THE ARCHITECTURAL TEAM, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-03-01 | 102 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-03-01 | 86 |
| Number of other retired or separated participants entitled to future benefits | 2022-03-01 | 17 |
| Total of all active and inactive participants | 2022-03-01 | 103 |
| Total participants | 2022-03-01 | 103 |
| Number of participants with account balances | 2022-03-01 | 103 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-03-01 | 4 |
| 2021: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-03-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-03-01 | 81 |
| Number of other retired or separated participants entitled to future benefits | 2021-03-01 | 21 |
| Total of all active and inactive participants | 2021-03-01 | 102 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-03-01 | 2 |
| Total participants | 2021-03-01 | 104 |
| Number of participants with account balances | 2021-03-01 | 103 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-03-01 | 4 |
| 2020: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-03-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-03-01 | 81 |
| Number of other retired or separated participants entitled to future benefits | 2020-03-01 | 18 |
| Total of all active and inactive participants | 2020-03-01 | 99 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-03-01 | 1 |
| Total participants | 2020-03-01 | 100 |
| Number of participants with account balances | 2020-03-01 | 100 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-03-01 | 2 |
| 2019: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-03-01 | 97 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-03-01 | 81 |
| Number of other retired or separated participants entitled to future benefits | 2019-03-01 | 14 |
| Total of all active and inactive participants | 2019-03-01 | 95 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-03-01 | 0 |
| Total participants | 2019-03-01 | 95 |
| Number of participants with account balances | 2019-03-01 | 93 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-03-01 | 4 |
| 2018: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-03-01 | 96 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-03-01 | 81 |
| Number of other retired or separated participants entitled to future benefits | 2018-03-01 | 16 |
| Total of all active and inactive participants | 2018-03-01 | 97 |
| Total participants | 2018-03-01 | 97 |
| Number of participants with account balances | 2018-03-01 | 96 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-03-01 | 9 |
| 2017: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-03-01 | 93 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-03-01 | 83 |
| Number of other retired or separated participants entitled to future benefits | 2017-03-01 | 13 |
| Total of all active and inactive participants | 2017-03-01 | 96 |
| Total participants | 2017-03-01 | 96 |
| Number of participants with account balances | 2017-03-01 | 96 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-03-01 | 4 |
| 2016: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-03-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 77 |
| Number of other retired or separated participants entitled to future benefits | 2016-03-01 | 14 |
| Total of all active and inactive participants | 2016-03-01 | 91 |
| Total participants | 2016-03-01 | 91 |
| Number of participants with account balances | 2016-03-01 | 91 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-03-01 | 2 |
| 2015: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-03-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 68 |
| Number of other retired or separated participants entitled to future benefits | 2015-03-01 | 19 |
| Total of all active and inactive participants | 2015-03-01 | 87 |
| Total participants | 2015-03-01 | 87 |
| Number of participants with account balances | 2015-03-01 | 86 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-03-01 | 7 |
| 2014: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-03-01 | 75 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-03-01 | 68 |
| Number of other retired or separated participants entitled to future benefits | 2014-03-01 | 15 |
| Total of all active and inactive participants | 2014-03-01 | 83 |
| Total participants | 2014-03-01 | 83 |
| Number of participants with account balances | 2014-03-01 | 83 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-03-01 | 5 |
| 2013: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-03-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 57 |
| Number of retired or separated participants receiving benefits | 2013-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-03-01 | 12 |
| Total of all active and inactive participants | 2013-03-01 | 69 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-03-01 | 0 |
| Total participants | 2013-03-01 | 69 |
| Number of participants with account balances | 2013-03-01 | 69 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-03-01 | 0 |
