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CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 401k Plan overview

Plan NameCENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN
Plan identification number 002

CENTRAL ARIZONA SUPPLY, INC. 401 (K) 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CENTRAL ARIZONA SUPPLY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL ARIZONA SUPPLY, INC.
Employer identification number (EIN):860215440
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JAMIE SMITH
0022016-01-01JAMIE SMITH
0022015-01-01JAMIE SMITH
0022014-01-01JAMIE SMITH
0022013-01-01JAMIE SMITH
0022012-01-01DONALD R. SMITH
0022011-01-01DONALD SMITH
0022010-01-01DONALD SMITH
0022009-01-01DONALD SMITH

Plan Statistics for CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN

401k plan membership statisitcs for CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN

Measure Date Value
2022: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01156
Total number of active participants reported on line 7a of the Form 55002022-01-01142
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0156
Total of all active and inactive participants2022-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01200
Number of participants with account balances2022-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01160
Total number of active participants reported on line 7a of the Form 55002021-01-0198
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0148
Total of all active and inactive participants2021-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01148
Number of participants with account balances2021-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01137
Total number of active participants reported on line 7a of the Form 55002020-01-01112
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01152
Number of participants with account balances2020-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01123
Total number of active participants reported on line 7a of the Form 55002019-01-0198
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01129
Number of participants with account balances2019-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01118
Total number of active participants reported on line 7a of the Form 55002018-01-0185
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01115
Number of participants with account balances2018-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01112
Total number of active participants reported on line 7a of the Form 55002017-01-0194
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01115
Number of participants with account balances2017-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01108
Total number of active participants reported on line 7a of the Form 55002016-01-0190
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01106
Number of participants with account balances2016-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01110
Total number of active participants reported on line 7a of the Form 55002015-01-0185
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01103
Number of participants with account balances2015-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01133
Total number of active participants reported on line 7a of the Form 55002014-01-0185
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01104
Number of participants with account balances2014-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01117
Total number of active participants reported on line 7a of the Form 55002013-01-0185
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01124
Number of participants with account balances2013-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01118
Total number of active participants reported on line 7a of the Form 55002012-01-0187
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01112
Number of participants with account balances2012-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01141
Total number of active participants reported on line 7a of the Form 55002011-01-0189
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01114
Number of participants with account balances2011-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01156
Total number of active participants reported on line 7a of the Form 55002010-01-0189
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0148
Total of all active and inactive participants2010-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01139
Number of participants with account balances2010-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01165
Total number of active participants reported on line 7a of the Form 55002009-01-01107
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01145
Number of participants with account balances2009-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN

