| Plan Name | A PINEYWOODS 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | A PINEYWOODS HOME MEDICAL EQUIPMENT, INC. |
| Employer identification number (EIN): | 752755928 |
| NAIC Classification: | 621610 |
| NAIC Description: | Home Health Care Services |
Additional information about A PINEYWOODS HOME MEDICAL EQUIPMENT, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 1998-02-23 |
| Company Identification Number: | 0147893100 |
| Legal Registered Office Address: |
103B CARRIAGE DR LUFKIN United States of America (USA) 75904 |
More information about A PINEYWOODS HOME MEDICAL EQUIPMENT, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | CLAUDE HACKER | 2024-09-03 | ||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | CLAUDE HACKER | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | CLAUDE HACKER | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2025 : A PINEYWOODS 401(K) PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-09-26 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-26 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-26 | 104349 |
| Net assets as of the end of the plan year | 2025-09-26 | 248922 |
| Total assets as of the beginning of the plan year | 2025-09-26 | 236169 |
| Value of plan covered by a fidelity bond | 2025-09-26 | 75000 |
| Participant contributions to plan in this plan year | 2025-09-26 | 71389 |
| Other expenses paid from plan in this plan year | 2025-09-26 | 0 |
| Other contributions to plan in this plan year | 2025-09-26 | 0 |
| Other income to plan in this plan year | 2025-09-26 | 28213 |
| Plan net income in this plan year | 2025-09-26 | 12753 |
| Net assets as of the end of the plan year | 2025-09-26 | 248922 |
| Net assets as of the beginning of the plan year | 2025-09-26 | 236169 |
| Employer contributions to plan in this plan year | 2025-09-26 | 17500 |
| Fees paid to broker by Benefit Provider | 2025-09-26 | 6 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-26 | 2948 |
| 2024 : A PINEYWOODS 401(K) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-09-03 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-03 | 40352 |
| Net assets as of the end of the plan year | 2024-09-03 | 236169 |
| Total assets as of the beginning of the plan year | 2024-09-03 | 165027 |
| Value of plan covered by a fidelity bond | 2024-09-03 | 75000 |
| Participant contributions to plan in this plan year | 2024-09-03 | 81321 |
| Other expenses paid from plan in this plan year | 2024-09-03 | 0 |
| Other contributions to plan in this plan year | 2024-09-03 | 0 |
| Other income to plan in this plan year | 2024-09-03 | 30173 |
| Plan net income in this plan year | 2024-09-03 | 71142 |
| Net assets as of the end of the plan year | 2024-09-03 | 236169 |
| Net assets as of the beginning of the plan year | 2024-09-03 | 165027 |
| Employer contributions to plan in this plan year | 2024-09-03 | 0 |
| Fees paid to broker by Benefit Provider | 2024-09-03 | 6 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-03 | 1014 |
| 2022 : A PINEYWOODS 401(K) PLAN 2022 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| 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 | $30,262 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $70,659 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $70,009 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $59,646 |
| Value of total assets at end of year | 2022-12-31 | $165,027 |
| Value of total assets at beginning of year | 2022-12-31 | $205,424 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $650 |
| Total interest from all sources | 2022-12-31 | $175 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $32 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $32 |
| Was this plan covered by a fidelity bond | 2022-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $59,646 |
| Participant contributions at end of year | 2022-12-31 | $0 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
| Other income not declared elsewhere | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-40,397 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $165,027 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $205,424 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,682 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $284 |
| Interest earned on other investments | 2022-12-31 | $175 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $151,911 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $194,122 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $11,434 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $11,018 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-59 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-29,532 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $70,009 |
| Contract administrator fees | 2022-12-31 | $650 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | AXLEY AND RODE |
| Accountancy firm EIN | 2022-12-31 | 750767305 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $30,262 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $70,659 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $70,009 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $59,646 |
| Value of total assets at end of year | 2022-01-01 | $165,027 |
| Value of total assets at beginning of year | 2022-01-01 | $205,424 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $650 |
| Total interest from all sources | 2022-01-01 | $175 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $32 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $32 |
| Was this plan covered by a fidelity bond | 2022-01-01 | No |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $59,646 |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $0 |
| Other income not declared elsewhere | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-40,397 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $165,027 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $205,424 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $1,682 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $284 |
| Interest earned on other investments | 2022-01-01 | $175 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $151,911 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $194,122 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $11,434 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $11,018 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-59 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-29,532 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $70,009 |
| Contract administrator fees | 2022-01-01 | $650 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | AXLEY AND RODE |
| Accountancy firm EIN | 2022-01-01 | 750767305 |
| 2021 : A PINEYWOODS 401(K) PLAN 2021 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $107,972 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $43,385 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $42,735 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $84,742 |
| Value of total assets at end of year | 2021-12-31 | $205,424 |
| Value of total assets at beginning of year | 2021-12-31 | $140,837 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $650 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $14 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $14 |
| Was this plan covered by a fidelity bond | 2021-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $84,742 |
| Participant contributions at end of year | 2021-12-31 | $0 |
| Participant contributions at beginning of year | 2021-12-31 | $5,330 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $64,587 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $205,424 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $140,837 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $284 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $194,122 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $124,950 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $11,018 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $10,557 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $75 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $23,141 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $42,735 |
| Contract administrator fees | 2021-12-31 | $650 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | AXLEY AND RODE |
| Accountancy firm EIN | 2021-12-31 | 750767305 |
| 2020 : A PINEYWOODS 401(K) PLAN 2020 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $106,722 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $16,338 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $15,938 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $90,510 |
| Value of total assets at end of year | 2020-12-31 | $140,837 |
| Value of total assets at beginning of year | 2020-12-31 | $50,453 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $400 |
| Total interest from all sources | 2020-12-31 | $0 |
| 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 year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $400 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $75,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $90,510 |
| Participant contributions at end of year | 2020-12-31 | $5,330 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $90,384 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $140,837 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $50,453 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $124,950 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $49,381 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $10,557 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,072 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $16,212 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $15,938 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | AXLEY AND RODE |
| Accountancy firm EIN | 2020-12-31 | 750767305 |
| 2019 : A PINEYWOODS 401(K) PLAN 2019 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $52,057 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $1,604 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,424 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $49,076 |
| Value of total assets at end of year | 2019-12-31 | $50,453 |
| Value of total assets at beginning of year | 2019-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $180 |
| Total interest from all sources | 2019-12-31 | $0 |
| 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 year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $49,076 |
| Administrative expenses (other) incurred | 2019-12-31 | $100 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $50,453 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $50,453 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $49,381 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,072 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $10 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $2,971 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,424 |
| Contract administrator fees | 2019-12-31 | $80 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | AXLEY AND RODE |
| Accountancy firm EIN | 2019-12-31 | 750767305 |
| 2022: A PINEYWOODS 401(K) PLAN 2022 form 5500 responses | ||
|---|---|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: A PINEYWOODS 401(K) PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: A PINEYWOODS 401(K) PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: A PINEYWOODS 401(K) PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | First time form 5500 has been submitted | Yes |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) | |
| Policy contract number | 613953 |
| Policy instance | 1 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) | |
| Policy contract number | 468514 |
| Policy instance | 2 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) | |
| Policy contract number | 613953 |
| Policy instance | 1 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) | |
| Policy contract number | 468514 |
| Policy instance | 2 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) | |
| Policy contract number | 613953 |
| Policy instance | 1 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) | |
| Policy contract number | 468514 |
| Policy instance | 2 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) | |
| Policy contract number | 613953 |
| Policy instance | 1 |