| 2012: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-03-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 50 |
| Number of retired or separated participants receiving benefits | 2012-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-03-01 | 13 |
| Total of all active and inactive participants | 2012-03-01 | 63 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-03-01 | 0 |
| Total participants | 2012-03-01 | 63 |
| Number of participants with account balances | 2012-03-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-03-01 | 2 |
| 2011: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-03-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 46 |
| Number of retired or separated participants receiving benefits | 2011-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-03-01 | 15 |
| Total of all active and inactive participants | 2011-03-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-03-01 | 0 |
| Total participants | 2011-03-01 | 61 |
| Number of participants with account balances | 2011-03-01 | 61 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-03-01 | 1 |
| 2010: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-03-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-03-01 | 43 |
| Number of retired or separated participants receiving benefits | 2010-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-03-01 | 14 |
| Total of all active and inactive participants | 2010-03-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-03-01 | 0 |
| Total participants | 2010-03-01 | 57 |
| Number of participants with account balances | 2010-03-01 | 57 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-03-01 | 1 |
| 2009: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-03-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 43 |
| Number of retired or separated participants receiving benefits | 2009-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-03-01 | 16 |
| Total of all active and inactive participants | 2009-03-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-03-01 | 0 |
| Total participants | 2009-03-01 | 59 |
| Number of participants with account balances | 2009-03-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-03-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-02-28 | $148,949 |
| Expenses. Total of all expenses incurred | 2023-02-28 | $1,418,447 |
| Benefits paid (including direct rollovers) | 2023-02-28 | $1,397,951 |
| Total plan assets at end of year | 2023-02-28 | $17,047,232 |
| Total plan assets at beginning of year | 2023-02-28 | $18,316,730 |
| Value of fidelity bond covering the plan | 2023-02-28 | $500,000 |
| Total contributions received or receivable from participants | 2023-02-28 | $653,911 |
| Other income received | 2023-02-28 | $-1,148,127 |
| Net income (gross income less expenses) | 2023-02-28 | $-1,269,498 |
| Net plan assets at end of year (total assets less liabilities) | 2023-02-28 | $17,047,232 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-02-28 | $18,316,730 |
| Assets. Value of participant loans | 2023-02-28 | $75,527 |
| Total contributions received or receivable from employer(s) | 2023-02-28 | $643,165 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-02-28 | $20,496 |
| 2022 : THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-02-28 | $2,477,395 |
| Expenses. Total of all expenses incurred | 2022-02-28 | $3,703,749 |
| Benefits paid (including direct rollovers) | 2022-02-28 | $3,682,591 |
| Total plan assets at end of year | 2022-02-28 | $18,316,730 |
| Total plan assets at beginning of year | 2022-02-28 | $19,543,084 |
| Value of fidelity bond covering the plan | 2022-02-28 | $500,000 |
| Total contributions received or receivable from participants | 2022-02-28 | $614,446 |
| Contributions received from other sources (not participants or employers) | 2022-02-28 | $10,170 |
| Other income received | 2022-02-28 | $1,298,177 |
| Net income (gross income less expenses) | 2022-02-28 | $-1,226,354 |
| Net plan assets at end of year (total assets less liabilities) | 2022-02-28 | $18,316,730 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-02-28 | $19,543,084 |
| Assets. Value of participant loans | 2022-02-28 | $85,587 |
| Total contributions received or receivable from employer(s) | 2022-02-28 | $554,602 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-02-28 | $21,158 |
| 2021 : THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-02-28 | $4,588,524 |
| Expenses. Total of all expenses incurred | 2021-02-28 | $358,655 |
| Benefits paid (including direct rollovers) | 2021-02-28 | $341,648 |
| Total plan assets at end of year | 2021-02-28 | $19,543,084 |
| Total plan assets at beginning of year | 2021-02-28 | $15,313,215 |
| Value of fidelity bond covering the plan | 2021-02-28 | $500,000 |
| Total contributions received or receivable from participants | 2021-02-28 | $594,941 |
| Contributions received from other sources (not participants or employers) | 2021-02-28 | $53,175 |
