401k Plan data: THE METTE, EVANS & WOODSIDE 401(K) PLAN plan

THE METTE, EVANS & WOODSIDE 401(K) PLAN 401k Plan overview

Plan Name	THE METTE, EVANS & WOODSIDE 401(K) PLAN
Plan identification number	003

THE METTE, EVANS & WOODSIDE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

METTE, EVANS & WOODSIDE has sponsored the creation of one or more 401k plans.

Company Name: METTE, EVANS & WOODSIDE

Employer identification number (EIN): 231985005

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE METTE, EVANS & WOODSIDE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2024-01-01 BENJAMIN A. RIED
003 2023-01-01
003 2023-01-01 BENJAMIN A. RIED
003 2022-01-01
003 2022-01-01 BENJAMIN A. RIED
003 2021-01-01
003 2021-01-01 JEREMY REDDING
003 2020-01-01
003 2019-01-01
003 2017-01-01 JEREMY REDDING
003 2016-01-01 JEREMY REDDING 2017-10-12
003 2014-01-01 JEREMY REDDING 2015-10-14
003 2013-01-01 JEREMY REDDING 2014-10-13
003 2012-01-01 JEREMY REDDING 2013-10-14
003 2011-01-01 JEREMY REDDING 2012-10-08
003 2010-01-01 JEREMY REDDING 2011-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2024-01-01	BENJAMIN A. RIED
003	2023-01-01
003	2023-01-01	BENJAMIN A. RIED
003	2022-01-01
003	2022-01-01	BENJAMIN A. RIED
003	2021-01-01
003	2021-01-01	JEREMY REDDING
003	2020-01-01
003	2019-01-01
003	2017-01-01	JEREMY REDDING
003	2016-01-01	JEREMY REDDING	2017-10-12
003	2014-01-01	JEREMY REDDING	2015-10-14
003	2013-01-01	JEREMY REDDING	2014-10-13
003	2012-01-01	JEREMY REDDING	2013-10-14
003	2011-01-01	JEREMY REDDING	2012-10-08
003	2010-01-01	JEREMY REDDING	2011-10-13

Plan Statistics for THE METTE, EVANS & WOODSIDE 401(K) PLAN

401k plan membership statisitcs for THE METTE, EVANS & WOODSIDE 401(K) PLAN

Measure Date Value
2023: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 33
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 19
Total of all active and inactive participants 2023-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 52
Number of participants with account balances 2023-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 3
2022: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 42
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 21
Total of all active and inactive participants 2022-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 63
Number of participants with account balances 2022-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 57
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 13
Total of all active and inactive participants 2021-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 70
Number of participants with account balances 2021-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 50
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 13
Total of all active and inactive participants 2020-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 64
Number of participants with account balances 2020-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 51
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 15
Total of all active and inactive participants 2019-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 66
Number of participants with account balances 2019-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2017: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 51
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 13
Total of all active and inactive participants 2017-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 65
Number of participants with account balances 2017-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2

Measure	Date	Value
2023: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	33
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	19
Total of all active and inactive participants	2023-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	52
Number of participants with account balances	2023-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	3
2022: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	42
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	21
Total of all active and inactive participants	2022-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	63
Number of participants with account balances	2022-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	57
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	13
Total of all active and inactive participants	2021-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	70
Number of participants with account balances	2021-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	50
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	13
Total of all active and inactive participants	2020-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	64
Number of participants with account balances	2020-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	51
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	15
Total of all active and inactive participants	2019-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	66
Number of participants with account balances	2019-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2017: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	51
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	13
Total of all active and inactive participants	2017-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	65
Number of participants with account balances	2017-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2

