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GARTON TRACTOR, INC. 401K PLAN 401k Plan overview

Plan NameGARTON TRACTOR, INC. 401K PLAN
Plan identification number 001

GARTON TRACTOR, INC. 401K PLAN Benefits

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

401k Sponsoring company profile

GARTON TRACTOR, INC. has sponsored the creation of one or more 401k plans.

Company Name:GARTON TRACTOR, INC.
Employer identification number (EIN):941728676
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARTON TRACTOR, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01WILLIAM GARTON2023-10-09 WILLIAM GARTON2023-10-09
0012021-01-01WILLIAM L. GARTON2022-10-04 WILLIAM L. GARTON2022-10-04
0012020-01-01WILLIAM GARTON2021-10-12 WILLIAM GARTON2021-10-12
0012019-01-01WILLIAM L. GARTON2020-09-28 WILLIAM L. GARTON2020-09-28
0012018-01-01WILLIAM L GARTON2019-10-01 WILLIAM L GARTON2019-10-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01MARTHA TALAMANTES
0012012-01-01MARTHA TALAMANTES
0012011-01-01JOHN M SIMOME JOHN M SIMONE2012-07-27
0012009-01-01JOHN SIMONE JOHN SIMONE2010-10-07

Plan Statistics for GARTON TRACTOR, INC. 401K PLAN

401k plan membership statisitcs for GARTON TRACTOR, INC. 401K PLAN

Measure Date Value
2022: GARTON TRACTOR, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01334
Total number of active participants reported on line 7a of the Form 55002022-01-01229
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0183
Total of all active and inactive participants2022-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01312
Number of participants with account balances2022-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: GARTON TRACTOR, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01320
Total number of active participants reported on line 7a of the Form 55002021-01-01221
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0195
Total of all active and inactive participants2021-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01316
Number of participants with account balances2021-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: GARTON TRACTOR, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01309
Total number of active participants reported on line 7a of the Form 55002020-01-01230
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0180
Total of all active and inactive participants2020-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01310
Number of participants with account balances2020-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: GARTON TRACTOR, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01290
Total number of active participants reported on line 7a of the Form 55002019-01-01215
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01288
Number of participants with account balances2019-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: GARTON TRACTOR, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01280
Total number of active participants reported on line 7a of the Form 55002018-01-01223
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0159
Total of all active and inactive participants2018-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01282
Number of participants with account balances2018-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: GARTON TRACTOR, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01273
Total number of active participants reported on line 7a of the Form 55002017-01-01210
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0156
Total of all active and inactive participants2017-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01266
Number of participants with account balances2017-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: GARTON TRACTOR, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01260
Total number of active participants reported on line 7a of the Form 55002016-01-01203
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0152
Total of all active and inactive participants2016-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01255
Number of participants with account balances2016-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: GARTON TRACTOR, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01253
Total number of active participants reported on line 7a of the Form 55002015-01-01189
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01241
Number of participants with account balances2015-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: GARTON TRACTOR, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01203
Total number of active participants reported on line 7a of the Form 55002014-01-01178
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0157
Total of all active and inactive participants2014-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01235
Number of participants with account balances2014-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: GARTON TRACTOR, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01201
Total number of active participants reported on line 7a of the Form 55002013-01-01157
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0151
Total of all active and inactive participants2013-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01208
Number of participants with account balances2013-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: GARTON TRACTOR, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01198
Total number of active participants reported on line 7a of the Form 55002012-01-01153
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-01201
Total participants2012-01-01201
Number of participants with account balances2012-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GARTON TRACTOR, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01191
Total number of active participants reported on line 7a of the Form 55002011-01-01155
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01198
Number of participants with account balances2011-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: GARTON TRACTOR, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01187
Total number of active participants reported on line 7a of the Form 55002009-01-01136
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0152
Total of all active and inactive participants2009-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01188
Number of participants with account balances2009-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GARTON TRACTOR, INC. 401K PLAN

