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OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan NameOLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN
Plan identification number 001

OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OLSSON INDUSTRIAL ELECTRIC, INC. has sponsored the creation of one or more 401k plans.

Company Name:OLSSON INDUSTRIAL ELECTRIC, INC.
Employer identification number (EIN):930826848
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Additional information about OLSSON INDUSTRIAL ELECTRIC, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1982-08-11
Company Identification Number: 16250714
Legal Registered Office Address: 780 COMMERCIAL ST SE STE 100

SALEM
United States of America (USA)
97301

More information about OLSSON INDUSTRIAL ELECTRIC, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DUSTIN STAPLETON2024-10-11
0012022-01-01DUSTIN STAPLETON2023-10-05
0012021-01-01ERIC OLSSON2022-10-12
0012020-01-01ERIC OLSSON2021-10-05
0012019-01-01ERIC OLSSON2020-10-13
0012018-01-01ERIC OLSSON2019-10-11
0012017-04-01
0012016-04-01
0012016-01-01
0012015-01-01
0012014-01-01ERIC OLSSON
0012013-01-01ERIC OLSSON2014-06-19
0012012-01-01ERIC OLSSON2015-11-03
0012011-01-01ERIC E. OLSSON2012-06-15
0012010-01-01PENSION PLANNERS NORTHWEST2011-05-23

Plan Statistics for OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2023: OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01407
Total number of active participants reported on line 7a of the Form 55002023-01-01340
Number of retired or separated participants receiving benefits2023-01-0112
Number of other retired or separated participants entitled to future benefits2023-01-0173
Total of all active and inactive participants2023-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01425
Number of participants with account balances2023-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-018
2022: OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01387
Total number of active participants reported on line 7a of the Form 55002022-01-01314
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-0178
Total of all active and inactive participants2022-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01403
Number of participants with account balances2022-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01365
Total number of active participants reported on line 7a of the Form 55002021-01-01301
Number of retired or separated participants receiving benefits2021-01-0122
Number of other retired or separated participants entitled to future benefits2021-01-0174
Total of all active and inactive participants2021-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01397
Number of participants with account balances2021-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01395
Total number of active participants reported on line 7a of the Form 55002020-01-01302
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01364
Number of participants with account balances2020-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01283
Total number of active participants reported on line 7a of the Form 55002019-01-01302
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01335
Number of participants with account balances2019-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01186
Total number of active participants reported on line 7a of the Form 55002018-01-01179
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01206
Number of participants with account balances2018-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01189
Total number of active participants reported on line 7a of the Form 55002017-04-01152
Number of retired or separated participants receiving benefits2017-04-018
Number of other retired or separated participants entitled to future benefits2017-04-0124
Total of all active and inactive participants2017-04-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-01184
Number of participants with account balances2017-04-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-015
2016: OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01177
Total number of active participants reported on line 7a of the Form 55002016-04-01160
Number of retired or separated participants receiving benefits2016-04-017
Number of other retired or separated participants entitled to future benefits2016-04-0120
Total of all active and inactive participants2016-04-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-01187
Number of participants with account balances2016-04-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-015
Total participants, beginning-of-year2016-01-01144
Total number of active participants reported on line 7a of the Form 55002016-01-01117
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01142
Number of participants with account balances2016-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01130
Total number of active participants reported on line 7a of the Form 55002015-01-01108
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01133
Number of participants with account balances2015-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01130
Total number of active participants reported on line 7a of the Form 55002014-01-01101
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01123
Number of participants with account balances2014-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015

