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MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 401k Plan overview

Plan NameMOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN
Plan identification number 002

MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

MOUNTAIN TRADE SUPPLY INC has sponsored the creation of one or more 401k plans.

Company Name:MOUNTAIN TRADE SUPPLY INC
Employer identification number (EIN):841015530
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-04-01
0022021-04-01
0022020-04-01
0022019-04-01
0022018-04-01
0022018-04-01
0022017-04-01DIANA SWEERS
0022016-04-01DIANA SWEERS
0022015-04-01DIANA SWEERS
0022015-04-01DIANA SWEERS
0022014-04-01KEVIN KELLY
0022014-04-01DIANA SWEERS
0022013-04-01KEVIN KELLY
0022012-04-01KEVIN KELLY
0022011-04-01KEVIN KELLY
0022009-04-01J KEVIN KELLY

Plan Statistics for MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN

401k plan membership statisitcs for MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN

Measure Date Value
2022: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-0119
Total number of active participants reported on line 7a of the Form 55002022-04-0115
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-013
Total of all active and inactive participants2022-04-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-0118
Number of participants with account balances2022-04-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-011
2021: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-0121
Total number of active participants reported on line 7a of the Form 55002021-04-0111
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-016
Total of all active and inactive participants2021-04-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-0117
Number of participants with account balances2021-04-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-011
2020: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-0124
Total number of active participants reported on line 7a of the Form 55002020-04-0115
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-014
Total of all active and inactive participants2020-04-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-0119
Number of participants with account balances2020-04-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-011
2019: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-0122
Total number of active participants reported on line 7a of the Form 55002019-04-0114
Number of retired or separated participants receiving benefits2019-04-013
Number of other retired or separated participants entitled to future benefits2019-04-015
Total of all active and inactive participants2019-04-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-0122
Number of participants with account balances2019-04-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
2018: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-0121
Total number of active participants reported on line 7a of the Form 55002018-04-0116
Number of retired or separated participants receiving benefits2018-04-011
Number of other retired or separated participants entitled to future benefits2018-04-015
Total of all active and inactive participants2018-04-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-0122
Number of participants with account balances2018-04-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
2017: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-0122
Total number of active participants reported on line 7a of the Form 55002017-04-0117
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-015
Total of all active and inactive participants2017-04-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-0122
Number of participants with account balances2017-04-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-011
2016: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-0120
Total number of active participants reported on line 7a of the Form 55002016-04-0117
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-014
Total of all active and inactive participants2016-04-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-0121
Number of participants with account balances2016-04-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-0117
Total number of active participants reported on line 7a of the Form 55002015-04-0116
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-014
Total of all active and inactive participants2015-04-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-0120
Number of participants with account balances2015-04-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-0120
Total number of active participants reported on line 7a of the Form 55002014-04-0113
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-014
Total of all active and inactive participants2014-04-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-0117
Number of participants with account balances2014-04-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-0119
Total number of active participants reported on line 7a of the Form 55002013-04-0115
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-015
Total of all active and inactive participants2013-04-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-0120
Number of participants with account balances2013-04-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-0119
Total number of active participants reported on line 7a of the Form 55002012-04-0114
Number of other retired or separated participants entitled to future benefits2012-04-015
Total of all active and inactive participants2012-04-0119
Total participants2012-04-0119
Number of participants with account balances2012-04-0119
2011: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-0118
Total number of active participants reported on line 7a of the Form 55002011-04-0114
Number of other retired or separated participants entitled to future benefits2011-04-015
Total of all active and inactive participants2011-04-0119
Total participants2011-04-0119
Number of participants with account balances2011-04-0119
2009: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-0119
Total number of active participants reported on line 7a of the Form 55002009-04-0113
Number of other retired or separated participants entitled to future benefits2009-04-015
Total of all active and inactive participants2009-04-0118
Total participants2009-04-0118
Number of participants with account balances2009-04-0118

