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MORTON GRINDING, INC. 401(K) PLAN 401k Plan overview

Plan NameMORTON GRINDING, INC. 401(K) PLAN
Plan identification number 001

MORTON GRINDING, INC. 401(K) 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

MORTON GRINDING INC. has sponsored the creation of one or more 401k plans.

Company Name:MORTON GRINDING INC.
Employer identification number (EIN):952487459
NAIC Classification:332700

Additional information about MORTON GRINDING INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1967-06-30
Company Identification Number: C0529108
Legal Registered Office Address: 16262 Pineview Road

Santa Clarita
United States of America (USA)
91387

More information about MORTON GRINDING INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORTON GRINDING, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01WALLACE MORTON JR2023-09-27 WALLACE MORTON JR2023-09-27
0012021-01-01JAMES VAIL III2022-10-12 WALLACE MORTON2022-10-12
0012020-01-01JAMES VAIL III2021-10-11 WALLACE MORTON JR.2021-10-11
0012019-01-01JAMES VAIL III2020-10-12 YOLANDA MORTON2020-10-12
0012018-01-01JAMES VAIL III2019-10-10 YOLANDA MORTON2019-10-13
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JAMES VAIL III
0012011-01-01JAMES VAIL III
0012009-01-01YOLANDA MORTON
0012009-01-01YOLANDA MORTON
0012008-01-01

Plan Statistics for MORTON GRINDING, INC. 401(K) PLAN

401k plan membership statisitcs for MORTON GRINDING, INC. 401(K) PLAN

Measure Date Value
2022: MORTON GRINDING, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01237
Total number of active participants reported on line 7a of the Form 55002022-01-01178
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01253
Number of participants with account balances2022-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: MORTON GRINDING, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01254
Total number of active participants reported on line 7a of the Form 55002021-01-01172
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0165
Total of all active and inactive participants2021-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01237
Number of participants with account balances2021-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: MORTON GRINDING, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01273
Total number of active participants reported on line 7a of the Form 55002020-01-01204
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0150
Total of all active and inactive participants2020-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01254
Number of participants with account balances2020-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: MORTON GRINDING, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01238
Total number of active participants reported on line 7a of the Form 55002019-01-01213
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0156
Total of all active and inactive participants2019-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01269
Number of participants with account balances2019-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: MORTON GRINDING, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01251
Total number of active participants reported on line 7a of the Form 55002018-01-01194
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01235
Number of participants with account balances2018-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: MORTON GRINDING, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01240
Total number of active participants reported on line 7a of the Form 55002017-01-01203
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0147
Total of all active and inactive participants2017-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01250
Number of participants with account balances2017-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: MORTON GRINDING, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01231
Total number of active participants reported on line 7a of the Form 55002016-01-01200
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01237
Number of participants with account balances2016-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: MORTON GRINDING, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01224
Total number of active participants reported on line 7a of the Form 55002015-01-01188
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0142
Total of all active and inactive participants2015-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01230
Number of participants with account balances2015-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0121
2014: MORTON GRINDING, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01208
Total number of active participants reported on line 7a of the Form 55002014-01-01203
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01220
Number of participants with account balances2014-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: MORTON GRINDING, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01222
Total number of active participants reported on line 7a of the Form 55002013-01-01191
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01208
Number of participants with account balances2013-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: MORTON GRINDING, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01192
Total number of active participants reported on line 7a of the Form 55002012-01-01203
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01217
Number of participants with account balances2012-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: MORTON GRINDING, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01173
Total number of active participants reported on line 7a of the Form 55002011-01-01173
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
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 balances2011-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MORTON GRINDING, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01167
Total number of active participants reported on line 7a of the Form 55002009-01-01165
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01180
Total participants2009-01-01180
Number of participants with account balances2009-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on MORTON GRINDING, INC. 401(K) PLAN

