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CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameCAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN
Plan identification number 001

CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CAPITAL DISTRICT BEGINNINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CAPITAL DISTRICT BEGINNINGS, INC.
Employer identification number (EIN):141653112
NAIC Classification:611000

Additional information about CAPITAL DISTRICT BEGINNINGS, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1984-03-22
Company Identification Number: 903930
Legal Registered Office Address: 673 COLUMBIA TPKE
P.O. BOX 630
EAST GREENBUSH
United States of America (USA)
12061

More information about CAPITAL DISTRICT BEGINNINGS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01PAUL BASHANT PAUL BASHANT2019-03-22
0012016-07-01PAUL BASHANT PAUL BASHANT2018-03-06
0012015-07-01PAUL BASHANT PAUL BASHANT2017-04-10
0012014-07-01PAUL BASHANT
0012013-07-01PAUL BASHANT
0012012-07-01PAUL BASHANT
0012011-07-01PAUL BASHANT
0012010-07-01PAUL BASHANT
0012009-07-01PAUL BASHANT PAUL BASHANT2011-04-12

Plan Statistics for CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN

Measure Date Value
2021: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01180
Total number of active participants reported on line 7a of the Form 55002021-07-01143
Number of retired or separated participants receiving benefits2021-07-0121
Number of other retired or separated participants entitled to future benefits2021-07-0139
Total of all active and inactive participants2021-07-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01203
Number of participants with account balances2021-07-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0117
2020: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01208
Total number of active participants reported on line 7a of the Form 55002020-07-01140
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0138
Total of all active and inactive participants2020-07-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01178
Number of participants with account balances2020-07-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0115
2019: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01204
Total number of active participants reported on line 7a of the Form 55002019-07-01158
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0147
Total of all active and inactive participants2019-07-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01205
Number of participants with account balances2019-07-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0111
2018: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01202
Total number of active participants reported on line 7a of the Form 55002018-07-01157
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0142
Total of all active and inactive participants2018-07-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01199
Number of participants with account balances2018-07-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-015
2017: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01256
Total number of active participants reported on line 7a of the Form 55002017-07-01142
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0149
Total of all active and inactive participants2017-07-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01191
Number of participants with account balances2017-07-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0110
2016: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01250
Total number of active participants reported on line 7a of the Form 55002016-07-01145
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01109
Total of all active and inactive participants2016-07-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01254
Number of participants with account balances2016-07-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012
2015: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01336
Total number of active participants reported on line 7a of the Form 55002015-07-01137
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01102
Total of all active and inactive participants2015-07-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01239
Number of participants with account balances2015-07-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-016
2014: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01324
Total number of active participants reported on line 7a of the Form 55002014-07-01111
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01218
Total of all active and inactive participants2014-07-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01329
Number of participants with account balances2014-07-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0124
2013: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01376
Total number of active participants reported on line 7a of the Form 55002013-07-01157
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01177
Total of all active and inactive participants2013-07-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01334
Number of participants with account balances2013-07-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01320
Total number of active participants reported on line 7a of the Form 55002012-07-01199
Number of retired or separated participants receiving benefits2012-07-012
Number of other retired or separated participants entitled to future benefits2012-07-01171
Total of all active and inactive participants2012-07-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01372
Number of participants with account balances2012-07-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0112
2011: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01284
Total number of active participants reported on line 7a of the Form 55002011-07-01196
Number of retired or separated participants receiving benefits2011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-01107
Total of all active and inactive participants2011-07-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01304
Number of participants with account balances2011-07-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0114
2010: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01301
Total number of active participants reported on line 7a of the Form 55002010-07-01179
Number of retired or separated participants receiving benefits2010-07-011
Number of other retired or separated participants entitled to future benefits2010-07-0183
Total of all active and inactive participants2010-07-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01263
Number of participants with account balances2010-07-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-013
2009: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01272
Total number of active participants reported on line 7a of the Form 55002009-07-01198
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0191
Total of all active and inactive participants2009-07-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01289
Number of participants with account balances2009-07-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-013

Financial Data on CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$3,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$12,994
Total income from all sources (including contributions)2022-06-30$-1,146,623
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$486,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$417,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$524,686
Value of total assets at end of year2022-06-30$8,739,295
Value of total assets at beginning of year2022-06-30$10,382,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$68,849
Total interest from all sources2022-06-30$4,107
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$389,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$389,608
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$354,857
Participant contributions at end of year2022-06-30$100,980
Participant contributions at beginning of year2022-06-30$96,519
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$13,746
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$4,299
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$3,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$12,994
Other income not declared elsewhere2022-06-30$25,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,633,069
Value of net assets at end of year (total assets less liabilities)2022-06-30$8,736,045
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$10,369,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$6,724,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$8,110,401
Interest on participant loans2022-06-30$4,107
Value of interest in common/collective trusts at end of year2022-06-30$1,471,234
Value of interest in common/collective trusts at beginning of year2022-06-30$1,721,643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$276,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$267,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,865,013
Net investment gain or loss from common/collective trusts2022-06-30$-225,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$165,530
Employer contributions (assets) at end of year2022-06-30$165,530
Employer contributions (assets) at beginning of year2022-06-30$172,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$417,597
Contract administrator fees2022-06-30$68,849
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30WOJESKI & COMPANY CPAS, P.C.