Financial Data on THE METTE, EVANS & WOODSIDE 401(K) PLAN

Measure	Date	Value
2023 : THE METTE, EVANS & WOODSIDE 401(K) PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$341
Total income from all sources	2023-12-31	$2,086,102
Expenses. Total of all expenses incurred	2023-12-31	$8,254,542
Benefits paid (including direct rollovers)	2023-12-31	$8,208,086
Total plan assets at end of year	2023-12-31	$10,849,233
Total plan assets at beginning of year	2023-12-31	$17,017,332
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$218,403
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$1,714,533
Net income (gross income less expenses)	2023-12-31	$-6,168,440
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$10,848,892
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$17,017,332
Assets. Value of participant loans	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$153,166
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$46,456
2022 : THE METTE, EVANS & WOODSIDE 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-2,851,923
Expenses. Total of all expenses incurred	2022-12-31	$4,208,852
Benefits paid (including direct rollovers)	2022-12-31	$4,142,599
Total plan assets at end of year	2022-12-31	$17,017,332
Total plan assets at beginning of year	2022-12-31	$24,078,107
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$292,265
Contributions received from other sources (not participants or employers)	2022-12-31	$11,683
Other income received	2022-12-31	$-3,345,136
Net income (gross income less expenses)	2022-12-31	$-7,060,775
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$17,017,332
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$24,078,107
Assets. Value of participant loans	2022-12-31	$2,860
Total contributions received or receivable from employer(s)	2022-12-31	$189,265
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$66,253
2021 : THE METTE, EVANS & WOODSIDE 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$4,029,266
Expenses. Total of all expenses incurred	2021-12-31	$1,552,763
Benefits paid (including direct rollovers)	2021-12-31	$1,488,196
Total plan assets at end of year	2021-12-31	$24,078,107
Total plan assets at beginning of year	2021-12-31	$21,601,604
Value of fidelity bond covering the plan	2021-12-31	$250,000
Total contributions received or receivable from participants	2021-12-31	$381,719
Contributions received from other sources (not participants or employers)	2021-12-31	$748,407
Other income received	2021-12-31	$2,626,673
Net income (gross income less expenses)	2021-12-31	$2,476,503
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$24,078,107
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$21,601,604
Assets. Value of participant loans	2021-12-31	$49,874
Total contributions received or receivable from employer(s)	2021-12-31	$272,467
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$64,567
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : THE METTE, EVANS & WOODSIDE 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,580,830
Expenses. Total of all expenses incurred	2020-12-31	$5,954,091
Benefits paid (including direct rollovers)	2020-12-31	$5,897,319
Total plan assets at end of year	2020-12-31	$21,601,604
Total plan assets at beginning of year	2020-12-31	$25,974,865
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$319,706
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,001,672
Net income (gross income less expenses)	2020-12-31	$-4,373,261
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$21,601,604
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$25,974,865
Assets. Value of participant loans	2020-12-31	$81,224
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$259,452
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$56,772
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : THE METTE, EVANS & WOODSIDE 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$4,795,970
Expenses. Total of all expenses incurred	2019-12-31	$1,888,527
Benefits paid (including direct rollovers)	2019-12-31	$1,808,319
Total plan assets at end of year	2019-12-31	$25,974,865
Total plan assets at beginning of year	2019-12-31	$23,067,422
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$252,840
Contributions received from other sources (not participants or employers)	2019-12-31	$10,184
Other income received	2019-12-31	$4,371,562
Net income (gross income less expenses)	2019-12-31	$2,907,443
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$25,974,865
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$23,067,422
Assets. Value of participant loans	2019-12-31	$65,315
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$100,000
Total contributions received or receivable from employer(s)	2019-12-31	$161,384
Value of certain deemed distributions of participant loans	2019-12-31	$5,607
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$74,601
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : THE METTE, EVANS & WOODSIDE 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$23,658
Expenses. Total of all expenses incurred	2018-12-31	$462,081
Benefits paid (including direct rollovers)	2018-12-31	$386,790
Total plan assets at end of year	2018-12-31	$23,067,422
Total plan assets at beginning of year	2018-12-31	$23,505,845
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$241,146
Contributions received from other sources (not participants or employers)	2018-12-31	$1,038,950
Other income received	2018-12-31	$-1,440,842
Net income (gross income less expenses)	2018-12-31	$-438,423
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$23,067,422
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$23,505,845
Assets. Value of participant loans	2018-12-31	$115,021
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$100,000
Total contributions received or receivable from employer(s)	2018-12-31	$184,404
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$75,291
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : THE METTE, EVANS & WOODSIDE 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$3,441,612
Expenses. Total of all expenses incurred	2017-12-31	$1,174,507
Benefits paid (including direct rollovers)	2017-12-31	$1,084,541
Total plan assets at end of year	2017-12-31	$23,505,845
Total plan assets at beginning of year	2017-12-31	$21,238,740
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$244,576
Contributions received from other sources (not participants or employers)	2017-12-31	$440,892
Other income received	2017-12-31	$2,607,613
Net income (gross income less expenses)	2017-12-31	$2,267,105
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$23,505,845
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$21,238,740
Assets. Value of participant loans	2017-12-31	$127,791
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$100,000
Total contributions received or receivable from employer(s)	2017-12-31	$148,531
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$89,966
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0

Form 5500 Responses for THE METTE, EVANS & WOODSIDE 401(K) PLAN

2023: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE METTE, EVANS & WOODSIDE 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: THE METTE, EVANS & WOODSIDE 401(K) 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 – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	57
Insurance policy start date	2023-08-15
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $127
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 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?	Yes
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

729363

Policy instance

Insurance contract or identification number	729363
Number of Individuals Covered	57
Insurance policy start date	2023-08-15
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $36
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 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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

331841-01

Policy instance

Insurance contract or identification number	331841-01
Number of Individuals Covered	0
Insurance policy start date	2023-01-01
Insurance policy end date	2023-08-21
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 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?	Yes
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

331841-01

Policy instance

Insurance contract or identification number	331841-01
Number of Individuals Covered	6
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 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?	Yes
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

331841-01

Policy instance

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

331841-01

Policy instance

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

331841-01

Policy instance

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

331841-01

Policy instance

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	METTE, EVANS & WOODSIDE
Employer identification number (EIN):	231985005
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers