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PAKLAB 401(K) RETIREMENT PLAN 401k Plan overview

Plan NamePAKLAB 401(K) RETIREMENT PLAN
Plan identification number 001

PAKLAB 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNIVERSAL PACKAGING SYSTEMS, INC. D/B/A PAKLAB has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSAL PACKAGING SYSTEMS, INC. D/B/A PAKLAB
Employer identification number (EIN):954109799
NAIC Classification:325600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAKLAB 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MINDY KRISTEL
0012013-01-01WILMA ELIZABETH BEATY
0012010-01-01ROBERT BARD
0012009-01-01ROBERT BARD

Plan Statistics for PAKLAB 401(K) RETIREMENT PLAN

401k plan membership statisitcs for PAKLAB 401(K) RETIREMENT PLAN

Measure Date Value
2022: PAKLAB 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01554
Total number of active participants reported on line 7a of the Form 55002022-01-01225
Number of retired or separated participants receiving benefits2022-01-0121
Number of other retired or separated participants entitled to future benefits2022-01-01226
Total of all active and inactive participants2022-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01472
Number of participants with account balances2022-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0130
2021: PAKLAB 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01549
Total number of active participants reported on line 7a of the Form 55002021-01-01218
Number of retired or separated participants receiving benefits2021-01-01111
Number of other retired or separated participants entitled to future benefits2021-01-01220
Total of all active and inactive participants2021-01-01549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01550
Number of participants with account balances2021-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0130
2020: PAKLAB 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01447
Total number of active participants reported on line 7a of the Form 55002020-01-01206
Number of retired or separated participants receiving benefits2020-01-0189
Number of other retired or separated participants entitled to future benefits2020-01-01230
Total of all active and inactive participants2020-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01526
Number of participants with account balances2020-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: PAKLAB 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01508
Total number of active participants reported on line 7a of the Form 55002019-01-01221
Number of retired or separated participants receiving benefits2019-01-0127
Number of other retired or separated participants entitled to future benefits2019-01-01198
Total of all active and inactive participants2019-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01446
Number of participants with account balances2019-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0138
2018: PAKLAB 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01542
Total number of active participants reported on line 7a of the Form 55002018-01-01289
Number of retired or separated participants receiving benefits2018-01-0132
Number of other retired or separated participants entitled to future benefits2018-01-01185
Total of all active and inactive participants2018-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01506
Number of participants with account balances2018-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0147
2017: PAKLAB 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01580
Total number of active participants reported on line 7a of the Form 55002017-01-01348
Number of retired or separated participants receiving benefits2017-01-0126
Number of other retired or separated participants entitled to future benefits2017-01-01166
Total of all active and inactive participants2017-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01540
Number of participants with account balances2017-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0167
2016: PAKLAB 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01585
Total number of active participants reported on line 7a of the Form 55002016-01-01373
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-01221
Total of all active and inactive participants2016-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01603
Number of participants with account balances2016-01-01496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0177
2015: PAKLAB 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01554
Total number of active participants reported on line 7a of the Form 55002015-01-01449
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-0188
Total of all active and inactive participants2015-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0128
2014: PAKLAB 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01422
Total number of active participants reported on line 7a of the Form 55002014-01-01453
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-0180
Total of all active and inactive participants2014-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01542
Number of participants with account balances2014-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: PAKLAB 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01527
Total number of active participants reported on line 7a of the Form 55002013-01-01390
Number of retired or separated participants receiving benefits2013-01-0155
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01452
Number of participants with account balances2013-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0148
2010: PAKLAB 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01183
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-010
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PAKLAB 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01184
Total number of active participants reported on line 7a of the Form 55002009-01-01122
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0161
Total of all active and inactive participants2009-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01183
Number of participants with account balances2009-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on PAKLAB 401(K) RETIREMENT PLAN

Measure Date Value
2022 : PAKLAB 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,021,486
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$951,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$890,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$642,536
Value of total assets at end of year2022-12-31$8,228,032
Value of total assets at beginning of year2022-12-31$10,201,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$61,600
Total interest from all sources2022-12-31$4,667
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$589,362
Participant contributions at end of year2022-12-31$134,910
