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TAKUMI STAMPING 401(K) PLAN 401k Plan overview

Plan NameTAKUMI STAMPING 401(K) PLAN
Plan identification number 002

TAKUMI STAMPING 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TAKUMI STAMPING INC. has sponsored the creation of one or more 401k plans.

Company Name:TAKUMI STAMPING INC.
Employer identification number (EIN):753178507
NAIC Classification:336300

Additional information about TAKUMI STAMPING INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2005-01-05
Company Identification Number: 0800437481
Legal Registered Office Address: 1 LONE STAR PASS BLDG 40

SAN ANTONIO
United States of America (USA)
78264

More information about TAKUMI STAMPING INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAKUMI STAMPING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MELINDA RUEBEL2023-10-16
0022021-01-01MELINDA RUEBEL2022-10-12
0022020-01-01WANDA WALLACE2021-10-12
0022019-01-01
0022018-01-01
0022017-01-01WANDA WALLACE
0022017-01-01WANDA WALLACE
0022016-01-01CORA MARSIK

Plan Statistics for TAKUMI STAMPING 401(K) PLAN

401k plan membership statisitcs for TAKUMI STAMPING 401(K) PLAN

Measure Date Value
2022: TAKUMI STAMPING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,245
Total number of active participants reported on line 7a of the Form 55002022-01-01476
Number of retired or separated participants receiving benefits2022-01-01102
Number of other retired or separated participants entitled to future benefits2022-01-01582
Total of all active and inactive participants2022-01-011,160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,160
Number of participants with account balances2022-01-011,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01143
2021: TAKUMI STAMPING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,173
Total number of active participants reported on line 7a of the Form 55002021-01-01585
Number of retired or separated participants receiving benefits2021-01-0183
Number of other retired or separated participants entitled to future benefits2021-01-01547
Total of all active and inactive participants2021-01-011,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,215
Number of participants with account balances2021-01-011,141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01153
2020: TAKUMI STAMPING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,140
Total number of active participants reported on line 7a of the Form 55002020-01-01609
Number of retired or separated participants receiving benefits2020-01-0155
Number of other retired or separated participants entitled to future benefits2020-01-01461
Total of all active and inactive participants2020-01-011,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,125
Number of participants with account balances2020-01-011,026
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01158
2019: TAKUMI STAMPING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,010
Total number of active participants reported on line 7a of the Form 55002019-01-01876
Number of retired or separated participants receiving benefits2019-01-0160
Number of other retired or separated participants entitled to future benefits2019-01-01327
Total of all active and inactive participants2019-01-011,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,263
Number of participants with account balances2019-01-01974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01134
2018: TAKUMI STAMPING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01810
Total number of active participants reported on line 7a of the Form 55002018-01-01667
Number of retired or separated participants receiving benefits2018-01-0133
Number of other retired or separated participants entitled to future benefits2018-01-01236
Total of all active and inactive participants2018-01-01936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01937
Number of participants with account balances2018-01-01829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01141
2017: TAKUMI STAMPING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01644
Total number of active participants reported on line 7a of the Form 55002017-01-01579
Number of retired or separated participants receiving benefits2017-01-0137
Number of other retired or separated participants entitled to future benefits2017-01-01147
Total of all active and inactive participants2017-01-01763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01763
Number of participants with account balances2017-01-01674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TAKUMI STAMPING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01351
Total number of active participants reported on line 7a of the Form 55002016-01-01499
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0192
Total of all active and inactive participants2016-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01591
Number of participants with account balances2016-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0130