Measure Date Value
2022 : GARTON TRACTOR, INC. 401K PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,584,554
Total loss/gain on sale of assets2022-12-31$-3,401,701
Total of all expenses incurred2022-12-31$2,633,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,525,558
Expenses. Certain deemed distributions of participant loans2022-12-31$13,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,796,897
Value of total assets at end of year2022-12-31$18,952,578
Value of total assets at beginning of year2022-12-31$23,170,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$94,139
Total interest from all sources2022-12-31$20,250
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$87,064
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,220,716
Participant contributions at end of year2022-12-31$366,031
Participant contributions at beginning of year2022-12-31$328,312
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$49,198
Total non interest bearing cash at end of year2022-12-31$12,516
Total non interest bearing cash at beginning of year2022-12-31$6,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,218,001
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,952,578
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,170,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$18,159,637
Value of interest in pooled separate accounts at beginning of year2022-12-31$22,459,868
Interest on participant loans2022-12-31$20,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$526,983
Employer contributions (assets) at end of year2022-12-31$414,394
Employer contributions (assets) at beginning of year2022-12-31$376,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,525,558
Contract administrator fees2022-12-31$7,075
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$-3,401,701
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRIMBLEBY COLEMAN CPAS INC.
Accountancy firm EIN2022-12-31770000018
2021 : GARTON TRACTOR, INC. 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,359,031
Total loss/gain on sale of assets2021-12-31$2,610,347
Total of all expenses incurred2021-12-31$511,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$405,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,727,882
Value of total assets at end of year2021-12-31$23,170,579
Value of total assets at beginning of year2021-12-31$19,323,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$106,280
Total interest from all sources2021-12-31$20,802
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$102,230
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,147,828
Participant contributions at end of year2021-12-31$328,312
Participant contributions at beginning of year2021-12-31$343,836
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$89,027
Total non interest bearing cash at end of year2021-12-31$6,155
Total non interest bearing cash at beginning of year2021-12-31$2,027
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$3,847,219
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,170,579
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,323,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$22,459,868
Value of interest in pooled separate accounts at beginning of year2021-12-31$18,800,594
Interest on participant loans2021-12-31$20,802
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$491,027
Employer contributions (assets) at end of year2021-12-31$376,244
Employer contributions (assets) at beginning of year2021-12-31$176,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$405,532
Contract administrator fees2021-12-31$4,050
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
Aggregate proceeds on sale of assets2021-12-31$2,610,347
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRIMBLEBY COLEMAN CPAS INC.
Accountancy firm EIN2021-12-31770000018
2020 : GARTON TRACTOR, INC. 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,697,277
Total loss/gain on sale of assets2020-12-31$2,298,645
Total of all expenses incurred2020-12-31$1,156,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,048,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,376,455
Value of total assets at end of year2020-12-31$19,323,360
Value of total assets at beginning of year2020-12-31$16,782,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$108,117
Total interest from all sources2020-12-31$22,177
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$83,367
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$1,062,977
Participant contributions at end of year2020-12-31$343,836
Participant contributions at beginning of year2020-12-31$387,165
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$30,276
Total non interest bearing cash at end of year2020-12-31$2,027
Total non interest bearing cash at beginning of year2020-12-31$6,412
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$2,540,717
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,323,360
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,782,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$18,800,594
Value of interest in pooled separate accounts at beginning of year2020-12-31$16,227,227
Interest on participant loans2020-12-31$22,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$283,202
Employer contributions (assets) at end of year2020-12-31$176,903
Employer contributions (assets) at beginning of year2020-12-31$161,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,048,443
Contract administrator fees2020-12-31$24,750
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
Aggregate proceeds on sale of assets2020-12-31$2,298,645
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRIMBLEBY COLEMAN CPAS INC.
Accountancy firm EIN2020-12-31770000018
2019 : GARTON TRACTOR, INC. 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,204,486
Total loss/gain on sale of assets2019-12-31$2,785,625
Total of all expenses incurred2019-12-31$909,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$823,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,390,623
Value of total assets at end of year2019-12-31$16,782,643
Value of total assets at beginning of year2019-12-31$13,487,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$85,223
Total interest from all sources2019-12-31$28,238
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$69,950
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,001,884
Participant contributions at end of year2019-12-31$387,165
Participant contributions at beginning of year2019-12-31$390,465
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$126,711
Total non interest bearing cash at end of year2019-12-31$6,412
Total non interest bearing cash at beginning of year2019-12-31$879
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$3,295,273
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,782,643
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,487,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,227,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,935,381
Interest on participant loans2019-12-31$23,399
Interest earned on other investments2019-12-31$4,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$262,028
Employer contributions (assets) at end of year2019-12-31$161,839
Employer contributions (assets) at beginning of year2019-12-31$160,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$823,990
Contract administrator fees2019-12-31$15,273
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,785,625
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 name2019-12-31GRIMBLEBY COLEMAN CPAS INC.
Accountancy firm EIN2019-12-31770000018
2018 : GARTON TRACTOR, INC. 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$319,090
Total loss/gain on sale of assets2018-12-31$-909,196
Total of all expenses incurred2018-12-31$866,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$760,356
Expenses. Certain deemed distributions of participant loans2018-12-31$31,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,194,255
Value of total assets at end of year2018-12-31$13,487,370
Value of total assets at beginning of year2018-12-31$14,034,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$74,331
Total interest from all sources2018-12-31$34,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$34,599
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$871,310
Participant contributions at end of year2018-12-31$390,465
Participant contributions at beginning of year2018-12-31$425,797
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$77,534
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$879
Total non interest bearing cash at beginning of year2018-12-31$5,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-547,255
