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ALLEN DRYWALL 401(K) SAVINGS PLAN 401k Plan overview

Plan NameALLEN DRYWALL 401(K) SAVINGS PLAN
Plan identification number 001

ALLEN DRYWALL 401(K) SAVINGS 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ALLEN DRYWALL & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:ALLEN DRYWALL & ASSOCIATES
Employer identification number (EIN):943077047
NAIC Classification:238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEN DRYWALL 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-09-01
0012020-09-01
0012019-09-01
0012019-09-01
0012019-09-01
0012018-09-01
0012017-09-01
0012017-09-01
0012016-09-01JULIE S. ALLEN
0012016-09-01
0012015-09-01JULIE S. ALLEN
0012015-09-01
0012014-09-01JULIE S. ALLEN2016-01-25
0012013-09-01JULIE S. ALLEN2015-01-06
0012012-09-01JULIE S. ALLEN2013-11-19
0012011-09-01JULIE S. ALLEN2012-12-03
0012010-09-01JULIE S. ALLEN2011-10-28

Plan Statistics for ALLEN DRYWALL 401(K) SAVINGS PLAN

401k plan membership statisitcs for ALLEN DRYWALL 401(K) SAVINGS PLAN

Measure Date Value
2021: ALLEN DRYWALL 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01184
Total number of active participants reported on line 7a of the Form 55002021-09-0170
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-01108
Total of all active and inactive participants2021-09-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-010
Total participants2021-09-01178
Number of participants with account balances2021-09-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-015
2020: ALLEN DRYWALL 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01177
Total number of active participants reported on line 7a of the Form 55002020-09-0182
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-01100
Total of all active and inactive participants2020-09-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-010
Total participants2020-09-01182
Number of participants with account balances2020-09-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-014
2019: ALLEN DRYWALL 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01166
Total number of active participants reported on line 7a of the Form 55002019-09-0178
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-0192
Total of all active and inactive participants2019-09-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-010
Total participants2019-09-01170
Number of participants with account balances2019-09-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-010
2018: ALLEN DRYWALL 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01148
Total number of active participants reported on line 7a of the Form 55002018-09-0176
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-0171
Total of all active and inactive participants2018-09-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-010
Total participants2018-09-01147
Number of participants with account balances2018-09-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-011
2017: ALLEN DRYWALL 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01140
Total number of active participants reported on line 7a of the Form 55002017-09-0169
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-0172
Total of all active and inactive participants2017-09-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01141
Number of participants with account balances2017-09-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-013
2016: ALLEN DRYWALL 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01135
Total number of active participants reported on line 7a of the Form 55002016-09-0172
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-0163
Total of all active and inactive participants2016-09-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-01135
Number of participants with account balances2016-09-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-0111
2015: ALLEN DRYWALL 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01122
Total number of active participants reported on line 7a of the Form 55002015-09-0183
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-0148
Total of all active and inactive participants2015-09-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01131
Number of participants with account balances2015-09-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-019

