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PLANET FITNESS 401K PLAN 401k Plan overview

Plan NamePLANET FITNESS 401K PLAN
Plan identification number 001

PLANET FITNESS 401K PLAN Benefits

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

401k Sponsoring company profile

SUNSHINE FITNESS MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name:SUNSHINE FITNESS MANAGEMENT LLC
Employer identification number (EIN):204267034
NAIC Classification:812190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANET FITNESS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHANE MCGUINESS
0012016-01-01SHANE MCGUINESS
0012015-01-01SHANE MCGUINESS
0012014-01-01SHANE MCGUINESS2015-07-02
0012013-01-01SHANE MCGUINESS2014-07-18
0012012-01-01SHANE MCGUINESS2013-07-01
0012011-01-01SHANE MCGUINESS2012-06-28
0012010-01-01SHANE MCGUINESS2011-06-10

Plan Statistics for PLANET FITNESS 401K PLAN

401k plan membership statisitcs for PLANET FITNESS 401K PLAN

Measure Date Value
2022: PLANET FITNESS 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01469
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PLANET FITNESS 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01458
Total number of active participants reported on line 7a of the Form 55002021-01-01192
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01146
Total of all active and inactive participants2021-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01338
Number of participants with account balances2021-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0147
2020: PLANET FITNESS 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01430
Total number of active participants reported on line 7a of the Form 55002020-01-01341
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0153
Total of all active and inactive participants2020-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01394
Number of participants with account balances2020-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0157
2019: PLANET FITNESS 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01343
Total number of active participants reported on line 7a of the Form 55002019-01-01294
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0177
Total of all active and inactive participants2019-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01371
Number of participants with account balances2019-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0153
2018: PLANET FITNESS 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01208
Total number of active participants reported on line 7a of the Form 55002018-01-01300
Number of retired or separated participants receiving benefits2018-01-0136
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01336
Number of participants with account balances2018-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0121
2017: PLANET FITNESS 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01183
Total number of active participants reported on line 7a of the Form 55002017-01-01165
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01186
Number of participants with account balances2017-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: PLANET FITNESS 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01142
Total number of active participants reported on line 7a of the Form 55002016-01-01138
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01154
Number of participants with account balances2016-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: PLANET FITNESS 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01126
Total number of active participants reported on line 7a of the Form 55002015-01-01117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01126
Number of participants with account balances2015-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018