Financial Data on MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN

Measure Date Value
2023 : MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year2023-03-31$0
Total plan liabilities at beginning of year2023-03-31$0
Total income from all sources2023-03-31$59,098
Expenses. Total of all expenses incurred2023-03-31$31,856
Benefits paid (including direct rollovers)2023-03-31$3,743
Total plan assets at end of year2023-03-31$3,757,441
Total plan assets at beginning of year2023-03-31$3,730,199
Value of fidelity bond covering the plan2023-03-31$500,000
Total contributions received or receivable from participants2023-03-31$102,280
Expenses. Other expenses not covered elsewhere2023-03-31$0
Contributions received from other sources (not participants or employers)2023-03-31$0
Other income received2023-03-31$-218,401
Noncash contributions received2023-03-31$0
Net income (gross income less expenses)2023-03-31$27,242
Net plan assets at end of year (total assets less liabilities)2023-03-31$3,757,441
Net plan assets at beginning of year (total assets less liabilities)2023-03-31$3,730,199
Assets. Value of employer securities2023-03-31$223,895
Total contributions received or receivable from employer(s)2023-03-31$175,219
Value of certain deemed distributions of participant loans2023-03-31$0
Value of corrective distributions2023-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-03-31$28,113
2022 : MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at beginning of year2022-03-31$0
Total income from all sources2022-03-31$535,869
Expenses. Total of all expenses incurred2022-03-31$122,048
Benefits paid (including direct rollovers)2022-03-31$91,133
Total plan assets at end of year2022-03-31$3,730,199
Total plan assets at beginning of year2022-03-31$3,316,378
Value of fidelity bond covering the plan2022-03-31$500,000
Total contributions received or receivable from participants2022-03-31$100,037
Expenses. Other expenses not covered elsewhere2022-03-31$0
Contributions received from other sources (not participants or employers)2022-03-31$0
Other income received2022-03-31$299,687
Noncash contributions received2022-03-31$0
Net income (gross income less expenses)2022-03-31$413,821
Net plan assets at end of year (total assets less liabilities)2022-03-31$3,730,199
Net plan assets at beginning of year (total assets less liabilities)2022-03-31$3,316,378
Assets. Value of employer securities2022-03-31$223,895
Total contributions received or receivable from employer(s)2022-03-31$136,145
Value of certain deemed distributions of participant loans2022-03-31$0
Value of corrective distributions2022-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-03-31$30,915
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
2021 : MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-03-31$1,103,112
Expenses. Total of all expenses incurred2021-03-31$46,411
Benefits paid (including direct rollovers)2021-03-31$22,414
Total plan assets at end of year2021-03-31$3,316,378
Total plan assets at beginning of year2021-03-31$2,259,677
Value of fidelity bond covering the plan2021-03-31$500,000
Total contributions received or receivable from participants2021-03-31$95,696
Expenses. Other expenses not covered elsewhere2021-03-31$0
Contributions received from other sources (not participants or employers)2021-03-31$0
Other income received2021-03-31$865,343
Noncash contributions received2021-03-31$0
Net income (gross income less expenses)2021-03-31$1,056,701
Net plan assets at end of year (total assets less liabilities)2021-03-31$3,316,378
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$2,259,677
Assets. Value of employer securities2021-03-31$47,695
Total contributions received or receivable from employer(s)2021-03-31$142,073
Value of certain deemed distributions of participant loans2021-03-31$0
Value of corrective distributions2021-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-03-31$23,997
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
2020 : MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-03-31$57,503
Expenses. Total of all expenses incurred2020-03-31$140,097
Benefits paid (including direct rollovers)2020-03-31$119,195
Total plan assets at end of year2020-03-31$2,259,677
Total plan assets at beginning of year2020-03-31$2,342,271
Value of fidelity bond covering the plan2020-03-31$300,000
Total contributions received or receivable from participants2020-03-31$65,061
Other income received2020-03-31$-170,504
Net income (gross income less expenses)2020-03-31$-82,594
Net plan assets at end of year (total assets less liabilities)2020-03-31$2,259,677
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$2,342,271
Assets. Value of employer securities2020-03-31$85,410
Total contributions received or receivable from employer(s)2020-03-31$162,946
Expenses. Administrative service providers (salaries,fees and commissions)2020-03-31$20,902
2019 : MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-03-31$363,447
Expenses. Total of all expenses incurred2019-03-31$7,332
Benefits paid (including direct rollovers)2019-03-31$57
Total plan assets at end of year2019-03-31$2,344,183
Total plan assets at beginning of year2019-03-31$1,988,068
Value of fidelity bond covering the plan2019-03-31$300,000
Total contributions received or receivable from participants2019-03-31$84,561
Other income received2019-03-31$124,048
Net income (gross income less expenses)2019-03-31$356,115
Net plan assets at end of year (total assets less liabilities)2019-03-31$2,344,183
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$1,988,068
Assets. Value of employer securities2019-03-31$86,650
Total contributions received or receivable from employer(s)2019-03-31$154,838
Expenses. Administrative service providers (salaries,fees and commissions)2019-03-31$7,275
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
2018 : MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-03-31$441,232