Participant contributions at beginning of year2022-12-31$73,453
Participant contributions at end of year2022-12-31$11,354
Participant contributions at beginning of year2022-12-31$9,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,973,290
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,228,032
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,201,322
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$7,386,079
Value of interest in pooled separate accounts at beginning of year2022-12-31$9,277,310
Interest on participant loans2022-12-31$4,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$694,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$840,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,668,689
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$53,174
Employer contributions (assets) at end of year2022-12-31$934
Employer contributions (assets) at beginning of year2022-12-31$870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$890,204
Contract administrator fees2022-12-31$61,600
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 name2022-12-31PORTER & HUNT, LLP
Accountancy firm EIN2022-12-31260526155
2021 : PAKLAB 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,955,412
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$854,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$798,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$665,424
Value of total assets at end of year2021-12-31$10,201,322
Value of total assets at beginning of year2021-12-31$9,100,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$56,265
Total interest from all sources2021-12-31$4,309
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$56,265
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$609,122
Participant contributions at end of year2021-12-31$73,453
Participant contributions at beginning of year2021-12-31$134,941
Participant contributions at end of year2021-12-31$9,056
Participant contributions at beginning of year2021-12-31$21,182
Other income not declared elsewhere2021-12-31$1,285,679
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$1,101,019
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,201,322
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,100,303
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$9,277,310
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,146,991
Interest on participant loans2021-12-31$4,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$840,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$795,101
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$56,302
Employer contributions (assets) at end of year2021-12-31$870
Employer contributions (assets) at beginning of year2021-12-31$2,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$798,128
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 name2021-12-31PORTER & HUNT, LLP
Accountancy firm EIN2021-12-31260526155
2020 : PAKLAB 401(K) RETIREMENT 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$0
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$1,727,877
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$667,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$608,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$574,201
Value of total assets at end of year2020-12-31$9,100,303
Value of total assets at beginning of year2020-12-31$8,039,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$58,562
Total interest from all sources2020-12-31$5,750
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
Administrative expenses professional fees incurred2020-12-31$58,562
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$512,516
Participant contributions at end of year2020-12-31$134,941
Participant contributions at beginning of year2020-12-31$124,563
Participant contributions at end of year2020-12-31$21,182
Participant contributions at beginning of year2020-12-31$8,505
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,726
Total non interest bearing cash at beginning of year2020-12-31$137
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$1,060,785
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,100,303
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,039,518
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$8,146,991
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,130,727
Interest on participant loans2020-12-31$5,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$795,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$774,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,147,926
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$48,959
Employer contributions (assets) at end of year2020-12-31$2,088
Employer contributions (assets) at beginning of year2020-12-31$772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$608,530
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 name2020-12-31PORTER & HUNT, LLP
Accountancy firm EIN2020-12-31260526155
2019 : PAKLAB 401(K) RETIREMENT PLAN 2019 401k financial data
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 income from all sources (including contributions)2019-12-31$2,114,343
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,767,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,683,294
Value of total corrective distributions2019-12-31$12,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$563,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$563,277
Value of total assets at end of year2019-12-31$8,039,518
Value of total assets at end of year2019-12-31$8,039,518
Value of total assets at beginning of year2019-12-31$7,692,334
Value of total assets at beginning of year2019-12-31$7,692,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$71,777
Total interest from all sources2019-12-31$6,275
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
Administrative expenses professional fees incurred2019-12-31$71,777
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
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$516,291
Contributions received from participants2019-12-31$516,291
Participant contributions at end of year2019-12-31$124,563
Participant contributions at beginning of year2019-12-31$145,318
Participant contributions at beginning of year2019-12-31$145,318
Participant contributions at end of year2019-12-31$8,505
Participant contributions at beginning of year2019-12-31$1,134
Participant contributions at beginning of year2019-12-31$1,134
Total non interest bearing cash at end of year2019-12-31$137
Total non interest bearing cash at beginning of year2019-12-31$262
Total non interest bearing cash at beginning of year2019-12-31$262
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$347,184
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,039,518
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,039,518
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,692,334