| Other income received | 2021-02-28 | $3,409,072 |
| Net income (gross income less expenses) | 2021-02-28 | $4,229,869 |
| Net plan assets at end of year (total assets less liabilities) | 2021-02-28 | $19,543,084 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-02-28 | $15,313,215 |
| Assets. Value of participant loans | 2021-02-28 | $95,621 |
| Total contributions received or receivable from employer(s) | 2021-02-28 | $531,336 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-02-28 | $17,007 |
| 2020 : THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-02-29 | $1,975,300 |
| Expenses. Total of all expenses incurred | 2020-02-29 | $561,632 |
| Benefits paid (including direct rollovers) | 2020-02-29 | $545,908 |
| Total plan assets at end of year | 2020-02-29 | $15,313,215 |
| Total plan assets at beginning of year | 2020-02-29 | $13,899,547 |
| Value of fidelity bond covering the plan | 2020-02-29 | $500,000 |
| Total contributions received or receivable from participants | 2020-02-29 | $534,449 |
| Contributions received from other sources (not participants or employers) | 2020-02-29 | $3,671 |
| Other income received | 2020-02-29 | $935,091 |
| Net income (gross income less expenses) | 2020-02-29 | $1,413,668 |
| Net plan assets at end of year (total assets less liabilities) | 2020-02-29 | $15,313,215 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-02-29 | $13,899,547 |
| Assets. Value of participant loans | 2020-02-29 | $104,469 |
| Total contributions received or receivable from employer(s) | 2020-02-29 | $502,089 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-02-29 | $15,724 |
| 2018 : THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-02-28 | $2,508,598 |
| Expenses. Total of all expenses incurred | 2018-02-28 | $492,429 |
| Benefits paid (including direct rollovers) | 2018-02-28 | $492,299 |
| Total plan assets at end of year | 2018-02-28 | $13,015,938 |
| Total plan assets at beginning of year | 2018-02-28 | $10,999,769 |
| Value of fidelity bond covering the plan | 2018-02-28 | $500,000 |
| Total contributions received or receivable from participants | 2018-02-28 | $423,121 |
| Contributions received from other sources (not participants or employers) | 2018-02-28 | $4,520 |
| Other income received | 2018-02-28 | $1,644,432 |
| Net income (gross income less expenses) | 2018-02-28 | $2,016,169 |
| Net plan assets at end of year (total assets less liabilities) | 2018-02-28 | $13,015,938 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-02-28 | $10,999,769 |
| Assets. Value of participant loans | 2018-02-28 | $121,684 |
| Total contributions received or receivable from employer(s) | 2018-02-28 | $436,525 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-02-28 | $130 |
| 2017 : THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-02-28 | $2,625,315 |
| Expenses. Total of all expenses incurred | 2017-02-28 | $2,086,635 |
| Benefits paid (including direct rollovers) | 2017-02-28 | $2,086,461 |
| Total plan assets at end of year | 2017-02-28 | $10,999,769 |
| Total plan assets at beginning of year | 2017-02-28 | $10,461,089 |
| Value of fidelity bond covering the plan | 2017-02-28 | $500,000 |
| Total contributions received or receivable from participants | 2017-02-28 | $403,461 |
| Other income received | 2017-02-28 | $1,809,800 |
| Net income (gross income less expenses) | 2017-02-28 | $538,680 |
| Net plan assets at end of year (total assets less liabilities) | 2017-02-28 | $10,999,769 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-02-28 | $10,461,089 |
| Assets. Value of participant loans | 2017-02-28 | $132,049 |
| Total contributions received or receivable from employer(s) | 2017-02-28 | $412,054 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-02-28 | $174 |
| 2016 : THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-02-29 | $-241,733 |
| Expenses. Total of all expenses incurred | 2016-02-29 | $235,197 |
| Benefits paid (including direct rollovers) | 2016-02-29 | $235,019 |
| Total plan assets at end of year | 2016-02-29 | $10,461,089 |
| Total plan assets at beginning of year | 2016-02-29 | $10,938,019 |
| Value of fidelity bond covering the plan | 2016-02-29 | $500,000 |
| Total contributions received or receivable from participants | 2016-02-29 | $361,508 |
| Contributions received from other sources (not participants or employers) | 2016-02-29 | $718 |
| Other income received | 2016-02-29 | $-978,194 |
| Net income (gross income less expenses) | 2016-02-29 | $-476,930 |
| Net plan assets at end of year (total assets less liabilities) | 2016-02-29 | $10,461,089 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-02-29 | $10,938,019 |
| Assets. Value of participant loans | 2016-02-29 | $158,656 |
| Total contributions received or receivable from employer(s) | 2016-02-29 | $374,235 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-02-29 | $178 |
| 2015 : THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-02-28 | $1,440,485 |