Financial Data on TAKUMI STAMPING 401(K) PLAN

Measure Date Value
2022 : TAKUMI STAMPING 401(K) 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$27,577
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$119,976
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,400,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,236,532
Expenses. Certain deemed distributions of participant loans2022-12-31$25,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,804,871
Value of total assets at end of year2022-12-31$9,785,460
Value of total assets at beginning of year2022-12-31$11,037,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$137,756
Total interest from all sources2022-12-31$19,721
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$471,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$471,848
Administrative expenses professional fees incurred2022-12-31$137,756
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,252,466
Participant contributions at end of year2022-12-31$411,928
Participant contributions at beginning of year2022-12-31$376,836
Participant contributions at end of year2022-12-31$43,877
Participant contributions at beginning of year2022-12-31$1,210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$27,577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,280,028
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,757,883
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,037,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,711,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,268,214
Interest on participant loans2022-12-31$18,370
Interest earned on other investments2022-12-31$1,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$47,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$552,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$388,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,176,464
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$552,405
Employer contributions (assets) at end of year2022-12-31$19,050
Employer contributions (assets) at beginning of year2022-12-31$2,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,236,532
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 name2022-12-31VONLEHMAN CPA & ADVISORY FIRM
Accountancy firm EIN2022-12-31310905417
2021 : TAKUMI STAMPING 401(K) 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$3,165,486
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,020,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$849,476
Expenses. Certain deemed distributions of participant loans2021-12-31$17,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,860,155
Value of total assets at end of year2021-12-31$11,037,911
Value of total assets at beginning of year2021-12-31$8,892,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$152,754
Total interest from all sources2021-12-31$20,736
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$152,754
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,229,235
Participant contributions at end of year2021-12-31$376,836
Participant contributions at beginning of year2021-12-31$311,925
Participant contributions at end of year2021-12-31$1,210
Participant contributions at beginning of year2021-12-31$956
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$71,228
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$2,145,374
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,037,911
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,892,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,268,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,199,847
Interest on participant loans2021-12-31$15,261
Interest earned on other investments2021-12-31$5,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$388,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$367,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,284,595
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$559,692
Employer contributions (assets) at end of year2021-12-31$2,770
Employer contributions (assets) at beginning of year2021-12-31$11,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$849,476
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VONLEHMAN CPA & ADVISORY FIRM
Accountancy firm EIN2021-12-31310905417
2020 : TAKUMI STAMPING 401(K) 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$780
Total income from all sources (including contributions)2020-12-31$2,967,951
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,392,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,266,247
Expenses. Certain deemed distributions of participant loans2020-12-31$4,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,505,048
Value of total assets at end of year2020-12-31$8,892,537
Value of total assets at beginning of year2020-12-31$7,317,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$121,566
Total interest from all sources2020-12-31$20,338
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
Administrative expenses professional fees incurred2020-12-31$121,566
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$1,038,103
Participant contributions at end of year2020-12-31$311,925
Participant contributions at beginning of year2020-12-31$259,926
Participant contributions at end of year2020-12-31$956
Participant contributions at beginning of year2020-12-31$1,334
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,716
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$1,575,818
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,892,537
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,316,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,199,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,894,636
Interest on participant loans2020-12-31$14,724
Interest earned on other investments2020-12-31$5,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$367,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$158,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,442,565
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$464,229
Employer contributions (assets) at end of year2020-12-31$11,958
Employer contributions (assets) at beginning of year2020-12-31$2,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,266,247
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$780
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 name2020-12-31VONLEHMAN CPA & ADVISORY FIRM
Accountancy firm EIN2020-12-31310905417
2019 : TAKUMI STAMPING 401(K) 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$780
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$3,125,566
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$820,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$723,804
Expenses. Certain deemed distributions of participant loans2019-12-31$8,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,034,802
Value of total assets at end of year2019-12-31$7,317,499
Value of total assets at beginning of year2019-12-31$5,012,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$88,828
Total interest from all sources2019-12-31$17,121
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
Administrative expenses professional fees incurred2019-12-31$88,828
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$1,167,000
Participant contributions at end of year2019-12-31$259,926
Participant contributions at beginning of year2019-12-31$232,935
Participant contributions at end of year2019-12-31$1,334
Participant contributions at beginning of year2019-12-31$18,940
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$337,132
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$2,304,644
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,316,719
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,012,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,894,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,636,136
Interest on participant loans2019-12-31$14,238
Interest earned on other investments2019-12-31$2,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$158,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$115,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,073,643
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$530,670
Employer contributions (assets) at end of year2019-12-31$2,995
Employer contributions (assets) at beginning of year2019-12-31$8,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$723,804
Liabilities. Value of benefit claims payable at end of year2019-12-31$780
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 name2019-12-31VONLEHMAN CPA & ADVISORY FIRM
Accountancy firm EIN2019-12-31310905417
2018 : TAKUMI STAMPING 401(K) 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$96
Total income from all sources (including contributions)2018-12-31$1,243,643
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$580,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$526,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,567,903
Value of total assets at end of year2018-12-31$5,012,075
Value of total assets at beginning of year2018-12-31$4,349,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$54,449
Total interest from all sources2018-12-31$12,230
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$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,059,820
Participant contributions at end of year2018-12-31$232,935
Participant contributions at beginning of year2018-12-31$157,956
Participant contributions at end of year2018-12-31$18,940
Participant contributions at beginning of year2018-12-31$60,407
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$27,601
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$96
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$662,823
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,012,075
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,349,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,636,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,041,821
Interest on participant loans2018-12-31$9,767
Interest earned on other investments2018-12-31$2,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$115,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$89,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-336,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$480,482
Employer contributions (assets) at end of year2018-12-31$8,697
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$526,371
Contract administrator fees2018-12-31$54,449
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 name2018-12-31VONLEHMAN CPA & ADVISORY FIRM
Accountancy firm EIN2018-12-31310905417
2017 : TAKUMI STAMPING 401(K) 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$96
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$2,167,627
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$388,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$341,023
Expenses. Certain deemed distributions of participant loans2017-12-31$96
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,623,236
Value of total assets at end of year2017-12-31$4,349,348
Value of total assets at beginning of year2017-12-31$2,570,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$47,624
Total interest from all sources2017-12-31$6,943
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$150,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$1,061,671
Participant contributions at end of year2017-12-31$157,956
Participant contributions at beginning of year2017-12-31$61,184
Participant contributions at end of year2017-12-31$60,407
Participant contributions at beginning of year2017-12-31$96,926
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$85,112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$96
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$1,778,884
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,349,252
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,570,368
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$47,624
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,041,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,334,798
Interest on participant loans2017-12-31$4,762
Interest earned on other investments2017-12-31$2,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$89,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$73,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$537,448
Net gain/loss from 103.12 investment entities2017-12-31$537,448
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$476,453
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$4,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$341,023
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31VONLEHMAN CPA & ADVISORY FIRM
Accountancy firm EIN2017-12-31310905417
2016 : TAKUMI STAMPING 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$877,051
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$638,633
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$205,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$189,091
Expenses. Certain deemed distributions of participant loans2016-12-31$7,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$583,456
Value of total assets at end of year2016-12-31$2,570,368
Value of total assets at beginning of year2016-12-31$1,260,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,239
Total interest from all sources2016-12-31$801
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$406,095
Participant contributions at end of year2016-12-31$61,184
Participant contributions at end of year2016-12-31$96,926
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$25,144
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$432,758
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,570,368
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,260,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,334,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,244,247
Interest on participant loans2016-12-31$307
Interest earned on other investments2016-12-31$494
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$16,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$16,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$73,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$54,376
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$152,217
Employer contributions (assets) at end of year2016-12-31$4,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$189,091
Contract administrator fees2016-12-31$9,239
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31VONLEHMAN CPA & ADVISORY FIRM
Accountancy firm EIN2016-12-31310905417

