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LOW BOOK SALES 401(K) PLAN 401k Plan overview

Plan NameLOW BOOK SALES 401(K) PLAN
Plan identification number 002

LOW BOOK SALES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LOW BOOK SALES has sponsored the creation of one or more 401k plans.

Company Name:LOW BOOK SALES
Employer identification number (EIN):860869432
NAIC Classification:441120
NAIC Description:Used Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOW BOOK SALES 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
0022017-01-01CHAS FELT
0022016-01-01CHAS FELT
0022015-01-01CHAS FELT
0022014-01-01CHAS FELT2015-09-29
0022013-01-01CHAS FELT2014-10-14
0022012-01-01CHAS FELT2013-10-15
0022011-01-01CHAS. FELT2012-10-12 CHAS. FELT2012-10-12
0022010-01-01CHAS. FELT2012-03-02
0022009-01-01CHAS FELT

Plan Statistics for LOW BOOK SALES 401(K) PLAN

401k plan membership statisitcs for LOW BOOK SALES 401(K) PLAN

Measure Date Value
2022: LOW BOOK SALES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01118
Total number of active participants reported on line 7a of the Form 55002022-01-0188
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0119
Total of all active and inactive participants2022-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01107
Number of participants with account balances2022-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: LOW BOOK SALES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01119
Total number of active participants reported on line 7a of the Form 55002021-01-0197
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0121
Total of all active and inactive participants2021-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01118
Number of participants with account balances2021-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: LOW BOOK SALES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01132
Total number of active participants reported on line 7a of the Form 55002020-01-01102
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01117
Number of participants with account balances2020-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: LOW BOOK SALES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01118
Total number of active participants reported on line 7a of the Form 55002019-01-01111
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01128
Number of participants with account balances2019-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LOW BOOK SALES 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 55002018-01-0167
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01107
Number of participants with account balances2018-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: LOW BOOK SALES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01119
Total number of active participants reported on line 7a of the Form 55002017-01-0182
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01118
Number of participants with account balances2017-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: LOW BOOK SALES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01155
Total number of active participants reported on line 7a of the Form 55002016-01-0199
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01119
Number of participants with account balances2016-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0122
2015: LOW BOOK SALES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01131
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01155
Number of participants with account balances2015-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2009: LOW BOOK SALES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0155
Total number of active participants reported on line 7a of the Form 55002009-01-0151
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0153
Number of participants with account balances2009-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LOW BOOK SALES 401(K) PLAN