| Expenses. Total of all expenses incurred | 2015-02-28 | $837,384 |
| Benefits paid (including direct rollovers) | 2015-02-28 | $833,377 |
| Total plan assets at end of year | 2015-02-28 | $10,938,019 |
| Total plan assets at beginning of year | 2015-02-28 | $10,334,918 |
| Value of fidelity bond covering the plan | 2015-02-28 | $500,000 |
| Total contributions received or receivable from participants | 2015-02-28 | $339,803 |
| Contributions received from other sources (not participants or employers) | 2015-02-28 | $23,541 |
| Other income received | 2015-02-28 | $704,264 |
| Net income (gross income less expenses) | 2015-02-28 | $603,101 |
| Net plan assets at end of year (total assets less liabilities) | 2015-02-28 | $10,938,019 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-02-28 | $10,334,918 |
| Assets. Value of participant loans | 2015-02-28 | $84,642 |
| Total contributions received or receivable from employer(s) | 2015-02-28 | $372,877 |
| Value of corrective distributions | 2015-02-28 | $3,865 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-02-28 | $142 |
| 2014 : THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-02-28 | $2,202,096 |
| Expenses. Total of all expenses incurred | 2014-02-28 | $194,369 |
| Benefits paid (including direct rollovers) | 2014-02-28 | $193,046 |
| Total plan assets at end of year | 2014-02-28 | $10,334,918 |
| Total plan assets at beginning of year | 2014-02-28 | $8,327,191 |
| Value of fidelity bond covering the plan | 2014-02-28 | $500,000 |
| Total contributions received or receivable from participants | 2014-02-28 | $272,666 |
| Other income received | 2014-02-28 | $1,579,529 |
| Net income (gross income less expenses) | 2014-02-28 | $2,007,727 |
| Net plan assets at end of year (total assets less liabilities) | 2014-02-28 | $10,334,918 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-02-28 | $8,327,191 |
| Assets. Value of participant loans | 2014-02-28 | $58,092 |
| Total contributions received or receivable from employer(s) | 2014-02-28 | $349,901 |
| Value of corrective distributions | 2014-02-28 | $1,215 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-02-28 | $108 |
| 2013 : THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-02-28 | $1,225,900 |
| Expenses. Total of all expenses incurred | 2013-02-28 | $130,379 |
| Benefits paid (including direct rollovers) | 2013-02-28 | $130,325 |
| Total plan assets at end of year | 2013-02-28 | $8,327,191 |
| Total plan assets at beginning of year | 2013-02-28 | $7,231,670 |
| Value of fidelity bond covering the plan | 2013-02-28 | $500,000 |
| Total contributions received or receivable from participants | 2013-02-28 | $237,771 |
| Contributions received from other sources (not participants or employers) | 2013-02-28 | $73,674 |
| Other income received | 2013-02-28 | $641,626 |
| Net income (gross income less expenses) | 2013-02-28 | $1,095,521 |
| Net plan assets at end of year (total assets less liabilities) | 2013-02-28 | $8,327,191 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-02-28 | $7,231,670 |
| Assets. Value of participant loans | 2013-02-28 | $44,291 |
| Total contributions received or receivable from employer(s) | 2013-02-28 | $272,829 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-02-28 | $54 |
| 2012 : THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-02-29 | $548,050 |
| Expenses. Total of all expenses incurred | 2012-02-29 | $181,213 |
| Benefits paid (including direct rollovers) | 2012-02-29 | $170,739 |
| Total plan assets at end of year | 2012-02-29 | $7,231,670 |
| Total plan assets at beginning of year | 2012-02-29 | $6,864,833 |
| Value of fidelity bond covering the plan | 2012-02-29 | $500,000 |
| Total contributions received or receivable from participants | 2012-02-29 | $202,778 |
| Other income received | 2012-02-29 | $118,058 |
| Net income (gross income less expenses) | 2012-02-29 | $366,837 |
| Net plan assets at end of year (total assets less liabilities) | 2012-02-29 | $7,231,670 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-02-29 | $6,864,833 |
| Assets. Value of participant loans | 2012-02-29 | $6,630 |
| Total contributions received or receivable from employer(s) | 2012-02-29 | $227,214 |
| Value of corrective distributions | 2012-02-29 | $10,406 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-02-29 | $68 |
| 2011 : THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-02-28 | $1,449,969 |
| Expenses. Total of all expenses incurred | 2011-02-28 | $1,714,779 |
| Benefits paid (including direct rollovers) | 2011-02-28 | $1,714,779 |
| Total plan assets at end of year | 2011-02-28 | $6,864,833 |
| Total plan assets at beginning of year | 2011-02-28 | $7,129,643 |
| Value of fidelity bond covering the plan | 2011-02-28 | $500,000 |
| Total contributions received or receivable from participants | 2011-02-28 | $206,400 |
| Other income received | 2011-02-28 | $1,080,138 |
| Net income (gross income less expenses) | 2011-02-28 | $-264,810 |