Accountancy firm EIN2022-06-30141798364
2021 : CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$12,994
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$12,090
Total income from all sources (including contributions)2021-06-30$2,922,298
Total of all expenses incurred2021-06-30$850,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$778,922
Expenses. Certain deemed distributions of participant loans2021-06-30$2,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$511,719
Value of total assets at end of year2021-06-30$10,382,108
Value of total assets at beginning of year2021-06-30$8,309,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$69,245
Total interest from all sources2021-06-30$6,244
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$203,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$203,196
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$326,989
Participant contributions at end of year2021-06-30$96,519
Participant contributions at beginning of year2021-06-30$172,257
Participant contributions at end of year2021-06-30$13,746
Participant contributions at beginning of year2021-06-30$12,064
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$12,060
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$12,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$11,957
Other income not declared elsewhere2021-06-30$23,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,071,672
Value of net assets at end of year (total assets less liabilities)2021-06-30$10,369,114
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$8,297,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$8,110,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$6,314,747
Interest on participant loans2021-06-30$6,244
Value of interest in common/collective trusts at end of year2021-06-30$1,721,643
Value of interest in common/collective trusts at beginning of year2021-06-30$1,201,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$267,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$290,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,826,335
Net investment gain or loss from common/collective trusts2021-06-30$351,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$172,670
Employer contributions (assets) at end of year2021-06-30$172,670
Employer contributions (assets) at beginning of year2021-06-30$318,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$778,922
Contract administrator fees2021-06-30$69,245
Liabilities. Value of benefit claims payable at end of year2021-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$133
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30WOJESKI & COMPANY CPAS, P.C.
Accountancy firm EIN2021-06-30141798364
2020 : CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$12,090
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$11,651
Total income from all sources (including contributions)2020-06-30$1,112,234
Total of all expenses incurred2020-06-30$934,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$864,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$620,413
Value of total assets at end of year2020-06-30$8,309,532
Value of total assets at beginning of year2020-06-30$8,131,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$70,071
Total interest from all sources2020-06-30$5,112
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$198,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$198,510
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$292,845
Participant contributions at end of year2020-06-30$172,257
Participant contributions at beginning of year2020-06-30$74,962
Participant contributions at end of year2020-06-30$12,064
Participant contributions at beginning of year2020-06-30$12,889
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$8,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$11,957
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$11,524
Other income not declared elsewhere2020-06-30$20,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$177,560
Value of net assets at end of year (total assets less liabilities)2020-06-30$8,297,442
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$8,119,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$6,314,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$6,613,355
Interest on participant loans2020-06-30$5,112
Value of interest in common/collective trusts at end of year2020-06-30$1,201,169
Value of interest in common/collective trusts at beginning of year2020-06-30$925,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$290,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$215,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$218,476
Net investment gain or loss from common/collective trusts2020-06-30$49,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$318,728
Employer contributions (assets) at end of year2020-06-30$318,728
Employer contributions (assets) at beginning of year2020-06-30$290,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$864,603
Contract administrator fees2020-06-30$70,071
Liabilities. Value of benefit claims payable at end of year2020-06-30$133
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$127
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30WOJESKI & COMPANY CPAS, P.C.
