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OVERLAND WEST, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameOVERLAND WEST, INC. PROFIT SHARING PLAN
Plan identification number 001

OVERLAND WEST, INC. PROFIT SHARING 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.
  • 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.
  • 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.

401k Sponsoring company profile

OVERLAND WEST, INC. has sponsored the creation of one or more 401k plans.

Company Name:OVERLAND WEST, INC.
Employer identification number (EIN):870440922
NAIC Classification:532100
NAIC Description: Automotive Equipment Rental and Leasing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OVERLAND WEST, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ERIK PETERSEN
0012016-01-01ERIK PETERSEN
0012015-01-01ERIK PETERSEN
0012014-01-01ERIK PETERSEN
0012013-01-01ERIK PETERSEN
0012012-01-01ERIK PETERSEN
0012011-01-01ERIK PETERSEN
0012010-01-01ERIK PETERSEN ERIK PETERSEN2011-10-11
0012009-01-01ERIK PETERSEN ERIK PETERSEN2010-10-08

Plan Statistics for OVERLAND WEST, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for OVERLAND WEST, INC. PROFIT SHARING PLAN

Measure Date Value
2022: OVERLAND WEST, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01403
Total number of active participants reported on line 7a of the Form 55002022-01-01294
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-0187
Total of all active and inactive participants2022-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01395
Number of participants with account balances2022-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: OVERLAND WEST, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01424
Total number of active participants reported on line 7a of the Form 55002021-01-01291
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-0189
Total of all active and inactive participants2021-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01393
Number of participants with account balances2021-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: OVERLAND WEST, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01425
Total number of active participants reported on line 7a of the Form 55002020-01-01309
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0183
Total of all active and inactive participants2020-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01400
Number of participants with account balances2020-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0139
2019: OVERLAND WEST, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01373
Total number of active participants reported on line 7a of the Form 55002019-01-01340
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-0145
Total of all active and inactive participants2019-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01394
Number of participants with account balances2019-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: OVERLAND WEST, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01346
Total number of active participants reported on line 7a of the Form 55002018-01-01271
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01332
Number of participants with account balances2018-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: OVERLAND WEST, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01306
Total number of active participants reported on line 7a of the Form 55002017-01-01274
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01320
Number of participants with account balances2017-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: OVERLAND WEST, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01332
Total number of active participants reported on line 7a of the Form 55002016-01-01245
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01289
Number of participants with account balances2016-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: OVERLAND WEST, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01292
Total number of active participants reported on line 7a of the Form 55002015-01-01239
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0154
Total of all active and inactive participants2015-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01294
Number of participants with account balances2015-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: OVERLAND WEST, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01279
Total number of active participants reported on line 7a of the Form 55002014-01-01250
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01295
Number of participants with account balances2014-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: OVERLAND WEST, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01341
Total number of active participants reported on line 7a of the Form 55002013-01-01240
Number of retired or separated participants receiving benefits2013-01-0114
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01279
Number of participants with account balances2013-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: OVERLAND WEST, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01345
Total number of active participants reported on line 7a of the Form 55002012-01-01242
Number of retired or separated participants receiving benefits2012-01-0146
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01307
Number of participants with account balances2012-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: OVERLAND WEST, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01288
Total number of active participants reported on line 7a of the Form 55002011-01-01218
Number of retired or separated participants receiving benefits2011-01-0138
Number of other retired or separated participants entitled to future benefits2011-01-0187
Total of all active and inactive participants2011-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01345
Number of participants with account balances2011-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2010: OVERLAND WEST, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01290
Total number of active participants reported on line 7a of the Form 55002010-01-01251
Number of retired or separated participants receiving benefits2010-01-0114
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01275
Number of participants with account balances2010-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: OVERLAND WEST, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01315
Total number of active participants reported on line 7a of the Form 55002009-01-01239
Number of retired or separated participants receiving benefits2009-01-0119
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01266
Number of participants with account balances2009-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0115