| Net plan assets at end of year (total assets less liabilities) | 2011-02-28 | $6,864,833 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-02-28 | $7,129,643 |
| Assets. Value of participant loans | 2011-02-28 | $12,788 |
| Total contributions received or receivable from employer(s) | 2011-02-28 | $163,431 |
| 2022: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-03-01 | Type of plan entity | Single employer plan |
| 2022-03-01 | Submission has been amended | No |
| 2022-03-01 | This submission is the final filing | No |
| 2022-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-03-01 | Plan is a collectively bargained plan | No |
| 2022-03-01 | Plan funding arrangement – Trust | Yes |
| 2022-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-03-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-03-01 | Type of plan entity | Single employer plan |
| 2021-03-01 | Submission has been amended | No |
| 2021-03-01 | This submission is the final filing | No |
| 2021-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-03-01 | Plan is a collectively bargained plan | No |
| 2021-03-01 | Plan funding arrangement – Trust | Yes |
| 2021-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-03-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-03-01 | Type of plan entity | Single employer plan |
| 2020-03-01 | Submission has been amended | No |
| 2020-03-01 | This submission is the final filing | No |
| 2020-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-03-01 | Plan is a collectively bargained plan | No |
| 2020-03-01 | Plan funding arrangement – Trust | Yes |
| 2020-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-03-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-03-01 | Type of plan entity | Single employer plan |
| 2019-03-01 | Submission has been amended | No |
| 2019-03-01 | This submission is the final filing | No |
| 2019-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-03-01 | Plan is a collectively bargained plan | No |
| 2019-03-01 | Plan funding arrangement – Trust | Yes |
| 2019-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-03-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-03-01 | Type of plan entity | Single employer plan |
| 2018-03-01 | Submission has been amended | No |
| 2018-03-01 | This submission is the final filing | No |
| 2018-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-03-01 | Plan is a collectively bargained plan | No |
| 2018-03-01 | Plan funding arrangement – Trust | Yes |
| 2018-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-03-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-03-01 | Type of plan entity | Single employer plan |
| 2017-03-01 | Submission has been amended | No |
| 2017-03-01 | This submission is the final filing | No |
| 2017-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-03-01 | Plan is a collectively bargained plan | No |
| 2017-03-01 | Plan funding arrangement – Trust | Yes |
| 2017-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-03-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-03-01 | Type of plan entity | Single employer plan |
| 2016-03-01 | Submission has been amended | No |
| 2016-03-01 | This submission is the final filing | No |
| 2016-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-03-01 | Plan is a collectively bargained plan | No |
| 2016-03-01 | Plan funding arrangement – Trust | Yes |
| 2016-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-03-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-03-01 | Type of plan entity | Single employer plan |
| 2015-03-01 | Submission has been amended | No |
| 2015-03-01 | This submission is the final filing | No |
| 2015-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-03-01 | Plan is a collectively bargained plan | No |
| 2015-03-01 | Plan funding arrangement – Trust | Yes |
| 2015-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-03-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-03-01 | Type of plan entity | Single employer plan |
| 2014-03-01 | Submission has been amended | No |
| 2014-03-01 | This submission is the final filing | No |
| 2014-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-03-01 | Plan is a collectively bargained plan | No |
| 2014-03-01 | Plan funding arrangement – Trust | Yes |
| 2014-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-03-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-03-01 | Type of plan entity | Single employer plan |
| 2013-03-01 | Submission has been amended | No |
| 2013-03-01 | This submission is the final filing | No |
| 2013-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-03-01 | Plan is a collectively bargained plan | No |
| 2013-03-01 | Plan funding arrangement – Trust | Yes |
| 2013-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-03-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-03-01 | Type of plan entity | Single employer plan |
| 2012-03-01 | Submission has been amended | No |
| 2012-03-01 | This submission is the final filing | No |
