EDWIN H. SMITH & SONS has sponsored the creation of one or more 401k plans.
Additional information about EDWIN H. SMITH & SONS
Submission information for form 5500 for 401k plan EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2022: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 6 |
| Total of all active and inactive participants | 2022-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 31 |
| Number of participants with account balances | 2022-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 7 |
| Total of all active and inactive participants | 2021-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
| Total participants | 2021-01-01 | 31 |
| Number of participants with account balances | 2021-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 6 |
| Total of all active and inactive participants | 2020-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
| Total participants | 2020-01-01 | 31 |
| Number of participants with account balances | 2020-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 6 |
| Total of all active and inactive participants | 2019-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 31 |
| Number of participants with account balances | 2019-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 6 |
| Total of all active and inactive participants | 2018-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 29 |
| Number of participants with account balances | 2018-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 5 |
| Total of all active and inactive participants | 2017-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 29 |
| Number of participants with account balances | 2017-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 5 |
| Total of all active and inactive participants | 2016-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 28 |
| Number of participants with account balances | 2016-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 7 |
| Total of all active and inactive participants | 2015-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 30 |
| Number of participants with account balances | 2015-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 6 |
| Total of all active and inactive participants | 2014-01-01 | 29 |
| Total participants | 2014-01-01 | 29 |
| Number of participants with account balances | 2014-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
| Total of all active and inactive participants | 2013-01-01 | 30 |
| Total participants | 2013-01-01 | 30 |
| Number of participants with account balances | 2013-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
| 2012: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 28 |
| Total participants | 2012-01-01 | 28 |
| Number of participants with account balances | 2012-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 20 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 25 |
| Total participants | 2011-01-01 | 25 |
| Number of participants with account balances | 2011-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2009: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 26 |
| Total participants | 2009-01-01 | 26 |
| Number of participants with account balances | 2009-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2022 : EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $125 |
| Total plan liabilities at beginning of year | 2022-12-31 | $31,622 |
| Total income from all sources | 2022-12-31 | $-571,176 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $214,549 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $139,378 |
| Total plan assets at end of year | 2022-12-31 | $2,988,748 |
| Total plan assets at beginning of year | 2022-12-31 | $3,805,970 |
| Value of fidelity bond covering the plan | 2022-12-31 | $40,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $5,622 |
| Other income received | 2022-12-31 | $-595,229 |
| Net income (gross income less expenses) | 2022-12-31 | $-785,725 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,988,623 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,774,348 |
| Assets. Value of participant loans | 2022-12-31 | $62,933 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $24,053 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $37,485 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $32,064 |
| 2021 : EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $31,622 |
| Total plan liabilities at beginning of year | 2021-12-31 | $285 |
| Total income from all sources | 2021-12-31 | $378,904 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $154,796 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $112,580 |
| Total plan assets at end of year | 2021-12-31 | $3,805,970 |
| Total plan assets at beginning of year | 2021-12-31 | $3,550,525 |
| Value of fidelity bond covering the plan | 2021-12-31 | $40,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $5,622 |
| Other income received | 2021-12-31 | $355,923 |
| Net income (gross income less expenses) | 2021-12-31 | $224,108 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,774,348 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,550,240 |
| Assets. Value of participant loans | 2021-12-31 | $68,139 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $22,981 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $36,594 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $285 |
| Total plan liabilities at beginning of year | 2020-12-31 | $6,589 |
| Total income from all sources | 2020-12-31 | $490,074 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $35,071 |
| Total plan assets at end of year | 2020-12-31 | $3,550,525 |
| Total plan assets at beginning of year | 2020-12-31 | $3,101,826 |
| Value of fidelity bond covering the plan | 2020-12-31 | $40,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $5,622 |
| Other income received | 2020-12-31 | $465,294 |
| Net income (gross income less expenses) | 2020-12-31 | $455,003 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,550,240 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,095,237 |