Financial Data on OVERLAND WEST, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : OVERLAND WEST, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,406,488
Total of all expenses incurred2022-12-31$4,592,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,464,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,672,550
Value of total assets at end of year2022-12-31$35,176,206
Value of total assets at beginning of year2022-12-31$43,175,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$128,512
Total interest from all sources2022-12-31$1,774,773
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$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,069,894
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$68,296
Administrative expenses (other) incurred2022-12-31$2,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,999,395
Value of net assets at end of year (total assets less liabilities)2022-12-31$35,176,206
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,175,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$77,211
Value of interest in pooled separate accounts at end of year2022-12-31$30,481,107
Value of interest in pooled separate accounts at beginning of year2022-12-31$36,481,579
Interest earned on other investments2022-12-31$1,774,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,863,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,014,056
Net investment gain/loss from pooled separate accounts2022-12-31$-8,853,811
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$2,534,360
Employer contributions (assets) at end of year2022-12-31$1,832,001
Employer contributions (assets) at beginning of year2022-12-31$1,679,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,464,395
Contract administrator fees2022-12-31$49,141
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 : OVERLAND WEST, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$7,116,325
Total of all expenses incurred2021-12-31$1,531,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,341,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,277,747
Value of total assets at end of year2021-12-31$43,175,601
Value of total assets at beginning of year2021-12-31$37,590,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$190,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$190,209
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$936,410
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$53,623
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$5,584,809
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,175,601
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,590,792
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$36,481,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,366,440
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,014,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,034,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,838,578
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$2,287,714
Employer contributions (assets) at end of year2021-12-31$1,679,966
Employer contributions (assets) at beginning of year2021-12-31$189,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,341,307
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 : OVERLAND WEST, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$7,101,596
Total of all expenses incurred2020-12-31$647,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$459,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,712,178
Value of total assets at end of year2020-12-31$37,590,792
Value of total assets at beginning of year2020-12-31$31,136,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$187,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$187,131
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$834,449
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$110,600
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$6,454,544
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,590,792
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,136,248
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$32,366,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,126,040
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,034,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,261,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,389,418
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$767,129
Employer contributions (assets) at end of year2020-12-31$189,935
Employer contributions (assets) at beginning of year2020-12-31$748,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$459,921
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 : OVERLAND WEST, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$7,242,019
Total of all expenses incurred2019-12-31$1,853,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,804,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,147,547
Value of total assets at end of year2019-12-31$31,136,248
Value of total assets at beginning of year2019-12-31$25,748,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$49,245
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$808,271
Participant contributions at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$1,864
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,388,195
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,136,248
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,748,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,126,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,921,288
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$502,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,261,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,886,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,092,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,339,276
Employer contributions (assets) at end of year2019-12-31$748,252
Employer contributions (assets) at beginning of year2019-12-31$437,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,804,579
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EIDE BAILLY, LLLP
Accountancy firm EIN2019-12-31450250958
2018 : OVERLAND WEST, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-97,813
Total of all expenses incurred2018-12-31$489,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$484,485
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,715,566
Value of total assets at end of year2018-12-31$25,748,053
Value of total assets at beginning of year2018-12-31$26,335,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$4,791
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$721,263
Participant contributions at end of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-587,089
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,748,053
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,335,142
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$21,921,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,108,344
Value of interest in common/collective trusts at end of year2018-12-31$502,442
Value of interest in common/collective trusts at beginning of year2018-12-31$449,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,886,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,326,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,813,379
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$994,303
Employer contributions (assets) at end of year2018-12-31$437,951
Employer contributions (assets) at beginning of year2018-12-31$450,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$484,485
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 : OVERLAND WEST, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$5,072,271
Total of all expenses incurred2017-12-31$947,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$941,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,576,398
Value of total assets at end of year2017-12-31$26,335,142
Value of total assets at beginning of year2017-12-31$22,210,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$5,708
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$626,653
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$4,124,995
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,335,142
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,210,147
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$23,108,344
Value of interest in common/collective trusts at end of year2017-12-31$449,001