| 2012-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-03-01 | Plan is a collectively bargained plan | No |
| 2012-03-01 | Plan funding arrangement – Trust | Yes |
| 2012-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-03-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-03-01 | Type of plan entity | Single employer plan |
| 2011-03-01 | Submission has been amended | No |
| 2011-03-01 | This submission is the final filing | No |
| 2011-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-03-01 | Plan is a collectively bargained plan | No |
| 2011-03-01 | Plan funding arrangement – Trust | Yes |
| 2011-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-03-01 | Plan benefit arrangement - Trust | Yes |
| 2010: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-03-01 | Type of plan entity | Single employer plan |
| 2010-03-01 | Submission has been amended | No |
| 2010-03-01 | This submission is the final filing | No |
| 2010-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-03-01 | Plan is a collectively bargained plan | No |
| 2010-03-01 | Plan funding arrangement – Trust | Yes |
| 2010-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-03-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE ARCHITECTURAL TEAM, INC. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-03-01 | Type of plan entity | Single employer plan |
| 2009-03-01 | Submission has been amended | No |
| 2009-03-01 | This submission is the final filing | No |
| 2009-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-03-01 | Plan is a collectively bargained plan | No |
| 2009-03-01 | Plan funding arrangement – Trust | Yes |
| 2009-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-03-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 504928-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 504928-01 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2022-03-01 | | Insurance policy end date | 2023-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 504928-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 504928-01 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2021-03-01 | | Insurance policy end date | 2022-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 080286305 |
| Policy instance | 1 |
| Insurance contract or identification number | 080286305 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2021-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 504928-01 |
| Policy instance | 2 |
| Insurance contract or identification number | 504928-01 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2021-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 504928-01 |
| Policy instance | 2 |
| Insurance contract or identification number | 504928-01 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 080286305 |
| Policy instance | 1 |
| Insurance contract or identification number | 080286305 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 504928-01 |
| Policy instance | 2 |
| Insurance contract or identification number | 504928-01 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2018-03-01 | | Insurance policy end date | 2019-02-28 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 53054 |
| Policy instance | 3 |
| Insurance contract or identification number | 53054 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2018-03-01 | | Insurance policy end date | 2018-11-12 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 080286305 |
| Policy instance | 1 |
| Insurance contract or identification number | 080286305 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-03-01 | | Insurance policy end date | 2019-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 080286305 |
| Policy instance | 1 |
| Insurance contract or identification number | 080286305 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-03-01 | | Insurance policy end date | 2018-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 53054 |
| Policy instance | 2 |
| Insurance contract or identification number | 53054 | | Number of Individuals Covered | 93 | | Insurance policy start date | 2017-03-01 | | Insurance policy end date | 2018-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 080286305/76744 |
| Policy instance | 1 |
| Insurance contract or identification number | 080286305/76744 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2015-03-01 | | Insurance policy end date | 2016-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 53054 |
| Policy instance | 2 |
| Insurance contract or identification number | 53054 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2015-03-01 | | Insurance policy end date | 2016-02-28 | | Total amount of commissions paid to insurance broker | USD $5,266 | | Total amount of fees paid to insurance company | USD $15,480 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,266 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | RIA | | Insurance broker name | CAPITAL ANALYSTS, INC. |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 080276744 |
