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FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 401k Plan overview

Plan NameFARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN
Plan identification number 001

FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:FARRIS ELECTRIC, INC.
Employer identification number (EIN):770083792
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Additional information about FARRIS ELECTRIC, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1985-11-01
Company Identification Number: C1290420
Legal Registered Office Address: 14075 Marilyn Lane

Saratoga
United States of America (USA)
95070

More information about FARRIS ELECTRIC, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-11-01THEODORE SCHMELZLE2023-01-11
0012021-11-01THEODORE SCHMELZLE2023-01-09
0012020-11-01RICK AYERS2021-11-10
0012019-11-01RICK AYERS2020-12-23
0012018-11-01RICK AYERS2020-06-24
0012017-11-01
0012017-11-01
0012016-11-01
0012015-11-01
0012014-11-01
0012013-11-01JANET PARK
0012012-11-01KAREN RODRIGUEZ
0012011-11-01KAREN RODRIGUEZ
0012010-11-01SHARI SMITH
0012009-11-01SHARI SMITH

Plan Statistics for FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN

401k plan membership statisitcs for FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN

Measure Date Value
2017: FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-0133
Total number of active participants reported on line 7a of the Form 55002017-11-0137
Number of retired or separated participants receiving benefits2017-11-010
Number of other retired or separated participants entitled to future benefits2017-11-015
Total of all active and inactive participants2017-11-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-010
Total participants2017-11-0142
Number of participants with account balances2017-11-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-011
2016: FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-0125
Total number of active participants reported on line 7a of the Form 55002016-11-0129
Number of retired or separated participants receiving benefits2016-11-011
Number of other retired or separated participants entitled to future benefits2016-11-013
Total of all active and inactive participants2016-11-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-0133
Number of participants with account balances2016-11-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-010
2015: FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-0128
Total number of active participants reported on line 7a of the Form 55002015-11-0121
Number of retired or separated participants receiving benefits2015-11-011
Number of other retired or separated participants entitled to future benefits2015-11-013
Total of all active and inactive participants2015-11-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-0125
Number of participants with account balances2015-11-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-011
2014: FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-0126
Total number of active participants reported on line 7a of the Form 55002014-11-0124
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-014
Total of all active and inactive participants2014-11-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-0128
Number of participants with account balances2014-11-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-011
2013: FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-0129
Total number of active participants reported on line 7a of the Form 55002013-11-0125
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-011
Total of all active and inactive participants2013-11-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-0126
Number of participants with account balances2013-11-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-011
2012: FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-0127
Total number of active participants reported on line 7a of the Form 55002012-11-0126
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-013
Total of all active and inactive participants2012-11-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-0129
Number of participants with account balances2012-11-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-011
2011: FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-0120
Total number of active participants reported on line 7a of the Form 55002011-11-0119
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-015
Total of all active and inactive participants2011-11-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-0124
Number of participants with account balances2011-11-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
2010: FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-11-0120
Total number of active participants reported on line 7a of the Form 55002010-11-0117
Number of retired or separated participants receiving benefits2010-11-010
Number of other retired or separated participants entitled to future benefits2010-11-013
Total of all active and inactive participants2010-11-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-010
Total participants2010-11-0120
Number of participants with account balances2010-11-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-010
2009: FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-0122
Total number of active participants reported on line 7a of the Form 55002009-11-0118
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-012
Total of all active and inactive participants2009-11-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-0120
Number of participants with account balances2009-11-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-011

