0012012-01-01JOHN GRIMES
0012011-01-01JOHN GRIMES JOHN GRIMES2012-10-11
0012010-01-01JOHN GRIMES
0012009-01-01JOHN P GRRIMES

Plan Statistics for CAPFORM, INC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for CAPFORM, INC 401(K) RETIREMENT PLAN

Measure Date Value
2022: CAPFORM, INC 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01703
Total number of active participants reported on line 7a of the Form 55002022-01-01598
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0139
Total of all active and inactive participants2022-01-01637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01639
Number of participants with account balances2022-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: CAPFORM, INC 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,274
Total number of active participants reported on line 7a of the Form 55002021-01-01639
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0161
Total of all active and inactive participants2021-01-01700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01701
Number of participants with account balances2021-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: CAPFORM, INC 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01939
Total number of active participants reported on line 7a of the Form 55002020-01-011,228
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-011,272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,273
Number of participants with account balances2020-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: CAPFORM, INC 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,944
Total number of active participants reported on line 7a of the Form 55002019-01-01890
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0148
Total of all active and inactive participants2019-01-01938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01939
Number of participants with account balances2019-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: CAPFORM, INC 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,020
Total number of active participants reported on line 7a of the Form 55002018-01-011,807
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01136
Total of all active and inactive participants2018-01-011,943
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,944
Number of participants with account balances2018-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0126
2017: CAPFORM, INC 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,735
Total number of active participants reported on line 7a of the Form 55002017-01-011,877
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01141
Total of all active and inactive participants2017-01-012,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-012,019
Number of participants with account balances2017-01-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: CAPFORM, INC 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,890
Total number of active participants reported on line 7a of the Form 55002016-01-012,626
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01106
Total of all active and inactive participants2016-01-012,732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,732
Number of participants with account balances2016-01-01433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: CAPFORM, INC 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,019
Total number of active participants reported on line 7a of the Form 55002015-01-011,744
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01139
Total of all active and inactive participants2015-01-011,883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,883
Number of participants with account balances2015-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: CAPFORM, INC 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,367
Total number of active participants reported on line 7a of the Form 55002014-01-011,577
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01107
Total of all active and inactive participants2014-01-011,684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,684
Number of participants with account balances2014-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: CAPFORM, INC 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,352
Total number of active participants reported on line 7a of the Form 55002013-01-011,088
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0198
Total of all active and inactive participants2013-01-011,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,186
Number of participants with account balances2013-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: CAPFORM, INC 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,603
Total number of active participants reported on line 7a of the Form 55002012-01-011,141
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0195
Total of all active and inactive participants2012-01-011,236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,236
Number of participants with account balances2012-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: CAPFORM, INC 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,377
Total number of active participants reported on line 7a of the Form 55002011-01-011,296
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,296
Number of participants with account balances2011-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CAPFORM, INC 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,094
Total number of active participants reported on line 7a of the Form 55002010-01-011,013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-011,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,013
Number of participants with account balances2010-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CAPFORM, INC 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,522
Total number of active participants reported on line 7a of the Form 55002009-01-011,543
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0167
Total of all active and inactive participants2009-01-011,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-011,614
Number of participants with account balances2009-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on CAPFORM, INC 401(K) RETIREMENT PLAN

Measure Date Value
2022 : CAPFORM, INC 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,694
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-679,107
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$537,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$490,934
Value of total corrective distributions2022-12-31$22,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$462,037
Value of total assets at end of year2022-12-31$6,096,907
Value of total assets at beginning of year2022-12-31$7,306,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$24,124
Total interest from all sources2022-12-31$31,649
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$381,811
Participant contributions at end of year2022-12-31$195,741
Participant contributions at beginning of year2022-12-31$208,422
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$53,852
Liabilities. Value of operating payables at end of year2022-12-31$6,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,216,355