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,487,370
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,034,625
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$2,737
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,935,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,382,303
Interest on participant loans2018-12-31$23,077
Interest earned on other investments2018-12-31$10,954
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$245,411
Employer contributions (assets) at end of year2018-12-31$160,645
Employer contributions (assets) at beginning of year2018-12-31$221,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$760,356
Contract administrator fees2018-12-31$36,995
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
Aggregate carrying amount (costs) on sale of assets2018-12-31$909,196
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 name2018-12-31GRIMBLEBY COLEMAN CPAS INC.
Accountancy firm EIN2018-12-31770000018
2017 : GARTON TRACTOR, INC. 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,955,625
Total loss/gain on sale of assets2017-12-31$1,746,274
Total of all expenses incurred2017-12-31$337,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$256,369
Expenses. Certain deemed distributions of participant loans2017-12-31$12,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,180,365
Value of total assets at end of year2017-12-31$14,034,625
Value of total assets at beginning of year2017-12-31$11,416,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$69,167
Total interest from all sources2017-12-31$28,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$30,608
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$788,337
Participant contributions at end of year2017-12-31$425,797
Participant contributions at beginning of year2017-12-31$372,998
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$91,844
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$5,085
Total non interest bearing cash at beginning of year2017-12-31$7,382
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$2,617,650
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,034,625
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,416,975
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$2,515
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,382,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,896,678
Interest on participant loans2017-12-31$19,119
Interest earned on other investments2017-12-31$9,867
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$300,184
Employer contributions (assets) at end of year2017-12-31$221,440
Employer contributions (assets) at beginning of year2017-12-31$139,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$256,369
Contract administrator fees2017-12-31$36,044
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate carrying amount (costs) on sale of assets2017-12-31$-1,746,274
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 name2017-12-31GRIMBLEBY COLEMAN CPAS INC.
Accountancy firm EIN2017-12-31770000018
2016 : GARTON TRACTOR, INC. 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,570,187
Total loss/gain on sale of assets2016-12-31$580,707
Total of all expenses incurred2016-12-31$291,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$228,070
Expenses. Certain deemed distributions of participant loans2016-12-31$5,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$970,361
Value of total assets at end of year2016-12-31$11,416,975
Value of total assets at beginning of year2016-12-31$10,138,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$57,538
Total interest from all sources2016-12-31$19,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$30,645
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$715,082
Participant contributions at end of year2016-12-31$372,998
Participant contributions at beginning of year2016-12-31$379,415
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$43,853
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$7,382
Total non interest bearing cash at beginning of year2016-12-31$7,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,278,744
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,416,975
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,138,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$2,063
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,896,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,483,396
Interest on participant loans2016-12-31$19,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$211,426
Employer contributions (assets) at end of year2016-12-31$139,917
Employer contributions (assets) at beginning of year2016-12-31$267,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$228,070
Contract administrator fees2016-12-31$24,830
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate carrying amount (costs) on sale of assets2016-12-31$-580,707
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRIMBLEBY COLEMAN CPAS INC.
Accountancy firm EIN2016-12-31770000018
2015 : GARTON TRACTOR, INC. 401K PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$886,130
Total loss/gain on sale of assets2015-12-31$-34,206
Total of all expenses incurred2015-12-31$444,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$383,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$900,460
Value of total assets at end of year2015-12-31$10,138,231
Value of total assets at beginning of year2015-12-31$9,696,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$60,905
Total interest from all sources2015-12-31$19,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$38,186
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$618,827
Participant contributions at end of year2015-12-31$379,415
Participant contributions at beginning of year2015-12-31$383,089
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$14,045
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$14,508
Total non interest bearing cash at end of year2015-12-31$7,832
Total non interest bearing cash at beginning of year2015-12-31$16,550
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$441,631
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,138,231
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,696,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,483,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,524,793
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$376
Income. Interest from loans (other than to participants)2015-12-31$19,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$528,554
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$267,588
Employer contributions (assets) at end of year2015-12-31$267,588
Employer contributions (assets) at beginning of year2015-12-31$243,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$369,086
Contract administrator fees2015-12-31$22,719
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 carrying amount (costs) on sale of assets2015-12-31$34,206
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 name2015-12-31GRIMBLEBY COLEMAN CPAS INC.
Accountancy firm EIN2015-12-31770000018
2014 : GARTON TRACTOR, INC. 401K PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$439,974
Total unrealized appreciation/depreciation of assets2014-12-31$439,974
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$1,254,598
Total of all expenses incurred2014-12-31$187,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$150,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$788,084
Value of total assets at end of year2014-12-31$9,696,600
Value of total assets at beginning of year2014-12-31$8,629,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$37,083
Total interest from all sources2014-12-31$26,540
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$22,806
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$511,957
Participant contributions at end of year2014-12-31$383,089
Participant contributions at beginning of year2014-12-31$340,317
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$32,463
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$16,550
Total non interest bearing cash at beginning of year2014-12-31$4,154
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$1,067,377
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,696,600
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,629,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,524,793
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,501,557
Interest on participant loans2014-12-31$19,292
Interest earned on other investments2014-12-31$7,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$528,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$577,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$243,664