Accountancy firm EIN2020-06-30141798364
2019 : CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$11,651
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$5,188
Total income from all sources (including contributions)2019-06-30$1,094,129
Total of all expenses incurred2019-06-30$702,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$629,749
Value of total corrective distributions2019-06-30$5,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$575,525
Value of total assets at end of year2019-06-30$8,131,533
Value of total assets at beginning of year2019-06-30$7,733,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$67,685
Total interest from all sources2019-06-30$4,478
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$283,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$283,650
Administrative expenses professional fees incurred2019-06-30$8,000
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$269,142
Participant contributions at end of year2019-06-30$74,962
Participant contributions at beginning of year2019-06-30$93,147
Participant contributions at end of year2019-06-30$12,889
Participant contributions at beginning of year2019-06-30$8,964
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$16,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$11,524
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$5,188
Other income not declared elsewhere2019-06-30$19,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$391,271
Value of net assets at end of year (total assets less liabilities)2019-06-30$8,119,882
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$7,728,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$6,613,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$6,248,784
Value of interest in pooled separate accounts at beginning of year2019-06-30$0
Interest on participant loans2019-06-30$4,478
Value of interest in common/collective trusts at end of year2019-06-30$925,103
Value of interest in common/collective trusts at beginning of year2019-06-30$1,204,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$215,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$176,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$163,086
Net investment gain or loss from common/collective trusts2019-06-30$47,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$290,322
Employer contributions (assets) at end of year2019-06-30$290,061
Employer contributions (assets) at beginning of year2019-06-30$2,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$629,749
Contract administrator fees2019-06-30$59,685
Liabilities. Value of benefit claims payable at end of year2019-06-30$127
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30WOJESKI & COMPANY CPAS, P.C.
Accountancy firm EIN2019-06-30141798364
2018 : CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$5,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$43
Total income from all sources (including contributions)2018-06-30$838,325
Total of all expenses incurred2018-06-30$576,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$556,850
Expenses. Certain deemed distributions of participant loans2018-06-30$6,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$241,729
Value of total assets at end of year2018-06-30$7,733,799
Value of total assets at beginning of year2018-06-30$7,466,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$13,676
Total interest from all sources2018-06-30$3,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$226,103
Participant contributions at end of year2018-06-30$93,147
Participant contributions at beginning of year2018-06-30$52,903
Participant contributions at end of year2018-06-30$8,964
Participant contributions at beginning of year2018-06-30$8,870
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$13,626
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$5,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$43
Other income not declared elsewhere2018-06-30$6,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Income. Non cash contributions2018-06-30$0
Value of net income/loss2018-06-30$261,729
Value of net assets at end of year (total assets less liabilities)2018-06-30$7,728,611
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$7,466,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$6,248,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$0
Value of interest in pooled separate accounts at end of year2018-06-30$0
Value of interest in pooled separate accounts at beginning of year2018-06-30$6,963,266
Interest on participant loans2018-06-30$3,524
Value of interest in common/collective trusts at end of year2018-06-30$1,204,332
Value of interest in common/collective trusts at beginning of year2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$176,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$132,042
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$58,055
Net investment gain/loss from pooled separate accounts2018-06-30$526,979
Net investment gain or loss from common/collective trusts2018-06-30$1,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$2,000
Employer contributions (assets) at end of year2018-06-30$2,000
Employer contributions (assets) at beginning of year2018-06-30$309,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$556,850
Contract administrator fees2018-06-30$13,676
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30Yes
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30WOJESKI & COMPANY CPAS, P.C.
Accountancy firm EIN2018-06-30141798364
2017 : CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$43
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$10,525
Total income from all sources (including contributions)2017-06-30$1,402,710
Total of all expenses incurred2017-06-30$1,568,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,564,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$520,795
Value of total assets at end of year2017-06-30$7,466,925
Value of total assets at beginning of year2017-06-30$7,642,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$3,455
Total interest from all sources2017-06-30$3,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$1,535
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$210,743
Participant contributions at end of year2017-06-30$52,903
Participant contributions at beginning of year2017-06-30$94,255
Participant contributions at end of year2017-06-30$8,870
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$43
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$10,525
Other income not declared elsewhere2017-06-30$2,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Income. Non cash contributions2017-06-30$0
Value of net income/loss2017-06-30$-165,299
Value of net assets at end of year (total assets less liabilities)2017-06-30$7,466,882
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,632,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$6,963,266
Value of interest in pooled separate accounts at beginning of year2017-06-30$7,107,195
Interest on participant loans2017-06-30$3,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$132,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$276,256
Net investment gain/loss from pooled separate accounts2017-06-30$876,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$309,844
Employer contributions (assets) at end of year2017-06-30$309,844
Employer contributions (assets) at beginning of year2017-06-30$165,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,564,554
Contract administrator fees2017-06-30$1,920
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30WOJESKI & COMPANY CPAS, P.C.
