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THE CAROL WOODS RETIREMENT PLAN 401k Plan overview

Plan NameTHE CAROL WOODS RETIREMENT PLAN
Plan identification number 001

THE CAROL WOODS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.
  • Life insurance

401k Sponsoring company profile

CAROL WOODS RETIREMENT CENTER has sponsored the creation of one or more 401k plans.

Company Name:CAROL WOODS RETIREMENT CENTER
Employer identification number (EIN):237271041
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CAROL WOODS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01LIZ TOMAJKO
0012023-01-01
0012023-01-01LIZ TOMAJKO
0012022-01-01
0012022-01-01LIZ TOMAJKO
0012021-01-01
0012021-01-01LIZ TOMAJKO
0012020-01-01
0012019-01-01
0012017-01-01LIZ TOMAJKO PATRICIA SPRIGG2018-10-15
0012016-01-01LIZ TOMAJKO PATRICIA SPRIGG2017-10-23
0012015-01-01LIZ TOMAJKO PATRICIA SPRIGG2016-10-06
0012014-01-01LIZ TOMAJKO PATRICIA SPRIGG2015-10-08
0012013-01-01LIZ TOMAJKO PATRICIA SPRIGG2014-10-10
0012012-01-01LIZ TOMAJKO PATRICIA SPRIGG2013-10-14
0012011-01-01LIZ TOMAJKO PATRICIA SPRIGG2012-10-15
0012009-01-01LIZ SCHMITT

Plan Statistics for THE CAROL WOODS RETIREMENT PLAN

401k plan membership statisitcs for THE CAROL WOODS RETIREMENT PLAN

Measure Date Value
2023: THE CAROL WOODS RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01428
Total number of active participants reported on line 7a of the Form 55002023-01-01379
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0183
Total of all active and inactive participants2023-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01462
Number of participants with account balances2023-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE CAROL WOODS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01385
Total number of active participants reported on line 7a of the Form 55002022-01-01355
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0173
Total of all active and inactive participants2022-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01428
Number of participants with account balances2022-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE CAROL WOODS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01342
Total number of active participants reported on line 7a of the Form 55002021-01-01343
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0142
Total of all active and inactive participants2021-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01385
Number of participants with account balances2021-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE CAROL WOODS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01400
Total number of active participants reported on line 7a of the Form 55002020-01-01302
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01342
Number of participants with account balances2020-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE CAROL WOODS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01410
Total number of active participants reported on line 7a of the Form 55002019-01-01333
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0167
Total of all active and inactive participants2019-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01400
Number of participants with account balances2019-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: THE CAROL WOODS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01425
Total number of active participants reported on line 7a of the Form 55002017-01-01371
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0141
Total of all active and inactive participants2017-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01412
Number of participants with account balances2017-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE CAROL WOODS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01425
Total number of active participants reported on line 7a of the Form 55002016-01-01216
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01237
Number of participants with account balances2016-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE CAROL WOODS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01402
Total number of active participants reported on line 7a of the Form 55002015-01-01403
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01425
Number of participants with account balances2015-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE CAROL WOODS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01229
Total number of active participants reported on line 7a of the Form 55002014-01-01376
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01402
Number of participants with account balances2014-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE CAROL WOODS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01354
Total number of active participants reported on line 7a of the Form 55002013-01-01210
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01229
Number of participants with account balances2013-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE CAROL WOODS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01372
Total number of active participants reported on line 7a of the Form 55002012-01-01336
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01354
Number of participants with account balances2012-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE CAROL WOODS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01357
Total number of active participants reported on line 7a of the Form 55002011-01-01360
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01372
Number of participants with account balances2011-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE CAROL WOODS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01346
Total number of active participants reported on line 7a of the Form 55002009-01-01335
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01343
Number of participants with account balances2009-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE CAROL WOODS RETIREMENT PLAN