Value of interest in common/collective trusts at beginning of year2017-12-31$19,319,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,326,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,606,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,495,873
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
Contributions received in cash from employer2017-12-31$949,745
Employer contributions (assets) at end of year2017-12-31$450,956
Employer contributions (assets) at beginning of year2017-12-31$284,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$941,568
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 name2017-12-31EIDE BAILLY, LLP
Accountancy firm EIN2017-12-31450250958
2016 : OVERLAND WEST, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,765,649
Total of all expenses incurred2016-12-31$390,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$391,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,332,508
Value of total assets at end of year2016-12-31$22,210,147
Value of total assets at beginning of year2016-12-31$19,835,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$-994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$-994
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$577,607
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$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
Value of net income/loss2016-12-31$2,374,909
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,210,147
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,835,238
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 common/collective trusts at end of year2016-12-31$19,319,420
Value of interest in common/collective trusts at beginning of year2016-12-31$18,165,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,606,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,002,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,433,141
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
Contributions received in cash from employer2016-12-31$754,901
Employer contributions (assets) at end of year2016-12-31$284,634
Employer contributions (assets) at beginning of year2016-12-31$667,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$391,734
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 name2016-12-31EIDE BAILLY LLP
Accountancy firm EIN2016-12-31450250958
2015 : OVERLAND WEST, INC. PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,319,234
Total of all expenses incurred2015-12-31$2,410,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,406,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,710,589
Value of total assets at end of year2015-12-31$19,835,238
Value of total assets at beginning of year2015-12-31$20,926,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$3,300
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
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$576,684
Participant contributions at beginning of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,091,057
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,835,238
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,926,295
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
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$18,187,227
Value of interest in common/collective trusts at beginning of year2015-12-31$20,289,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$9,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$9,270
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$980,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-391,355
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
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$1,133,905
Employer contributions (assets) at end of year2015-12-31$667,759
Employer contributions (assets) at beginning of year2015-12-31$627,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,406,991
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31EIDE BAILLY LLP
Accountancy firm EIN2015-12-31450250958
2014 : OVERLAND WEST, INC. PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$481
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,401,442
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$768,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$765,563
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,647,672
Value of total assets at end of year2014-12-31$20,926,295
Value of total assets at beginning of year2014-12-31$19,293,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,725
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$2,725
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
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$561,591
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$481
Other income not declared elsewhere2014-12-31$54
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$1,633,154
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,926,295
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,293,141
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$0
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$20,289,328
Value of interest in common/collective trusts at beginning of year2014-12-31$18,822,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$41,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$41,083
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$753,716
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$1,086,081
Employer contributions (assets) at end of year2014-12-31$627,697
Employer contributions (assets) at beginning of year2014-12-31$429,872
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$765,563
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31JAMES & CO
Accountancy firm EIN2014-12-31870406938
2013 : OVERLAND WEST, INC. PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$481
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$48
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,749,312
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,887,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,879,802
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,388,320
Value of total assets at end of year2013-12-31$19,293,622
Value of total assets at beginning of year2013-12-31$17,431,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,474
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$7,474
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
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$502,534
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$31,450
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$481
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$48
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$4,977
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,862,036
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,293,141
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,431,105
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$0
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$18,822,667
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$41,083
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$16,489,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$16,489,496
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,360,992
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$854,336
Employer contributions (assets) at end of year2013-12-31$429,872
Employer contributions (assets) at beginning of year2013-12-31$936,680
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,879,802
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31JAMES & CO
Accountancy firm EIN2013-12-31870406938
2012 : OVERLAND WEST, INC. PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
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$48
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$839,945
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,767,104
Total loss/gain on sale of assets2012-12-31$1,288,133
Total of all expenses incurred2012-12-31$18,988,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$18,866,692
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,053,765
Value of total assets at end of year2012-12-31$17,431,153
Value of total assets at beginning of year2012-12-31$34,492,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$121,626
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$49,881
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$315,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$129,383