| Assets. Value of participant loans | 2020-12-31 | $40,722 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $24,780 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $29,449 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $6,589 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $490,320 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $113,952 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $81,434 |
| Total plan assets at end of year | 2019-12-31 | $3,101,826 |
| Total plan assets at beginning of year | 2019-12-31 | $2,718,869 |
| Value of fidelity bond covering the plan | 2019-12-31 | $40,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $5,622 |
| Other income received | 2019-12-31 | $467,193 |
| Net income (gross income less expenses) | 2019-12-31 | $376,368 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,095,237 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,718,869 |
| Assets. Value of participant loans | 2019-12-31 | $63,431 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $23,127 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $26,896 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $24,910 |
| Total income from all sources | 2018-12-31 | $-130,333 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $120,043 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $87,589 |
| Total plan assets at end of year | 2018-12-31 | $2,718,869 |
| Total plan assets at beginning of year | 2018-12-31 | $2,994,155 |
| Value of fidelity bond covering the plan | 2018-12-31 | $40,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $5,622 |
| Other income received | 2018-12-31 | $-151,013 |
| Net income (gross income less expenses) | 2018-12-31 | $-250,376 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,718,869 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,969,245 |
| Assets. Value of participant loans | 2018-12-31 | $59,510 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $20,680 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $26,832 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $24,910 |
| Total income from all sources | 2017-12-31 | $388,052 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $110,721 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $77,727 |
| Total plan assets at end of year | 2017-12-31 | $2,994,155 |
| Total plan assets at beginning of year | 2017-12-31 | $2,691,914 |
| Value of fidelity bond covering the plan | 2017-12-31 | $40,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $5,622 |
| Other income received | 2017-12-31 | $366,832 |
| Net income (gross income less expenses) | 2017-12-31 | $277,331 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,969,245 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,691,914 |
| Assets. Value of participant loans | 2017-12-31 | $78,281 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $21,220 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $27,372 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $217,785 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $116,923 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $85,632 |
| Total plan assets at end of year | 2016-12-31 | $2,691,914 |
| Total plan assets at beginning of year | 2016-12-31 | $2,591,052 |
| Value of fidelity bond covering the plan | 2016-12-31 | $40,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $5,622 |
| Other income received | 2016-12-31 | $196,928 |
| Net income (gross income less expenses) | 2016-12-31 | $100,862 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,691,914 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,591,052 |
| Assets. Value of participant loans | 2016-12-31 | $39,563 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $20,857 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $25,669 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $26,710 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $142,359 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $88,354 |
| Total plan assets at end of year | 2015-12-31 | $2,591,052 |
| Total plan assets at beginning of year | 2015-12-31 | $2,706,701 |
| Value of fidelity bond covering the plan | 2015-12-31 | $40,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $5,622 |
| Other income received | 2015-12-31 | $5,613 |
| Net income (gross income less expenses) | 2015-12-31 | $-115,649 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,591,052 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,706,701 |
| Assets. Value of participant loans | 2015-12-31 | $28,954 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $21,097 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $48,383 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $68,896 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $101,927 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $66,605 |
| Total plan assets at end of year | 2014-12-31 | $2,706,701 |
| Total plan assets at beginning of year | 2014-12-31 | $2,739,732 |
| Value of fidelity bond covering the plan | 2014-12-31 | $40,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $5,622 |
| Other income received | 2014-12-31 | $42,836 |
| Net income (gross income less expenses) | 2014-12-31 | $-33,031 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,706,701 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,739,732 |
| Assets. Value of participant loans | 2014-12-31 | $37,833 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $26,060 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $29,700 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $421,854 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $67,345 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $38,422 |
| Total plan assets at end of year | 2013-12-31 | $2,739,732 |
| Total plan assets at beginning of year | 2013-12-31 | $2,385,223 |
| Value of fidelity bond covering the plan | 2013-12-31 | $40,000 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $6,954 |
| Other income received | 2013-12-31 | $393,358 |
| Net income (gross income less expenses) | 2013-12-31 | $354,509 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,739,732 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,385,223 |