Measure Date Value
2022 : MORTON GRINDING, INC. 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$894
Total income from all sources (including contributions)2022-12-31$-977,098
Total of all expenses incurred2022-12-31$1,081,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,000,725
Expenses. Certain deemed distributions of participant loans2022-12-31$67,710
Value of total corrective distributions2022-12-31$894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$696,129
Value of total assets at end of year2022-12-31$9,889,083
Value of total assets at beginning of year2022-12-31$11,946,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,879
Total interest from all sources2022-12-31$30,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$443,700
Participant contributions at end of year2022-12-31$600,856
Participant contributions at beginning of year2022-12-31$662,133
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$72,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$894
Total non interest bearing cash at end of year2022-12-31$754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,058,306
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,888,189
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,946,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$9,287,473
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,284,362
Interest on participant loans2022-12-31$30,112
Net investment gain/loss from pooled separate accounts2022-12-31$-1,703,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$180,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,000,725
Contract administrator fees2022-12-31$11,879
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DOUGHERTY & COMPANY
Accountancy firm EIN2022-12-31953871065
2021 : MORTON GRINDING, INC. 401(K) PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,455
Total income from all sources (including contributions)2021-12-31$2,162,904
Total of all expenses incurred2021-12-31$1,710,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,641,905
Expenses. Certain deemed distributions of participant loans2021-12-31$57,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,253,623
Value of total assets at end of year2021-12-31$11,946,495
Value of total assets at beginning of year2021-12-31$11,496,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,883
Total interest from all sources2021-12-31$31,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$439,647
Participant contributions at end of year2021-12-31$662,133
Participant contributions at beginning of year2021-12-31$669,939
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$639,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$452,764
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,946,495
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,493,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$11,284,362
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,826,247
Interest on participant loans2021-12-31$31,165
Net investment gain/loss from pooled separate accounts2021-12-31$878,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$174,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,641,905
Contract administrator fees2021-12-31$10,883
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DOUGHERTY & COMPANY
Accountancy firm EIN2021-12-31953871065
2020 : MORTON GRINDING, INC. 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,455
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,833
Total income from all sources (including contributions)2020-12-31$1,976,954
Total of all expenses incurred2020-12-31$1,152,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,020,948
Expenses. Certain deemed distributions of participant loans2020-12-31$111,007
Value of total corrective distributions2020-12-31$2,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$795,546
Value of total assets at end of year2020-12-31$11,496,186
Value of total assets at beginning of year2020-12-31$10,674,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,762
Total interest from all sources2020-12-31$39,715
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$562,196
Participant contributions at end of year2020-12-31$669,939
Participant contributions at beginning of year2020-12-31$675,612
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$20,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,455
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$5,833
Total non interest bearing cash at beginning of year2020-12-31$994
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$824,782
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,493,731
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,668,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$10,826,247
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,998,176
Interest on participant loans2020-12-31$39,715
Net investment gain/loss from pooled separate accounts2020-12-31$1,141,693
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$212,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,020,948
Contract administrator fees2020-12-31$17,762
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31DOUGHERTY & COMPANY
Accountancy firm EIN2020-12-31953871065
2019 : MORTON GRINDING, INC. 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,934
Total income from all sources (including contributions)2019-12-31$2,274,530
Total of all expenses incurred2019-12-31$1,120,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,078,952
Expenses. Certain deemed distributions of participant loans2019-12-31$23,845
Value of total corrective distributions2019-12-31$5,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$824,720
Value of total assets at end of year2019-12-31$10,674,782
Value of total assets at beginning of year2019-12-31$9,517,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,756
Total interest from all sources2019-12-31$39,024
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
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$598,328
Participant contributions at end of year2019-12-31$675,612
Participant contributions at beginning of year2019-12-31$593,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$5,833
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,934
Total non interest bearing cash at end of year2019-12-31$994
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$1,154,144
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,668,949
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,514,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$9,998,176
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,923,976
Interest on participant loans2019-12-31$39,024
Net investment gain/loss from pooled separate accounts2019-12-31$1,410,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$226,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,078,952
Contract administrator fees2019-12-31$11,756
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GALOUSTIAN AND ASSOCIATES CPA'S
Accountancy firm EIN2019-12-31270989102
2018 : MORTON GRINDING, INC. 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,934
Total income from all sources (including contributions)2018-12-31$278,145
Total of all expenses incurred2018-12-31$446,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$389,062
Expenses. Certain deemed distributions of participant loans2018-12-31$39,745
Value of total corrective distributions2018-12-31$2,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$679,467
Value of total assets at end of year2018-12-31$9,517,739
Value of total assets at beginning of year2018-12-31$9,682,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,392
Total interest from all sources2018-12-31$30,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$503,085
Participant contributions at end of year2018-12-31$593,763
Participant contributions at beginning of year2018-12-31$592,820
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-167,988
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,514,805
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,682,793
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 pooled separate accounts at end of year2018-12-31$8,923,976
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,089,867
Interest on participant loans2018-12-31$30,909
Net investment gain/loss from pooled separate accounts2018-12-31$-432,231
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$176,382
Employer contributions (assets) at beginning of year2018-12-31$106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$389,062
Contract administrator fees2018-12-31$14,392
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 name2018-12-31BRENNER & ASSOCIATES
Accountancy firm EIN2018-12-31204122655
2017 : MORTON GRINDING, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,720,991
Total of all expenses incurred2017-12-31$157,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$127,264
Expenses. Certain deemed distributions of participant loans2017-12-31$19,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$808,038
Value of total assets at end of year2017-12-31$9,682,793
Value of total assets at beginning of year2017-12-31$8,119,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,113
Total interest from all sources2017-12-31$24,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$580,753
Participant contributions at end of year2017-12-31$592,820
Participant contributions at beginning of year2017-12-31$553,595
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$1,563,521
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,682,793
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,119,272
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
Value of interest in pooled separate accounts at end of year2017-12-31$9,089,867
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,565,677
Interest on participant loans2017-12-31$24,060
Net investment gain/loss from pooled separate accounts2017-12-31$888,893
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$227,285
Employer contributions (assets) at end of year2017-12-31$106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$127,264
Contract administrator fees2017-12-31$11,113
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 name2017-12-31BRENNER & ASSOCIATES
Accountancy firm EIN2017-12-31204122655
2016 : MORTON GRINDING, INC. 401(K) PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$675
Total income from all sources (including contributions)2016-12-31$1,172,944
Total of all expenses incurred2016-12-31$137,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$125,799
Expenses. Certain deemed distributions of participant loans2016-12-31$2,060
Value of total corrective distributions2016-12-31$761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$746,877
Value of total assets at end of year2016-12-31$8,119,272
Value of total assets at beginning of year2016-12-31$7,084,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,048
Total interest from all sources2016-12-31$20,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$531,038
Participant contributions at end of year2016-12-31$553,595
Participant contributions at beginning of year2016-12-31$443,854
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,035,276
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,119,272
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,083,996
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 pooled separate accounts at end of year2016-12-31$7,565,677
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,640,817
Interest on participant loans2016-12-31$20,884
Net investment gain/loss from pooled separate accounts2016-12-31$405,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$215,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$125,799
Contract administrator fees2016-12-31$9,048
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 name2016-12-31BRENNER & ASSOCIATES
Accountancy firm EIN2016-12-31204122655
2015 : MORTON GRINDING, INC. 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$675
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,895
Total income from all sources (including contributions)2015-12-31$688,379
Total of all expenses incurred2015-12-31$756,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$703,848
Expenses. Certain deemed distributions of participant loans2015-12-31$44,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$757,954
Value of total assets at end of year2015-12-31$7,084,671
Value of total assets at beginning of year2015-12-31$7,153,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,171
Total interest from all sources2015-12-31$19,144
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$537,675
Participant contributions at end of year2015-12-31$443,854
Participant contributions at beginning of year2015-12-31$457,505
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,895
Other income not declared elsewhere2015-12-31$13
Total non interest bearing cash at beginning of year2015-12-31$516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-68,074
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,083,996
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,152,070
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 pooled separate accounts at end of year2015-12-31$6,640,817
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,695,944
Interest on participant loans2015-12-31$19,144
Net investment gain/loss from pooled separate accounts2015-12-31$-88,732
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$220,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$703,848
Contract administrator fees2015-12-31$8,171
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 name2015-12-31BRENNER & ASSOCIATES
Accountancy firm EIN2015-12-31204122655
2014 : MORTON GRINDING, INC. 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,895
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$16,554
Total income from all sources (including contributions)2014-12-31$945,635
Total of all expenses incurred2014-12-31$492,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$484,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$613,196
Value of total assets at end of year2014-12-31$7,153,965
Value of total assets at beginning of year2014-12-31$6,715,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,052
Total interest from all sources2014-12-31$17,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$439,909
Participant contributions at end of year2014-12-31$457,505
Participant contributions at beginning of year2014-12-31$452,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$16,554
Administrative expenses (other) incurred2014-12-31$6,600
Total non interest bearing cash at end of year2014-12-31$516
Total non interest bearing cash at beginning of year2014-12-31$837
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$452,658
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,152,070
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,699,412
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 pooled separate accounts at end of year2014-12-31$6,695,944
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,262,840
Interest on participant loans2014-12-31$17,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$315,082
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$173,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$484,925
Contract administrator fees2014-12-31$1,452
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 name2014-12-31BRENNER & ASSOCIATES
Accountancy firm EIN2014-12-31204122655
2013 : MORTON GRINDING, INC. 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,554
Total income from all sources (including contributions)2013-12-31$1,159,243
Total of all expenses incurred2013-12-31$185,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$162,213
Value of total corrective distributions2013-12-31$13,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$600,277
Value of total assets at end of year2013-12-31$6,715,966
Value of total assets at beginning of year2013-12-31$5,725,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,132
Total interest from all sources2013-12-31$12,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$437,258
Participant contributions at end of year2013-12-31$452,289
Participant contributions at beginning of year2013-12-31$186,752
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$16,554
Administrative expenses (other) incurred2013-12-31$7,950
Total non interest bearing cash at end of year2013-12-31$837
Total non interest bearing cash at beginning of year2013-12-31$4,920
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$974,155
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,699,412
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,725,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$6,262,840
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,533,585
Interest on participant loans2013-12-31$12,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$546,188
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$163,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$162,213
Contract administrator fees2013-12-31$1,182
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 name2013-12-31BRENNER & ASSOCIATES
Accountancy firm EIN2013-12-31204122655
2012 : MORTON GRINDING, INC. 401(K) PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,595
Expenses. Interest paid2012-12-31$9,215
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$9,215
Total income from all sources (including contributions)2012-12-31$1,201,892
Total of all expenses incurred2012-12-31$318,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$307,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$643,109
Value of total assets at end of year2012-12-31$5,725,257
Value of total assets at beginning of year2012-12-31$4,852,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,958
Total interest from all sources2012-12-31$9,737
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$435,837
Participant contributions at end of year2012-12-31$186,752
Participant contributions at beginning of year2012-12-31$260,834
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$27,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$10,595
Administrative expenses (other) incurred2012-12-31$1,958
Total non interest bearing cash at end of year2012-12-31$4,920
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$883,488
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,725,257
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,841,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$5,533,585
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,151,390
Interest on participant loans2012-12-31$9,737
Income. Interest from US Government securities2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,440,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$549,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$179,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$307,231
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 name2012-12-31BRENNER & ASSOCIATES
Accountancy firm EIN2012-12-31204122655
2011 : MORTON GRINDING, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,595
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$473,514
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$430,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$417,530
Expenses. Certain deemed distributions of participant loans2011-12-31$10,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$517,335
Value of total assets at end of year2011-12-31$4,852,364
Value of total assets at beginning of year2011-12-31$4,798,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,961
Total interest from all sources2011-12-31$10,693
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$373,205
Participant contributions at end of year2011-12-31$260,834
Participant contributions at beginning of year2011-12-31$229,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$10,595
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$43,428
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,841,769
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,798,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,151,390
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,124,875
Interest on participant loans2011-12-31$10,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,440,140
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,443,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-54,514
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$144,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$417,530
Contract administrator fees2011-12-31$1,961
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 name2011-12-31BRENNER & ASSOCIATES
Accountancy firm EIN2011-12-31204122655
2010 : MORTON GRINDING, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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
Total income from all sources (including contributions)2010-12-31$848,239
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$318,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$315,964
Value of total corrective distributions2010-12-31$1,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$414,160
Value of total assets at end of year2010-12-31$4,798,341
Value of total assets at beginning of year2010-12-31$4,268,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$876
Total interest from all sources2010-12-31$14,043
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$876
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$302,743
Participant contributions at end of year2010-12-31$229,663
Participant contributions at beginning of year2010-12-31$250,952
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$25
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) 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
Value of net income/loss2010-12-31$529,802
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,798,341
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,268,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,124,875
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,538,100
Interest on participant loans2010-12-31$11,171
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,443,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,479,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$420,036
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
Contributions received in cash from employer2010-12-31$111,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$315,964
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ROSEN AND COMPANY CPA S
Accountancy firm EIN2010-12-31954774890

