GEORGETOWNE GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP
| Measure | Date | Value |
|---|
| 2016: EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-05-01 | 0 |
| Total of all active and inactive participants | 2016-05-01 | 0 |
| 2015: EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 26 |
| Number of retired or separated participants receiving benefits | 2015-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-05-01 | 0 |
| Total of all active and inactive participants | 2015-05-01 | 26 |
| 2014: EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 17 |
| Number of retired or separated participants receiving benefits | 2014-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-05-01 | 0 |
| Total of all active and inactive participants | 2014-05-01 | 17 |
| 2013: EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 21 |
| Number of retired or separated participants receiving benefits | 2013-05-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-05-01 | 0 |
| Total of all active and inactive participants | 2013-05-01 | 22 |
| 2012: EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 25 |
| Number of retired or separated participants receiving benefits | 2012-05-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-05-01 | 0 |
| Total of all active and inactive participants | 2012-05-01 | 26 |
| Measure | Date | Value |
|---|
| 2017 : EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-04-30 | $0 |
| Total plan liabilities at beginning of year | 2017-04-30 | $0 |
| Total income from all sources | 2017-04-30 | $122,744 |
| Expenses. Total of all expenses incurred | 2017-04-30 | $103,102 |
| Benefits paid (including direct rollovers) | 2017-04-30 | $36,729 |
| Total plan assets at end of year | 2017-04-30 | $35,600 |
| Total plan assets at beginning of year | 2017-04-30 | $15,958 |
| Value of fidelity bond covering the plan | 2017-04-30 | $40,000 |
| Expenses. Other expenses not covered elsewhere | 2017-04-30 | $66,373 |
| Net income (gross income less expenses) | 2017-04-30 | $19,642 |
| Net plan assets at end of year (total assets less liabilities) | 2017-04-30 | $35,600 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-04-30 | $15,958 |
| Total contributions received or receivable from employer(s) | 2017-04-30 | $122,744 |
| 2016 : EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-04-30 | $0 |
| Total plan liabilities at beginning of year | 2016-04-30 | $0 |
| Total income from all sources | 2016-04-30 | $159,860 |
| Expenses. Total of all expenses incurred | 2016-04-30 | $143,902 |
| Benefits paid (including direct rollovers) | 2016-04-30 | $54,247 |
| Total plan assets at end of year | 2016-04-30 | $15,958 |
| Total plan assets at beginning of year | 2016-04-30 | $0 |
| Value of fidelity bond covering the plan | 2016-04-30 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2016-04-30 | $89,655 |
| Net income (gross income less expenses) | 2016-04-30 | $15,958 |
| Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $15,958 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2016-04-30 | $159,860 |
| 2015 : EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-04-30 | $0 |
| Total plan liabilities at beginning of year | 2015-04-30 | $2,401 |
| Total income from all sources | 2015-04-30 | $157,320 |
| Expenses. Total of all expenses incurred | 2015-04-30 | $157,320 |
| Benefits paid (including direct rollovers) | 2015-04-30 | $70,153 |
| Total plan assets at end of year | 2015-04-30 | $0 |
| Total plan assets at beginning of year | 2015-04-30 | $2,401 |
| Value of fidelity bond covering the plan | 2015-04-30 | $25,000 |
| Expenses. Other expenses not covered elsewhere | 2015-04-30 | $87,167 |
| Net income (gross income less expenses) | 2015-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2015-04-30 | $157,320 |
| 2014 : EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-04-30 | $2,401 |
| Total plan liabilities at beginning of year | 2014-04-30 | $573 |
| Total income from all sources | 2014-04-30 | $188,767 |
| Expenses. Total of all expenses incurred | 2014-04-30 | $188,767 |
| Benefits paid (including direct rollovers) | 2014-04-30 | $78,284 |
| Total plan assets at end of year | 2014-04-30 | $2,401 |
| Total plan assets at beginning of year | 2014-04-30 | $573 |
| Value of fidelity bond covering the plan | 2014-04-30 | $25,000 |
| Expenses. Other expenses not covered elsewhere | 2014-04-30 | $110,483 |
| Net income (gross income less expenses) | 2014-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2014-04-30 | $188,767 |
| 2013 : EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-04-30 | $573 |
| Total plan liabilities at beginning of year | 2013-04-30 | $0 |
| Total income from all sources | 2013-04-30 | $208,245 |
| Expenses. Total of all expenses incurred | 2013-04-30 | $208,245 |