Financial Data on ALLEN DRYWALL 401(K) SAVINGS PLAN

Measure Date Value
2022 : ALLEN DRYWALL 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-08-31$0
Total transfer of assets to this plan2022-08-31$566
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total income from all sources (including contributions)2022-08-31$-742,026
Total loss/gain on sale of assets2022-08-31$0
Total of all expenses incurred2022-08-31$148,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$143,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$358,725
Value of total assets at end of year2022-08-31$7,400,414
Value of total assets at beginning of year2022-08-31$8,290,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$5,028
Total interest from all sources2022-08-31$5,034
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$125,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-08-31$125,391
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$500,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Contributions received from participants2022-08-31$358,629
Participant contributions at end of year2022-08-31$85,275
Participant contributions at beginning of year2022-08-31$73,464
Participant contributions at end of year2022-08-31$52,561
Participant contributions at beginning of year2022-08-31$45,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$-890,467
Value of net assets at end of year (total assets less liabilities)2022-08-31$7,400,414
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$8,290,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-31$7,257,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-31$8,165,688
Interest on participant loans2022-08-31$3,842
Income. Interest from loans (other than to participants)2022-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-08-31$5,339
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-08-31$5,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-08-31$5,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-08-31$1,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-31$-1,231,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31No
Was there a failure to transmit to the plan any participant contributions2022-08-31Yes
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$96
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$143,413
Contract administrator fees2022-08-31$5,028
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-08-31410746749
2021 : ALLEN DRYWALL 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total income from all sources (including contributions)2021-08-31$2,049,420
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$44,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$21,554
Value of total corrective distributions2021-08-31$20,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$356,241
Value of total assets at end of year2021-08-31$8,290,315
Value of total assets at beginning of year2021-08-31$6,285,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$3,216
Total interest from all sources2021-08-31$4,937
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$101,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$101,846
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$500,000
If this is an individual account plan, was there a blackout period2021-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$383,154
Participant contributions at end of year2021-08-31$73,464
Participant contributions at beginning of year2021-08-31$84,429
Participant contributions at end of year2021-08-31$45,449
Participant contributions at beginning of year2021-08-31$58,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$2,004,560
Value of net assets at end of year (total assets less liabilities)2021-08-31$8,290,315
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$6,285,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$8,165,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$6,033,094
Interest on participant loans2021-08-31$4,241
Income. Interest from loans (other than to participants)2021-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-08-31$5,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-08-31$33,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-08-31$33,288
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-08-31$696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$1,586,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$-26,913
Employer contributions (assets) at end of year2021-08-31$0
Employer contributions (assets) at beginning of year2021-08-31$76,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$21,554
Contract administrator fees2021-08-31$3,216
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Disclaimer
Accountancy firm name2021-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-08-31410746749
2020 : ALLEN DRYWALL 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total income from all sources (including contributions)2020-08-31$1,136,229
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$498,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$477,503
Value of total corrective distributions2020-08-31$10,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$500,380
Value of total assets at end of year2020-08-31$6,285,755
Value of total assets at beginning of year2020-08-31$5,647,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$10,632
Total interest from all sources2020-08-31$7,460
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$111,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$111,005
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$500,000
If this is an individual account plan, was there a blackout period2020-08-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-08-31$0
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$423,467
Participant contributions at end of year2020-08-31$84,429
Participant contributions at beginning of year2020-08-31$95,899
Participant contributions at end of year2020-08-31$58,031
Administrative expenses (other) incurred2020-08-31$4,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$637,953
Value of net assets at end of year (total assets less liabilities)2020-08-31$6,285,755
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$5,647,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$6,033,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$5,484,322
Interest on participant loans2020-08-31$6,114
Income. Interest from loans (other than to participants)2020-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-08-31$33,288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-08-31$35,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-08-31$35,921
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-08-31$1,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-08-31$31,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$517,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$76,913
Employer contributions (assets) at end of year2020-08-31$76,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$477,503
Contract administrator fees2020-08-31$6,288
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-08-31Yes
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-08-31410746749
2019 : ALLEN DRYWALL 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total income from all sources (including contributions)2019-08-31$636,487
Total loss/gain on sale of assets2019-08-31$0
Total of all expenses incurred2019-08-31$114,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$100,527
Value of total corrective distributions2019-08-31$757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$404,323