| Assets. Value of participant loans | 2013-12-31 | $23,243 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $21,542 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $28,923 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $234,980 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $34,493 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $3,365 |
| Total plan assets at end of year | 2012-12-31 | $2,385,223 |
| Total plan assets at beginning of year | 2012-12-31 | $2,184,736 |
| Value of fidelity bond covering the plan | 2012-12-31 | $40,000 |
| Other income received | 2012-12-31 | $215,223 |
| Net income (gross income less expenses) | 2012-12-31 | $200,487 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,385,223 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,184,736 |
| Assets. Value of participant loans | 2012-12-31 | $30,940 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $19,757 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $31,128 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $84,524 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $61,207 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $29,997 |
| Total plan assets at end of year | 2011-12-31 | $2,184,736 |
| Total plan assets at beginning of year | 2011-12-31 | $2,161,419 |
| Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
| Other income received | 2011-12-31 | $66,693 |
| Net income (gross income less expenses) | 2011-12-31 | $23,317 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,184,736 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,161,419 |
| Assets. Value of participant loans | 2011-12-31 | $21,024 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $17,831 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $31,210 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $330,489 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $196,624 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $164,966 |
| Total plan assets at end of year | 2010-12-31 | $2,161,419 |
| Total plan assets at beginning of year | 2010-12-31 | $2,027,553 |
| Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $20,429 |
| Other income received | 2010-12-31 | $293,919 |
| Net income (gross income less expenses) | 2010-12-31 | $133,865 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,161,419 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,027,553 |
| Assets. Value of participant loans | 2010-12-31 | $12,257 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $16,141 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $31,658 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2022: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: EDWIN H. SMITH & SONS, PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| WEST COAST LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 70335 ) |
| Policy contract number | 258764 |
| Policy instance | 1 |
| Insurance contract or identification number | 258764 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| WEST COAST LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 70335 ) |
| Policy contract number | 258764 |
| Policy instance | 1 |
| Insurance contract or identification number | 258764 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| WEST COAST LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 70335 ) |
| Policy contract number | 258764 |
| Policy instance | 1 |
| Insurance contract or identification number | 258764 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| WEST COAST LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 70335 ) |
| Policy contract number | 258764 |
| Policy instance | 1 |
| Insurance contract or identification number | 258764 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| WEST COAST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70335 ) |
| Policy contract number | 258764 |
| Policy instance | 1 |
| Insurance contract or identification number | 258764 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | R BERGER AND ASSOCIATES INC |
|
| WEST COAST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70335 ) |
| Policy contract number | 258764 |
| Policy instance | 1 |
| Insurance contract or identification number | 258764 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | R BERGER AND ASSOCIATES INC |
|
| WEST COAST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70335 ) |
| Policy contract number | 258764 |
| Policy instance | 1 |
| Insurance contract or identification number | 258764 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Insurance broker organization code? | 3 | | Insurance broker name | R BERGER AND ASSOCIATES INC |
|
| WEST COAST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70335 ) |
| Policy contract number | 258764 |
| Policy instance | 1 |
| Insurance contract or identification number | 258764 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Insurance broker organization code? | 3 | | Welfare Benefit Premiums Paid to Carrier | USD $608,381 | | Commission paid to Insurance Broker | USD $18,251 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker name | R BERGER AND ASSOCIATE INC |
|
| WEST COAST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70335 ) |
| Policy contract number | 258765 |
| Policy instance | 1 |
| Insurance contract or identification number | 258765 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | R BERGER AND ASSOCIATES INC |
|
| WEST COAST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70335 ) |
| Policy contract number | 258765 |
| Policy instance | 1 |
| Insurance contract or identification number | 258765 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 | | Insurance broker name | R BERGER AND ASSOCIATES INC |
|
| WEST COAST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70335 ) |
| Policy contract number | 258765 |
| Policy instance | 1 |
| Insurance contract or identification number | 258765 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
|
| WEST COAST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70335 ) |
| Policy contract number | 258765 |
| Policy instance | 1 |
| Insurance contract or identification number | 258765 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Insurance broker organization code? | 3 | | Insurance broker name | R BERGER AND ASSOCIATES INC |
|