Financial Data on FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN

Measure Date Value
2018 : FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan2018-10-31$0
Total plan liabilities at end of year2018-10-31$0
Total plan liabilities at beginning of year2018-10-31$0
Total income from all sources2018-10-31$200,342
Expenses. Total of all expenses incurred2018-10-31$38,898
Benefits paid (including direct rollovers)2018-10-31$38,838
Total plan assets at end of year2018-10-31$1,527,416
Total plan assets at beginning of year2018-10-31$1,365,972
Value of fidelity bond covering the plan2018-10-31$200,000
Total contributions received or receivable from participants2018-10-31$137,907
Expenses. Other expenses not covered elsewhere2018-10-31$60
Contributions received from other sources (not participants or employers)2018-10-31$0
Other income received2018-10-31$48,644
Noncash contributions received2018-10-31$0
Net income (gross income less expenses)2018-10-31$161,444
Net plan assets at end of year (total assets less liabilities)2018-10-31$1,527,416
Net plan assets at beginning of year (total assets less liabilities)2018-10-31$1,365,972
Assets. Value of participant loans2018-10-31$47,248
Total contributions received or receivable from employer(s)2018-10-31$13,791
Value of certain deemed distributions of participant loans2018-10-31$0
Value of corrective distributions2018-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-31$0
2017 : FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan2017-10-31$0
Total plan liabilities at end of year2017-10-31$0
Total plan liabilities at beginning of year2017-10-31$0
Total income from all sources2017-10-31$308,137
Expenses. Total of all expenses incurred2017-10-31$25,258
Benefits paid (including direct rollovers)2017-10-31$24,143
Total plan assets at end of year2017-10-31$1,365,972
Total plan assets at beginning of year2017-10-31$1,083,093
Value of fidelity bond covering the plan2017-10-31$200,000
Total contributions received or receivable from participants2017-10-31$90,139
Expenses. Other expenses not covered elsewhere2017-10-31$1,115
Contributions received from other sources (not participants or employers)2017-10-31$0
Other income received2017-10-31$208,984
Noncash contributions received2017-10-31$0
Net income (gross income less expenses)2017-10-31$282,879
Net plan assets at end of year (total assets less liabilities)2017-10-31$1,365,972
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$1,083,093
Assets. Value of participant loans2017-10-31$71,860
Total contributions received or receivable from employer(s)2017-10-31$9,014
Value of certain deemed distributions of participant loans2017-10-31$0
Value of corrective distributions2017-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-10-31$0
2016 : FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2016 401k financial data
Total plan liabilities at end of year2016-10-31$0
Total plan liabilities at beginning of year2016-10-31$0
Total income from all sources2016-10-31$63,533
Expenses. Total of all expenses incurred2016-10-31$209,257
Benefits paid (including direct rollovers)2016-10-31$209,167
Total plan assets at end of year2016-10-31$1,083,093
Total plan assets at beginning of year2016-10-31$1,228,817
Value of fidelity bond covering the plan2016-10-31$200,000
Total contributions received or receivable from participants2016-10-31$58,973
Expenses. Other expenses not covered elsewhere2016-10-31$0
Contributions received from other sources (not participants or employers)2016-10-31$0
Other income received2016-10-31$-1,337
Noncash contributions received2016-10-31$0
Net income (gross income less expenses)2016-10-31$-145,724
Net plan assets at end of year (total assets less liabilities)2016-10-31$1,083,093
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$1,228,817
Assets. Value of participant loans2016-10-31$112,003
Total contributions received or receivable from employer(s)2016-10-31$5,897
Value of certain deemed distributions of participant loans2016-10-31$0
Value of corrective distributions2016-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-10-31$90
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
2015 : FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan2015-10-31$0
Total plan liabilities at end of year2015-10-31$0
Total plan liabilities at beginning of year2015-10-31$0
Total income from all sources2015-10-31$173,070
Expenses. Total of all expenses incurred2015-10-31$1,027
Benefits paid (including direct rollovers)2015-10-31$1,002
Total plan assets at end of year2015-10-31$1,228,817
Total plan assets at beginning of year2015-10-31$1,056,774
Value of fidelity bond covering the plan2015-10-31$200,000
Total contributions received or receivable from participants2015-10-31$65,386
Expenses. Other expenses not covered elsewhere2015-10-31$0
Contributions received from other sources (not participants or employers)2015-10-31$58,726
Other income received2015-10-31$42,420
Noncash contributions received2015-10-31$0
Net income (gross income less expenses)2015-10-31$172,043
Net plan assets at end of year (total assets less liabilities)2015-10-31$1,228,817
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$1,056,774
Assets. Value of participant loans2015-10-31$77,071
Total contributions received or receivable from employer(s)2015-10-31$6,538
Value of certain deemed distributions of participant loans2015-10-31$0
Value of corrective distributions2015-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-10-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