Measure Date Value
2022 : CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-445,107
Total of all expenses incurred2022-12-31$490,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$471,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,405,762
Value of total assets at end of year2022-12-31$11,129,751
Value of total assets at beginning of year2022-12-31$12,064,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$18,414
Total interest from all sources2022-12-31$8,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$325,610
Participant contributions at end of year2022-12-31$132,725
Participant contributions at beginning of year2022-12-31$119,607
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$839,709
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$66
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$18,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-935,165
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,129,751
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,064,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$10,531,396
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,778,472
Interest on participant loans2022-12-31$7,161
Interest earned on other investments2022-12-31$872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$465,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$166,837
Net investment gain/loss from pooled separate accounts2022-12-31$-1,858,902
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$240,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$471,644
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31EIDE BAILLY LLP
Accountancy firm EIN2022-12-31450250958
2021 : CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,641,284
Total of all expenses incurred2021-12-31$754,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$734,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$481,900
Value of total assets at end of year2021-12-31$12,064,916
Value of total assets at beginning of year2021-12-31$11,177,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,595
Total interest from all sources2021-12-31$7,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$281,005
Participant contributions at end of year2021-12-31$119,607
Participant contributions at beginning of year2021-12-31$65,811
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3
Administrative expenses (other) incurred2021-12-31$19,595
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$886,977
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,064,916
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,177,939
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 pooled separate accounts at end of year2021-12-31$11,778,472
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,972,047
Interest on participant loans2021-12-31$7,150
Interest earned on other investments2021-12-31$633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$166,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$140,078
Net investment gain/loss from pooled separate accounts2021-12-31$1,151,601
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$200,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$734,712
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EIDE BAILLY LLP
Accountancy firm EIN2021-12-31450250958
2020 : CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,996,451
Total of all expenses incurred2020-12-31$117,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$101,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$501,912
Value of total assets at end of year2020-12-31$11,177,939
Value of total assets at beginning of year2020-12-31$9,299,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,444
Total interest from all sources2020-12-31$5,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$296,123
Participant contributions at end of year2020-12-31$65,811
Participant contributions at beginning of year2020-12-31$67,298
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$16,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,878,625
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,177,939
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,299,314
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 pooled separate accounts at end of year2020-12-31$10,972,047
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,135,129
Interest on participant loans2020-12-31$4,643
Interest earned on other investments2020-12-31$674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$140,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$96,887
Net investment gain/loss from pooled separate accounts2020-12-31$1,489,222
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$205,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$101,382
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31EIDE BAILLY LLP
Accountancy firm EIN2020-12-31450250958
2019 : CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,905,551
Total of all expenses incurred2019-12-31$224,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$205,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$424,444
Value of total assets at end of year2019-12-31$9,299,314
Value of total assets at beginning of year2019-12-31$7,617,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,455
Total interest from all sources2019-12-31$5,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$243,807
Participant contributions at end of year2019-12-31$67,298
Participant contributions at beginning of year2019-12-31$81,408
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,078
Administrative expenses (other) incurred2019-12-31$18,455
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$1,681,360
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,299,314
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,617,954
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 pooled separate accounts at end of year2019-12-31$9,135,129
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,471,354
Interest on participant loans2019-12-31$4,867
Interest earned on other investments2019-12-31$524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$96,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$65,192
Net investment gain/loss from pooled separate accounts2019-12-31$1,475,716
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$165,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$205,736
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31EIDE BAILLY LLP
Accountancy firm EIN2019-12-31450250958
2018 : CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$29,283
Total of all expenses incurred2018-12-31$152,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$135,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$386,324
Value of total assets at end of year2018-12-31$7,617,954
Value of total assets at beginning of year2018-12-31$7,741,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,317
Total interest from all sources2018-12-31$6,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$223,532
Participant contributions at end of year2018-12-31$81,408
Participant contributions at beginning of year2018-12-31$96,527
Administrative expenses (other) incurred2018-12-31$17,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-123,156
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,617,954
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,741,110
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 pooled separate accounts at end of year2018-12-31$7,471,354
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,604,295
Interest on participant loans2018-12-31$5,756
Interest earned on other investments2018-12-31$286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$65,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$40,288
Net investment gain/loss from pooled separate accounts2018-12-31$-363,083
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$162,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$135,122
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31EIDE BAILLY LLP
Accountancy firm EIN2018-12-31450250958
2017 : CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,340,554
Total of all expenses incurred2017-12-31$112,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$92,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$379,176
Value of total assets at end of year2017-12-31$7,741,110
Value of total assets at beginning of year2017-12-31$6,512,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,833
Total interest from all sources2017-12-31$6,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$232,247
Participant contributions at end of year2017-12-31$96,527
Participant contributions at beginning of year2017-12-31$112,858
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$19,833
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,228,524
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,741,110
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,512,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$7,604,295
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,397,383
Interest on participant loans2017-12-31$6,610
Interest earned on other investments2017-12-31$130
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$40,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,345
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$954,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$146,929
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$92,197
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EIDE BAILLY LLP
Accountancy firm EIN2017-12-31450250958
2016 : CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$811,948
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$177,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$152,425
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$483,082
Value of total assets at end of year2016-12-31$6,512,586
Value of total assets at beginning of year2016-12-31$5,878,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,194
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$6,516
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$211,174
Participant contributions at end of year2016-12-31$112,858
Participant contributions at beginning of year2016-12-31$89,288
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$134,371
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$12
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$634,329
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,512,586
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,878,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$6,397,383
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,786,790
Interest on participant loans2016-12-31$6,516
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,179
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$322,338
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$137,537
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$152,425
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$25,194
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EIDE BAILLY LLP
Accountancy firm EIN2016-12-31450250958
2015 : CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$282,234
Total of all expenses incurred2015-12-31$139,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$115,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$330,504
Value of total assets at end of year2015-12-31$5,878,257