Financial Data on PLANET FITNESS 401K PLAN

Measure Date Value
2022 : PLANET FITNESS 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-08-31$0
Total transfer of assets to this plan2022-08-31$0
Total transfer of assets from this plan2022-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total income from all sources (including contributions)2022-08-31$-591,984
Total loss/gain on sale of assets2022-08-31$0
Total of all expenses incurred2022-08-31$3,735,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$3,687,211
Expenses. Certain deemed distributions of participant loans2022-08-31$13,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$82,157
Value of total assets at end of year2022-08-31$0
Value of total assets at beginning of year2022-08-31$4,327,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$34,968
Total interest from all sources2022-08-31$633
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$5,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-08-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-08-31$5,134
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$433,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Contributions received from participants2022-08-31$45,632
Participant contributions at beginning of year2022-08-31$45,457
Other income not declared elsewhere2022-08-31$4,164
Administrative expenses (other) incurred2022-08-31$34,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$-4,327,206
Value of net assets at end of year (total assets less liabilities)2022-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$4,327,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-31$4,274,984
Interest on participant loans2022-08-31$633
Value of interest in common/collective trusts at beginning of year2022-08-31$6,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-31$-684,146
Net investment gain or loss from common/collective trusts2022-08-31$74
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31No
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$36,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$3,687,211
Did the plan have assets held for investment2022-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31Yes
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31VESTAL & WILER CPAS
Accountancy firm EIN2022-08-31593198021
2021 : PLANET FITNESS 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,422,355
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$397,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$361,599
Expenses. Certain deemed distributions of participant loans2021-12-31$1,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$813,349
Value of total assets at end of year2021-12-31$4,327,206
Value of total assets at beginning of year2021-12-31$3,302,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$34,790
Total interest from all sources2021-12-31$2,569
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$206,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$206,907
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$331,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$540,894
Participant contributions at end of year2021-12-31$45,457
Participant contributions at beginning of year2021-12-31$32,724
Other income not declared elsewhere2021-12-31$172
Administrative expenses (other) incurred2021-12-31$34,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,024,964
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,327,206
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,302,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,274,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,264,799
Interest on participant loans2021-12-31$2,569
Value of interest in common/collective trusts at end of year2021-12-31$6,765
Value of interest in common/collective trusts at beginning of year2021-12-31$4,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$399,242
Net investment gain or loss from common/collective trusts2021-12-31$116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$272,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$361,599
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VESTAL & WILER CPAS
Accountancy firm EIN2021-12-31593198021
2020 : PLANET FITNESS 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,459,775
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$345,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$273,461
Expenses. Certain deemed distributions of participant loans2020-12-31$40,164
Value of total corrective distributions2020-12-31$1,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,001,066
Value of total assets at end of year2020-12-31$3,302,242
Value of total assets at beginning of year2020-12-31$2,187,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,743
Total interest from all sources2020-12-31$3,538
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$51,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$51,070
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$219,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$461,408
Participant contributions at end of year2020-12-31$32,724
Participant contributions at beginning of year2020-12-31$52,711
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$308,103
Other income not declared elsewhere2020-12-31$699
Administrative expenses (other) incurred2020-12-31$30,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,114,365
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,302,242
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,187,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,264,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,134,779
Interest on participant loans2020-12-31$3,538
Value of interest in common/collective trusts at end of year2020-12-31$4,719
Value of interest in common/collective trusts at beginning of year2020-12-31$387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$403,330
Net investment gain or loss from common/collective trusts2020-12-31$72
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$231,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$273,461
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31VESTAL & WILER CPAS
Accountancy firm EIN2020-12-31593198021
2019 : PLANET FITNESS 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,104,485
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$361,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$341,498
Expenses. Certain deemed distributions of participant loans2019-12-31$1,018
Value of total corrective distributions2019-12-31$924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$704,160
Value of total assets at end of year2019-12-31$2,187,877
Value of total assets at beginning of year2019-12-31$1,444,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,033
Total interest from all sources2019-12-31$2,735
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$55,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$55,131
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$145,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$472,675
Participant contributions at end of year2019-12-31$52,711
Participant contributions at beginning of year2019-12-31$46,413
Participant contributions at beginning of year2019-12-31$8,669
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,109
Other income not declared elsewhere2019-12-31$33
Administrative expenses (other) incurred2019-12-31$18,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$743,012
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,187,877
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,444,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,134,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,386,124
Interest on participant loans2019-12-31$1,512
Value of interest in common/collective trusts at end of year2019-12-31$387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$342,384
Net investment gain or loss from common/collective trusts2019-12-31$42
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$230,376
Employer contributions (assets) at beginning of year2019-12-31$3,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$341,498
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31VESTAL & WILER CPAS
Accountancy firm EIN2019-12-31593198021
2018 : PLANET FITNESS 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$40,925
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$167,635
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$139,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$100,945
Value of total corrective distributions2018-12-31$33,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$287,214
Value of total assets at end of year2018-12-31$1,444,865
Value of total assets at beginning of year2018-12-31$1,376,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,371
Total interest from all sources2018-12-31$2,275
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$207,973
Participant contributions at end of year2018-12-31$46,413
Participant contributions at beginning of year2018-12-31$46,352
Participant contributions at end of year2018-12-31$8,669
Participant contributions at beginning of year2018-12-31$4,376
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$27,669
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,444,865
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,376,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,386,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,323,685
Interest on participant loans2018-12-31$2,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-121,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$79,241
Employer contributions (assets) at end of year2018-12-31$3,659
Employer contributions (assets) at beginning of year2018-12-31$1,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$100,945
Contract administrator fees2018-12-31$5,371
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31VESTAL & WILER CPAS
Accountancy firm EIN2018-12-31593198021
2017 : PLANET FITNESS 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$421,986
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$55,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,237
Value of total corrective distributions2017-12-31$37,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$247,931
Value of total assets at end of year2017-12-31$1,376,271
Value of total assets at beginning of year2017-12-31$1,009,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,195
Total interest from all sources2017-12-31$1,514
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$172,899
Participant contributions at end of year2017-12-31$46,352
Participant contributions at beginning of year2017-12-31$22,395
Participant contributions at end of year2017-12-31$4,376
Participant contributions at beginning of year2017-12-31$4,814
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$366,387
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,376,271
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,009,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,323,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$980,597
Interest on participant loans2017-12-31$1,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$172,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$66,687
Employer contributions (assets) at end of year2017-12-31$1,858
Employer contributions (assets) at beginning of year2017-12-31$2,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,237
Contract administrator fees2017-12-31$4,195
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31VESTAL & WILER CPAS
Accountancy firm EIN2017-12-31593198031
2016 : PLANET FITNESS 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$271,100
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$86,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$49,478
Value of total corrective distributions2016-12-31$33,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$200,047
Value of total assets at end of year2016-12-31$1,009,884
Value of total assets at beginning of year2016-12-31$825,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,167
Total interest from all sources2016-12-31$1,235
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$138,580
Participant contributions at end of year2016-12-31$22,395
Participant contributions at beginning of year2016-12-31$35,326
Participant contributions at end of year2016-12-31$4,814
Participant contributions at beginning of year2016-12-31$3,950
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$184,823
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,009,884
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$825,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$980,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$699,518
Interest on participant loans2016-12-31$1,235
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$84,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$69,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$57,257
Employer contributions (assets) at end of year2016-12-31$2,078
Employer contributions (assets) at beginning of year2016-12-31$1,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$49,478
Contract administrator fees2016-12-31$3,167
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31VESTAL & WILER CPAS
Accountancy firm EIN2016-12-31593198031
2015 : PLANET FITNESS 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$155,130
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$111,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$79,941
Value of total corrective distributions2015-12-31$28,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$165,200
Value of total assets at end of year2015-12-31$825,061
Value of total assets at beginning of year2015-12-31$781,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,151
Total interest from all sources2015-12-31$1,950
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$78,200
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$130,007
Participant contributions at end of year2015-12-31$35,326
Participant contributions at beginning of year2015-12-31$24,557
Participant contributions at end of year2015-12-31$3,950
Participant contributions at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$43,621
Value of net assets at end of year (total assets less liabilities)2015-12-31$825,061
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$781,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$699,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$756,883
Interest on participant loans2015-12-31$1,950
Value of interest in common/collective trusts at end of year2015-12-31$84,765
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,331
Net investment gain or loss from common/collective trusts2015-12-31$-6,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$35,193
Employer contributions (assets) at end of year2015-12-31$1,502
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$79,941
Contract administrator fees2015-12-31$3,151
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31VESTAL & WILER CPAS
Accountancy firm EIN2015-12-31593198031