2014 : FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2014 401k financial data
Total plan liabilities at end of year2014-10-31$0
Total plan liabilities at beginning of year2014-10-31$0
Total income from all sources2014-10-31$192,379
Expenses. Total of all expenses incurred2014-10-31$7,710
Benefits paid (including direct rollovers)2014-10-31$7,635
Total plan assets at end of year2014-10-31$1,056,774
Total plan assets at beginning of year2014-10-31$872,105
Value of fidelity bond covering the plan2014-10-31$200,000
Total contributions received or receivable from participants2014-10-31$52,733
Expenses. Other expenses not covered elsewhere2014-10-31$75
Contributions received from other sources (not participants or employers)2014-10-31$0
Other income received2014-10-31$134,373
Noncash contributions received2014-10-31$0
Net income (gross income less expenses)2014-10-31$184,669
Net plan assets at end of year (total assets less liabilities)2014-10-31$1,056,774
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$872,105
Assets. Value of participant loans2014-10-31$88,191
Total contributions received or receivable from employer(s)2014-10-31$5,273
Value of certain deemed distributions of participant loans2014-10-31$0
Value of corrective distributions2014-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
2013 : FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2013 401k financial data
Total plan liabilities at end of year2013-10-31$0
Total plan liabilities at beginning of year2013-10-31$0
Total income from all sources2013-10-31$289,501
Expenses. Total of all expenses incurred2013-10-31$288,386
Benefits paid (including direct rollovers)2013-10-31$288,311
Total plan assets at end of year2013-10-31$872,105
Total plan assets at beginning of year2013-10-31$870,990
Value of fidelity bond covering the plan2013-10-31$200,000
Total contributions received or receivable from participants2013-10-31$53,469
Expenses. Other expenses not covered elsewhere2013-10-31$75
Contributions received from other sources (not participants or employers)2013-10-31$60,000
Other income received2013-10-31$170,685
Noncash contributions received2013-10-31$0
Net income (gross income less expenses)2013-10-31$1,115
Net plan assets at end of year (total assets less liabilities)2013-10-31$872,105
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$870,990
Assets. Value of participant loans2013-10-31$62,848
Total contributions received or receivable from employer(s)2013-10-31$5,347
Value of certain deemed distributions of participant loans2013-10-31$0
Value of corrective distributions2013-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
2012 : FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2012 401k financial data
Total plan liabilities at end of year2012-10-31$0
Total plan liabilities at beginning of year2012-10-31$0
Total income from all sources2012-10-31$133,684
Expenses. Total of all expenses incurred2012-10-31$194,630
Benefits paid (including direct rollovers)2012-10-31$194,530
Total plan assets at end of year2012-10-31$870,990
Total plan assets at beginning of year2012-10-31$931,936
Value of fidelity bond covering the plan2012-10-31$200,000
Total contributions received or receivable from participants2012-10-31$38,230
Expenses. Other expenses not covered elsewhere2012-10-31$100
Contributions received from other sources (not participants or employers)2012-10-31$0
Other income received2012-10-31$91,631
Noncash contributions received2012-10-31$0
Net income (gross income less expenses)2012-10-31$-60,946
Net plan assets at end of year (total assets less liabilities)2012-10-31$870,990
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$931,936
Assets. Value of participant loans2012-10-31$19,813
Total contributions received or receivable from employer(s)2012-10-31$3,823
Value of certain deemed distributions of participant loans2012-10-31$0
Value of corrective distributions2012-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0
2011 : FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2011 401k financial data
Transfers to/from the plan2011-10-31$0
Total plan liabilities at end of year2011-10-31$0
Total plan liabilities at beginning of year2011-10-31$0
Total income from all sources2011-10-31$89,546
Expenses. Total of all expenses incurred2011-10-31$300
Benefits paid (including direct rollovers)2011-10-31$0
Total plan assets at end of year2011-10-31$931,936
Total plan assets at beginning of year2011-10-31$842,690
Value of fidelity bond covering the plan2011-10-31$200,000
Total contributions received or receivable from participants2011-10-31$39,812
Expenses. Other expenses not covered elsewhere2011-10-31$300
Contributions received from other sources (not participants or employers)2011-10-31$0
Other income received2011-10-31$45,753
Noncash contributions received2011-10-31$0
Net income (gross income less expenses)2011-10-31$89,246
Net plan assets at end of year (total assets less liabilities)2011-10-31$931,936
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$842,690
Assets. Value of participant loans2011-10-31$30,870
Total contributions received or receivable from employer(s)2011-10-31$3,981
Value of certain deemed distributions of participant loans2011-10-31$0
Value of corrective distributions2011-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-10-31$0
2010 : FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-10-31$0