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,090,213
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,306,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$18,668
Value of interest in pooled separate accounts at end of year2022-12-31$5,325,863
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,669,172
Interest on participant loans2022-12-31$7,667
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$23,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$548,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$428,974
Net investment gain/loss from pooled separate accounts2022-12-31$-1,172,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$26,374
Employer contributions (assets) at end of year2022-12-31$26,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$490,934
Contract administrator fees2022-12-31$5,456
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : CAPFORM, INC 401(K) RETIREMENT 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$0
Total income from all sources (including contributions)2021-12-31$1,252,231
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$873,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$848,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$459,216
Value of total assets at end of year2021-12-31$7,306,568
Value of total assets at beginning of year2021-12-31$6,927,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$24,362
Total interest from all sources2021-12-31$32,719
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
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$432,044
Participant contributions at end of year2021-12-31$208,422
Participant contributions at beginning of year2021-12-31$215,197
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$379,041
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,306,568
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,927,527
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
Investment advisory and management fees2021-12-31$20,198
Value of interest in pooled separate accounts at end of year2021-12-31$6,669,172
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,311,335
Interest on participant loans2021-12-31$8,884
Interest earned on other investments2021-12-31$23,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$428,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$390,883
Net investment gain/loss from pooled separate accounts2021-12-31$760,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$27,172
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$10,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$848,828
Contract administrator fees2021-12-31$4,164
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : CAPFORM, INC 401(K) RETIREMENT 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$0
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$1,355,315
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$661,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$621,935
Value of total corrective distributions2020-12-31$6,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$515,099
Value of total assets at end of year2020-12-31$6,927,527
Value of total assets at beginning of year2020-12-31$6,234,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,874
Total interest from all sources2020-12-31$33,992
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$504,912
Participant contributions at end of year2020-12-31$215,197
Participant contributions at beginning of year2020-12-31$252,111
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$693,382
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,927,527
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,234,145
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
Investment advisory and management fees2020-12-31$22,391
Value of interest in pooled separate accounts at end of year2020-12-31$6,311,335
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,262,523
Interest on participant loans2020-12-31$11,525
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$22,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$390,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$680,393
Net investment gain/loss from pooled separate accounts2020-12-31$806,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$10,187
Employer contributions (assets) at end of year2020-12-31$10,112
Employer contributions (assets) at beginning of year2020-12-31$39,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$621,935
Contract administrator fees2020-12-31$11,483
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 name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : CAPFORM, INC 401(K) RETIREMENT PLAN 2019 401k financial data
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 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$1,517,984
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$496,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$426,196
Value of total corrective distributions2019-12-31$25,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$552,492
Value of total assets at end of year2019-12-31$6,234,145
Value of total assets at beginning of year2019-12-31$5,212,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,250
Total interest from all sources2019-12-31$38,134
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$513,349
Participant contributions at end of year2019-12-31$252,111
Participant contributions at beginning of year2019-12-31$208,207
Total non interest bearing cash at beginning of year2019-12-31$35,748
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$1,021,577
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,234,145
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,212,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$31,653
Value of interest in pooled separate accounts at end of year2019-12-31$5,262,523
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,305,088
Interest on participant loans2019-12-31$13,196
Interest earned on other investments2019-12-31$24,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$680,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$663,525
Net investment gain/loss from pooled separate accounts2019-12-31$927,358
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$39,143
Employer contributions (assets) at end of year2019-12-31$39,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$426,196
Contract administrator fees2019-12-31$12,597
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2019-12-31390859910
2018 : CAPFORM, INC 401(K) RETIREMENT 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$268,109
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$754,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$699,538
Value of total corrective distributions2018-12-31$10,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$531,757
Value of total assets at end of year2018-12-31$5,212,568
Value of total assets at beginning of year2018-12-31$5,699,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$44,555
Total interest from all sources2018-12-31$29,803
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$496,009
Participant contributions at end of year2018-12-31$208,207
Participant contributions at beginning of year2018-12-31$229,771