Financial Data on OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2023 : OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$212
Total income from all sources (including contributions)2023-12-31$12,461,755
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,959,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,825,830
Value of total corrective distributions2023-12-31$6,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,383,610
Value of total assets at end of year2023-12-31$42,172,790
Value of total assets at beginning of year2023-12-31$33,670,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$127,042
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,670,013
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$315,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$212
Administrative expenses (other) incurred2023-12-31$8,550
Total non interest bearing cash at end of year2023-12-31$14,208
Total non interest bearing cash at beginning of year2023-12-31$34,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$8,502,005
Value of net assets at end of year (total assets less liabilities)2023-12-31$42,172,790
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$33,670,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$69,306
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$39,136,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$31,533,724
Net investment gain/loss from pooled separate accounts2023-12-31$5,078,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$4,398,344
Employer contributions (assets) at end of year2023-12-31$3,021,621
Employer contributions (assets) at beginning of year2023-12-31$2,102,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,825,830
Contract administrator fees2023-12-31$49,186
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BVAL CPAS & ADVISORS, LLP
Accountancy firm EIN2023-12-31452635340
2022 : OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) 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$212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$8
Total income from all sources (including contributions)2022-12-31$549,686
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,077,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,954,640
Value of total corrective distributions2022-12-31$1,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,730,237
Value of total assets at end of year2022-12-31$33,670,997
Value of total assets at beginning of year2022-12-31$35,198,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$121,594
Total interest from all sources2022-12-31$0
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
Administrative expenses professional fees incurred2022-12-31$8,250
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$2,409,699
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$19
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$937
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$8
Total non interest bearing cash at end of year2022-12-31$34,330
Total non interest bearing cash at beginning of year2022-12-31$1,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,527,892
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,670,785
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$35,198,677
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$66,649
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$31,533,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$33,613,299
Net investment gain/loss from pooled separate accounts2022-12-31$-5,180,551
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,320,519
Employer contributions (assets) at end of year2022-12-31$2,102,943
Employer contributions (assets) at beginning of year2022-12-31$1,582,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,954,640
Contract administrator fees2022-12-31$46,695
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 name2022-12-31BVAL CPAS & ADVISORS, LLP
Accountancy firm EIN2022-12-31452635340
2021 : OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) 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$8
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,914
Total income from all sources (including contributions)2021-12-31$8,741,192
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,717,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,586,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,201,911
Value of total assets at end of year2021-12-31$35,198,685
Value of total assets at beginning of year2021-12-31$29,179,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$131,204
Total interest from all sources2021-12-31$0
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$5,850
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$2,197,065
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$8
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$310,642
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$937
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$8
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$4,914
Total non interest bearing cash at end of year2021-12-31$1,827
Total non interest bearing cash at beginning of year2021-12-31$6,906
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$6,023,610
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,198,677
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,175,067
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$125,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$33,613,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,066,672
Net investment gain/loss from pooled separate accounts2021-12-31$3,539,281
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$2,694,204
Employer contributions (assets) at end of year2021-12-31$1,582,622
Employer contributions (assets) at beginning of year2021-12-31$106,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,586,378
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 name2021-12-31BVAL CPAS & ADVISORS, LLP
Accountancy firm EIN2021-12-31452635340
2020 : OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) 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$4,914
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1
Total income from all sources (including contributions)2020-12-31$7,076,362
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,008,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,892,245
Value of total corrective distributions2020-12-31$3,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,230,021
Value of total assets at end of year2020-12-31$29,179,981
Value of total assets at beginning of year2020-12-31$24,107,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$113,249
Total interest from all sources2020-12-31$0
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
Administrative expenses professional fees incurred2020-12-31$7,464
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$2,072,130
Participant contributions at end of year2020-12-31$8
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$45,241
Liabilities. Value of operating payables at end of year2020-12-31$4,914
Liabilities. Value of operating payables at beginning of year2020-12-31$1
Total non interest bearing cash at end of year2020-12-31$6,906
Total non interest bearing cash at beginning of year2020-12-31$9,818
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$5,067,832
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,175,067
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,107,235
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$105,785
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,066,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,091,897
Net investment gain/loss from pooled separate accounts2020-12-31$3,846,341
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,112,650
Employer contributions (assets) at end of year2020-12-31$106,395
Employer contributions (assets) at beginning of year2020-12-31$1,005,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,892,245
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 name2020-12-31BVAL CPAS & ADVISORS, LLP
Accountancy firm EIN2020-12-31452635340
2019 : OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10
Total income from all sources (including contributions)2019-12-31$6,676,465
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$902,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$833,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$833,592
Value of total corrective distributions2019-12-31$2,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,054,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,054,316
Value of total assets at end of year2019-12-31$24,107,236
Value of total assets at end of year2019-12-31$24,107,236
Value of total assets at beginning of year2019-12-31$18,333,268