| Policy instance | 1 |
| Insurance contract or identification number | 080276744 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-03-01 | | Insurance policy end date | 2015-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 080286305 |
| Policy instance | 2 |
| Insurance contract or identification number | 080286305 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-03-01 | | Insurance policy end date | 2015-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 53054 |
| Policy instance | 3 |
| Insurance contract or identification number | 53054 | | Number of Individuals Covered | 79 | | Insurance policy start date | 2014-03-01 | | Insurance policy end date | 2015-02-28 | | Total amount of commissions paid to insurance broker | USD $18,401 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,401 | | Insurance broker organization code? | 3 | | Insurance broker name | AXA NETWORK INSURANCE AGENCY OF MA |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 53054 |
| Policy instance | 3 |
| Insurance contract or identification number | 53054 | | Number of Individuals Covered | 73 | | Insurance policy start date | 2013-03-01 | | Insurance policy end date | 2014-02-28 | | Total amount of commissions paid to insurance broker | USD $17,379 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,379 | | Insurance broker organization code? | 3 | | Insurance broker name | AXA NETWORK INSURANCE AGENCY OF MA |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 080286305 |
| Policy instance | 2 |
| Insurance contract or identification number | 080286305 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-03-01 | | Insurance policy end date | 2014-02-28 | | Total amount of commissions paid to insurance broker | USD $36 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $36 | | Insurance broker organization code? | 3 | | Insurance broker name | RICHARD WHITE |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 080276744 |
| Policy instance | 1 |
| Insurance contract or identification number | 080276744 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-03-01 | | Insurance policy end date | 2014-02-28 | | Total amount of commissions paid to insurance broker | USD $40 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $40 | | Insurance broker organization code? | 3 | | Insurance broker name | RICHARD WHITE |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 055196 |
| Policy instance | 1 |
| Insurance contract or identification number | 055196 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2012-03-01 | | Insurance policy end date | 2013-02-28 | | Total amount of commissions paid to insurance broker | USD $76 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $76 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL LIBIN, CLU, CHFC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 53054 |
| Policy instance | 2 |
| Insurance contract or identification number | 53054 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2012-03-01 | | Insurance policy end date | 2013-02-28 | | Total amount of commissions paid to insurance broker | USD $14,318 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,318 | | Insurance broker organization code? | 3 | | Insurance broker name | AXA NETWORK INSURANCE AGENCY OF MA |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 53054 |
| Policy instance | 2 |
| Insurance contract or identification number | 53054 | | Number of Individuals Covered | 61 | | Insurance policy start date | 2011-03-01 | | Insurance policy end date | 2012-02-28 | | Total amount of commissions paid to insurance broker | USD $12,900 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 055196 |
| Policy instance | 1 |
| Insurance contract or identification number | 055196 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2011-03-01 | | Insurance policy end date | 2012-02-28 | | Total amount of commissions paid to insurance broker | USD $76 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 53054 |
| Policy instance | 2 |
| Insurance contract or identification number | 53054 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2010-03-01 | | Insurance policy end date | 2011-02-28 | | Total amount of commissions paid to insurance broker | USD $11,162 | | Total amount of fees paid to insurance company | USD $15 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,162 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 15 | | Additional information about fees paid to insurance broker | TPA JH IRA R/O PAYMENT | | Insurance broker name | CARAS AND SHULMAN, PC |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 055196 |
| Policy instance | 1 |
| Insurance contract or identification number | 055196 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2010-03-01 | | Insurance policy end date | 2011-02-28 | | Total amount of commissions paid to insurance broker | USD $76 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $76 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL LIBIN, CLU, CHFC |
|