Expenses. Total of all expenses incurred2018-03-31$410,505
Benefits paid (including direct rollovers)2018-03-31$405,019
Total plan assets at end of year2018-03-31$1,988,068
Total plan assets at beginning of year2018-03-31$1,957,341
Total contributions received or receivable from participants2018-03-31$77,848
Other income received2018-03-31$206,099
Net income (gross income less expenses)2018-03-31$30,727
Net plan assets at end of year (total assets less liabilities)2018-03-31$1,988,068
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$1,957,341
Assets. Value of employer securities2018-03-31$49,692
Total contributions received or receivable from employer(s)2018-03-31$157,285
Expenses. Administrative service providers (salaries,fees and commissions)2018-03-31$5,486
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
2017 : MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-03-31$381,820
Expenses. Total of all expenses incurred2017-03-31$488,723
Benefits paid (including direct rollovers)2017-03-31$488,723
Total plan assets at end of year2017-03-31$1,957,341
Total plan assets at beginning of year2017-03-31$2,064,244
Total contributions received or receivable from participants2017-03-31$101,584
Other income received2017-03-31$153,030
Net income (gross income less expenses)2017-03-31$-106,903
Net plan assets at end of year (total assets less liabilities)2017-03-31$1,957,341
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$2,064,244
Assets. Value of employer securities2017-03-31$42,158
Total contributions received or receivable from employer(s)2017-03-31$127,206
2016 : MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-03-31$220,659
Expenses. Total of all expenses incurred2016-03-31$31,049
Benefits paid (including direct rollovers)2016-03-31$31,049
Total plan assets at end of year2016-03-31$2,066,196
Total plan assets at beginning of year2016-03-31$1,876,586
Value of fidelity bond covering the plan2016-03-31$200,000
Total contributions received or receivable from participants2016-03-31$106,903
Other income received2016-03-31$-29,689
Net income (gross income less expenses)2016-03-31$189,610
Net plan assets at end of year (total assets less liabilities)2016-03-31$2,066,196
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$1,876,586
Assets. Value of employer securities2016-03-31$102,417
Total contributions received or receivable from employer(s)2016-03-31$143,445
2015 : MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-03-31$351,174
Expenses. Total of all expenses incurred2015-03-31$34,295
Benefits paid (including direct rollovers)2015-03-31$34,295
Total plan assets at end of year2015-03-31$1,876,586
Total plan assets at beginning of year2015-03-31$1,559,707
Value of fidelity bond covering the plan2015-03-31$200,000
Total contributions received or receivable from participants2015-03-31$108,079
Other income received2015-03-31$124,194
Net income (gross income less expenses)2015-03-31$316,879
Net plan assets at end of year (total assets less liabilities)2015-03-31$1,876,586
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$1,559,707
Assets. Value of employer securities2015-03-31$112,782
Total contributions received or receivable from employer(s)2015-03-31$118,901
2014 : MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-03-31$439,094
Expenses. Total of all expenses incurred2014-03-31$9,215
Benefits paid (including direct rollovers)2014-03-31$9,215
Total plan assets at end of year2014-03-31$1,559,707
Total plan assets at beginning of year2014-03-31$1,129,828
Total contributions received or receivable from participants2014-03-31$117,439
Other income received2014-03-31$149,878
Net income (gross income less expenses)2014-03-31$429,879
Net plan assets at end of year (total assets less liabilities)2014-03-31$1,559,707
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$1,129,828
Assets. Value of employer securities2014-03-31$114,711
Total contributions received or receivable from employer(s)2014-03-31$171,777
2013 : MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-03-31$215,218
Total plan assets at end of year2013-03-31$1,129,828
Total plan assets at beginning of year2013-03-31$914,610
Total contributions received or receivable from participants2013-03-31$75,714
Other income received2013-03-31$103,667
Net income (gross income less expenses)2013-03-31$215,218
Net plan assets at end of year (total assets less liabilities)2013-03-31$1,129,828
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$914,610
Assets. Value of employer securities2013-03-31$107,549
Total contributions received or receivable from employer(s)2013-03-31$35,837
2012 : MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-03-31$126,366
Total plan assets at end of year2012-03-31$914,610
Total plan assets at beginning of year2012-03-31$788,244
Total contributions received or receivable from participants2012-03-31$59,140
Other income received2012-03-31$34,379
Net income (gross income less expenses)2012-03-31$126,366
Net plan assets at end of year (total assets less liabilities)2012-03-31$914,610
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$788,244
Assets. Value of employer securities2012-03-31$102,248
Total contributions received or receivable from employer(s)2012-03-31$32,847
2011 : MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-03-31$176,943
Total plan assets at end of year2011-03-31$788,244
Total plan assets at beginning of year2011-03-31$611,301
Value of fidelity bond covering the plan2011-03-31$100,000
Total contributions received or receivable from participants2011-03-31$51,145
Other income received2011-03-31$96,217
Net income (gross income less expenses)2011-03-31$176,943
Net plan assets at end of year (total assets less liabilities)2011-03-31$788,244
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$611,301
Assets. Value of employer securities2011-03-31$100,974
Total contributions received or receivable from employer(s)2011-03-31$29,581