Accountancy firm EIN2017-06-30141798364
2016 : CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$10,525
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$8,242
Total income from all sources (including contributions)2016-06-30$234,233
Total of all expenses incurred2016-06-30$2,408,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,372,712
Value of total corrective distributions2016-06-30$404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$398,927
Value of total assets at end of year2016-06-30$7,642,706
Value of total assets at beginning of year2016-06-30$9,815,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$35,855
Total interest from all sources2016-06-30$4,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$23,910
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$217,122
Participant contributions at end of year2016-06-30$94,255
Participant contributions at beginning of year2016-06-30$127,874
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$7,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$10,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$8,242
Other income not declared elsewhere2016-06-30$2,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-2,174,738
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,632,181
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$9,806,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$7,107,195
Value of interest in pooled separate accounts at beginning of year2016-06-30$9,175,426
Interest on participant loans2016-06-30$4,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$276,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$392,283
Net investment gain/loss from pooled separate accounts2016-06-30$-171,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$174,222
Employer contributions (assets) at end of year2016-06-30$165,000
Employer contributions (assets) at beginning of year2016-06-30$119,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,372,712
Contract administrator fees2016-06-30$11,945
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30WOJESKI & COMPANY CPAS, P.C.
Accountancy firm EIN2016-06-30141798364
2015 : CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$8,242
Total income from all sources (including contributions)2015-06-30$591,841
Total of all expenses incurred2015-06-30$1,380,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,358,921
Value of total corrective distributions2015-06-30$8,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$411,377
Value of total assets at end of year2015-06-30$9,815,161
Value of total assets at beginning of year2015-06-30$10,596,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$13,765
Total interest from all sources2015-06-30$6,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$292,377
Participant contributions at end of year2015-06-30$127,874
Participant contributions at beginning of year2015-06-30$206,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$8,242
Other income not declared elsewhere2015-06-30$3,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-789,087
Value of net assets at end of year (total assets less liabilities)2015-06-30$9,806,919
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$10,596,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$9,175,426
Value of interest in pooled separate accounts at beginning of year2015-06-30$9,748,996
Interest on participant loans2015-06-30$6,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$392,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$458,490
Net investment gain/loss from pooled separate accounts2015-06-30$170,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$119,000
Employer contributions (assets) at end of year2015-06-30$119,578
Employer contributions (assets) at beginning of year2015-06-30$181,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,358,921
Contract administrator fees2015-06-30$13,765
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MARVIN AND COMPANY PC
Accountancy firm EIN2015-06-30141567343
2014 : CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$1,873,458
Total of all expenses incurred2014-06-30$1,147,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,135,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$598,380
Value of total assets at end of year2014-06-30$10,596,006
Value of total assets at beginning of year2014-06-30$9,869,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$12,100
Total interest from all sources2014-06-30$7,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$12,100
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$403,107
Participant contributions at end of year2014-06-30$206,852
Participant contributions at beginning of year2014-06-30$163,548
Participant contributions at end of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$101,323
Other income not declared elsewhere2014-06-30$3,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$726,177
Value of net assets at end of year (total assets less liabilities)2014-06-30$10,596,006
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$9,869,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$9,748,996
Value of interest in pooled separate accounts at beginning of year2014-06-30$8,998,918
Interest on participant loans2014-06-30$7,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$458,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$438,263
Net investment gain/loss from pooled separate accounts2014-06-30$1,263,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$93,950
Employer contributions (assets) at end of year2014-06-30$181,668
Employer contributions (assets) at beginning of year2014-06-30$269,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,135,181
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MARVIN AND COMPANY PC
Accountancy firm EIN2014-06-30141567343
2013 : CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,556,637
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$679,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$669,414
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$702,605
Value of total assets at end of year2013-06-30$9,869,829
Value of total assets at beginning of year2013-06-30$8,992,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$10,196
Total interest from all sources2013-06-30$6,186
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$8,800
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$413,968
Participant contributions at end of year2013-06-30$163,548
Participant contributions at beginning of year2013-06-30$85,952
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$19,537
Other income not declared elsewhere2013-06-30$3,339
Administrative expenses (other) incurred2013-06-30$496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$877,027