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
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$7,130,727
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,558,404
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,558,404
Interest on participant loans2019-12-31$6,275
Interest on participant loans2019-12-31$6,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$774,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$974,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$974,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,544,791
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
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$46,986
Contributions received in cash from employer2019-12-31$46,986
Employer contributions (assets) at end of year2019-12-31$772
Employer contributions (assets) at beginning of year2019-12-31$12,563
Employer contributions (assets) at beginning of year2019-12-31$12,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,683,294
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PORTER & HUNT, LLP
Accountancy firm EIN2019-12-31260526155
2018 : PAKLAB 401(K) RETIREMENT 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$345,609
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,425,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,394,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$829,732
Value of total assets at end of year2018-12-31$7,692,334
Value of total assets at beginning of year2018-12-31$8,772,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,407
Total interest from all sources2018-12-31$7,373
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
Administrative expenses professional fees incurred2018-12-31$31,407
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$627,314
Participant contributions at end of year2018-12-31$145,318
Participant contributions at beginning of year2018-12-31$184,207
Participant contributions at end of year2018-12-31$1,134
Participant contributions at beginning of year2018-12-31$964
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$146,764
Other income not declared elsewhere2018-12-31$1,625
Total non interest bearing cash at end of year2018-12-31$262
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,080,267
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,692,334
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,772,601
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$6,558,404
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,202,414
Interest on participant loans2018-12-31$7,373
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$974,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,373,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-493,121
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$55,654
Employer contributions (assets) at end of year2018-12-31$12,563
Employer contributions (assets) at beginning of year2018-12-31$11,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,394,469
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 name2018-12-31PORTER & HUNT, LLP
Accountancy firm EIN2018-12-31260526155
2017 : PAKLAB 401(K) RETIREMENT 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$1,906,548
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,313,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,294,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$707,570
Value of total assets at end of year2017-12-31$8,772,601
Value of total assets at beginning of year2017-12-31$9,179,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,083
Total interest from all sources2017-12-31$7,942
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 bond2017-12-31Yes
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$649,128
Participant contributions at end of year2017-12-31$184,207
Participant contributions at beginning of year2017-12-31$259,054
Participant contributions at end of year2017-12-31$964
Participant contributions at beginning of year2017-12-31$925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-406,464
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,772,601
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,179,065
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$7,202,414
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,374,755
Interest on participant loans2017-12-31$7,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,373,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,533,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,191,036
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$58,442
Employer contributions (assets) at end of year2017-12-31$11,802
Employer contributions (assets) at beginning of year2017-12-31$10,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,294,929
Contract administrator fees2017-12-31$18,083
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 name2017-12-31PORTER & HUNT,LLP
Accountancy firm EIN2017-12-31260526155
2016 : PAKLAB 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
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$1,763,864
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,731,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,706,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,140,536
Value of total assets at end of year2016-12-31$9,179,065
Value of total assets at beginning of year2016-12-31$9,146,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,008
Total interest from all sources2016-12-31$9,516
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$1,000,000
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$738,768
Participant contributions at end of year2016-12-31$259,054
Participant contributions at beginning of year2016-12-31$246,549
Participant contributions at end of year2016-12-31$925
Participant contributions at beginning of year2016-12-31$1,062
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$333,769
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$32,714
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,179,065
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,146,351
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$7,374,755
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,479,283
Interest on participant loans2016-12-31$9,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,533,876
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,408,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$613,812
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$67,999
Employer contributions (assets) at end of year2016-12-31$10,455
Employer contributions (assets) at beginning of year2016-12-31$11,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,706,142
Contract administrator fees2016-12-31$25,008
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 name2016-12-31PORTER & HUNT,LLP
Accountancy firm EIN2016-12-31260526155