Value of total assets at end of year2019-08-31$5,647,802
Value of total assets at beginning of year2019-08-31$5,125,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$12,880
Total interest from all sources2019-08-31$16,453
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$304,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-08-31$304,045
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$500,000
If this is an individual account plan, was there a blackout period2019-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$404,323
Participant contributions at end of year2019-08-31$95,899
Participant contributions at beginning of year2019-08-31$74,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$522,323
Value of net assets at end of year (total assets less liabilities)2019-08-31$5,647,802
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$5,125,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$5,484,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$5,017,850
Interest on participant loans2019-08-31$4,314
Interest earned on other investments2019-08-31$672
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-08-31$35,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-08-31$6,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-08-31$6,138
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-08-31$11,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-08-31$31,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-08-31$27,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$-88,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31Yes
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$100,527
Contract administrator fees2019-08-31$12,880
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-08-31410746749
2018 : ALLEN DRYWALL 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total income from all sources (including contributions)2018-08-31$827,388
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$162,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$140,193
Expenses. Certain deemed distributions of participant loans2018-08-31$836
Value of total corrective distributions2018-08-31$10,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$348,730
Value of total assets at end of year2018-08-31$5,125,479
Value of total assets at beginning of year2018-08-31$4,460,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$10,488
Total interest from all sources2018-08-31$12,453
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$167,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-08-31$167,228
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$450,000
If this is an individual account plan, was there a blackout period2018-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$298,730
Participant contributions at end of year2018-08-31$74,423
Participant contributions at beginning of year2018-08-31$79,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$664,988
Value of net assets at end of year (total assets less liabilities)2018-08-31$5,125,479
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$4,460,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$5,017,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$4,356,702
Interest on participant loans2018-08-31$2,155
Interest earned on other investments2018-08-31$527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-08-31$6,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-08-31$9,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-08-31$27,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-08-31$24,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$298,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31Yes
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$140,193
Contract administrator fees2018-08-31$10,488
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-08-31410746749
2017 : ALLEN DRYWALL 401(K) SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-08-31$467
Total unrealized appreciation/depreciation of assets2017-08-31$467
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$717,462
Total loss/gain on sale of assets2017-08-31$-28
Total of all expenses incurred2017-08-31$117,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$101,188
Expenses. Certain deemed distributions of participant loans2017-08-31$4,662
Value of total corrective distributions2017-08-31$11,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$336,756
Value of total assets at end of year2017-08-31$4,460,491
Value of total assets at beginning of year2017-08-31$3,860,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$250
Total interest from all sources2017-08-31$3,441
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$124,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$124,670
Assets. Real estate other than employer real property at end of year2017-08-31$0
Assets. Real estate other than employer real property at beginning of year2017-08-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-08-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-08-31$0
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$450,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$287,448
Participant contributions at end of year2017-08-31$79,503
Participant contributions at beginning of year2017-08-31$99,055
Participant contributions at end of year2017-08-31$0
Participant contributions at beginning of year2017-08-31$0
Assets. Other investments not covered elsewhere at end of year2017-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-08-31$0
Assets. Loans (other than to participants) at end of year2017-08-31$0
Assets. Loans (other than to participants) at beginning of year2017-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-08-31$0
Liabilities. Value of operating payables at end of year2017-08-31$0
Liabilities. Value of operating payables at beginning of year2017-08-31$0
Total non interest bearing cash at end of year2017-08-31$0
Total non interest bearing cash at beginning of year2017-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$599,778
Value of net assets at end of year (total assets less liabilities)2017-08-31$4,460,491
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$3,860,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Assets. partnership/joint venture interests at end of year2017-08-31$0
Assets. partnership/joint venture interests at beginning of year2017-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$4,356,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$3,740,472
Interest on participant loans2017-08-31$3,441
Value of interest in master investment trust accounts at end of year2017-08-31$0
Value of interest in master investment trust accounts at beginning of year2017-08-31$0
Value of interest in common/collective trusts at end of year2017-08-31$0
Value of interest in common/collective trusts at beginning of year2017-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-08-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-08-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-08-31$24,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-08-31$21,186
Asset value of US Government securities at end of year2017-08-31$0
Asset value of US Government securities at beginning of year2017-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$252,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Assets. Invements in employer securities at end of year2017-08-31$0
Assets. Invements in employer securities at beginning of year2017-08-31$0
Assets. Value of employer real property at end of year2017-08-31$0
Assets. Value of employer real property at beginning of year2017-08-31$0
