Logo

A & K EARTH MOVERS, INC. RETIREMENT PLAN 401k Plan overview

Plan NameA & K EARTH MOVERS, INC. RETIREMENT PLAN
Plan identification number 002

A & K EARTH MOVERS, INC. RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

A&K EARTH MOVERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:A&K EARTH MOVERS, INC.
Employer identification number (EIN):880097157
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A & K EARTH MOVERS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01KELLY HIATT
0022017-01-01KELLY HIATT
0022016-01-01KELLY HIATT
0022016-01-01
0022015-01-01KELLY HIATT
0022014-01-01KELLY HIATT
0022013-01-01KELLY HIATT
0022012-01-01KELLY HIATT
0022011-01-01KELLY HIATT
0022010-01-01KELLY B HIATT
0022009-01-01KELLY HIATT

Plan Statistics for A & K EARTH MOVERS, INC. RETIREMENT PLAN

401k plan membership statisitcs for A & K EARTH MOVERS, INC. RETIREMENT PLAN

Measure Date Value
2022: A & K EARTH MOVERS, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01238
Total number of active participants reported on line 7a of the Form 55002022-01-01131
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0134
Total of all active and inactive participants2022-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01166
Number of participants with account balances2022-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: A & K EARTH MOVERS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01219
Total number of active participants reported on line 7a of the Form 55002021-01-01203
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0147
Total of all active and inactive participants2021-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01250
Number of participants with account balances2021-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: A & K EARTH MOVERS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01252
Total number of active participants reported on line 7a of the Form 55002020-01-01152
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0150
Total of all active and inactive participants2020-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01202
Number of participants with account balances2020-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: A & K EARTH MOVERS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01225
Total number of active participants reported on line 7a of the Form 55002019-01-01149
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0181
Total of all active and inactive participants2019-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01230
Number of participants with account balances2019-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: A & K EARTH MOVERS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01254
Total number of active participants reported on line 7a of the Form 55002018-01-01148
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0144
Total of all active and inactive participants2018-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01192
Number of participants with account balances2018-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: A & K EARTH MOVERS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01284
Total number of active participants reported on line 7a of the Form 55002017-01-01179
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0169
Total of all active and inactive participants2017-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01248
Number of participants with account balances2017-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: A & K EARTH MOVERS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01254
Total number of active participants reported on line 7a of the Form 55002016-01-01191
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0189
Total of all active and inactive participants2016-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01280
Number of participants with account balances2016-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: A & K EARTH MOVERS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01269
Total number of active participants reported on line 7a of the Form 55002015-01-01168
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0177
Total of all active and inactive participants2015-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01245
Number of participants with account balances2015-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: A & K EARTH MOVERS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01262
Total number of active participants reported on line 7a of the Form 55002014-01-01177
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0185
Total of all active and inactive participants2014-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01262
Number of participants with account balances2014-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: A & K EARTH MOVERS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01281
Total number of active participants reported on line 7a of the Form 55002013-01-01159
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0186
Total of all active and inactive participants2013-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01245
Number of participants with account balances2013-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: A & K EARTH MOVERS, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01267
Total number of active participants reported on line 7a of the Form 55002012-01-01169
Number of other retired or separated participants entitled to future benefits2012-01-0187
Total of all active and inactive participants2012-01-01256
Total participants2012-01-01256
Number of participants with account balances2012-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: A & K EARTH MOVERS, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01227
Total number of active participants reported on line 7a of the Form 55002011-01-01229
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01267
Number of participants with account balances2011-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2010: A & K EARTH MOVERS, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01149
Total number of active participants reported on line 7a of the Form 55002010-01-01121
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0199
Total of all active and inactive participants2010-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01220
Number of participants with account balances2010-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: A & K EARTH MOVERS, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01165
Total number of active participants reported on line 7a of the Form 55002009-01-01137
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01147
Number of participants with account balances2009-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on A & K EARTH MOVERS, INC. RETIREMENT PLAN

