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COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameCOMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 004

COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

PUEBLO OF ISLETA has sponsored the creation of one or more 401k plans.

Company Name:PUEBLO OF ISLETA
Employer identification number (EIN):850436027
NAIC Classification:721120
NAIC Description:Casino Hotels

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01

Plan Statistics for COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-011,378
Total number of active participants reported on line 7a of the Form 55002023-01-01938
Number of retired or separated participants receiving benefits2023-01-017
Number of other retired or separated participants entitled to future benefits2023-01-01637
Total of all active and inactive participants2023-01-011,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-011,584
Number of participants with account balances2023-01-011,511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01231
2022: COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-011,868
Total number of active participants reported on line 7a of the Form 55002022-01-01896
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01473
Total of all active and inactive participants2022-01-011,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-011,378
Number of participants with account balances2022-01-011,204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01110
2021: COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-011,871
Total number of active participants reported on line 7a of the Form 55002021-01-01944
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-01913
Total of all active and inactive participants2021-01-011,866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,868
Number of participants with account balances2021-01-011,726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01133
2020: COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-011,935
Total number of active participants reported on line 7a of the Form 55002020-01-01969
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01902
Total of all active and inactive participants2020-01-011,871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,871
Number of participants with account balances2020-01-011,826
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01239
2019: COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-011,704
Total number of active participants reported on line 7a of the Form 55002019-01-011,255
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01680
Total of all active and inactive participants2019-01-011,935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,935
Number of participants with account balances2019-01-011,750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01161
2018: COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011,799
Total number of active participants reported on line 7a of the Form 55002018-01-011,147
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01557
Total of all active and inactive participants2018-01-011,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,704
Number of participants with account balances2018-01-011,544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01141