Value of net assets at end of year (total assets less liabilities)2013-06-30$9,869,829
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$8,992,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$8,998,918
Value of interest in pooled separate accounts at beginning of year2013-06-30$8,286,059
Interest on participant loans2013-06-30$6,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$438,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$334,798
Net investment gain/loss from pooled separate accounts2013-06-30$844,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$269,100
Employer contributions (assets) at end of year2013-06-30$269,100
Employer contributions (assets) at beginning of year2013-06-30$285,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$669,414
Contract administrator fees2013-06-30$900
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MARVIN AND COMPANY PC
Accountancy firm EIN2013-06-30141567343
2012 : CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$760,087
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$591,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$574,403
Expenses. Certain deemed distributions of participant loans2012-06-30$7,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$702,255
Value of total assets at end of year2012-06-30$8,992,802
Value of total assets at beginning of year2012-06-30$8,823,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$9,675
Total interest from all sources2012-06-30$4,606
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$391,996
Participant contributions at end of year2012-06-30$85,952
Participant contributions at beginning of year2012-06-30$175,747
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$24,266
Other income not declared elsewhere2012-06-30$4,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$168,922
Value of net assets at end of year (total assets less liabilities)2012-06-30$8,992,802
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$8,823,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$8,286,059
Value of interest in pooled separate accounts at beginning of year2012-06-30$7,753,295
Interest on participant loans2012-06-30$4,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$334,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$261,024
Net investment gain/loss from pooled separate accounts2012-06-30$48,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$285,993
Employer contributions (assets) at end of year2012-06-30$285,993
Employer contributions (assets) at beginning of year2012-06-30$633,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$574,403
Contract administrator fees2012-06-30$9,675
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MARVIN AND COMPANY P.C.
Accountancy firm EIN2012-06-30141567343
2011 : CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$2,065,113
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$507,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$491,980
Expenses. Certain deemed distributions of participant loans2011-06-30$8,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$975,076
Value of total assets at end of year2011-06-30$8,823,880
Value of total assets at beginning of year2011-06-30$7,266,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$6,800
Total interest from all sources2011-06-30$5,920
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$6,100
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$337,553
Participant contributions at end of year2011-06-30$175,747
Participant contributions at beginning of year2011-06-30$95,371
Participant contributions at beginning of year2011-06-30$9,858
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$3,709
Other income not declared elsewhere2011-06-30$28,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,557,758
Value of net assets at end of year (total assets less liabilities)2011-06-30$8,823,880
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$7,266,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$7,753,295
Value of interest in pooled separate accounts at beginning of year2011-06-30$5,781,096
Interest on participant loans2011-06-30$5,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$261,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$853,963
Net investment gain/loss from pooled separate accounts2011-06-30$1,055,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$633,814
Employer contributions (assets) at end of year2011-06-30$633,814
Employer contributions (assets) at beginning of year2011-06-30$525,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$491,980
Contract administrator fees2011-06-30$700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MARVIN AND COMPANY PC
Accountancy firm EIN2011-06-30141567343

Form 5500 Responses for CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN

2021: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: CAPITAL DISTRICT BEGINNINGS, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number590223-01
Policy instance 1
Insurance contract or identification number590223-01
Number of Individuals Covered10
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $810
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 $810
Insurance broker organization code?3
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number590223-01
Policy instance 1
Insurance contract or identification number590223-01
Number of Individuals Covered11
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $592
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $592
Insurance broker organization code?3
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number590223-01
Policy instance 1
Insurance contract or identification number590223-01
Number of Individuals Covered11
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $702
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $702
Insurance broker organization code?3
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number590223-01
Policy instance 1
Insurance contract or identification number590223-01
Number of Individuals Covered10
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $524
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $524
Insurance broker organization code?3
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number590223-01
Policy instance 1
Insurance contract or identification number590223-01
Number of Individuals Covered7
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $127
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341826
Policy instance 2
Insurance contract or identification number341826
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $12,032
Total amount of fees paid to insurance companyUSD $4,202
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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