Form 5500 Responses for MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN

2022: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedYes
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedYes
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedYes
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2009: MOUNTAIN TRADE SUPPLY INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131623
Policy instance 1
Insurance contract or identification number131623
Number of Individuals Covered19
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,581
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
Amount paid for insurance broker fees1581
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131623
Policy instance 1
Insurance contract or identification number131623
Number of Individuals Covered21
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,130
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
Amount paid for insurance broker fees2130
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131623
Policy instance 1
Insurance contract or identification number131623
Number of Individuals Covered24
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,094
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
Amount paid for insurance broker fees1094
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131623
Policy instance 1
Insurance contract or identification number131623
Number of Individuals Covered23
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,155
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1155
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131623
Policy instance 1
Insurance contract or identification number131623
Number of Individuals Covered25
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,796
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
Other information about contractVARIABLE ANNUIT
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2796
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131623
Policy instance 1
Insurance contract or identification number131623
Number of Individuals Covered22
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $3,276
Total amount of fees paid to insurance companyUSD $4,251
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4251
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameC.E.S. INS AGENCY, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH3148
Policy instance 1
Insurance contract or identification numberGH3148
Number of Individuals Covered20
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $4,235
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,235
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameVOYA FINANCIAL ADVISORS INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH3148
Policy instance 1
Insurance contract or identification numberGH3148
Number of Individuals Covered17
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $3,646
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,646
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameING FINANCIAL PARTNERS INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH3148
Policy instance 1
Insurance contract or identification numberGH3148
Number of Individuals Covered19
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $2,838
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,838
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameING FINANCIAL PARTNERS INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH3148
Policy instance 1
Insurance contract or identification numberGH3148
Number of Individuals Covered19
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $2,154
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,154
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameING FINANCIAL PARTNERS INC

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