Measure Date Value
2022 : A & K EARTH MOVERS, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-511,055
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,706,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,692,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$792,605
Value of total assets at end of year2022-12-31$6,746,365
Value of total assets at beginning of year2022-12-31$8,964,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,646
Total interest from all sources2022-12-31$9,390
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$319,349
Participant contributions at end of year2022-12-31$4,685
Participant contributions at beginning of year2022-12-31$6,324
Other income not declared elsewhere2022-12-31$6,476
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,218,040
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,746,365
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,964,405
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$14,646
Value of interest in pooled separate accounts at end of year2022-12-31$5,714,704
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,266,233
Interest earned on other investments2022-12-31$9,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,022,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,588,206
Net investment gain/loss from pooled separate accounts2022-12-31$-1,319,526
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$473,256
Employer contributions (assets) at end of year2022-12-31$4,230
Employer contributions (assets) at beginning of year2022-12-31$103,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,692,339
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 name2022-12-31D.H. SCOTT & COMPANY
Accountancy firm EIN2022-12-31680397834
2021 : A & K EARTH MOVERS, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,928,140
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,788,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,765,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,165,965
Value of total assets at end of year2021-12-31$8,964,405
Value of total assets at beginning of year2021-12-31$8,825,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,382
Total interest from all sources2021-12-31$11,540
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$7,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$311,529
Participant contributions at end of year2021-12-31$6,324
Participant contributions at beginning of year2021-12-31$4,334
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other income not declared elsewhere2021-12-31$10,841
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$139,204
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,964,405
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,825,201
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
Investment advisory and management fees2021-12-31$7,862
Value of interest in pooled separate accounts at end of year2021-12-31$7,266,233
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,434,939
Interest earned on other investments2021-12-31$11,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,588,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,282,939
Net investment gain/loss from pooled separate accounts2021-12-31$739,794
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$854,436
Employer contributions (assets) at end of year2021-12-31$103,642
Employer contributions (assets) at beginning of year2021-12-31$102,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,765,554
Contract administrator fees2021-12-31$8,520
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 name2021-12-31D.H. SCOTT & COMPANY
Accountancy firm EIN2021-12-31680397834
2020 : A & K EARTH MOVERS, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,283,917
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$617,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$598,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,161,422
Value of total assets at end of year2020-12-31$8,825,201
Value of total assets at beginning of year2020-12-31$7,159,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,847
Total interest from all sources2020-12-31$9,233
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$290,070
Participant contributions at end of year2020-12-31$4,334
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other income not declared elsewhere2020-12-31$5,622
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,666,197
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,825,201
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,159,004
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
Investment advisory and management fees2020-12-31$10,307
Value of interest in pooled separate accounts at end of year2020-12-31$7,434,939
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,123,273
Interest earned on other investments2020-12-31$9,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,282,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$945,356
Net investment gain/loss from pooled separate accounts2020-12-31$1,107,640
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$871,352
Employer contributions (assets) at end of year2020-12-31$102,989
Employer contributions (assets) at beginning of year2020-12-31$90,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$598,873
Contract administrator fees2020-12-31$8,540
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 name2020-12-31D.H. SCOTT & COMPANY
Accountancy firm EIN2020-12-31680397834
2019 : A & K EARTH MOVERS, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,959,396
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,026,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,000,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$931,165
Value of total assets at end of year2019-12-31$7,159,004
Value of total assets at beginning of year2019-12-31$6,226,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,246
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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$18,880
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$287,558
Participant contributions at beginning of year2019-12-31$3,353
Participant contributions at beginning of year2019-12-31$5,100
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$61,669
Other income not declared elsewhere2019-12-31$6,271
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$932,799
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,159,004
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,226,205
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
Investment advisory and management fees2019-12-31$7,366
Value of interest in pooled separate accounts at end of year2019-12-31$6,123,273
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,281,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$945,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$833,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,021,960
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$581,938
Employer contributions (assets) at end of year2019-12-31$90,375
Employer contributions (assets) at beginning of year2019-12-31$102,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,000,351
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 name2019-12-31D.H. SCOTT & COMPANY
Accountancy firm EIN2019-12-31680397834
2018 : A & K EARTH MOVERS, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$615,637
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$712,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$693,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$775,741
Value of total assets at end of year2018-12-31$6,226,205
Value of total assets at beginning of year2018-12-31$6,323,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,736
Total interest from all sources2018-12-31$363
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$8,150
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$273,682
Participant contributions at end of year2018-12-31$3,353
Participant contributions at beginning of year2018-12-31$13,602
Participant contributions at end of year2018-12-31$5,100
Participant contributions at beginning of year2018-12-31$3,268
Other income not declared elsewhere2018-12-31$6,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-97,013
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,226,205
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,323,218
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
Investment advisory and management fees2018-12-31$10,586