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$117,085
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$16,689
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$48
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$839,945
Other income not declared elsewhere2012-12-31$59,352
Administrative expenses (other) incurred2012-12-31$9,998
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$4,977
Total non interest bearing cash at beginning of year2012-12-31$983,587
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$-16,221,214
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,431,105
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$33,652,319
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
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$111,628
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,338,227
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$0
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$37,425
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$16,489,496
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,811,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,811,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$12,456
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$17,615,230
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$936,680
Employer contributions (assets) at end of year2012-12-31$936,680
Employer contributions (assets) at beginning of year2012-12-31$1,219,834
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$186,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$18,866,692
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,343,702
Contract administrator fees2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$9,163,127
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$1,288,133
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Qualified
Accountancy firm name2012-12-31JAMES & CO
Accountancy firm EIN2012-12-31870406938
2011 : OVERLAND WEST, INC. PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$294
Total unrealized appreciation/depreciation of assets2011-12-31$294
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$839,945
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,677
Total income from all sources (including contributions)2011-12-31$1,924,512
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$917,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$757,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,341,816
Value of total assets at end of year2011-12-31$34,492,264
Value of total assets at beginning of year2011-12-31$32,647,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$160,056
Total interest from all sources2011-12-31$80,279
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$444,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$211,872
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$1,219,834
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$128
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$16,689
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$91,114
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$366,932
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$839,945
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,677
Other income not declared elsewhere2011-12-31$735
Administrative expenses (other) incurred2011-12-31$12,363
Total non interest bearing cash at end of year2011-12-31$983,587
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$1,006,852
Value of net assets at end of year (total assets less liabilities)2011-12-31$33,652,319
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,645,467
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
Investment advisory and management fees2011-12-31$147,026
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,338,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,088,609
Income. Interest from US Government securities2011-12-31$34,124
Income. Interest from corporate debt instruments2011-12-31$44,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,811,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,318,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,318,732
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$17,615,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$14,437,123
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$1,852,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$56,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$121,982
Employer contributions (assets) at end of year2011-12-31$1,219,834
Employer contributions (assets) at beginning of year2011-12-31$928,184
Income. Dividends from common stock2011-12-31$233,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$757,604
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,343,702
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$741,835
Contract administrator fees2011-12-31$667
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$9,163,127
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$10,822,083
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 plan2011-12-31Qualified
Accountancy firm name2011-12-31JAMES & CO.
Accountancy firm EIN2011-12-31870406938
2010 : OVERLAND WEST, INC. PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,677
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,766,476
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,866,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,654,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,044,207
Value of total assets at end of year2010-12-31$32,647,144
Value of total assets at beginning of year2010-12-31$31,745,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$212,104
Total interest from all sources2010-12-31$55,532
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$116,023
Participant contributions at end of year2010-12-31$128
Participant contributions at beginning of year2010-12-31$146
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$91,114
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$61,476
Assets. Loans (other than to participants) at end of year2010-12-31$366,932
Assets. Loans (other than to participants) at beginning of year2010-12-31$372,340
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,677
Administrative expenses (other) incurred2010-12-31$341
Total non interest bearing cash at beginning of year2010-12-31$-4,724
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
Value of net income/loss2010-12-31$900,182
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,645,467
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$31,745,285
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 uncollectible2010-12-31Yes
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$366,932
Investment advisory and management fees2010-12-31$211,763
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,088,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,904,899
Interest earned on other investments2010-12-31$55,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,318,732
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$549,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$549,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$14,437,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$12,297,383
Asset value of US Government securities at end of year2010-12-31$1,852,404
Asset value of US Government securities at beginning of year2010-12-31$2,408,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,666,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Contributions received in cash from employer2010-12-31$928,184
Employer contributions (assets) at end of year2010-12-31$928,184
Employer contributions (assets) at beginning of year2010-12-31$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,654,190
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$741,835
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,946,510
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$10,822,083
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$11,609,241
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
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 plan2010-12-31Qualified
Accountancy firm name2010-12-31JAMES & CO.
Accountancy firm EIN2010-12-31870406938
2009 : OVERLAND WEST, INC. PROFIT SHARING 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$278,455

