WILLIAMS & JENSEN, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAMS & JENSEN, PLLC PENSION PLAN
| Measure | Date | Value |
|---|
| 2018: WILLIAMS & JENSEN, PLLC PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 37 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 22 |
| Total of all active and inactive participants | 2018-01-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 59 |
| Number of participants with account balances | 2018-01-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 8 |
| 2017: WILLIAMS & JENSEN, PLLC PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 18 |
| Total of all active and inactive participants | 2017-01-01 | 54 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 54 |
| Number of participants with account balances | 2017-01-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 5 |
| 2016: WILLIAMS & JENSEN, PLLC PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 14 |
| Total of all active and inactive participants | 2016-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 53 |
| Number of participants with account balances | 2016-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 4 |
| 2015: WILLIAMS & JENSEN, PLLC PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 37 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 13 |
| Total of all active and inactive participants | 2015-01-01 | 50 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 50 |
| Number of participants with account balances | 2015-01-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
| 2014: WILLIAMS & JENSEN, PLLC PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 19 |
| Total of all active and inactive participants | 2014-01-01 | 58 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 58 |
| Number of participants with account balances | 2014-01-01 | 58 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: WILLIAMS & JENSEN, PLLC PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 45 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 12 |
| Total of all active and inactive participants | 2013-01-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 57 |
| Number of participants with account balances | 2013-01-01 | 57 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
| 2012: WILLIAMS & JENSEN, PLLC PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 49 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 12 |
| Total of all active and inactive participants | 2012-01-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 61 |
| Number of participants with account balances | 2012-01-01 | 60 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
| 2011: WILLIAMS & JENSEN, PLLC PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 47 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 9 |
| Total of all active and inactive participants | 2011-01-01 | 56 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 56 |
| Number of participants with account balances | 2011-01-01 | 56 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
| 2010: WILLIAMS & JENSEN, PLLC PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 47 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 7 |
| Total of all active and inactive participants | 2010-01-01 | 54 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 54 |
| Number of participants with account balances | 2010-01-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
| 2009: WILLIAMS & JENSEN, PLLC PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 47 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
| Total of all active and inactive participants | 2009-01-01 | 53 |
| Total participants | 2009-01-01 | 53 |
| Number of participants with account balances | 2009-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2018 : WILLIAMS & JENSEN, PLLC PENSION PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $164,335 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,377,107 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,271,382 |
| Total plan assets at end of year | 2018-12-31 | $10,166,075 |
| Total plan assets at beginning of year | 2018-12-31 | $11,378,847 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $10,986 |
| Other income received | 2018-12-31 | $-133,095 |
| Net income (gross income less expenses) | 2018-12-31 | $-1,212,772 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $10,166,075 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,378,847 |
| Assets. Value of participant loans | 2018-12-31 | $706 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $297,430 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $105,725 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $297,430 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $297,430 |
| 2017 : WILLIAMS & JENSEN, PLLC PENSION PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,572,438 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $266,101 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $175,637 |
| Total plan assets at end of year | 2017-12-31 | $11,378,847 |
| Total plan assets at beginning of year | 2017-12-31 | $10,072,510 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $16,261 |
| Other income received | 2017-12-31 | $1,294,955 |
| Net income (gross income less expenses) | 2017-12-31 | $1,306,337 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $11,378,847 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,072,510 |
| Assets. Value of participant loans | 2017-12-31 | $2,198 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $277,483 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $90,464 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $277,483 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $277,483 |
| 2016 : WILLIAMS & JENSEN, PLLC PENSION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $676,481 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $997,209 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $892,359 |
| Total plan assets at end of year | 2016-12-31 | $10,072,510 |
| Total plan assets at beginning of year | 2016-12-31 | $10,393,238 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $20,565 |
| Other income received | 2016-12-31 | $387,255 |
| Net income (gross income less expenses) | 2016-12-31 | $-320,728 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $10,072,510 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,393,238 |
| Assets. Value of participant loans | 2016-12-31 | $38,526 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $289,226 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $104,850 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $289,226 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $289,226 |
| 2015 : WILLIAMS & JENSEN, PLLC PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $140,422 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $217,274 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $111,203 |
| Total plan assets at end of year | 2015-12-31 | $10,393,238 |
| Total plan assets at beginning of year | 2015-12-31 | $10,470,090 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $24,661 |
| Other income received | 2015-12-31 | $-123,021 |
| Net income (gross income less expenses) | 2015-12-31 | $-76,852 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $10,393,238 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,470,090 |