Total non interest bearing cash at end of year2018-12-31$35,748
Total non interest bearing cash at beginning of year2018-12-31$48,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-486,830
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,212,568
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,699,398
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
Investment advisory and management fees2018-12-31$31,343
Value of interest in pooled separate accounts at end of year2018-12-31$4,305,088
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,838,596
Interest on participant loans2018-12-31$8,670
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$21,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$663,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$582,983
Net investment gain/loss from pooled separate accounts2018-12-31$-293,451
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$35,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$699,538
Contract administrator fees2018-12-31$13,212
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : CAPFORM, INC 401(K) RETIREMENT 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$1,164,013
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$212,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$185,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$483,203
Value of total assets at end of year2017-12-31$5,699,398
Value of total assets at beginning of year2017-12-31$4,747,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,506
Total interest from all sources2017-12-31$22,545
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$444,458
Participant contributions at end of year2017-12-31$229,771
Participant contributions at beginning of year2017-12-31$217,410
Total non interest bearing cash at end of year2017-12-31$48,048
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$951,768
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,699,398
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,747,630
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
Investment advisory and management fees2017-12-31$21,194
Value of interest in pooled separate accounts at end of year2017-12-31$4,838,596
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,972,297
Interest on participant loans2017-12-31$7,265
Interest earned on other investments2017-12-31$15,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$29,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$29,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$582,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$528,232
Net investment gain/loss from pooled separate accounts2017-12-31$658,265
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$38,745
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$15
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$185,739
Contract administrator fees2017-12-31$5,312
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 name2017-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2017-12-31752919818
2016 : CAPFORM, INC 401(K) RETIREMENT 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$711,101
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$104,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$90,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$391,981
Value of total assets at end of year2016-12-31$4,747,630
Value of total assets at beginning of year2016-12-31$4,140,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,818
Total interest from all sources2016-12-31$6,548
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
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$362,291
Participant contributions at end of year2016-12-31$217,410
Participant contributions at beginning of year2016-12-31$240,065
Other income not declared elsewhere2016-12-31$5,702
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$606,794
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,747,630
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,140,836
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
Investment advisory and management fees2016-12-31$11,968
Value of interest in pooled separate accounts at end of year2016-12-31$3,972,297
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,295,543
Interest on participant loans2016-12-31$6,548
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$29,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$35,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$35,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$528,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$569,888
Net investment gain/loss from pooled separate accounts2016-12-31$306,870
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$29,690
Employer contributions (assets) at end of year2016-12-31$15
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$90,489
Contract administrator fees2016-12-31$1,850
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 name2016-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2016-12-31752919818
2015 : CAPFORM, INC 401(K) RETIREMENT 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$248,312
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$434,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$419,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$343,109
Value of total assets at end of year2015-12-31$4,140,836
Value of total assets at beginning of year2015-12-31$4,326,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,682
Total interest from all sources2015-12-31$7,829
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$317,011
Participant contributions at end of year2015-12-31$240,065
Participant contributions at beginning of year2015-12-31$204,230
Other income not declared elsewhere2015-12-31$5,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-185,894
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,140,836
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,326,730
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
Investment advisory and management fees2015-12-31$12,482
Value of interest in pooled separate accounts at end of year2015-12-31$3,295,543
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,583,406
Interest on participant loans2015-12-31$7,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$35,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$569,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$539,094
Net investment gain/loss from pooled separate accounts2015-12-31$-108,017
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$26,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$419,524
Contract administrator fees2015-12-31$2,200
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 name2015-12-31SALMON SIMS THOMAS & ASSOC. PLLC
Accountancy firm EIN2015-12-31050568611
2014 : CAPFORM, INC 401(K) RETIREMENT 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$445,412
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$167,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$152,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$322,501
Value of total assets at end of year2014-12-31$4,326,730
Value of total assets at beginning of year2014-12-31$4,048,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,893