Employer contributions (assets) at end of year2014-12-31$243,614
Employer contributions (assets) at beginning of year2014-12-31$205,591
Income. Dividends from preferred stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$150,138
Contract administrator fees2014-12-31$14,277
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRIMBLEBY COLEMAN CPAS INC.
Accountancy firm EIN2014-12-31770000018
2013 : GARTON TRACTOR, INC. 401K PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$1,249,489
Total unrealized appreciation/depreciation of assets2013-12-31$1,249,489
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,977,559
Total of all expenses incurred2013-12-31$81,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$56,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$702,362
Value of total assets at end of year2013-12-31$8,629,223
Value of total assets at beginning of year2013-12-31$6,732,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24,258
Total interest from all sources2013-12-31$25,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$12,311
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$437,262
Participant contributions at end of year2013-12-31$340,317
Participant contributions at beginning of year2013-12-31$321,633
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$59,509
Liabilities. Value of operating payables at end of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$4,154
Total non interest bearing cash at beginning of year2013-12-31$2,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,896,379
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,629,223
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,732,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$7,501,557
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,731,835
Interest on participant loans2013-12-31$17,094
Interest earned on other investments2013-12-31$8,614
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$577,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$492,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$205,591
Employer contributions (assets) at end of year2013-12-31$205,591
Employer contributions (assets) at beginning of year2013-12-31$183,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$56,922
Contract administrator fees2013-12-31$11,947
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRIMBLEBY COLEMAN CPAS INC.
Accountancy firm EIN2013-12-31770000018
2012 : GARTON TRACTOR, INC. 401K PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$678,067
Total unrealized appreciation/depreciation of assets2012-12-31$678,067
Total income from all sources (including contributions)2012-12-31$1,269,775
Total of all expenses incurred2012-12-31$636,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$605,126
Value of total corrective distributions2012-12-31$1,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$563,933
Value of total assets at end of year2012-12-31$6,732,844
Value of total assets at beginning of year2012-12-31$6,099,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,422
Total interest from all sources2012-12-31$27,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$10,495
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$367,435
Participant contributions at end of year2012-12-31$321,633
Participant contributions at beginning of year2012-12-31$312,584
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,511
Administrative expenses (other) incurred2012-12-31$2,657
Total non interest bearing cash at end of year2012-12-31$2,937
Total non interest bearing cash at beginning of year2012-12-31$1,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$633,001
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,732,844
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,099,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$5,731,835
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,262,292
Interest on participant loans2012-12-31$18,209
Interest earned on other investments2012-12-31$9,566
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$492,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$490,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$183,987
Employer contributions (assets) at end of year2012-12-31$183,987
Employer contributions (assets) at beginning of year2012-12-31$33,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$605,126
Contract administrator fees2012-12-31$17,270
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRIMBLEBY COLEMAN CPAS INC.
Accountancy firm EIN2012-12-31770000018
2011 : GARTON TRACTOR, INC. 401K PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-79,853
Total unrealized appreciation/depreciation of assets2011-12-31$-79,853
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,700
Total income from all sources (including contributions)2011-12-31$518,950
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$304,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$280,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$569,235
Value of total assets at end of year2011-12-31$6,099,843
Value of total assets at beginning of year2011-12-31$5,892,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,253
Total interest from all sources2011-12-31$29,568
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$10,003
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$335,213
Participant contributions at end of year2011-12-31$312,584
Participant contributions at beginning of year2011-12-31$328,121
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$200,551
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$6,700
Total non interest bearing cash at end of year2011-12-31$1,331
Total non interest bearing cash at beginning of year2011-12-31$11,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$214,102
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,099,843
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,885,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$5,262,292
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,100,645
Interest on participant loans2011-12-31$18,637
Interest earned on other investments2011-12-31$10,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$490,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$452,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$33,471
Employer contributions (assets) at end of year2011-12-31$33,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$280,595
Contract administrator fees2011-12-31$14,250
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRIMBLEBY COLEMAN CPAS INC.
Accountancy firm EIN2011-12-31770000018
2010 : GARTON TRACTOR, INC. 401K PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$694,295
Total unrealized appreciation/depreciation of assets2010-12-31$694,295
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,035,016
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$396,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$371,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$308,624
Value of total assets at end of year2010-12-31$5,892,441
Value of total assets at beginning of year2010-12-31$5,246,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,212
Total interest from all sources2010-12-31$32,097
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$6,700
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$290,593
Participant contributions at end of year2010-12-31$328,121
Participant contributions at beginning of year2010-12-31$301,199
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$18,031
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$38,326
Liabilities. Value of operating payables at end of year2010-12-31$6,700
Total non interest bearing cash at end of year2010-12-31$11,143
Total non interest bearing cash at beginning of year2010-12-31$17,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$638,855
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,885,741
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,246,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$5,100,645
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,408,803
Interest on participant loans2010-12-31$19,536
Interest earned on other investments2010-12-31$12,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$452,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$481,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$371,949
Contract administrator fees2010-12-31$17,512
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRIMBLEBY COLEMAN CPAS INC.
Accountancy firm EIN2010-12-31770000018