Measure Date Value
2022 : LOW BOOK SALES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-41,256
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$185,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$162,948
Expenses. Certain deemed distributions of participant loans2022-12-31$1,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$335,175
Value of total assets at end of year2022-12-31$1,932,178
Value of total assets at beginning of year2022-12-31$2,158,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,787
Total interest from all sources2022-12-31$3,786
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$93,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$93,010
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$216,000
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$136,890
Participant contributions at end of year2022-12-31$51,487
Participant contributions at beginning of year2022-12-31$49,085
Other income not declared elsewhere2022-12-31$278
Administrative expenses (other) incurred2022-12-31$20,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-226,373
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,932,178
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,158,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,759,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,087,306
Interest on participant loans2022-12-31$3,786
Value of interest in common/collective trusts at end of year2022-12-31$121,158
Value of interest in common/collective trusts at beginning of year2022-12-31$22,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-475,447
Net investment gain or loss from common/collective trusts2022-12-31$1,942
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$198,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$162,948
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 name2022-12-31BOUNTIFUL PEAK ADVISORS
Accountancy firm EIN2022-12-31460952065
2021 : LOW BOOK SALES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$533,950
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$47,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$28,347
Expenses. Certain deemed distributions of participant loans2021-12-31$2,276
Value of total corrective distributions2021-12-31$2,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$232,960
Value of total assets at end of year2021-12-31$2,158,551
Value of total assets at beginning of year2021-12-31$1,672,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,073
Total interest from all sources2021-12-31$4,660
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$94,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$94,896
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$168,000
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$141,232
Participant contributions at end of year2021-12-31$49,085
Participant contributions at beginning of year2021-12-31$34,894
Other income not declared elsewhere2021-12-31$806
Administrative expenses (other) incurred2021-12-31$14,073
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$486,344
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,158,551
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,672,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,087,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,606,627
Interest on participant loans2021-12-31$4,660
Value of interest in common/collective trusts at end of year2021-12-31$22,160
Value of interest in common/collective trusts at beginning of year2021-12-31$30,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$200,333
Net investment gain or loss from common/collective trusts2021-12-31$295
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$91,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$28,347
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 name2021-12-31BOUNTIFUL PEAK ADVISORS
Accountancy firm EIN2021-12-31460952065
2020 : LOW BOOK SALES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$311,184
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$157,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$122,968
Expenses. Certain deemed distributions of participant loans2020-12-31$10,730
Value of total corrective distributions2020-12-31$13,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$89,529
Value of total assets at end of year2020-12-31$1,672,207
Value of total assets at beginning of year2020-12-31$1,518,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,995
Total interest from all sources2020-12-31$3,163
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$42,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$42,645
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$152,000
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$89,529
Participant contributions at end of year2020-12-31$34,894
Participant contributions at beginning of year2020-12-31$45,334
Administrative expenses (other) incurred2020-12-31$9,995
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$153,916
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,672,207
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,518,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,606,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,456,702
Interest on participant loans2020-12-31$3,163
Value of interest in common/collective trusts at end of year2020-12-31$30,686
Value of interest in common/collective trusts at beginning of year2020-12-31$16,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$173,437
Net investment gain or loss from common/collective trusts2020-12-31$2,410
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$122,968
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 name2020-12-31BOUNTIFUL PEAK ADVISORS
Accountancy firm EIN2020-12-31460952065
2019 : LOW BOOK SALES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18
Total income from all sources (including contributions)2019-12-31$372,007
Total income from all sources (including contributions)2019-12-31$372,007
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$27,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,937
Expenses. Certain deemed distributions of participant loans2019-12-31$6,338
Expenses. Certain deemed distributions of participant loans2019-12-31$6,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$83,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$83,803
Value of total assets at end of year2019-12-31$1,518,291
Value of total assets at end of year2019-12-31$1,518,291
Value of total assets at beginning of year2019-12-31$1,173,513
Value of total assets at beginning of year2019-12-31$1,173,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,936
Total interest from all sources2019-12-31$2,163
Total interest from all sources2019-12-31$2,163
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$54,654
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$54,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$54,654
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$54,654
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$118,000
Value of fidelity bond cover2019-12-31$118,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$83,803
Contributions received from participants2019-12-31$83,803
Participant contributions at end of year2019-12-31$45,334
Participant contributions at end of year2019-12-31$45,334
Participant contributions at beginning of year2019-12-31$33,885
Participant contributions at beginning of year2019-12-31$33,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$18
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$18
Administrative expenses (other) incurred2019-12-31$8,936
Administrative expenses (other) incurred2019-12-31$8,936
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
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$344,796
Value of net income/loss2019-12-31$344,796
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,518,291
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,518,291
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,173,495
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,173,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,456,702
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,456,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,133,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,133,174
Interest on participant loans2019-12-31$2,163
Interest on participant loans2019-12-31$2,163
Value of interest in common/collective trusts at end of year2019-12-31$16,255
Value of interest in common/collective trusts at end of year2019-12-31$16,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$231,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$231,337
Net investment gain or loss from common/collective trusts2019-12-31$50
Net investment gain or loss from common/collective trusts2019-12-31$50
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$588
Employer contributions (assets) at beginning of year2019-12-31$588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,937
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BOUNTIFUL PEAK ADVISORS
Accountancy firm name2019-12-31BOUNTIFUL PEAK ADVISORS
Accountancy firm EIN2019-12-31460952065
Accountancy firm EIN2019-12-31460952065
2018 : LOW BOOK SALES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$18
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$19
Total income from all sources (including contributions)2018-12-31$25,198
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$106,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$101,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$88,229
Value of total assets at end of year2018-12-31$1,173,513
Value of total assets at beginning of year2018-12-31$1,254,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,823
Total interest from all sources2018-12-31$2,586
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$150,000
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$61,759
Participant contributions at end of year2018-12-31$33,885
Participant contributions at beginning of year2018-12-31$49,466
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$26,470
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$18
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-81,473
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,173,495
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,254,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,133,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,196,486
Interest on participant loans2018-12-31$2,463
Interest earned on other investments2018-12-31$123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,315
Net investment gain/loss from pooled separate accounts2018-12-31$-65,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at end of year2018-12-31$588
Employer contributions (assets) at beginning of year2018-12-31$2,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$101,848
Contract administrator fees2018-12-31$4,823
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 name2018-12-31SHAW & CO., P.C.
Accountancy firm EIN2018-12-31460952065
2017 : LOW BOOK SALES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$19
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,810
Total income from all sources (including contributions)2017-12-31$236,735
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$69,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$68,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$69,978
Value of total assets at end of year2017-12-31$1,254,987
Value of total assets at beginning of year2017-12-31$1,092,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$931
Total interest from all sources2017-12-31$5,408
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$150,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$69,160
Participant contributions at end of year2017-12-31$49,466
Participant contributions at beginning of year2017-12-31$95,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$19
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$4,810
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$167,052
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,254,968
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,087,916
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,196,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$913,670
Interest on participant loans2017-12-31$3,766
Interest earned on other investments2017-12-31$1,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$81,589
Net investment gain/loss from pooled separate accounts2017-12-31$161,349
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$818
Employer contributions (assets) at end of year2017-12-31$2,720
Employer contributions (assets) at beginning of year2017-12-31$2,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$68,752
Contract administrator fees2017-12-31$931
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SHAW & CO., P.C.
Accountancy firm EIN2017-12-31460952065
2016 : LOW BOOK SALES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$641
Total income from all sources (including contributions)2016-12-31$174,219
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$171,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$159,627
Value of total corrective distributions2016-12-31$10,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$82,844
Value of total assets at end of year2016-12-31$1,092,726
Value of total assets at beginning of year2016-12-31$1,085,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$858
Total interest from all sources2016-12-31$6,475
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
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$80,452
Participant contributions at end of year2016-12-31$95,176
Participant contributions at beginning of year2016-12-31$63,329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$4,810
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,045
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,087,916
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,084,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$913,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$887,065
Interest on participant loans2016-12-31$4,586
Interest earned on other investments2016-12-31$1,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$81,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$75,711
Net investment gain/loss from pooled separate accounts2016-12-31$84,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,392
Employer contributions (assets) at end of year2016-12-31$2,291
Employer contributions (assets) at beginning of year2016-12-31$59,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$159,627
Contract administrator fees2016-12-31$858
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SHAW & CO., P.C.
Accountancy firm EIN2016-12-31460952065
2015 : LOW BOOK SALES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$641
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,077
Total income from all sources (including contributions)2015-12-31$96,311
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$164,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$163,264
Value of total corrective distributions2015-12-31$641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$130,679
Value of total assets at end of year2015-12-31$1,085,512
Value of total assets at beginning of year2015-12-31$1,157,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$958
Total interest from all sources2015-12-31$5,878
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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 bond2015-12-31No
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$71,440
Participant contributions at end of year2015-12-31$63,329
Participant contributions at beginning of year2015-12-31$93,252
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-68,552
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,084,871
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,153,423
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$887,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$968,815
Interest on participant loans2015-12-31$5,017
Interest earned on other investments2015-12-31$861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$75,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,604
Net investment gain/loss from pooled separate accounts2015-12-31$-40,246
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$59,239
Employer contributions (assets) at end of year2015-12-31$59,407
Employer contributions (assets) at beginning of year2015-12-31$92,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$163,264
Contract administrator fees2015-12-31$958
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 name2015-12-31SHAW & CO., P.C.
Accountancy firm EIN2015-12-31460952065
2009 : LOW BOOK SALES 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$0