Form 5500 Responses for OVERLAND WEST, INC. PROFIT SHARING PLAN

2022: OVERLAND WEST, INC. PROFIT SHARING 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 - TrustYes
2021: OVERLAND WEST, INC. PROFIT SHARING 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 - TrustYes
2020: OVERLAND WEST, INC. PROFIT SHARING 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 - TrustYes
2019: OVERLAND WEST, INC. PROFIT SHARING 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 - TrustYes
2018: OVERLAND WEST, INC. PROFIT SHARING 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 - TrustYes
2017: OVERLAND WEST, INC. PROFIT SHARING 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 - TrustYes
2016: OVERLAND WEST, INC. PROFIT SHARING 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 - TrustYes
2015: OVERLAND WEST, INC. PROFIT SHARING 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 - TrustYes
2014: OVERLAND WEST, INC. PROFIT SHARING 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 - TrustYes
2013: OVERLAND WEST, INC. PROFIT SHARING 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 - TrustYes
2012: OVERLAND WEST, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: OVERLAND WEST, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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: OVERLAND WEST, INC. PROFIT SHARING 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OVERLAND WEST, INC. PROFIT SHARING 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
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 number754749-01
Policy instance 2
Insurance contract or identification number754749-01
Number of Individuals Covered309
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-83284
Policy instance 1
Insurance contract or identification numberGA-83284
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-06-30
Total amount of fees paid to insurance companyUSD $10,010
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
Amount paid for insurance broker fees7869
Additional information about fees paid to insurance brokerADMINISTRATOR FEES
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA832384
Policy instance 1
Insurance contract or identification numberGA832384
Number of Individuals Covered305
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $19,155
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees19155
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA832384
Policy instance 1
Insurance contract or identification numberGA832384
Number of Individuals Covered324
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $74,017
Total amount of fees paid to insurance companyUSD $15,089
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58,928
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA832384
Policy instance 1
Insurance contract or identification numberGA832384
Number of Individuals Covered307
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $62,677
Total amount of fees paid to insurance companyUSD $16,612
Commission paid to Insurance BrokerUSD $62,677
Insurance broker organization code?3
Amount paid for insurance broker fees13959
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA832384
Policy instance 1
Insurance contract or identification numberGA832384
Number of Individuals Covered295
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $75,610
Total amount of fees paid to insurance companyUSD $20,627
Commission paid to Insurance BrokerUSD $75,610
Insurance broker organization code?3
Amount paid for insurance broker fees10556
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA832384
Policy instance 1
Insurance contract or identification numberGA832384
Number of Individuals Covered285
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $87,514
Total amount of fees paid to insurance companyUSD $14,683
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $80,661
Insurance broker organization code?3
Amount paid for insurance broker fees14683
Insurance broker nameMERRILL LYNCH PIERCE FENNER &
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA832384
Policy instance 1
Insurance contract or identification numberGA832384
Number of Individuals Covered263
Total amount of commissions paid to insurance brokerUSD $70,641
Total amount of fees paid to insurance companyUSD $18,676
Commission paid to Insurance BrokerUSD $60,267
Insurance broker organization code?3
Amount paid for insurance broker fees8302
Insurance broker namePENSYS, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA832384
Policy instance 1
Insurance contract or identification numberGA832384
Number of Individuals Covered267
Total amount of commissions paid to insurance brokerUSD $51,900
Total amount of fees paid to insurance companyUSD $17,453
Commission paid to Insurance BrokerUSD $44,500
Insurance broker organization code?3
Amount paid for insurance broker fees9697
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker namePENSYS, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA832384
Policy instance 1
Insurance contract or identification numberGA832384
Number of Individuals Covered250
Total amount of commissions paid to insurance brokerUSD $91,955
Total amount of fees paid to insurance companyUSD $11,399
Commission paid to Insurance BrokerUSD $91,955
Insurance broker organization code?3
Amount paid for insurance broker fees6589
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameMERRILL LYNCH PIERCE FENNER SMITH
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered190
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $128,034
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 $128,034
Insurance broker organization code?3
Insurance broker nameMIKE JUDD
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered36
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,006
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered136
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $127,597
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractFLOOR
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered116
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $87,395
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?Yes
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
Other information about contractFLOOR
Commission paid to Insurance BrokerUSD $87,395
Insurance broker organization code?3
Insurance broker nameMIKE JUDD
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered36
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,946
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 $0
Amount paid for insurance broker fees1946
Additional information about fees paid to insurance brokerCONSULTING
Insurance broker organization code?3
Insurance broker nameMIKE JUDD

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