Total interest from all sources2014-12-31$11,921
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$1,000,000
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$283,967
Participant contributions at end of year2014-12-31$204,230
Participant contributions at beginning of year2014-12-31$231,952
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$13,285
Total non interest bearing cash at beginning of year2014-12-31$29,514
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$277,840
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,326,730
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,048,890
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
Investment advisory and management fees2014-12-31$12,643
Value of interest in pooled separate accounts at end of year2014-12-31$3,583,406
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,312,882
Interest on participant loans2014-12-31$6,979
Interest earned on other investments2014-12-31$4,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$539,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$474,542
Net investment gain/loss from pooled separate accounts2014-12-31$110,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$25,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$152,679
Contract administrator fees2014-12-31$2,250
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 plan2014-12-31Qualified
Accountancy firm name2014-12-31EDWIN L. ROBERTS, CPA
Accountancy firm EIN2014-12-31208101973
2013 : CAPFORM, INC 401(K) RETIREMENT 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$808,080
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$493,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$469,741
Expenses. Certain deemed distributions of participant loans2013-12-31$8,572
Value of total corrective distributions2013-12-31$1,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$276,511
Value of total assets at end of year2013-12-31$4,048,890
Value of total assets at beginning of year2013-12-31$3,734,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,317
Total interest from all sources2013-12-31$12,916
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$1,000,000
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$252,874
Participant contributions at end of year2013-12-31$231,952
Participant contributions at beginning of year2013-12-31$342,128
Total non interest bearing cash at end of year2013-12-31$29,514
Total non interest bearing cash at beginning of year2013-12-31$23,199
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$314,120
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,048,890
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,734,770
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
Investment advisory and management fees2013-12-31$12,042
Value of interest in pooled separate accounts at end of year2013-12-31$3,312,882
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,949,860
Interest on participant loans2013-12-31$8,117
Interest earned on other investments2013-12-31$4,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$474,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$419,583
Net investment gain/loss from pooled separate accounts2013-12-31$518,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$23,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$469,741
Contract administrator fees2013-12-31$2,275
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 name2013-12-31EDWIN L. ROBERTS, CPA
Accountancy firm EIN2013-12-31208101973
2012 : CAPFORM, INC 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$644,330
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$111,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$106,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$310,452
Value of total assets at end of year2012-12-31$3,734,770
Value of total assets at beginning of year2012-12-31$3,202,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,115
Total interest from all sources2012-12-31$12,929
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$264,807
Participant contributions at end of year2012-12-31$342,128
Participant contributions at beginning of year2012-12-31$310,018
Other income not declared elsewhere2012-12-31$3,071
Total non interest bearing cash at end of year2012-12-31$23,199
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$532,505
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,734,770
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,202,265
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$3,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,892,247
Value of interest in pooled separate accounts at end of year2012-12-31$2,949,860
Interest on participant loans2012-12-31$12,929
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$419,583
Net investment gain/loss from pooled separate accounts2012-12-31$317,878
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
Contributions received in cash from employer2012-12-31$45,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$106,710
Contract administrator fees2012-12-31$2,065
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31EDWIN L. ROBERTS, CPA
Accountancy firm EIN2012-12-31208101973
2011 : CAPFORM, INC 401(K) RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$294
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$187,681
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$169,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$168,139
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$242,445
Value of total assets at end of year2011-12-31$3,202,265
Value of total assets at beginning of year2011-12-31$3,184,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,750
Total interest from all sources2011-12-31$8,014
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$150,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$218,723
Participant contributions at end of year2011-12-31$310,018
Participant contributions at beginning of year2011-12-31$215,470
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$1,750
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$17,792
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,202,265
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,184,179
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$2,892,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,968,709
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$8,014
Interest earned on other investments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-62,778
Net investment gain or loss from common/collective trusts2011-12-31$0
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$23,722
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$168,139
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
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 name2011-12-31EDWIN L. ROBERTS, CPA
Accountancy firm EIN2011-12-31208101973
2010 : CAPFORM, INC 401(K) RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$552,715
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$336,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$327,828
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$7,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$285,102
