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THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 401k Plan overview

Plan NameTHE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC.
Plan identification number 004

THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. Benefits

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

401k Sponsoring company profile

BARBEQUE INTEGRATED, INC. has sponsored the creation of one or more 401k plans.

Company Name:BARBEQUE INTEGRATED, INC.
Employer identification number (EIN):261305332
NAIC Classification:722513
NAIC Description:Limited-Service Restaurants

Additional information about BARBEQUE INTEGRATED, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4444102

More information about BARBEQUE INTEGRATED, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042020-01-01TERRANCE P. POWER2021-10-19
0042019-01-01LEE D. VOGT2020-10-13
0042018-01-01LEE D. VOGT2019-10-14
0042017-01-01
0042016-01-01
0042015-01-01
0042015-01-01LEE D. VOGT2016-10-17
0042014-01-01LEE D. VOGT
0042013-01-01LEE D. VOGT

Plan Statistics for THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC.

401k plan membership statisitcs for THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC.

Measure Date Value
2020: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01314
Total number of active participants reported on line 7a of the Form 55002020-01-01265
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01294
Number of participants with account balances2020-01-0150
2019: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01314
Total number of active participants reported on line 7a of the Form 55002019-01-01265
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01294
Number of participants with account balances2019-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01337
Total number of active participants reported on line 7a of the Form 55002018-01-01234
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01268
Number of participants with account balances2018-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01334
Total number of active participants reported on line 7a of the Form 55002017-01-01269
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01301
Number of participants with account balances2017-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01401
Total number of active participants reported on line 7a of the Form 55002016-01-01297
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01334
Number of participants with account balances2016-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01358
Total number of active participants reported on line 7a of the Form 55002015-01-01311
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01333
Number of participants with account balances2015-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01305
Total number of active participants reported on line 7a of the Form 55002014-01-01304
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01316
Number of participants with account balances2014-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total number of active participants reported on line 7a of the Form 55002013-01-01303
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01311
Number of participants with account balances2013-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC.