| Assets. Value of participant loans | 2015-12-31 | $50,740 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $263,443 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $106,071 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $263,443 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $263,443 |
| 2014 : WILLIAMS & JENSEN, PLLC PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $1,184,445 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $821,015 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $710,281 |
| Total plan assets at end of year | 2014-12-31 | $10,470,090 |
| Total plan assets at beginning of year | 2014-12-31 | $10,106,660 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $27,859 |
| Other income received | 2014-12-31 | $904,272 |
| Net income (gross income less expenses) | 2014-12-31 | $363,430 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $10,470,090 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,106,660 |
| Assets. Value of participant loans | 2014-12-31 | $25,757 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $280,173 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $110,734 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $280,173 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $280,173 |
| 2013 : WILLIAMS & JENSEN, PLLC PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,678,604 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $215,323 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $134,921 |
| Total plan assets at end of year | 2013-12-31 | $10,106,660 |
| Total plan assets at beginning of year | 2013-12-31 | $8,643,379 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $102,569 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $14,555 |
| Other income received | 2013-12-31 | $1,335,480 |
| Net income (gross income less expenses) | 2013-12-31 | $1,463,281 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $10,106,660 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,643,379 |
| Assets. Value of participant loans | 2013-12-31 | $33,048 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $343,124 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $65,847 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $343,124 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $343,124 |
| 2012 : WILLIAMS & JENSEN, PLLC PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $845,301 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $119,899 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $41,749 |
| Total plan assets at end of year | 2012-12-31 | $8,643,379 |
| Total plan assets at beginning of year | 2012-12-31 | $7,917,977 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $112,622 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $14,555 |
| Other income received | 2012-12-31 | $501,575 |
| Net income (gross income less expenses) | 2012-12-31 | $725,402 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $8,643,379 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,917,977 |
| Assets. Value of participant loans | 2012-12-31 | $52,330 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $343,726 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $63,595 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $343,726 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $343,726 |
| 2011 : WILLIAMS & JENSEN, PLLC PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $465,716 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $217,654 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $140,924 |
| Total plan assets at end of year | 2011-12-31 | $7,917,977 |
| Total plan assets at beginning of year | 2011-12-31 | $7,669,915 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $122,463 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $14,555 |
| Other income received | 2011-12-31 | $135,746 |
| Net income (gross income less expenses) | 2011-12-31 | $248,062 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $7,917,977 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,669,915 |
| Assets. Value of participant loans | 2011-12-31 | $47,116 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $329,970 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $62,175 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : WILLIAMS & JENSEN, PLLC PENSION PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,063,839 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $67,656 |
| Total plan assets at end of year | 2010-12-31 | $7,669,915 |
| Total plan assets at beginning of year | 2010-12-31 | $6,673,732 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $131,128 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $14,555 |
| Other income received | 2010-12-31 | $728,756 |
| Net income (gross income less expenses) | 2010-12-31 | $996,183 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,669,915 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,673,732 |
| Assets. Value of participant loans | 2010-12-31 | $61,163 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $335,083 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $53,101 |
| 2009 : WILLIAMS & JENSEN, PLLC PENSION PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $332,526 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $332,526 |
| 2018: WILLIAMS & JENSEN, PLLC PENSION PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: WILLIAMS & JENSEN, PLLC PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: WILLIAMS & JENSEN, PLLC PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: WILLIAMS & JENSEN, PLLC PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WILLIAMS & JENSEN, PLLC PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WILLIAMS & JENSEN, PLLC PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WILLIAMS & JENSEN, PLLC PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: WILLIAMS & JENSEN, PLLC PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: WILLIAMS & JENSEN, PLLC PENSION PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WILLIAMS & JENSEN, PLLC PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) |
| Policy contract number | 096257 |
| Policy instance | 1 |
| Insurance contract or identification number | 096257 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) |
| Policy contract number | 096257 |
| Policy instance | 1 |
| Insurance contract or identification number | 096257 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) |
| Policy contract number | 096257 |
| Policy instance | 1 |
| Insurance contract or identification number | 096257 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) |
| Policy contract number | 096257 |
| Policy instance | 1 |
| Insurance contract or identification number | 096257 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) |
| Policy contract number | 096257 |
| Policy instance | 1 |
| Insurance contract or identification number | 096257 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) |
| Policy contract number | 096257 |
| Policy instance | 1 |
| Insurance contract or identification number | 096257 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) |
| Policy contract number | 096257 |
| Policy instance | 1 |
| Insurance contract or identification number | 096257 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) |
| Policy contract number | 096257 |
| Policy instance | 1 |
| Insurance contract or identification number | 096257 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) |
| Policy contract number | 096257 |
| Policy instance | 1 |
| Insurance contract or identification number | 096257 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