Value of total assets at beginning of year2019-12-31$18,333,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$66,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$66,421
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$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
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$1,950
Administrative expenses professional fees incurred2019-12-31$1,950
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,735,445
Contributions received from participants2019-12-31$1,735,445
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$88,072
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$88,072
Other income not declared elsewhere2019-12-31$45,697
Liabilities. Value of operating payables at end of year2019-12-31$1
Liabilities. Value of operating payables at end of year2019-12-31$1
Liabilities. Value of operating payables at beginning of year2019-12-31$10
Liabilities. Value of operating payables at beginning of year2019-12-31$10
Total non interest bearing cash at end of year2019-12-31$9,818
Total non interest bearing cash at end of year2019-12-31$9,818
Total non interest bearing cash at beginning of year2019-12-31$6,688
Total non interest bearing cash at beginning of year2019-12-31$6,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,773,977
Value of net income/loss2019-12-31$5,773,977
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,107,235
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,107,235
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,333,258
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,333,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$64,471
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,091,897
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,091,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,426,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,426,643
Net investment gain/loss from pooled separate accounts2019-12-31$3,576,452
Net investment gain/loss from pooled separate accounts2019-12-31$3,576,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,230,799
Contributions received in cash from employer2019-12-31$1,230,799
Employer contributions (assets) at end of year2019-12-31$1,005,521
Employer contributions (assets) at end of year2019-12-31$1,005,521
Employer contributions (assets) at beginning of year2019-12-31$899,937
Employer contributions (assets) at beginning of year2019-12-31$899,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$833,592
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BVAL CPAS & ADVISORS, LLP
Accountancy firm name2019-12-31BVAL CPAS & ADVISORS, LLP
Accountancy firm EIN2019-12-31452635340
Accountancy firm EIN2019-12-31452635340
2018 : OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10
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$865,058
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,288,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,239,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,004,261
Value of total assets at end of year2018-12-31$18,333,268
Value of total assets at beginning of year2018-12-31$18,756,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,125
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$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$1,054,800
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$49,524
Other income not declared elsewhere2018-12-31$62,593
Liabilities. Value of operating payables at end of year2018-12-31$10
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$6,688
Total non interest bearing cash at beginning of year2018-12-31$4,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-423,271
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,333,258
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,756,529
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$49,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,426,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,827,432
Net investment gain/loss from pooled separate accounts2018-12-31$-1,201,796
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$899,937
Employer contributions (assets) at end of year2018-12-31$899,937
Employer contributions (assets) at beginning of year2018-12-31$925,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,239,204
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 name2018-12-31BESEMANN VALENTINE LLP
Accountancy firm EIN2018-12-31452635340
2017 : OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$3,197,311
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$591,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$558,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,636,459
Value of total assets at end of year2017-12-31$18,756,529
Value of total assets at beginning of year2017-12-31$16,150,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,958
Total interest from all sources2017-12-31$0
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$667,864
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$43,595
Other income not declared elsewhere2017-12-31$29,287
Total non interest bearing cash at end of year2017-12-31$4,097
Total non interest bearing cash at beginning of year2017-12-31$10,918
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$2,606,137
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,756,529
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,150,392
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$32,958
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,827,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,039,474
Net investment gain/loss from pooled separate accounts2017-12-31$1,531,565
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$925,000
Employer contributions (assets) at end of year2017-12-31$925,000
Employer contributions (assets) at beginning of year2017-12-31$1,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$558,216
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 name2017-12-31BESEMANN VALENTINE LLP
Accountancy firm EIN2017-12-31452635340
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$450
Total income from all sources (including contributions)2017-03-31$3,313,672
Total loss/gain on sale of assets2017-03-31$-66,632
Total of all expenses incurred2017-03-31$299,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$238,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$2,059,960
Value of total assets at end of year2017-03-31$16,150,392
Value of total assets at beginning of year2017-03-31$13,137,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$60,911
Total interest from all sources2017-03-31$2,300
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$18,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$959,960
Participant contributions at end of year2017-03-31$0
Participant contributions at beginning of year2017-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$2,020
Other income not declared elsewhere2017-03-31$6,448
Liabilities. Value of operating payables at end of year2017-03-31$0
Liabilities. Value of operating payables at beginning of year2017-03-31$450
Total non interest bearing cash at end of year2017-03-31$10,918
Total non interest bearing cash at beginning of year2017-03-31$872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$3,013,842
Value of net assets at end of year (total assets less liabilities)2017-03-31$16,150,392
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$13,136,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$60,911
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$15,039,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$11,325,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$696,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$696,629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$2,300
Asset value of US Government securities at end of year2017-03-31$0
Asset value of US Government securities at beginning of year2017-03-31$162,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$583,485
Net investment gain/loss from pooled separate accounts2017-03-31$709,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31Yes
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$1,100,000
Employer contributions (assets) at end of year2017-03-31$1,100,000
Employer contributions (assets) at beginning of year2017-03-31$900,000
Income. Dividends from preferred stock2017-03-31$18,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$238,919
Asset. Corporate debt instrument debt (other) at end of year2017-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-03-31$49,615
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$2,814,119
Aggregate carrying amount (costs) on sale of assets2017-03-31$2,880,751
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31BESEMANN VALENTINE LLP
Accountancy firm EIN2017-03-31452635340
2016 : OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$3,422