Measure Date Value
2020 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 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$212,334
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$181,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$172,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$55,437
Value of total assets at end of year2020-12-31$1,085,028
Value of total assets at beginning of year2020-12-31$1,053,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,261
Total interest from all sources2020-12-31$486
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$3,012
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$55,220
Participant contributions at end of year2020-12-31$7,888
Participant contributions at beginning of year2020-12-31$9,128
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$217
Total non interest bearing cash at end of year2020-12-31$2,035
Total non interest bearing cash at beginning of year2020-12-31$2,009
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$31,262
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,085,028
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,053,766
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$5,249
Value of interest in pooled separate accounts at end of year2020-12-31$1,075,105
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,042,629
Interest on participant loans2020-12-31$486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$156,411
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 contributions2020-12-31No
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$172,811
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SKIBBIE CPA, INC.
Accountancy firm EIN2020-12-31270851321
2019 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 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$291,830
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$143,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$134,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$101,005
Value of total assets at end of year2019-12-31$1,053,766
Value of total assets at beginning of year2019-12-31$905,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,030
Total interest from all sources2019-12-31$444
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$101,005
Participant contributions at end of year2019-12-31$9,128
Participant contributions at beginning of year2019-12-31$2,483
Total non interest bearing cash at end of year2019-12-31$2,009
Total non interest bearing cash at beginning of year2019-12-31$3,072
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$147,833
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,053,766
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$905,933
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
Investment advisory and management fees2019-12-31$6,387
Value of interest in pooled separate accounts at end of year2019-12-31$1,042,629
Value of interest in pooled separate accounts at beginning of year2019-12-31$900,378
Interest on participant loans2019-12-31$444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$190,381
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$134,967
Contract administrator fees2019-12-31$2,643
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 name2019-12-31SKIBBIE CPA, INC.
Accountancy firm EIN2019-12-31270851321
2018 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 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$106,510
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$488,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$479,539
Expenses. Certain deemed distributions of participant loans2018-12-31$1,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$165,776
Value of total assets at end of year2018-12-31$905,933
Value of total assets at beginning of year2018-12-31$1,288,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,775
Total interest from all sources2018-12-31$1,262
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$119,045
Participant contributions at end of year2018-12-31$2,483
Participant contributions at beginning of year2018-12-31$3,739
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$46,731
Total non interest bearing cash at end of year2018-12-31$3,072
Total non interest bearing cash at beginning of year2018-12-31$8,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-382,203
Value of net assets at end of year (total assets less liabilities)2018-12-31$905,933
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,288,136
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
Investment advisory and management fees2018-12-31$6,747
Value of interest in pooled separate accounts at end of year2018-12-31$900,378
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,267,435
Interest on participant loans2018-12-31$1,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-60,528
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$8,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$479,539
Contract administrator fees2018-12-31$1,028
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 name2018-12-31SKIBBIE CPA, INC.
Accountancy firm EIN2018-12-31270851321
2017 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 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$700,000
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$194,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$184,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$562,459
Value of total assets at end of year2017-12-31$1,288,136
Value of total assets at beginning of year2017-12-31$782,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,407
Total interest from all sources2017-12-31$195
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$139,708
Participant contributions at end of year2017-12-31$3,739
Participant contributions at beginning of year2017-12-31$3,988
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$4,229
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$414,327
Administrative expenses (other) incurred2017-12-31$241
Total non interest bearing cash at end of year2017-12-31$8,538
Total non interest bearing cash at beginning of year2017-12-31$3,475
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$505,518
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,288,136
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$782,618
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$6,354
Value of interest in pooled separate accounts at end of year2017-12-31$1,267,435
Value of interest in pooled separate accounts at beginning of year2017-12-31$770,926
Interest on participant loans2017-12-31$195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$137,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$8,424
Employer contributions (assets) at end of year2017-12-31$8,424
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$184,075
Contract administrator fees2017-12-31$3,812
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 name2017-12-31SKIBBIE CPA, INC.
Accountancy firm EIN2017-12-31270851321
2016 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 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$302,002
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$132,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$119,012
Value of total corrective distributions2016-12-31$5,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$254,337
Value of total assets at end of year2016-12-31$782,618
Value of total assets at beginning of year2016-12-31$613,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,494
Total interest from all sources2016-12-31$78
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$191,916
Participant contributions at end of year2016-12-31$3,988
Participant contributions at beginning of year2016-12-31$6,341
Participant contributions at end of year2016-12-31$4,229
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$27,495
Administrative expenses (other) incurred2016-12-31$2,951
Total non interest bearing cash at end of year2016-12-31$3,475
Total non interest bearing cash at beginning of year2016-12-31$1,245
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$169,226
Value of net assets at end of year (total assets less liabilities)2016-12-31$782,618
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$613,392
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$526
Value of interest in pooled separate accounts at end of year2016-12-31$770,926
Value of interest in pooled separate accounts at beginning of year2016-12-31$605,806
Interest on participant loans2016-12-31$78
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$47,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$34,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$119,012
Contract administrator fees2016-12-31$5,017
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 name2016-12-31LEVENSON, KATZIN & BALLOTA, P.A.
Accountancy firm EIN2016-12-31650680306
2015 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 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$262,318
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$109,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$94,087
Expenses. Certain deemed distributions of participant loans2015-12-31$8,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$273,433
Value of total assets at end of year2015-12-31$613,392
Value of total assets at beginning of year2015-12-31$460,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,252
Total interest from all sources2015-12-31$371
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$189,543
Participant contributions at end of year2015-12-31$6,341
Participant contributions at beginning of year2015-12-31$16,118
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$49,359
Administrative expenses (other) incurred2015-12-31$406
Total non interest bearing cash at end of year2015-12-31$1,245
Total non interest bearing cash at beginning of year2015-12-31$284
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$152,805
Value of net assets at end of year (total assets less liabilities)2015-12-31$613,392
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$460,587
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$6,846
Value of interest in pooled separate accounts at end of year2015-12-31$605,806
Value of interest in pooled separate accounts at beginning of year2015-12-31$444,185
Interest on participant loans2015-12-31$371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-11,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$34,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$94,087
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 name2015-12-31LEVENSON, KATZIN & BALLOTA, P.A.
Accountancy firm EIN2015-12-31650680306
2014 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 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$245,754
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$19,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$228,173
Value of total assets at end of year2014-12-31$460,587
Value of total assets at beginning of year2014-12-31$234,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,049
Total interest from all sources2014-12-31$258
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000
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$137,218
Participant contributions at end of year2014-12-31$16,118
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$80,599
Administrative expenses (other) incurred2014-12-31$3,905
Total non interest bearing cash at end of year2014-12-31$284
Total non interest bearing cash at beginning of year2014-12-31$94
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$226,577
Value of net assets at end of year (total assets less liabilities)2014-12-31$460,587
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$234,010
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
Investment advisory and management fees2014-12-31$263
Value of interest in pooled separate accounts at end of year2014-12-31$444,185
Value of interest in pooled separate accounts at beginning of year2014-12-31$233,916
Interest on participant loans2014-12-31$258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$17,323
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$10,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,128
Contract administrator fees2014-12-31$1,881
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 name2014-12-31SCOTT SKIBBIE INCORPORATED
Accountancy firm EIN2014-12-31270851321
2013 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 2013 401k financial data
Transfers to/from the plan2013-12-31$89,567
Total income from all sources2013-12-31$150,776
Expenses. Total of all expenses incurred2013-12-31$6,334
Benefits paid (including direct rollovers)2013-12-31$3,157
Total plan assets at end of year2013-12-31$234,009
Total plan assets at beginning of year2013-12-31$0
Total contributions received or receivable from participants2013-12-31$122,546
Expenses. Other expenses not covered elsewhere2013-12-31$111
Other income received2013-12-31$19,066
Net income (gross income less expenses)2013-12-31$144,442
Net plan assets at end of year (total assets less liabilities)2013-12-31$234,009
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$9,164
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,066
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC.