Financial Data on COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023 : COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$14,257
Total transfer of assets from this plan2023-12-31$346,570
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$7,954,387
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,026,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,897,248
Expenses. Certain deemed distributions of participant loans2023-12-31$6,794
Value of total corrective distributions2023-12-31$1,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,706,253
Value of total assets at end of year2023-12-31$30,400,715
Value of total assets at beginning of year2023-12-31$25,805,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$120,851
Total interest from all sources2023-12-31$95,133
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$688,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$688,072
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,536,417
Participant contributions at end of year2023-12-31$978,585
Participant contributions at beginning of year2023-12-31$769,787
Assets. Other investments not covered elsewhere at end of year2023-12-31$298,595
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$252,169
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$94,470
Other income not declared elsewhere2023-12-31$45,736
Administrative expenses (other) incurred2023-12-31$48,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,927,999
Value of net assets at end of year (total assets less liabilities)2023-12-31$30,400,715
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$25,805,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$839
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$26,326,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$22,469,464
Interest on participant loans2023-12-31$61,641
Interest earned on other investments2023-12-31$33,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$2,796,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$2,313,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,419,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,075,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,897,248
Contract administrator fees2023-12-31$71,336
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SJT GROUP LLC
Accountancy firm EIN2023-12-31843482539
2022 : COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,333,132
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,236,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,152,443
Expenses. Certain deemed distributions of participant loans2022-12-31$660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,600,806
Value of total assets at end of year2022-12-31$25,805,029
Value of total assets at beginning of year2022-12-31$32,374,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$83,505
Total interest from all sources2022-12-31$62,907
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$561,518
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$561,518
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$1,215,732
Participant contributions at end of year2022-12-31$769,787
Participant contributions at beginning of year2022-12-31$895,568
Assets. Other investments not covered elsewhere at end of year2022-12-31$252,169
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$284,396
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,272
Other income not declared elsewhere2022-12-31$-29,702
Administrative expenses (other) incurred2022-12-31$50,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,569,740
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,805,029
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,374,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$32,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,469,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$29,249,224
Interest on participant loans2022-12-31$41,303
Interest earned on other investments2022-12-31$21,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,313,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,945,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,528,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,381,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,152,443
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 name2022-12-31SJT GROUP LLC
Accountancy firm EIN2022-12-31843482539
2021 : COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 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$6,363,941
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,912,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,775,432
Expenses. Certain deemed distributions of participant loans2021-12-31$24,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,598,902
Value of total assets at end of year2021-12-31$32,374,769
Value of total assets at beginning of year2021-12-31$29,923,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$112,828
Total interest from all sources2021-12-31$80,207
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,313,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,313,586
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$1,198,869
Participant contributions at end of year2021-12-31$895,568
Participant contributions at beginning of year2021-12-31$1,291,345
Assets. Other investments not covered elsewhere at end of year2021-12-31$284,396
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$206,943
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,317
Other income not declared elsewhere2021-12-31$73,230
Administrative expenses (other) incurred2021-12-31$112,828
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$2,451,203
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,374,769
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,923,566
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$29,249,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$26,669,185
Interest on participant loans2021-12-31$60,094
Interest earned on other investments2021-12-31$20,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,945,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,756,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$298,016
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$1,398,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,775,432
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SJT GROUP LLC
Accountancy firm EIN2021-12-31843482539
2020 : COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,275,478
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,149,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,992,940
Expenses. Certain deemed distributions of participant loans2020-12-31$18,385
Value of total corrective distributions2020-12-31$3,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,521,960
Value of total assets at end of year2020-12-31$29,923,566
Value of total assets at beginning of year2020-12-31$30,797,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$135,081
Total interest from all sources2020-12-31$105,870
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$780,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$780,999
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,245,898
Participant contributions at end of year2020-12-31$1,291,345
Participant contributions at beginning of year2020-12-31$1,602,985
Assets. Other investments not covered elsewhere at end of year2020-12-31$206,943
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$169,066
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,682
Other income not declared elsewhere2020-12-31$36,919
Administrative expenses (other) incurred2020-12-31$135,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-874,318
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,923,566
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,797,884
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$26,669,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,071,009
Interest on participant loans2020-12-31$78,743
Interest earned on other investments2020-12-31$27,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,756,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,954,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,829,730
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$1,263,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,992,940
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 name2020-12-31SJT GROUP LLC
Accountancy firm EIN2020-12-31843482539
2019 : COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$96,255
Total transfer of assets from this plan2019-12-31$1,927
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,880,681
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,644,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,499,926
Expenses. Certain deemed distributions of participant loans2019-12-31$11,007
Value of total corrective distributions2019-12-31$5,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,846,074
Value of total assets at end of year2019-12-31$30,797,884
Value of total assets at beginning of year2019-12-31$26,467,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$128,448
Total interest from all sources2019-12-31$128,652
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$785,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$785,497
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,217,672
Participant contributions at end of year2019-12-31$1,602,985
Participant contributions at beginning of year2019-12-31$1,659,531
Assets. Other investments not covered elsewhere at end of year2019-12-31$169,066
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$134,627
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$28,252
Other income not declared elsewhere2019-12-31$36,434
Administrative expenses (other) incurred2019-12-31$128,448
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$4,236,228
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,797,884
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,467,328
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$27,071,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,350,649
Interest on participant loans2019-12-31$96,865
Interest earned on other investments2019-12-31$31,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,954,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,322,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,084,024
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,600,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,499,926
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 name2019-12-31STAUFFER & ASSOCIATES, PLLC
Accountancy firm EIN2019-12-31811196633
2018 : COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$27,784,408
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$984,719
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,301,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,213,964
Expenses. Certain deemed distributions of participant loans2018-12-31$2,469
Value of total corrective distributions2018-12-31$13,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,343,745
Value of total assets at end of year2018-12-31$26,467,328
Value of total assets at beginning of year2018-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$71,789
Total interest from all sources2018-12-31$88,891
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$933,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$933,967
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$973,676
Participant contributions at end of year2018-12-31$1,659,531
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$134,627
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$86,599
Other income not declared elsewhere2018-12-31$64,062
Administrative expenses (other) incurred2018-12-31$71,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,317,080
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,467,328
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$0
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$22,350,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$68,478
Interest earned on other investments2018-12-31$20,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,322,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,445,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,283,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,213,964
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 name2018-12-31STAUFFER & ASSOCIATES, PLLC
Accountancy firm EIN2018-12-31811196633

Form 5500 Responses for COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST

2023: COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 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: COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 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: COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 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: COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 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: COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664239
Policy instance 1
Insurance contract or identification number664239
Number of Individuals Covered1584
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $13,092
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664239
Policy instance 1
Insurance contract or identification number664239
Number of Individuals Covered1378
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $13,509
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
Commission paid to Insurance BrokerUSD $13,509
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664239
Policy instance 1
Insurance contract or identification number664239
Number of Individuals Covered1725
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,028
Total amount of fees paid to insurance companyUSD $2
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
Commission paid to Insurance BrokerUSD $1,028
Amount paid for insurance broker fees2
Additional information about fees paid to insurance brokerNON-CASH COMP
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664239
Policy instance 1
Insurance contract or identification number664239
Number of Individuals Covered1871
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $967
Total amount of fees paid to insurance companyUSD $3
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 $967
Amount paid for insurance broker fees3
Additional information about fees paid to insurance brokerNON CASH COMPENSATION
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664239
Policy instance 1
Insurance contract or identification number664239
Number of Individuals Covered1935
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,171
Total amount of fees paid to insurance companyUSD $6
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 $1,171
Insurance broker organization code?3
Amount paid for insurance broker fees6
Additional information about fees paid to insurance brokerNON CASH COMPENSATION
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664239
Policy instance 1
Insurance contract or identification number664239
Number of Individuals Covered1704
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,309
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
Commission paid to Insurance BrokerUSD $11,309
Insurance broker organization code?3

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