Measure Date Value
2023 : THE CAROL WOODS RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,973,534
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,710,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,691,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$808,510
Value of total assets at end of year2023-12-31$8,146,171
Value of total assets at beginning of year2023-12-31$7,883,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$19,505
Total interest from all sources2023-12-31$12,012
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$158,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$158,156
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$788,859
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$19,651
Other income not declared elsewhere2023-12-31$3,886
Administrative expenses (other) incurred2023-12-31$486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$262,730
Value of net assets at end of year (total assets less liabilities)2023-12-31$8,146,171
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$7,883,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$14,498
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$7,671,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,470,548
Value of interest in pooled separate accounts at end of year2023-12-31$43,249
Value of interest in pooled separate accounts at beginning of year2023-12-31$42,100
Interest on participant loans2023-12-31$0
Income. Interest from loans (other than to participants)2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$292,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$247,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$247,926
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$12,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$138,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$122,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$986,288
Net investment gain/loss from pooled separate accounts2023-12-31$4,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,691,299
Contract administrator fees2023-12-31$4,521
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$1,973,534
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,710,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,691,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$808,510
Value of total assets at end of year2023-01-01$8,146,171
Value of total assets at beginning of year2023-01-01$7,883,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$19,505
Total interest from all sources2023-01-01$12,012
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$158,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$158,156
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$788,859
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$19,651
Other income not declared elsewhere2023-01-01$3,886
Administrative expenses (other) incurred2023-01-01$486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$262,730
Value of net assets at end of year (total assets less liabilities)2023-01-01$8,146,171
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$7,883,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$14,498
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$7,671,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$7,470,548
Value of interest in pooled separate accounts at end of year2023-01-01$43,249
Value of interest in pooled separate accounts at beginning of year2023-01-01$42,100
Interest on participant loans2023-01-01$0
Income. Interest from loans (other than to participants)2023-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$292,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$12,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$138,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$122,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$986,288
Net investment gain/loss from pooled separate accounts2023-01-01$4,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,691,299
Contract administrator fees2023-01-01$4,521
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-01-01410746749
2022 : THE CAROL WOODS RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$446,743
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-186,866
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$162,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$133,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,190,443
Value of total assets at end of year2022-12-31$7,883,441
Value of total assets at beginning of year2022-12-31$8,679,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,688
Total interest from all sources2022-12-31$5,103
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$145,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$145,656
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,190,443
Other income not declared elsewhere2022-12-31$-1,796
Administrative expenses (other) incurred2022-12-31$534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-349,271
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,883,441
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,679,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$15,437
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,470,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,299,558
Value of interest in pooled separate accounts at end of year2022-12-31$42,100
Value of interest in pooled separate accounts at beginning of year2022-12-31$49,700
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$247,926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$204,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$204,776
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$122,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$125,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,522,688
Net investment gain/loss from pooled separate accounts2022-12-31$-3,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$133,717
Contract administrator fees2022-12-31$12,717
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets from this plan2022-01-01$446,743
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-186,866
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$162,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$133,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,190,443
Value of total assets at end of year2022-01-01$7,883,441
Value of total assets at beginning of year2022-01-01$8,679,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$28,688
Total interest from all sources2022-01-01$5,103
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$145,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$145,656
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,190,443
Other income not declared elsewhere2022-01-01$-1,796
Administrative expenses (other) incurred2022-01-01$534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-349,271
Value of net assets at end of year (total assets less liabilities)2022-01-01$7,883,441
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$8,679,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$15,437
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$7,470,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$8,299,558
Value of interest in pooled separate accounts at end of year2022-01-01$42,100
Value of interest in pooled separate accounts at beginning of year2022-01-01$49,700
Interest on participant loans2022-01-01$0
Income. Interest from loans (other than to participants)2022-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$247,926
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$5,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$122,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$125,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,522,688
Net investment gain/loss from pooled separate accounts2022-01-01$-3,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$133,717
Contract administrator fees2022-01-01$12,717
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-01-01410746749
2021 : THE CAROL WOODS RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$1,975,737
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,245,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,222,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$716,227
Value of total assets at end of year2021-12-31$8,679,455
Value of total assets at beginning of year2021-12-31$7,949,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,409
Total interest from all sources2021-12-31$3,575
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$120,419
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$120,419
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$685,531
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$497
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$30,174
Other income not declared elsewhere2021-12-31$4,632
Administrative expenses (other) incurred2021-12-31$3,750
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$730,022
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,679,455
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,949,433
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
Investment advisory and management fees2021-12-31$12,447
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,299,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,498,164
Value of interest in pooled separate accounts at end of year2021-12-31$49,700
Value of interest in pooled separate accounts at beginning of year2021-12-31$44,620
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$204,776
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$284,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$284,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$125,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$122,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,125,804
Net investment gain/loss from pooled separate accounts2021-12-31$5,080
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,222,306
Contract administrator fees2021-12-31$7,212
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : THE CAROL WOODS RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$1,534,182
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$732,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$711,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$591,838
Value of total assets at end of year2020-12-31$7,949,433
Value of total assets at beginning of year2020-12-31$7,147,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,161
Total interest from all sources2020-12-31$4,613