2015 : PAKLAB 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$754,004
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,653,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,621,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$796,788
Value of total assets at end of year2015-12-31$9,146,351
Value of total assets at beginning of year2015-12-31$11,045,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$32,150
Total interest from all sources2015-12-31$10,409
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$15,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$15,056
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$692,308
Participant contributions at end of year2015-12-31$246,549
Participant contributions at beginning of year2015-12-31$266,539
Participant contributions at end of year2015-12-31$1,062
Participant contributions at beginning of year2015-12-31$12,774
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$40,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,899,542
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,146,351
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,045,893
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$7,479,283
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,595,537
Interest on participant loans2015-12-31$10,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,408,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,169,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-68,249
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$63,785
Employer contributions (assets) at end of year2015-12-31$11,328
Employer contributions (assets) at beginning of year2015-12-31$1,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,621,396
Contract administrator fees2015-12-31$32,150
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 name2015-12-31PORTER & HUNT,LLP
Accountancy firm EIN2015-12-31260526155
2014 : PAKLAB 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$0
Total income from all sources (including contributions)2014-12-31$1,351,365
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,461,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,427,172
Expenses. Certain deemed distributions of participant loans2014-12-31$17,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$712,650
Value of total assets at end of year2014-12-31$11,045,893
Value of total assets at beginning of year2014-12-31$11,156,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,166
Total interest from all sources2014-12-31$11,911
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$15,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$15,504
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$652,260
Participant contributions at end of year2014-12-31$266,539
Participant contributions at beginning of year2014-12-31$311,093
Participant contributions at end of year2014-12-31$12,774
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,053
Other income not declared elsewhere2014-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-110,367
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,045,893
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,156,260
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,417,552
Value of interest in pooled separate accounts at end of year2014-12-31$8,595,537
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$11,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,169,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,427,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$611,299
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$56,337
Employer contributions (assets) at end of year2014-12-31$1,184
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,427,172
Contract administrator fees2014-12-31$17,166
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PORTER & HUNT,LLP
Accountancy firm EIN2014-12-31260526155
2013 : PAKLAB 401(K) RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,399,067
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,167,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,094,007
Expenses. Certain deemed distributions of participant loans2013-12-31$19,915
Value of total corrective distributions2013-12-31$4,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$708,043
Value of total assets at end of year2013-12-31$11,156,260
Value of total assets at beginning of year2013-12-31$9,924,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$49,071
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$37,073
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$266,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$266,669
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$563,717
Participant contributions at end of year2013-12-31$311,093
Participant contributions at beginning of year2013-12-31$451,854
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$112,290
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,232,047
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,156,260
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,924,213
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,417,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,634,660
Interest on participant loans2013-12-31$15,221
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$21,852
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,427,615
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,837,699
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,387,282
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$32,036
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,094,007
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$49,071
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PORTER & HUNT,LLP
Accountancy firm EIN2013-12-31260526155
2010 : PAKLAB 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-01-05$0
Total transfer of assets from this plan2010-01-05$1,736,416
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-01-05$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-01-05$0
Total income from all sources (including contributions)2010-01-05$10,366
Total loss/gain on sale of assets2010-01-05$0
Total of all expenses incurred2010-01-05$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-01-05$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-01-05$0
Value of total assets at end of year2010-01-05$0
Value of total assets at beginning of year2010-01-05$1,726,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-01-05$0
Total interest from all sources2010-01-05$0
Total dividends received (eg from common stock, registered investment company shares)2010-01-05$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-01-05Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2010-01-05$0
Was this plan covered by a fidelity bond2010-01-05Yes
Value of fidelity bond cover2010-01-05$1,000,000
If this is an individual account plan, was there a blackout period2010-01-05No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-01-05$0
Were there any nonexempt tranactions with any party-in-interest2010-01-05No
Participant contributions at end of year2010-01-05$0
Participant contributions at beginning of year2010-01-05$91,047
Participant contributions at end of year2010-01-05$0
Participant contributions at beginning of year2010-01-05$7,588
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-01-05$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-01-05$3,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-01-05No
Value of net income/loss2010-01-05$10,366
Value of net assets at end of year (total assets less liabilities)2010-01-05$0
Value of net assets at beginning of year (total assets less liabilities)2010-01-05$1,726,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-01-05No
Were any loans by the plan or fixed income obligations due to the plan in default2010-01-05No
Were any leases to which the plan was party in default or uncollectible2010-01-05No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-01-05$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-01-05$1,374,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-01-05$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-01-05$248,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-01-05$248,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-01-05$10,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-01-05No
Was there a failure to transmit to the plan any participant contributions2010-01-05Yes
Has the plan failed to provide any benefit when due under the plan2010-01-05No
Employer contributions (assets) at end of year2010-01-05$0
Employer contributions (assets) at beginning of year2010-01-05$1,500
Did the plan have assets held for investment2010-01-05No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-01-05No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-01-05Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-01-05No
Opinion of an independent qualified public accountant for this plan2010-01-05Unqualified
Accountancy firm name2010-01-05PORTER & HUNT, LLP
Accountancy firm EIN2010-01-05260526155
2009 : PAKLAB 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PAKLAB 401(K) RETIREMENT PLAN

2022: PAKLAB 401(K) RETIREMENT 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: PAKLAB 401(K) RETIREMENT 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: PAKLAB 401(K) RETIREMENT 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: PAKLAB 401(K) RETIREMENT 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: PAKLAB 401(K) RETIREMENT 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: PAKLAB 401(K) RETIREMENT 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: PAKLAB 401(K) RETIREMENT 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: PAKLAB 401(K) RETIREMENT 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: PAKLAB 401(K) RETIREMENT 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: PAKLAB 401(K) RETIREMENT 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
2010: PAKLAB 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingYes
2010-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PAKLAB 401(K) RETIREMENT 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601406-000
Policy instance 1
Insurance contract or identification number601406-000
Number of Individuals Covered472
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,322
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4322
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601406-000
Policy instance 1
Insurance contract or identification number601406-000
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,847
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3594
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601406-000
Policy instance 1
Insurance contract or identification number601406-000
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,894
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2351
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601406-000
Policy instance 1
Insurance contract or identification number601406-000
Number of Individuals Covered399
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,254
Total amount of fees paid to insurance companyUSD $3,957
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,627
Insurance broker organization code?3
Amount paid for insurance broker fees1984
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601406-000
Policy instance 1
Insurance contract or identification number601406-000
Number of Individuals Covered436
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $22,344
Total amount of fees paid to insurance companyUSD $4,063
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,172
Insurance broker organization code?3
Amount paid for insurance broker fees4063
Additional information about fees paid to insurance brokerFEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601406-000
Policy instance 1
Insurance contract or identification number601406-000
Number of Individuals Covered580
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $23,392
Total amount of fees paid to insurance companyUSD $4,324
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,696
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameRETIREMENT STRATEGIES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601406-000
Policy instance 1
Insurance contract or identification number601406-000
Number of Individuals Covered390
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $26,168
Total amount of fees paid to insurance companyUSD $8,279
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,084
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameRETIREMENT STRATEGIES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601406-000
Policy instance 2
Insurance contract or identification number601406-000
Number of Individuals Covered348
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $52,172
Total amount of fees paid to insurance companyUSD $28,763
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees28763
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?5
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385754-01
Policy instance 1
Insurance contract or identification number385754-01
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $430
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $215
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385754-01
Policy instance 1
Insurance contract or identification number385754-01
Number of Individuals Covered182
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $25,084
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,542
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC

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