Form 5500 Responses for PLANET FITNESS 401K PLAN

2022: PLANET FITNESS 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLANET FITNESS 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLANET FITNESS 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLANET FITNESS 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLANET FITNESS 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLANET FITNESS 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLANET FITNESS 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLANET FITNESS 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number
Policy instance 1
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,874
Total amount of fees paid to insurance companyUSD $526
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 $1,874
Insurance broker organization code?3
Amount paid for insurance broker fees526
Additional information about fees paid to insurance brokerINSURANCE
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-811051
Policy instance 1
Insurance contract or identification numberGA-811051
Number of Individuals Covered146
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,791
Total amount of fees paid to insurance companyUSD $526
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 $6,791
Insurance broker organization code?3
Amount paid for insurance broker fees526
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-811051
Policy instance 1
Insurance contract or identification numberGA-811051
Number of Individuals Covered96
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,690
Total amount of fees paid to insurance companyUSD $693
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 $6,690
Insurance broker organization code?3
Amount paid for insurance broker fees693
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameFLORIDA RETIREMENT CONSULTANTS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-811051
Policy instance 1
Insurance contract or identification numberGA-811051
Number of Individuals Covered57
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,588
Total amount of fees paid to insurance companyUSD $365
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,806
Insurance broker organization code?3
Amount paid for insurance broker fees365
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameFLORIDA RETIREMENT CONSULTANTS

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