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$316,817
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$316,817
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$591,838
Participant contributions at end of year2020-12-31$497
Other income not declared elsewhere2020-12-31$1,916
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$802,119
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,949,433
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,147,314
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
Investment advisory and management fees2020-12-31$20,161
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,498,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,817,882
Value of interest in pooled separate accounts at end of year2020-12-31$44,620
Value of interest in pooled separate accounts at beginning of year2020-12-31$42,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$284,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$171,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$171,455
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$122,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$115,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$618,998
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$711,902
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : THE CAROL WOODS RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$1,838,790
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$293,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$278,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$600,041
Value of total assets at end of year2019-12-31$7,147,314
Value of total assets at beginning of year2019-12-31$5,602,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,699
Total interest from all sources2019-12-31$7,147
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$243,497
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$243,497
Administrative expenses professional fees incurred2019-12-31$3,679
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$535,367
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$125
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$64,674
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$1,544,973
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,147,314
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,602,341
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$6,817,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,293,809
Value of interest in pooled separate accounts at end of year2019-12-31$42,974
Value of interest in pooled separate accounts at beginning of year2019-12-31$46,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$171,455
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$147,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$147,030
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$115,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$114,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$982,566
Net investment gain or loss from common/collective trusts2019-12-31$5,539
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$278,118
Contract administrator fees2019-12-31$12,020
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : THE CAROL WOODS RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$262,454
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$331,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$315,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$499,745
Value of total assets at end of year2018-12-31$5,602,341
Value of total assets at beginning of year2018-12-31$5,670,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,115
Total interest from all sources2018-12-31$6,381
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$307,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$307,371
Administrative expenses professional fees incurred2018-12-31$3,355
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$475,042
Participant contributions at end of year2018-12-31$125
Participant contributions at beginning of year2018-12-31$20,632
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$24,703
Administrative expenses (other) incurred2018-12-31$666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-68,654
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,602,341
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,670,995
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$5,293,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,319,187
Value of interest in pooled separate accounts at end of year2018-12-31$46,819
Value of interest in pooled separate accounts at beginning of year2018-12-31$50,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$147,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$166,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$166,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$114,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$114,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-548,402
Net investment gain/loss from pooled separate accounts2018-12-31$-2,641
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$315,993
Contract administrator fees2018-12-31$11,094
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 name2018-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2018-12-31410746749
2017 : THE CAROL WOODS RETIREMENT 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$1,232,336
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$983,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$965,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$490,705
Value of total assets at end of year2017-12-31$5,670,995
Value of total assets at beginning of year2017-12-31$5,421,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,909
Total interest from all sources2017-12-31$6,763
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$247,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$247,945
Administrative expenses professional fees incurred2017-12-31$7,054
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$479,364
Participant contributions at end of year2017-12-31$20,632
Participant contributions at beginning of year2017-12-31$16,180
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$11,341
Other income not declared elsewhere2017-12-31$6,610
Administrative expenses (other) incurred2017-12-31$169
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$249,193
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,670,995
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,421,802
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
Investment advisory and management fees2017-12-31$10,084
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,319,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,691,918
Value of interest in pooled separate accounts at end of year2017-12-31$50,828
Value of interest in pooled separate accounts at beginning of year2017-12-31$122,292
Interest earned on other investments2017-12-31$5,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$166,324
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$254,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$254,434
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$114,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$336,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$480,313
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$965,234
Contract administrator fees2017-12-31$602
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 name2017-12-31CLIFTON, LARSON, ALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : THE CAROL WOODS RETIREMENT 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$928,915
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$433,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$421,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$483,316
Value of total assets at end of year2016-12-31$5,421,802
Value of total assets at beginning of year2016-12-31$4,926,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,653
Total interest from all sources2016-12-31$1,032
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$176,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$176,420
Administrative expenses professional fees incurred2016-12-31$3,739
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$447,847
Participant contributions at end of year2016-12-31$16,180
Participant contributions at beginning of year2016-12-31$13,424
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$35,469
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$494,981
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,421,802
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,926,821
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
Investment advisory and management fees2016-12-31$8,914
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,691,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,471,165
Value of interest in pooled separate accounts at end of year2016-12-31$122,292
Value of interest in pooled separate accounts at beginning of year2016-12-31$114,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$254,434
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$45
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$45
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$336,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$327,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$249,354
Net investment gain/loss from pooled separate accounts2016-12-31$7,674
Net investment gain or loss from common/collective trusts2016-12-31$11,119
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$421,281
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 name2016-12-31CLIFTON, LARSON, ALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : THE CAROL WOODS RETIREMENT 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$434,260
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$763,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$749,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$407,291
Value of total assets at end of year2015-12-31$4,926,821
Value of total assets at beginning of year2015-12-31$5,255,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,721
Total interest from all sources2015-12-31$405
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$222,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$222,207
Administrative expenses professional fees incurred2015-12-31$4,842
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$407,291
Participant contributions at end of year2015-12-31$13,424