Value of interest in pooled separate accounts at end of year2018-12-31$5,281,451
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,391,818
Interest on participant loans2018-12-31$363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$833,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$830,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-167,127
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$502,059
Employer contributions (assets) at end of year2018-12-31$102,543
Employer contributions (assets) at beginning of year2018-12-31$83,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$693,914
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : A & K EARTH MOVERS, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,757,752
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$908,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$894,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,085,189
Value of total assets at end of year2017-12-31$6,323,218
Value of total assets at beginning of year2017-12-31$5,473,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,302
Total interest from all sources2017-12-31$799
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$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$216,684
Participant contributions at end of year2017-12-31$13,602
Participant contributions at beginning of year2017-12-31$33,810
Participant contributions at end of year2017-12-31$3,268
Participant contributions at beginning of year2017-12-31$5,116
Other income not declared elsewhere2017-12-31$5,300
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$849,528
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,323,218
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,473,690
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
Investment advisory and management fees2017-12-31$13,302
Value of interest in pooled separate accounts at end of year2017-12-31$5,391,818
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,633,932
Interest on participant loans2017-12-31$799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$830,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$730,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$666,464
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$868,505
Employer contributions (assets) at end of year2017-12-31$83,818
Employer contributions (assets) at beginning of year2017-12-31$70,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$894,922
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : A & K EARTH MOVERS, INC. RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$107
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$979,898
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$887,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$878,362
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$649,918
Value of total assets at end of year2016-12-31$5,473,690
Value of total assets at beginning of year2016-12-31$5,381,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,447
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$1,845
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$201,039
Participant contributions at end of year2016-12-31$33,810
Participant contributions at beginning of year2016-12-31$58,441
Participant contributions at end of year2016-12-31$5,116
Participant contributions at beginning of year2016-12-31$2,273
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$107
Other income not declared elsewhere2016-12-31$4,705
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$92,089
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,473,690
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,381,601
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
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,633,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,592,092
Interest on participant loans2016-12-31$1,845
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$730,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$664,872
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$323,430
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$448,879
Employer contributions (assets) at end of year2016-12-31$70,743
Employer contributions (assets) at beginning of year2016-12-31$64,030
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$878,362
Contract administrator fees2016-12-31$9,447
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : A & K EARTH MOVERS, INC. RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$107
Total income from all sources (including contributions)2015-12-31$960,386
Total of all expenses incurred2015-12-31$1,547,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,512,960
Expenses. Certain deemed distributions of participant loans2015-12-31$25,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$951,058
Value of total assets at end of year2015-12-31$5,381,708
Value of total assets at beginning of year2015-12-31$5,968,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,769
Total interest from all sources2015-12-31$3,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$186,122
Participant contributions at end of year2015-12-31$58,441
Participant contributions at beginning of year2015-12-31$172,336
Participant contributions at end of year2015-12-31$2,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$107
Other income not declared elsewhere2015-12-31$15,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-587,045
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,381,601
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,968,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,241,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,796,310
Interest on participant loans2015-12-31$3,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$15,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$764,936
Employer contributions (assets) at end of year2015-12-31$64,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,512,960
Contract administrator fees2015-12-31$8,769
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GALLINA, LLP
Accountancy firm EIN2015-12-31942147510
2014 : A & K EARTH MOVERS, INC. RETIREMENT PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,503
Total income from all sources (including contributions)2014-12-31$1,034,316
Total of all expenses incurred2014-12-31$1,401,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,392,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$729,256
Value of total assets at end of year2014-12-31$5,968,646
Value of total assets at beginning of year2014-12-31$6,337,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,893
Total interest from all sources2014-12-31$8,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$206,845
Participant contributions at end of year2014-12-31$172,336
Participant contributions at beginning of year2014-12-31$400,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-367,626
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,968,646
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,336,272
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
Investment advisory and management fees2014-12-31$9,893
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,796,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,937,093
Interest on participant loans2014-12-31$8,919
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$296,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$522,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,392,049
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GALLINA, LLP
Accountancy firm EIN2014-12-31942147510
2013 : A & K EARTH MOVERS, INC. RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,503
Total income from all sources (including contributions)2013-12-31$2,021,022
Total of all expenses incurred2013-12-31$1,113,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,095,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,253,616
Value of total assets at end of year2013-12-31$6,337,775
Value of total assets at beginning of year2013-12-31$5,428,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,706
Total interest from all sources2013-12-31$11,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$221,413
Participant contributions at end of year2013-12-31$400,682
Participant contributions at beginning of year2013-12-31$261,569
Participant contributions at beginning of year2013-12-31$3,544
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$907,304
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,336,272