Value of total assets at end of year2010-12-31$3,184,179
Value of total assets at beginning of year2010-12-31$2,968,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,456
Total interest from all sources2010-12-31$7,663
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$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$285,102
Participant contributions at end of year2010-12-31$215,470
Participant contributions at beginning of year2010-12-31$205,463
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$1,456
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$216,041
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,184,179
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,968,138
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$2,968,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,762,675
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$7,663
Interest earned on other investments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$259,950
Net investment gain or loss from common/collective trusts2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$327,828
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
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 name2010-12-31EDWIN L ROBERTS CPA
Accountancy firm EIN2010-12-31208101973
2009 : CAPFORM, INC 401(K) RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for CAPFORM, INC 401(K) RETIREMENT PLAN

2022: CAPFORM, INC 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CAPFORM, INC 401(K) RETIREMENT 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: CAPFORM, INC 401(K) RETIREMENT 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: CAPFORM, INC 401(K) RETIREMENT 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: CAPFORM, INC 401(K) RETIREMENT 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: CAPFORM, INC 401(K) RETIREMENT 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: CAPFORM, INC 401(K) RETIREMENT 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: CAPFORM, INC 401(K) RETIREMENT 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: CAPFORM, INC 401(K) RETIREMENT 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: CAPFORM, INC 401(K) RETIREMENT 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: CAPFORM, INC 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CAPFORM, INC 401(K) RETIREMENT 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: CAPFORM, INC 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: CAPFORM, INC 401(K) RETIREMENT 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number16621
Policy instance 1
Insurance contract or identification number16621
Number of Individuals Covered208
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number16621
Policy instance 1
Insurance contract or identification number100310110001
Number of Individuals Covered237
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,834
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,279
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,834
Amount paid for insurance broker fees0
Insurance broker organization code?3
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental 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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number16621
Policy instance 1
Insurance contract or identification number100310110001
Number of Individuals Covered258
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,684
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,684
Amount paid for insurance broker fees0
Insurance broker organization code?3
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental 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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number16621
Policy instance 1
Insurance contract or identification number16621
Number of Individuals Covered306
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number16621
Policy instance 1
Insurance contract or identification number16621
Number of Individuals Covered397
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number16621
Policy instance 1
Insurance contract or identification number16621
Number of Individuals Covered454
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,412
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $3,412
Insurance broker organization code?3
Insurance broker nameCES INSURANCE AGENCY INC.
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number16621
Policy instance 1
Insurance contract or identification number16621
Number of Individuals Covered447
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,645
Total amount of fees paid to insurance companyUSD $1,248
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $14,645
Insurance broker organization code?3
Amount paid for insurance broker fees1248
Additional information about fees paid to insurance brokerMRKT. FEES
Insurance broker nameSTEVE CHAMBERS
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number16621
Policy instance 1
Insurance contract or identification number16621
Number of Individuals Covered440
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,476
Total amount of fees paid to insurance companyUSD $2,839
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?No
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 $15,476
Insurance broker organization code?3
Amount paid for insurance broker fees2839
Additional information about fees paid to insurance brokerMARKET FEES
Insurance broker nameSTEVE CHAMBERS
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number16621
Policy instance 1
Insurance contract or identification number16621
Number of Individuals Covered456
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $16,159
Total amount of fees paid to insurance companyUSD $5,728
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?No
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 $16,159
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerMARKET FEES
Insurance broker name401K COACH
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-019353
Policy instance 2
Insurance contract or identification numberGA-019353
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number16621
Policy instance 1
Insurance contract or identification number16621
Number of Individuals Covered208
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $39,543
Total amount of fees paid to insurance companyUSD $33,164
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $39,543
Insurance broker organization code?3
Amount paid for insurance broker fees33164
Additional information about fees paid to insurance brokerMARKET FEES
Insurance broker nameSTEVE CHAMBERS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-019353
Policy instance 1
Insurance contract or identification numberGA-019353
Number of Individuals Covered212
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,911
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-019353
Policy instance 1
Insurance contract or identification numberGA-019353
Number of Individuals Covered224
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,407
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

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