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PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN
Plan identification number 001

PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING 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.
  • 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

PACIFIC MATERIAL HANDLING SOLUTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PACIFIC MATERIAL HANDLING SOLUTIONS, INC.
Employer identification number (EIN):943191101
NAIC Classification:441300
NAIC Description: Automotive Parts, Accessories, and Tire Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01VALERIE LOGAN2023-05-04 VALERIE LOGAN2023-05-04
0012021-01-01VALERIE LOGAN2022-09-20 VALERIE LOGAN2022-09-20
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL CARTER MICHAEL CARTER2018-10-15
0012016-01-01RALPH LOGAN RALPH LOGAN2017-10-16
0012015-01-01RICHARD YUE
0012014-01-01RICHARD YUE RICHARD YUE2015-10-14
0012013-01-01CHRISTIE GETUIZA
0012012-01-01CHRISTIE GETUIZA
0012011-01-01CHRISTIE GETUIZA
0012009-01-01CHRISTIE GETUIZA
0012009-01-01CHRISTIE GETUIZA

Plan Statistics for PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN

401k plan membership statisitcs for PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN

Measure Date Value
2020: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01163
Total number of active participants reported on line 7a of the Form 55002020-01-0159
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0194
Number of participants with account balances2020-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01180
Total number of active participants reported on line 7a of the Form 55002019-01-0186
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0177
Total of all active and inactive participants2019-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01163
Number of participants with account balances2019-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01186
Total number of active participants reported on line 7a of the Form 55002018-01-0190
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0188
Total of all active and inactive participants2018-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01178
Number of participants with account balances2018-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01198
Total number of active participants reported on line 7a of the Form 55002017-01-01145
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0157
Total of all active and inactive participants2017-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01202
Number of participants with account balances2017-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01174
Total number of active participants reported on line 7a of the Form 55002016-01-01137
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01179
Number of participants with account balances2016-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01167
Total number of active participants reported on line 7a of the Form 55002015-01-01143
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01169
Number of participants with account balances2015-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01147
Total number of active participants reported on line 7a of the Form 55002014-01-01133
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01162
Number of participants with account balances2014-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01154
Total number of active participants reported on line 7a of the Form 55002013-01-01116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01147
Number of participants with account balances2013-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01189
Total number of active participants reported on line 7a of the Form 55002012-01-01114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01154
Number of participants with account balances2012-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01213
Total number of active participants reported on line 7a of the Form 55002011-01-01139
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0150
Total of all active and inactive participants2011-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01189
Number of participants with account balances2011-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01247
Total number of active participants reported on line 7a of the Form 55002009-01-01193
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0148
Total of all active and inactive participants2009-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01241
Number of participants with account balances2009-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN

Measure Date Value
2020 : PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$664,321
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$208,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$198,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$226,344
Value of total assets at end of year2020-12-31$2,436,420
Value of total assets at beginning of year2020-12-31$1,979,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,618
Total interest from all sources2020-12-31$387
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$224,373
Participant contributions at end of year2020-12-31$25,286
Participant contributions at beginning of year2020-12-31$875
Participant contributions at end of year2020-12-31$21
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,971
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$905
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$455,704
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,435,515
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,979,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$9,618
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,363,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,921,169
Income. Interest from loans (other than to participants)2020-12-31$387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$47,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$57,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$437,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$198,999
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BOWMAN & COMPANY, LLP
Accountancy firm EIN2020-12-31941481988
2019 : PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$612,923
Total income from all sources (including contributions)2019-12-31$612,923
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$436,408
Total of all expenses incurred2019-12-31$436,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$427,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$427,452
Expenses. Certain deemed distributions of participant loans2019-12-31$2,049
Expenses. Certain deemed distributions of participant loans2019-12-31$2,049
Value of total corrective distributions2019-12-31$1,868
Value of total corrective distributions2019-12-31$1,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$223,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$223,819
Value of total assets at end of year2019-12-31$1,979,811
Value of total assets at end of year2019-12-31$1,979,811
Value of total assets at beginning of year2019-12-31$1,803,296
Value of total assets at beginning of year2019-12-31$1,803,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,039
Total interest from all sources2019-12-31$261
Total interest from all sources2019-12-31$261
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$223,819
Contributions received from participants2019-12-31$223,819
Participant contributions at end of year2019-12-31$875
Participant contributions at end of year2019-12-31$875
Participant contributions at beginning of year2019-12-31$4,489
Participant contributions at beginning of year2019-12-31$4,489
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other income not declared elsewhere2019-12-31$790
Other income not declared elsewhere2019-12-31$790
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$176,515
Value of net income/loss2019-12-31$176,515
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,979,811
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,979,811
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,803,296
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,803,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,921,169
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,921,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,720,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,720,174
Income. Interest from loans (other than to participants)2019-12-31$261
Income. Interest from loans (other than to participants)2019-12-31$261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$57,767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$57,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$78,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$78,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$388,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$388,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$427,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$427,452
Contract administrator fees2019-12-31$5,039
Contract administrator fees2019-12-31$5,039
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BOWMAN & COMPANY, LLP
Accountancy firm name2019-12-31BOWMAN & COMPANY, LLP
Accountancy firm EIN2019-12-31941481988
Accountancy firm EIN2019-12-31941481988
2018 : PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$160,323
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,380,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,375,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$250,180
Value of total assets at end of year2018-12-31$1,803,296
Value of total assets at beginning of year2018-12-31$3,023,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,375
Total interest from all sources2018-12-31$443
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$250,180
Participant contributions at end of year2018-12-31$4,489
Participant contributions at beginning of year2018-12-31$13,146
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,220,014
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,803,296
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,023,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,720,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,926,030
Interest on participant loans2018-12-31$443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$78,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$84,134
Net investment gain/loss from pooled separate accounts2018-12-31$-90,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,375,962
Contract administrator fees2018-12-31$4,375
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BOWMAN & COMPANY, LLP
Accountancy firm EIN2018-12-31941481988
2017 : PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$779,082
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$232,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$227,176
Value of total corrective distributions2017-12-31$3,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$312,783
Value of total assets at end of year2017-12-31$3,023,310
Value of total assets at beginning of year2017-12-31$2,476,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,475
Total interest from all sources2017-12-31$937
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$298,493
Participant contributions at end of year2017-12-31$13,146
Participant contributions at beginning of year2017-12-31$22,601
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$-2
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$14,290
Other income not declared elsewhere2017-12-31$1,194
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$546,384
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,023,310
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,476,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$2,475
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,926,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,304,741
Interest on participant loans2017-12-31$937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$84,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$149,586
Net investment gain/loss from pooled separate accounts2017-12-31$464,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$227,176
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HILDRETH & ASSOCIATES, LLP
Accountancy firm EIN2017-12-31474090225
2016 : PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$523,587
Total of all expenses incurred2016-12-31$1,133,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,128,391
Expenses. Certain deemed distributions of participant loans2016-12-31$2,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$281,152
Value of total assets at end of year2016-12-31$2,476,926
Value of total assets at beginning of year2016-12-31$3,086,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,924
Total interest from all sources2016-12-31$1,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$2,225
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$275,393
Participant contributions at end of year2016-12-31$22,601
Participant contributions at beginning of year2016-12-31$42,911
Assets. Other investments not covered elsewhere at end of year2016-12-31$-2
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$419,526
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,759
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$28,598
Administrative expenses (other) incurred2016-12-31$699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-609,915
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,476,926
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,086,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,304,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,234,525
Interest on participant loans2016-12-31$1,711
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$149,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$389,181
Net investment gain/loss from pooled separate accounts2016-12-31$212,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,128,391
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HILDRETH & ASSOCIATES, LLP
Accountancy firm EIN2016-12-31474090225
2015 : PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-21,298
Total unrealized appreciation/depreciation of assets2015-12-31$-21,298
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$144,641
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$126,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$115,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$185,457
Value of total assets at end of year2015-12-31$3,086,841
Value of total assets at beginning of year2015-12-31$3,068,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,759
Total interest from all sources2015-12-31$2,860
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$182,938
Participant contributions at end of year2015-12-31$42,911
Participant contributions at beginning of year2015-12-31$66,461
Assets. Other investments not covered elsewhere at end of year2015-12-31$419,526
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$440,823
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-29
Administrative expenses (other) incurred2015-12-31$850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$17,999
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,086,841
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,068,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,234,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,286,558
Interest on participant loans2015-12-31$2,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$684
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$389,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$274,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-22,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$115,883
Contract administrator fees2015-12-31$9,909
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HILDRETH & ASSOCIATES, LLP
Accountancy firm EIN2015-12-31474090225
2014 : PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$5,741
Total unrealized appreciation/depreciation of assets2014-12-31$5,741
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,776
Total income from all sources (including contributions)2014-12-31$266,741
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$99,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$88,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$149,440
Value of total assets at end of year2014-12-31$3,068,842
Value of total assets at beginning of year2014-12-31$2,908,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,821
Total interest from all sources2014-12-31$2,912
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$10,521
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$148,903
Participant contributions at end of year2014-12-31$66,461
Participant contributions at beginning of year2014-12-31$55,239
Assets. Other investments not covered elsewhere at end of year2014-12-31$440,823
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$435,082
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$537
Other income not declared elsewhere2014-12-31$565
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$6,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$166,910
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,068,842
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,901,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,286,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,032,861
Interest on participant loans2014-12-31$2,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$684
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,776
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$274,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$378,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$108,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$88,010
Contract administrator fees2014-12-31$1,300
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HILDRETH & ASSOCIATES
Accountancy firm EIN2014-12-31942710994
2013 : PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$85,531
Total unrealized appreciation/depreciation of assets2013-12-31$85,531
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$684,370
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$867,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$833,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$162,812
Value of total assets at end of year2013-12-31$2,908,708
Value of total assets at beginning of year2013-12-31$3,085,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,669
Total interest from all sources2013-12-31$2,818
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$5,500
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$162,812
Participant contributions at end of year2013-12-31$55,239
Participant contributions at beginning of year2013-12-31$56,851
Assets. Other investments not covered elsewhere at end of year2013-12-31$435,082
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$349,551
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Administrative expenses (other) incurred2013-12-31$17,480
Liabilities. Value of operating payables at end of year2013-12-31$6,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-183,241
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,901,932
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,085,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,032,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,192,604
Interest on participant loans2013-12-31$2,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,776
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$9,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$9,128
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$378,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$477,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$433,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$833,942
Contract administrator fees2013-12-31$10,689
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HILDRETH & ASSOCIATES
Accountancy firm EIN2013-12-31942710994
2012 : PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$35,586
Total unrealized appreciation/depreciation of assets2012-12-31$35,586
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$566,184
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$427,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$417,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$221,649
Value of total assets at end of year2012-12-31$3,085,173
Value of total assets at beginning of year2012-12-31$2,946,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,446
Total interest from all sources2012-12-31$3,052
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$202,809
Participant contributions at end of year2012-12-31$56,851
Participant contributions at beginning of year2012-12-31$77,528
Participant contributions at beginning of year2012-12-31$266
Assets. Other investments not covered elsewhere at end of year2012-12-31$349,551
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$313,964
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$18,840
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$6,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$138,455
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,085,173
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,946,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,192,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,246,555
Interest on participant loans2012-12-31$2,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$9,128
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$477,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$308,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$305,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$417,283
Contract administrator fees2012-12-31$4,081
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HILDRETH & ASSOCIATES
Accountancy firm EIN2012-12-31134229774
2011 : PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-25,380
Total unrealized appreciation/depreciation of assets2011-12-31$-25,380
Total transfer of assets to this plan2011-12-31$339,344
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$124,815
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$515,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$496,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$202,986
Value of total assets at end of year2011-12-31$2,946,718
Value of total assets at beginning of year2011-12-31$2,997,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,919
Total interest from all sources2011-12-31$4,235
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$30,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$30,933
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$202,986
Participant contributions at end of year2011-12-31$77,528
Participant contributions at beginning of year2011-12-31$98,486
Participant contributions at end of year2011-12-31$266
Assets. Other investments not covered elsewhere at end of year2011-12-31$313,964
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-390,410
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,946,718
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,997,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$18,919
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,246,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,899,298
Interest on participant loans2011-12-31$4,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$308,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-87,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$496,306
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HILDRETH & ASSOCIATES
Accountancy firm EIN2011-12-31134229774
2010 : PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$258,657
Total unrealized appreciation/depreciation of assets2010-12-31$258,657
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$750,093
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$603,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$582,090
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$433,342
Value of total assets at end of year2010-12-31$2,997,784
Value of total assets at beginning of year2010-12-31$2,851,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,883
Total interest from all sources2010-12-31$4,470
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$53,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$53,624
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$254,414
Participant contributions at end of year2010-12-31$98,486
Participant contributions at beginning of year2010-12-31$111,507
Participant contributions at beginning of year2010-12-31$11,809
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$178,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$146,120
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,997,784
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,851,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,899,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,728,348
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$5,806
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$-1,336
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$100,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$482,090
Contract administrator fees2010-12-31$21,883
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HILDRETH & ASSOCIATES
Accountancy firm EIN2010-12-31134229774