Value of total assets at beginning of year2015-12-31$5,735,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,836
Total interest from all sources2015-12-31$4,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$195,243
Participant contributions at end of year2015-12-31$89,288
Participant contributions at beginning of year2015-12-31$99,179
Other income not declared elsewhere2015-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$142,983
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,878,257
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,735,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$5,786,790
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,635,051
Interest on participant loans2015-12-31$4,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,044
Net investment gain/loss from pooled separate accounts2015-12-31$-53,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$135,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$115,415
Contract administrator fees2015-12-31$23,836
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RAUCH, HERMANSON, EVERROAD & RENTSC
Accountancy firm EIN2015-12-31860297663
2014 : CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$582,536
Total of all expenses incurred2014-12-31$699,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$676,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$316,982
Value of total assets at end of year2014-12-31$5,735,274
Value of total assets at beginning of year2014-12-31$5,852,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,222
Total interest from all sources2014-12-31$5,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$189,603
Participant contributions at end of year2014-12-31$99,179
Participant contributions at beginning of year2014-12-31$95,218
Other income not declared elsewhere2014-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-116,801
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,735,274
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,852,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$5,635,051
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,756,042
Interest on participant loans2014-12-31$5,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$815
Net investment gain/loss from pooled separate accounts2014-12-31$260,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$127,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$676,115
Contract administrator fees2014-12-31$23,222
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31RAUCH, HERMANSON, EVERROAD & RENTSC
Accountancy firm EIN2014-12-31860297663
2013 : CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,093,212
Total of all expenses incurred2013-12-31$186,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$165,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$318,985
Value of total assets at end of year2013-12-31$5,852,075
Value of total assets at beginning of year2013-12-31$4,945,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,452
Total interest from all sources2013-12-31$5,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$191,271
Participant contributions at end of year2013-12-31$95,218
Participant contributions at beginning of year2013-12-31$126,215
Other income not declared elsewhere2013-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$906,723
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,852,075
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,945,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$5,756,042
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,818,950
Interest on participant loans2013-12-31$5,852
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$187
Net investment gain/loss from pooled separate accounts2013-12-31$768,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$127,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$165,037
Contract administrator fees2013-12-31$21,452
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31RAUCH, HERMANSON, EVERROAD & RENTSC
Accountancy firm EIN2013-12-31860297663
2012 : CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$795,026
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$235,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$216,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$317,602
Value of total assets at end of year2012-12-31$4,945,352
Value of total assets at beginning of year2012-12-31$4,385,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$19,134
Total interest from all sources2012-12-31$11,696
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$183,153
Participant contributions at end of year2012-12-31$126,215
Participant contributions at beginning of year2012-12-31$159,856
Participant contributions at beginning of year2012-12-31$4,995
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,527
Total non interest bearing cash at beginning of year2012-12-31$147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$559,399
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,945,352
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,385,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,818,950
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,216,704
Interest on participant loans2012-12-31$11,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$187
Net investment gain/loss from pooled separate accounts2012-12-31$465,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$125,922
Employer contributions (assets) at beginning of year2012-12-31$4,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$216,493
Contract administrator fees2012-12-31$19,134
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31RAUCH, HERMANSON, EVERROAD & RENTSC
Accountancy firm EIN2012-12-31860297663
2011 : CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-12,037
Total unrealized appreciation/depreciation of assets2011-12-31$-12,037
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$323,601
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$541,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$494,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$261,007
Value of total assets at end of year2011-12-31$4,385,953
Value of total assets at beginning of year2011-12-31$4,603,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$47,133
Total interest from all sources2011-12-31$39,685
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$69,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$140,428
Participant contributions at end of year2011-12-31$159,856
Participant contributions at beginning of year2011-12-31$147,194
Participant contributions at end of year2011-12-31$4,995
Participant contributions at beginning of year2011-12-31$15,846
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,933
Total non interest bearing cash at end of year2011-12-31$147
Total non interest bearing cash at beginning of year2011-12-31$1,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-217,550
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,385,953
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,603,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,699,234
Value of interest in pooled separate accounts at end of year2011-12-31$4,216,704
Interest on participant loans2011-12-31$8,232
Income. Interest from corporate debt instruments2011-12-31$31,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$341,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$341,875
Asset value of US Government securities at beginning of year2011-12-31$144,448
Net investment gain/loss from pooled separate accounts2011-12-31$-34,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$120,579
Employer contributions (assets) at end of year2011-12-31$4,251
Employer contributions (assets) at beginning of year2011-12-31$12,443
Income. Dividends from common stock2011-12-31$69,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$494,018
Contract administrator fees2011-12-31$47,133
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,238,966
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31RAUCH HERMANSON EVERROAD RENTSCHLER
Accountancy firm EIN2011-12-31860297663
2010 : CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$171,411
Total unrealized appreciation/depreciation of assets2010-12-31$171,411
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$305
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$708,739
Total loss/gain on sale of assets2010-12-31$11,208
Total of all expenses incurred2010-12-31$159,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$118,617
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$283,584
Value of total assets at end of year2010-12-31$4,603,503
Value of total assets at beginning of year2010-12-31$4,054,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$40,813
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$40,735
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$65,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$13,357
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$13,889
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$153,099
Participant contributions at end of year2010-12-31$147,194
Participant contributions at beginning of year2010-12-31$146,435
Participant contributions at end of year2010-12-31$15,846
Participant contributions at beginning of year2010-12-31$6,711
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,933
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,953
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$305
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$3,085
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$1,564
Total non interest bearing cash at beginning of year2010-12-31$3,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$549,309
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,603,503
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,054,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$37,728
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,699,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,203,596
Interest on participant loans2010-12-31$12,085
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$6,456
Income. Interest from corporate debt instruments2010-12-31$22,155
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$341,875
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$385,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$385,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$39
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$144,448
Asset value of US Government securities at beginning of year2010-12-31$145,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$136,632
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$130,485
Employer contributions (assets) at end of year2010-12-31$12,443
Employer contributions (assets) at beginning of year2010-12-31$6,399
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$51,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$118,617
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,238,966
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,154,585
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$81,887
Aggregate carrying amount (costs) on sale of assets2010-12-31$70,679
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31RAUCH, HERMANSON & EVERROAD, LTD.
Accountancy firm EIN2010-12-31860297663
2009 : CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$9,187