Form 5500 Responses for MORTON GRINDING, INC. 401(K) PLAN

2022: MORTON GRINDING, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MORTON GRINDING, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MORTON GRINDING, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MORTON GRINDING, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MORTON GRINDING, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MORTON GRINDING, INC. 401(K) 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: MORTON GRINDING, INC. 401(K) 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: MORTON GRINDING, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MORTON GRINDING, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MORTON GRINDING, INC. 401(K) 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: MORTON GRINDING, INC. 401(K) 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: MORTON GRINDING, INC. 401(K) 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: MORTON GRINDING, INC. 401(K) 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
2008: MORTON GRINDING, INC. 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106679
Policy instance 1
Insurance contract or identification number106679
Number of Individuals Covered216
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $27,101
Total amount of fees paid to insurance companyUSD $23,073
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY
Commission paid to Insurance BrokerUSD $27,101
Insurance broker organization code?4
Amount paid for insurance broker fees23073
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106679
Policy instance 1
Insurance contract or identification number106679
Number of Individuals Covered217
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $28,904
Total amount of fees paid to insurance companyUSD $23,629
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY
Commission paid to Insurance BrokerUSD $28,904
Insurance broker organization code?4
Amount paid for insurance broker fees23629
Additional information about fees paid to insurance brokerTPA FEES PAID AND COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106679
Policy instance 1
Insurance contract or identification number106679
Number of Individuals Covered223
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $26,870
Total amount of fees paid to insurance companyUSD $28,648
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY
Commission paid to Insurance BrokerUSD $26,870
Insurance broker organization code?4
Amount paid for insurance broker fees28648
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106679
Policy instance 1
Insurance contract or identification number106679
Number of Individuals Covered238
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $26,047
Total amount of fees paid to insurance companyUSD $22,406
Commission paid to Insurance BrokerUSD $26,047
Insurance broker organization code?4
Amount paid for insurance broker fees22406
Additional information about fees paid to insurance brokerTPA FEES PAID AND COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106679
Policy instance 1
Insurance contract or identification number106679
Number of Individuals Covered197
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $33,926
Total amount of fees paid to insurance companyUSD $25,207
Commission paid to Insurance BrokerUSD $33,926
Insurance broker organization code?4
Amount paid for insurance broker fees25207
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106679
Policy instance 1
Insurance contract or identification number106679
Number of Individuals Covered207
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $31,032
Total amount of fees paid to insurance companyUSD $22,579
Commission paid to Insurance BrokerUSD $31,032
Insurance broker organization code?4
Amount paid for insurance broker fees22579
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker nameR-TECH CONSULTANTS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106679
Policy instance 1
Insurance contract or identification number106679
Number of Individuals Covered179
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $24,921
Total amount of fees paid to insurance companyUSD $17,510
Commission paid to Insurance BrokerUSD $24,921
Insurance broker organization code?4
Amount paid for insurance broker fees17510
Additional information about fees paid to insurance brokerTPA FEES AND ALLOWANCES
Insurance broker nameR-TECH CONSULTANTS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106679
Policy instance 1
Insurance contract or identification number106679
Number of Individuals Covered176
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $23,814
Total amount of fees paid to insurance companyUSD $16,915
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,814
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?2
Insurance broker nameR-TECH CONSULTANTS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106679
Policy instance 1
Insurance contract or identification number106679
Number of Individuals Covered178
Insurance policy start date2013-08-08
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $21,787
Total amount of fees paid to insurance companyUSD $22,831
Commission paid to Insurance BrokerUSD $21,787
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?2
Insurance broker nameR-TECH CONSULTANTS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106679
Policy instance 1
Insurance contract or identification number106679
Number of Individuals Covered142
Insurance policy start date2012-08-08
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,574
Total amount of fees paid to insurance companyUSD $11,459
Commission paid to Insurance BrokerUSD $6,574
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?2
Amount paid for insurance broker fees11459
Insurance broker nameR-TECH CONSULTANTS, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-028706
Policy instance 1
Insurance contract or identification numberGA-028706
Number of Individuals Covered140
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,164
Total amount of fees paid to insurance companyUSD $2,291
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-028706
Policy instance 1
Insurance contract or identification numberGA-028706
Number of Individuals Covered116
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,206
Total amount of fees paid to insurance companyUSD $2,052
Commission paid to Insurance BrokerUSD $6,083
Amount paid for insurance broker fees2052
Additional information about fees paid to insurance brokerADMINISTRATION ALLOWANCE
Insurance broker organization code?5
Insurance broker nameMONEY CONCEPTS INTNTL

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