Form 5500 Responses for TAKUMI STAMPING 401(K) PLAN

2022: TAKUMI STAMPING 401(K) 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: TAKUMI STAMPING 401(K) 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: TAKUMI STAMPING 401(K) 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: TAKUMI STAMPING 401(K) 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: TAKUMI STAMPING 401(K) 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: TAKUMI STAMPING 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: TAKUMI STAMPING 401(K) 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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780965-01
Policy instance 1
Insurance contract or identification number780965-01
Number of Individuals Covered1104
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?Yes
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
Other information about contractGROUP ANNUITY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780965-02
Policy instance 2
Insurance contract or identification number780965-02
Number of Individuals Covered1104
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?Yes
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
Other information about contractGROUP ANNUITY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62236-1
Policy instance 3
Insurance contract or identification numberMR 62236-1
Number of Individuals Covered1104
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
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?Yes
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
Other information about contractGROUP ANNUITY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62236 - 1
Policy instance 1
Insurance contract or identification numberMR 62236 - 1
Number of Individuals Covered1246
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62236 - 1
Policy instance 1
Insurance contract or identification numberMR 62236 - 1
Number of Individuals Covered1026
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62236 - 1
Policy instance 1
Insurance contract or identification numberMR 62236 - 1
Number of Individuals Covered974
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62236 - 1
Policy instance 1
Insurance contract or identification numberMR 62236 - 1
Number of Individuals Covered828
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?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number940010-01
Policy instance 1
Insurance contract or identification number940010-01
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-09-05
Total amount of commissions paid to insurance brokerUSD $247
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $247
Insurance broker organization code?3
Insurance broker nameJACK HILL
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62236 - 1
Policy instance 2
Insurance contract or identification numberMR 62236 - 1
Number of Individuals Covered671
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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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