Form 5500 Responses for FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN

2017: FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedYes
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement – InsuranceYes
2017-11-01Plan benefit arrangement - TrustYes
2016: FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement – InsuranceYes
2016-11-01Plan benefit arrangement - TrustYes
2015: FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement – InsuranceYes
2015-11-01Plan benefit arrangement - TrustYes
2014: FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement – InsuranceYes
2014-11-01Plan benefit arrangement - TrustYes
2013: FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-11-01Plan benefit arrangement - TrustYes
2012: FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement - TrustYes
2011: FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-11-01Plan benefit arrangement - TrustYes
2010: FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)No
2010-11-01Plan is a collectively bargained planNo
2010-11-01Plan funding arrangement – InsuranceYes
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement – InsuranceYes
2010-11-01Plan benefit arrangement - TrustYes
2009: FARRIS ELECTRIC, INC. TAX-DEFERRED SAVINGS PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62728
Policy instance 1
Insurance contract or identification number62728
Number of Individuals Covered25
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $4,754
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 $4,754
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL CORPORATION
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62728
Policy instance 1
Insurance contract or identification number62728
Number of Individuals Covered14
Insurance policy start date2015-11-01
Insurance policy end date2016-10-31
Total amount of commissions paid to insurance brokerUSD $2,752
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,752
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL CORPORATION
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62728
Policy instance 1
Insurance contract or identification number62728
Number of Individuals Covered15
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $2,818
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,818
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL CORPORATION
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62728
Policy instance 1
Insurance contract or identification number62728
Number of Individuals Covered14
Insurance policy start date2013-11-01
Insurance policy end date2014-10-31
Total amount of commissions paid to insurance brokerUSD $2,272
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,272
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL CORPORATION
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62728
Policy instance 1
Insurance contract or identification number62728
Number of Individuals Covered17
Insurance policy start date2012-11-01
Insurance policy end date2013-10-31
Total amount of commissions paid to insurance brokerUSD $2,201
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,201
Insurance broker organization code?7
Insurance broker nameMARYGRACE ELIZONDO
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62728
Policy instance 1
Insurance contract or identification number62728
Number of Individuals Covered16
Insurance policy start date2011-11-01
Insurance policy end date2012-10-31
Total amount of commissions paid to insurance brokerUSD $1,953
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62728
Policy instance 1
Insurance contract or identification number62728
Number of Individuals Covered15
Insurance policy start date2010-11-01
Insurance policy end date2011-10-31
Total amount of commissions paid to insurance brokerUSD $2,017
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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