Participant contributions at beginning of year2015-12-31$14,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-329,034
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,926,821
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,255,855
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
Investment advisory and management fees2015-12-31$8,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,471,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,318,177
Value of interest in pooled separate accounts at end of year2015-12-31$114,789
Value of interest in pooled separate accounts at beginning of year2015-12-31$141,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$45
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$308,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$308,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$327,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$473,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-206,974
Net investment gain/loss from pooled separate accounts2015-12-31$-2,053
Net investment gain or loss from common/collective trusts2015-12-31$13,384
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$749,573
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 name2015-12-31CLIFTON, LARSON, ALLEN , LLP
Accountancy firm EIN2015-12-31410746749
2014 : THE CAROL WOODS RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$789,554
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$354,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$345,381
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$424,445
Value of total assets at end of year2014-12-31$5,255,855
Value of total assets at beginning of year2014-12-31$4,821,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,461
Total interest from all sources2014-12-31$251
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$228,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$228,879
Administrative expenses professional fees incurred2014-12-31$9,461
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$424,445
Participant contributions at end of year2014-12-31$14,480
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$434,712
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,255,855
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,821,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,318,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,916,153
Value of interest in pooled separate accounts at end of year2014-12-31$141,016
Value of interest in pooled separate accounts at beginning of year2014-12-31$176,271
Interest on participant loans2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$308,415
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$265,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$265,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$473,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$463,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$112,400
Net investment gain/loss from pooled separate accounts2014-12-31$7,350
Net investment gain or loss from common/collective trusts2014-12-31$16,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$345,381
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2014-12-31560747981
2013 : THE CAROL WOODS RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,121,578
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$497,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$487,069
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$370,812
Value of total assets at end of year2013-12-31$4,821,143
Value of total assets at beginning of year2013-12-31$4,196,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,097
Total interest from all sources2013-12-31$233
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$173,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$173,967
Administrative expenses professional fees incurred2013-12-31$10,097
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$367,067
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$624,412
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,821,143
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,196,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,916,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,274,596
Value of interest in pooled separate accounts at end of year2013-12-31$176,271
Value of interest in pooled separate accounts at beginning of year2013-12-31$212,523
Interest on participant loans2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$265,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$252,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$252,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$463,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$457,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$534,781
Net investment gain/loss from pooled separate accounts2013-12-31$25,822
Net investment gain or loss from common/collective trusts2013-12-31$15,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$487,069
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2013-12-31560747981
2012 : THE CAROL WOODS RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$830,267
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$323,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$313,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$391,434
Value of total assets at end of year2012-12-31$4,196,731
Value of total assets at beginning of year2012-12-31$3,689,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,434
Total interest from all sources2012-12-31$170
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$118,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$118,203
Administrative expenses professional fees incurred2012-12-31$9,434
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$362,592
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$28,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$507,189
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,196,731
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,689,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,274,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,847,909
Value of interest in pooled separate accounts at end of year2012-12-31$212,523
Value of interest in pooled separate accounts at beginning of year2012-12-31$198,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$252,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$198,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$198,786
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$457,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$443,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$290,930
Net investment gain/loss from pooled separate accounts2012-12-31$13,873
Net investment gain or loss from common/collective trusts2012-12-31$15,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$313,644
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2012-12-31560747981
2011 : THE CAROL WOODS RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$400,666
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$410,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$400,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$361,520
Value of total assets at end of year2011-12-31$3,689,542
Value of total assets at beginning of year2011-12-31$3,699,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,763
Total interest from all sources2011-12-31$125
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$98,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$98,993
Administrative expenses professional fees incurred2011-12-31$9,763
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$352,811
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$21,623
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-9,861
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,689,542
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,699,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,847,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,834,509
Value of interest in pooled separate accounts at end of year2011-12-31$198,937
Value of interest in pooled separate accounts at beginning of year2011-12-31$221,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$198,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$198,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$198,786
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$443,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$422,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-59,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$400,764
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2011-12-31560747981
2010 : THE CAROL WOODS RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$677,360
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$141,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$138,482
Value of total corrective distributions2010-12-31$259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$333,709
Value of total assets at end of year2010-12-31$3,699,403
Value of total assets at beginning of year2010-12-31$3,164,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,247
Total interest from all sources2010-12-31$160
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$77,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$77,173
Administrative expenses professional fees incurred2010-12-31$3,247
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$325,918
Participant contributions at end of year2010-12-31$21,623
Participant contributions at beginning of year2010-12-31$10,697
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$535,372
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,699,403
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,164,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,834,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,380,980
Value of interest in pooled separate accounts at end of year2010-12-31$221,931
Value of interest in pooled separate accounts at beginning of year2010-12-31$221,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$198,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$132,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$132,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$422,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$418,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$266,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$138,482
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2010-12-31560747981