Form 5500 Responses for CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN

2022: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802422
Policy instance 1
Insurance contract or identification number802422
Number of Individuals Covered197
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $53,804
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 $53,804
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802422
Policy instance 1
Insurance contract or identification number802422
Number of Individuals Covered144
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $57,589
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 $57,589
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802422
Policy instance 1
Insurance contract or identification number802422
Number of Individuals Covered152
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $47,984
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 $47,984
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802422
Policy instance 1
Insurance contract or identification number802422
Number of Individuals Covered127
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $42,127
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 $42,127
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802422
Policy instance 1
Insurance contract or identification number802422
Number of Individuals Covered112
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $39,012
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 $39,012
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802422
Policy instance 1
Insurance contract or identification number802422
Number of Individuals Covered115
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $35,197
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 $35,197
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802422
Policy instance 1
Insurance contract or identification number802422
Number of Individuals Covered103
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $28,910
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 $28,910
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802422
Policy instance 1
Insurance contract or identification number802422
Number of Individuals Covered104
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $28,722
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 $28,722
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802422
Policy instance 1
Insurance contract or identification number802422
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $26,014
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $26,014
Insurance broker organization code?3
Insurance broker nameWELLS GARGO ADVISORS INS AGENCY
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802422
Policy instance 1
Insurance contract or identification number802422
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,586
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $6,586
Insurance broker organization code?3
Insurance broker nameWELLS GARGO ADVISORS INS AGENCY
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802422
Policy instance 1
Insurance contract or identification number802422
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $42,155
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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