Form 5500 Responses for PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN

2020: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PACIFIC MATERIAL HANDLING SOLUTIONS, INC.401 (K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number814997
Policy instance 1
Insurance contract or identification number814997
Number of Individuals Covered85
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,079
Total amount of fees paid to insurance companyUSD $983
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,079
Insurance broker organization code?3
Amount paid for insurance broker fees983
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number814997
Policy instance 1
Insurance contract or identification number814997
Number of Individuals Covered139
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,959
Total amount of fees paid to insurance companyUSD $992
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,959
Insurance broker organization code?3
Amount paid for insurance broker fees992
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number814997
Policy instance 5
Insurance contract or identification number814997
Number of Individuals Covered155
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,081
Total amount of fees paid to insurance companyUSD $1,312
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,081
Insurance broker organization code?3
Amount paid for insurance broker fees1312
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number690024
Policy instance 4
Insurance contract or identification number690024
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number309000827
Policy instance 3
Insurance contract or identification number309000827
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number309000835
Policy instance 2
Insurance contract or identification number309000835
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number309050192
Policy instance 1
Insurance contract or identification number309050192
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number690024
Policy instance 5
Insurance contract or identification number690024
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?3
Insurance broker nameMICHAEL LANG
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number309050192
Policy instance 4
Insurance contract or identification number309050192
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Insurance broker organization code?3
Insurance broker nameMICHAEL LANG
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number309000827
Policy instance 3
Insurance contract or identification number309000827
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Insurance broker organization code?3
Insurance broker nameMICHAEL LANG
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number814997
Policy instance 2
Insurance contract or identification number814997
Number of Individuals Covered151
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,046
Total amount of fees paid to insurance companyUSD $1,866
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,046
Insurance broker organization code?3
Amount paid for insurance broker fees1866
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA ALLIANCE PROGRAM
Insurance broker nameHICKS PENSION SERVICES
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number309000835
Policy instance 1
Insurance contract or identification number309000835
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Insurance broker organization code?3
Insurance broker nameMICHAEL LANG

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