Form 5500 Responses for LOW BOOK SALES 401(K) PLAN

2022: LOW BOOK SALES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOW BOOK SALES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOW BOOK SALES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOW BOOK SALES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOW BOOK SALES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOW BOOK SALES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOW BOOK SALES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOW BOOK SALES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2009: LOW BOOK SALES 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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number822290
Policy instance 1
Insurance contract or identification number822290
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-11-06
Total amount of commissions paid to insurance brokerUSD $639
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $639
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number822290
Policy instance 1
Insurance contract or identification number822290
Number of Individuals Covered92
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,712
Total amount of fees paid to insurance companyUSD $470
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,712
Insurance broker organization code?3
Amount paid for insurance broker fees470
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number822290
Policy instance 1
Insurance contract or identification number822290
Number of Individuals Covered106
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,416
Total amount of fees paid to insurance companyUSD $674
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,416
Insurance broker organization code?3
Amount paid for insurance broker fees674
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker namePENSION PLAN SPECIALISTS, PC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number822290
Policy instance 1
Insurance contract or identification number822290
Number of Individuals Covered101
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,279
Total amount of fees paid to insurance companyUSD $488
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,279
Insurance broker organization code?3
Amount paid for insurance broker fees488
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker namePENSION PLAN SPECIALISTS, PC

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