Form 5500 Responses for THE CAROL WOODS RETIREMENT PLAN

2023: THE CAROL WOODS RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE CAROL WOODS RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE CAROL WOODS RETIREMENT 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE CAROL WOODS RETIREMENT 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE CAROL WOODS RETIREMENT 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
2017: THE CAROL WOODS RETIREMENT 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: THE CAROL WOODS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: THE CAROL WOODS RETIREMENT 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
2014: THE CAROL WOODS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE CAROL WOODS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE CAROL WOODS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE CAROL WOODS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE CAROL WOODS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95508-01
Policy instance 2
Insurance contract or identification number95508-01
Number of Individuals Covered25
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 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?Yes
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080070
Policy instance 1
Insurance contract or identification numberTA080070
Number of Individuals Covered39
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 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?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95508-01
Policy instance 2
Insurance contract or identification number95508-01
Number of Individuals Covered28
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 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?Yes
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080070
Policy instance 1
Insurance contract or identification numberTA080070
Number of Individuals Covered40
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 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?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95508-01
Policy instance 2
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080070
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080070
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95508-01
Policy instance 2
TRANSAMERICA FINANCIAL LIFE INS CO (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080070
Policy instance 2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95508-01
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080070
Policy instance 2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95508-01
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080070
Policy instance 2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95508-01
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080070
Policy instance 2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95508-01
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080070
Policy instance 2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95508-01
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080070
Policy instance 2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95508-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95508-01
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080070
Policy instance 2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95508-01
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080070
Policy instance 2

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