Total unrealized appreciation/depreciation of assets2016-03-31$3,422
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$450
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total income from all sources (including contributions)2016-03-31$191,116
Total loss/gain on sale of assets2016-03-31$-43
Total of all expenses incurred2016-03-31$47,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$26,710
Value of total corrective distributions2016-03-31$7,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$183,837
Value of total assets at end of year2016-03-31$13,137,000
Value of total assets at beginning of year2016-03-31$12,993,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$13,787
Total interest from all sources2016-03-31$1,528
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$32,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$32,239
Administrative expenses professional fees incurred2016-03-31$1,500
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$181,962
Participant contributions at end of year2016-03-31$0
Participant contributions at beginning of year2016-03-31$-1,875
Income. Received or receivable in cash from other sources (including rollovers)2016-03-31$1,875
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$2,020
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$2,566
Other income not declared elsewhere2016-03-31$79
Liabilities. Value of operating payables at end of year2016-03-31$450
Liabilities. Value of operating payables at beginning of year2016-03-31$0
Total non interest bearing cash at end of year2016-03-31$872
Total non interest bearing cash at beginning of year2016-03-31$1,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$143,217
Value of net assets at end of year (total assets less liabilities)2016-03-31$13,136,550
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$12,993,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$12,287
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$11,325,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$11,352,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$696,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$521,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$521,470
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$1,528
Asset value of US Government securities at end of year2016-03-31$162,511
Asset value of US Government securities at beginning of year2016-03-31$150,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-52,529
Net investment gain/loss from pooled separate accounts2016-03-31$22,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$0
Employer contributions (assets) at end of year2016-03-31$900,000
Employer contributions (assets) at beginning of year2016-03-31$900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$26,710
Asset. Corporate debt instrument debt (other) at end of year2016-03-31$49,615
Asset. Corporate debt instrument debt (other) at beginning of year2016-03-31$66,029
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$17,000
Aggregate carrying amount (costs) on sale of assets2016-03-31$17,043
2015 : OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-3,352
Total unrealized appreciation/depreciation of assets2015-12-31$-3,352
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
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$1,099,262
Total loss/gain on sale of assets2015-12-31$-437
Total of all expenses incurred2015-12-31$799,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$743,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,544,660
Value of total assets at end of year2015-12-31$12,993,333
Value of total assets at beginning of year2015-12-31$12,693,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$56,737
Total interest from all sources2015-12-31$6,400
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$307,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$307,508
Administrative expenses professional fees incurred2015-12-31$300
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$644,060
Participant contributions at end of year2015-12-31$-1,875
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$600
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,566
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,353
Total non interest bearing cash at end of year2015-12-31$1,234
Total non interest bearing cash at beginning of year2015-12-31$755
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$299,386
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,993,333
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,693,947
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
Investment advisory and management fees2015-12-31$56,437
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,352,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,434,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$521,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$41,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$41,972
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6,400
Asset value of US Government securities at end of year2015-12-31$150,957
Asset value of US Government securities at beginning of year2015-12-31$163,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-679,244
Net investment gain/loss from pooled separate accounts2015-12-31$-76,273
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$900,000
Employer contributions (assets) at end of year2015-12-31$900,000
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$743,139
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$66,029
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$50,803
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
Aggregate proceeds on sale of assets2015-12-31$57,033
Aggregate carrying amount (costs) on sale of assets2015-12-31$57,470
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 name2015-12-31BESEMANN VALENTINE LLP
Accountancy firm EIN2015-12-31452635340
2014 : OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,209
Total unrealized appreciation/depreciation of assets2014-12-31$2,209
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$0
Total income from all sources (including contributions)2014-12-31$968,689
Total loss/gain on sale of assets2014-12-31$7,464
Total of all expenses incurred2014-12-31$963,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$909,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$579,804
Value of total assets at end of year2014-12-31$12,693,947
Value of total assets at beginning of year2014-12-31$12,689,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$54,455
Total interest from all sources2014-12-31$7,142
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$381,412
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$381,412
Administrative expenses professional fees incurred2014-12-31$450
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$565,297
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$26
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,507
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,353
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,412
Other income not declared elsewhere2014-12-31$26
Total non interest bearing cash at end of year2014-12-31$755
Total non interest bearing cash at beginning of year2014-12-31$231,803
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$4,768
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,693,947
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,689,179
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$48,962
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,434,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,327,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$41,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$183,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$183,082
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$7,142
Asset value of US Government securities at end of year2014-12-31$163,239
Asset value of US Government securities at beginning of year2014-12-31$149,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-181,740
Net investment gain/loss from pooled separate accounts2014-12-31$172,372
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
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$650,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$909,466
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$50,803
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$49,071
Contract administrator fees2014-12-31$5,043
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$96,380
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$141,786
Aggregate carrying amount (costs) on sale of assets2014-12-31$134,322
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 name2014-12-31BESEMANN VALENTINE LLP
Accountancy firm EIN2014-12-31452635340