Contributions received in cash from employer2017-08-31$49,308
Employer contributions (assets) at end of year2017-08-31$0
Employer contributions (assets) at beginning of year2017-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$101,188
Asset. Corporate debt instrument preferred debt at end of year2017-08-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-08-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-08-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-08-31$0
Contract administrator fees2017-08-31$250
Assets. Corporate common stocks other than exployer securities at end of year2017-08-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-08-31$0
Liabilities. Value of benefit claims payable at end of year2017-08-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-08-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-08-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-08-31$0
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Aggregate proceeds on sale of assets2017-08-31$771,894
Aggregate carrying amount (costs) on sale of assets2017-08-31$771,922
Liabilities. Value of acquisition indebtedness at end of year2017-08-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-08-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-08-31410746749
2016 : ALLEN DRYWALL 401(K) SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-08-31$382
Total unrealized appreciation/depreciation of assets2016-08-31$382
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$586,942
Total loss/gain on sale of assets2016-08-31$-6,768
Total of all expenses incurred2016-08-31$443,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$439,852
Value of total corrective distributions2016-08-31$3,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$303,014
Value of total assets at end of year2016-08-31$3,860,713
Value of total assets at beginning of year2016-08-31$3,717,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$0
Total interest from all sources2016-08-31$4,967
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$190,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$190,422
Assets. Real estate other than employer real property at end of year2016-08-31$0
Assets. Real estate other than employer real property at beginning of year2016-08-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-08-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-08-31$0
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$300,000
If this is an individual account plan, was there a blackout period2016-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$263,528
Participant contributions at end of year2016-08-31$99,055
Participant contributions at beginning of year2016-08-31$134,303
Participant contributions at end of year2016-08-31$0
Participant contributions at beginning of year2016-08-31$0
Assets. Other investments not covered elsewhere at end of year2016-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-08-31$0
Assets. Loans (other than to participants) at end of year2016-08-31$0
Assets. Loans (other than to participants) at beginning of year2016-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-08-31$0
Liabilities. Value of operating payables at end of year2016-08-31$0
Liabilities. Value of operating payables at beginning of year2016-08-31$0
Total non interest bearing cash at end of year2016-08-31$0
Total non interest bearing cash at beginning of year2016-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$143,416
Value of net assets at end of year (total assets less liabilities)2016-08-31$3,860,713
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$3,717,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Assets. partnership/joint venture interests at end of year2016-08-31$0
Assets. partnership/joint venture interests at beginning of year2016-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$3,740,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$3,565,389
Interest on participant loans2016-08-31$4,967
Value of interest in master investment trust accounts at end of year2016-08-31$0
Value of interest in master investment trust accounts at beginning of year2016-08-31$0
Value of interest in common/collective trusts at end of year2016-08-31$0
Value of interest in common/collective trusts at beginning of year2016-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-08-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-08-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-08-31$21,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-08-31$17,605
Asset value of US Government securities at end of year2016-08-31$0
Asset value of US Government securities at beginning of year2016-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$94,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Assets. Invements in employer securities at end of year2016-08-31$0
Assets. Invements in employer securities at beginning of year2016-08-31$0
Assets. Value of employer real property at end of year2016-08-31$0
Assets. Value of employer real property at beginning of year2016-08-31$0
Contributions received in cash from employer2016-08-31$39,486
Employer contributions (assets) at end of year2016-08-31$0
Employer contributions (assets) at beginning of year2016-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$439,852
Asset. Corporate debt instrument preferred debt at end of year2016-08-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-08-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-08-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-08-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-08-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-08-31$0
Liabilities. Value of benefit claims payable at end of year2016-08-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-08-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-08-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-08-31$0
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Aggregate proceeds on sale of assets2016-08-31$504,220
Aggregate carrying amount (costs) on sale of assets2016-08-31$510,988
Liabilities. Value of acquisition indebtedness at end of year2016-08-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-08-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-08-31410746749

Form 5500 Responses for ALLEN DRYWALL 401(K) SAVINGS PLAN

2021: ALLEN DRYWALL 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement - TrustYes
2020: ALLEN DRYWALL 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement - TrustYes
2019: ALLEN DRYWALL 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: ALLEN DRYWALL 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: ALLEN DRYWALL 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: ALLEN DRYWALL 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedYes
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: ALLEN DRYWALL 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedYes
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CUNA MUTUAL (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number104-3877-2
Policy instance 1
Insurance contract or identification number104-3877-2
Number of Individuals Covered0
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number104-3877-2
Policy instance 1
Insurance contract or identification number104-3877-2
Number of Individuals Covered147
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number104-3877-2
Policy instance 1
Insurance contract or identification number104-3877-2
Number of Individuals Covered1
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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