Form 5500 Responses for GARTON TRACTOR, INC. 401K PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number117142
Policy instance 1
Insurance contract or identification number117142
Number of Individuals Covered337
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $38,520
Total amount of fees paid to insurance companyUSD $9,816
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $38,520
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number117142
Policy instance 1
Insurance contract or identification number117142
Number of Individuals Covered340
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $48,203
Total amount of fees paid to insurance companyUSD $14,607
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $48,203
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number117142
Policy instance 1
Insurance contract or identification number117142
Number of Individuals Covered325
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $40,020
Total amount of fees paid to insurance companyUSD $13,443
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $40,020
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number117142
Policy instance 1
Insurance contract or identification number117142
Number of Individuals Covered301
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $38,344
Total amount of fees paid to insurance companyUSD $22,362
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $461
Additional information about fees paid to insurance brokerBROKER COMMISSION & OTHER ALLOWANCE
Insurance broker organization code?3
Amount paid for insurance broker fees22362
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number117142
Policy instance 1
Insurance contract or identification number117142
Number of Individuals Covered302
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $38,234
Total amount of fees paid to insurance companyUSD $34,061
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $35,334
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees34061
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number117142
Policy instance 1
Insurance contract or identification number117142
Number of Individuals Covered279
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $33,316
Total amount of fees paid to insurance companyUSD $32,184
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $33,316
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees32184
Insurance broker nameOSBORNE & ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number117142
Policy instance 1
Insurance contract or identification number117142
Number of Individuals Covered245
Insurance policy start date2015-02-19
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $21,148
Total amount of fees paid to insurance companyUSD $23,591
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $21,148
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3
Insurance broker nameWILSHIRE ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67510
Policy instance 2
Insurance contract or identification number67510
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-03-02
Total amount of commissions paid to insurance brokerUSD $2,355
Total amount of fees paid to insurance companyUSD $1,255
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,355
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3
Insurance broker nameOSBORNE & ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67510
Policy instance 1
Insurance contract or identification number67510
Number of Individuals Covered240
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,262
Total amount of fees paid to insurance companyUSD $14,307
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $13,262
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3
Insurance broker nameOSBORNE & ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67510
Policy instance 1
Insurance contract or identification number67510
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,970
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $10,970
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67510
Policy instance 1
Insurance contract or identification number67510
Number of Individuals Covered184
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,362
Total amount of fees paid to insurance companyUSD $9,362
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $9,362
Amount paid for insurance broker fees9362
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67510
Policy instance 1
Insurance contract or identification number67510
Number of Individuals Covered192
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,000
Total amount of fees paid to insurance companyUSD $5,560
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67510
Policy instance 1
Insurance contract or identification number67510
Number of Individuals Covered191
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $16,357
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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