Form 5500 Responses for OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN

2023: OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98606
Policy instance 1
Insurance contract or identification number98606
Number of Individuals Covered420
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $25,646
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98606
Policy instance 1
Insurance contract or identification number98606
Number of Individuals Covered384
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $23,495
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees23495
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98606
Policy instance 1
Insurance contract or identification number98606
Number of Individuals Covered347
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $26,213
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees26213
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98606
Policy instance 1
Insurance contract or identification number98606
Number of Individuals Covered323
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,510
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14510
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98606
Policy instance 1
Insurance contract or identification number98606
Number of Individuals Covered292
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,926
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11926
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98606
Policy instance 1
Insurance contract or identification number98606
Number of Individuals Covered224
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $25,442
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees25442
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98606
Policy instance 1
Insurance contract or identification number98606
Number of Individuals Covered169
Insurance policy start date2017-04-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,230
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8230
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker organization code?5
Insurance broker namePENSION PLANNERS NORTHWEST
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98606
Policy instance 1
Insurance contract or identification number98606
Number of Individuals Covered125
Insurance policy start date2016-01-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $4,143
Total amount of fees paid to insurance companyUSD $1,603
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,143
Insurance broker organization code?7
Amount paid for insurance broker fees1603
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker namePENSION PLANNERS NORTHWEST
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98606
Policy instance 1
Insurance contract or identification number98606
Number of Individuals Covered110
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $16,382
Total amount of fees paid to insurance companyUSD $2,208
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,382
Insurance broker organization code?7
Amount paid for insurance broker fees2208
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker namePENSION PLANNERS NORTHWEST
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98606
Policy instance 1
Insurance contract or identification number98606
Number of Individuals Covered104
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,185
Total amount of fees paid to insurance companyUSD $2,466
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,650
Insurance broker organization code?7
Amount paid for insurance broker fees2466
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker namePENSION PLANNERS NORTHWEST

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