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,428,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,937,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,014,819
Income. Interest from loans (other than to participants)2013-12-31$9,332
Value of interest in common/collective trusts at beginning of year2013-12-31$149,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$756,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,032,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,095,012
Contract administrator fees2013-12-31$18,706
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GALLINA, LLP
Accountancy firm EIN2013-12-31942147510
2012 : A & K EARTH MOVERS, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,355,049
Total of all expenses incurred2012-12-31$527,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$520,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$867,583
Value of total assets at end of year2012-12-31$5,428,968
Value of total assets at beginning of year2012-12-31$4,601,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,342
Total interest from all sources2012-12-31$14,014
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$66,428
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$66,428
Administrative expenses professional fees incurred2012-12-31$7,342
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 period2012-12-31Yes
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$226,810
Participant contributions at end of year2012-12-31$261,569
Participant contributions at beginning of year2012-12-31$344,313
Participant contributions at end of year2012-12-31$3,544
Participant contributions at beginning of year2012-12-31$14,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$827,609
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,428,968
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,601,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,014,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,830,899
Interest on participant loans2012-12-31$14,014
Value of interest in common/collective trusts at end of year2012-12-31$149,036
Value of interest in common/collective trusts at beginning of year2012-12-31$391,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$407,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$640,773
Employer contributions (assets) at beginning of year2012-12-31$19,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$520,098
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GALLINA, LLP
Accountancy firm EIN2012-12-31942147510
2011 : A & K EARTH MOVERS, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$804,286
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,226,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,209,631
Expenses. Certain deemed distributions of participant loans2011-12-31$9,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$866,220
Value of total assets at end of year2011-12-31$4,601,359
Value of total assets at beginning of year2011-12-31$5,023,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,676
Total interest from all sources2011-12-31$17,452
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$88,862
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$88,862
Administrative expenses professional fees incurred2011-12-31$7,676
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$201,038
Participant contributions at end of year2011-12-31$344,313
Participant contributions at beginning of year2011-12-31$382,706
Participant contributions at end of year2011-12-31$14,992
Participant contributions at beginning of year2011-12-31$9,981
Other income not declared elsewhere2011-12-31$-3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-422,262
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,601,359
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,023,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,830,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,205,635
Interest on participant loans2011-12-31$17,452
Value of interest in common/collective trusts at end of year2011-12-31$391,804
Value of interest in common/collective trusts at beginning of year2011-12-31$381,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-175,010
Net investment gain or loss from common/collective trusts2011-12-31$6,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$665,182
Employer contributions (assets) at end of year2011-12-31$19,351
Employer contributions (assets) at beginning of year2011-12-31$43,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,209,631
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GALLINA, LLP
Accountancy firm EIN2011-12-31942147510
2010 : A & K EARTH MOVERS, INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$384,719
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,222,021
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,272,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,266,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$851,295
Value of total assets at end of year2010-12-31$5,023,621
Value of total assets at beginning of year2010-12-31$4,689,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,013
Total interest from all sources2010-12-31$23,670
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$185,757
Participant contributions at end of year2010-12-31$382,706
Participant contributions at end of year2010-12-31$9,981
Participant contributions at beginning of year2010-12-31$10,174
Assets. Loans (other than to participants) at beginning of year2010-12-31$381,890
Administrative expenses (other) incurred2010-12-31$6,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-50,140
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,023,621
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,689,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,205,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,552,121
Interest on participant loans2010-12-31$23,670
Value of interest in common/collective trusts at end of year2010-12-31$381,594
Value of interest in common/collective trusts at beginning of year2010-12-31$733,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$333,275
Net investment gain or loss from common/collective trusts2010-12-31$13,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$665,538
Employer contributions (assets) at end of year2010-12-31$43,705
Employer contributions (assets) at beginning of year2010-12-31$11,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,266,148
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BROWN FINK BOYCE & ASTLE LLP
Accountancy firm EIN2010-12-31680000424

Form 5500 Responses for A & K EARTH MOVERS, INC. RETIREMENT PLAN

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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803624-000
Policy instance 1
Insurance contract or identification number803624-000
Number of Individuals Covered140
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $18,492
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,492
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803624-000
Policy instance 1
Insurance contract or identification number803624-000
Number of Individuals Covered184
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $21,855
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,855
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803624-000
Policy instance 1
Insurance contract or identification number803624-000
Number of Individuals Covered189
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $18,906
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,906
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803624-000
Policy instance 1
Insurance contract or identification number803624-000
Number of Individuals Covered218
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $17,306
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,306
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803624-000
Policy instance 1
Insurance contract or identification number803624-000
Number of Individuals Covered176
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,929
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,929
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803624-000
Policy instance 1
Insurance contract or identification number803624-000
Number of Individuals Covered205
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $14,251
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,251
Insurance broker organization code?3
Insurance broker nameFSC AGENCY, INC.

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1