| Benefits paid (including direct rollovers) | 2013-04-30 | $99,039 |
| Total plan assets at end of year | 2013-04-30 | $573 |
| Total plan assets at beginning of year | 2013-04-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-04-30 | $109,206 |
| Net income (gross income less expenses) | 2013-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2013-04-30 | $208,245 |
| 2016: EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Single employer plan |
| 2016-05-01 | Submission has been amended | No |
| 2016-05-01 | This submission is the final filing | No |
| 2016-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-05-01 | Plan is a collectively bargained plan | No |
| 2016-05-01 | Plan funding arrangement – Insurance | Yes |
| 2016-05-01 | Plan funding arrangement – Trust | Yes |
| 2016-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-05-01 | Plan benefit arrangement - Trust | Yes |
| 2015: EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Submission has been amended | No |
| 2015-05-01 | This submission is the final filing | No |
| 2015-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-05-01 | Plan is a collectively bargained plan | No |
| 2015-05-01 | Plan funding arrangement – Insurance | Yes |
| 2015-05-01 | Plan funding arrangement – Trust | Yes |
| 2015-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-05-01 | Plan benefit arrangement - Trust | Yes |
| 2014: EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Single employer plan |
| 2014-05-01 | Submission has been amended | No |
| 2014-05-01 | This submission is the final filing | No |
| 2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-05-01 | Plan is a collectively bargained plan | No |
| 2014-05-01 | Plan funding arrangement – Insurance | Yes |
| 2014-05-01 | Plan funding arrangement – Trust | Yes |
| 2014-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-05-01 | Plan benefit arrangement - Trust | Yes |
| 2013: EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Single employer plan |
| 2013-05-01 | Submission has been amended | No |
| 2013-05-01 | This submission is the final filing | No |
| 2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-05-01 | Plan is a collectively bargained plan | No |
| 2013-05-01 | Plan funding arrangement – Insurance | Yes |
| 2013-05-01 | Plan funding arrangement – Trust | Yes |
| 2013-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-05-01 | Plan benefit arrangement - Trust | Yes |
| 2012: EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | First time form 5500 has been submitted | Yes |
| 2012-05-01 | Submission has been amended | No |
| 2012-05-01 | This submission is the final filing | No |
| 2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-05-01 | Plan is a collectively bargained plan | No |
| 2012-05-01 | Plan funding arrangement – Insurance | Yes |
| 2012-05-01 | Plan funding arrangement – Trust | Yes |
| 2012-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-05-01 | Plan benefit arrangement - Trust | Yes |
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 13351 NFA 0142 |
| Policy instance | 1 |
| Insurance contract or identification number | 13351 NFA 0142 | | Number of Individuals Covered | 32 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-04-30 | | 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 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 | | Welfare Benefit Premiums Paid to Carrier | USD $69,755 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 13351 NFA 0142 |
| Policy instance | 1 |
| Insurance contract or identification number | 13351 NFA 0142 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | 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 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 | | Welfare Benefit Premiums Paid to Carrier | USD $67,862 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 13351 NFA 0142 |
| Policy instance | 1 |
| Insurance contract or identification number | 13351 NFA 0142 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2013-05-01 | | Insurance policy end date | 2014-04-30 | | 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 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 | | Welfare Benefit Premiums Paid to Carrier | USD $80,789 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 13351 NFA 0142 |
| Policy instance | 1 |
| Insurance contract or identification number | 13351 NFA 0142 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2012-05-01 | | Insurance policy end date | 2013-04-30 | | 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 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 | | Welfare Benefit Premiums Paid to Carrier | USD $76,794 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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