2020: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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 PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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 PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedYes
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 PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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 PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO BARBEQUE INTEGRATED, INC. 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01First time form 5500 has been submittedYes
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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109447
Policy instance 1
Insurance contract or identification number109447
Number of Individuals Covered51
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $471
Total amount of fees paid to insurance companyUSD $5,250
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
Commission paid to Insurance BrokerUSD $471
Amount paid for insurance broker fees5250
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109447
Policy instance 1
Insurance contract or identification number109447
Number of Individuals Covered54
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $500
Total amount of fees paid to insurance companyUSD $9,460
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
Commission paid to Insurance BrokerUSD $500
Amount paid for insurance broker fees9460
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109447
Policy instance 1
Insurance contract or identification number109447
Number of Individuals Covered61
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,347
Total amount of fees paid to insurance companyUSD $6,748
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
Commission paid to Insurance BrokerUSD $1,347
Amount paid for insurance broker fees6748
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109447
Policy instance 1
Insurance contract or identification number109447
Number of Individuals Covered67
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $392
Total amount of fees paid to insurance companyUSD $6,597
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
Commission paid to Insurance BrokerUSD $392
Amount paid for insurance broker fees6597
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
Insurance broker organization code?5
Insurance broker nameINDEPENDENT FINANCIAL PARTNERS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109447
Policy instance 1
Insurance contract or identification number109447
Number of Individuals Covered79
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $256
Total amount of fees paid to insurance companyUSD $5,262
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $256
Amount paid for insurance broker fees4740
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
Insurance broker organization code?5
Insurance broker nameINDEPENDENT FINANCIAL PARTNERS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106614
Policy instance 1
Insurance contract or identification number106614
Number of Individuals Covered64
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $224
Total amount of fees paid to insurance companyUSD $4,316
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $224
Amount paid for insurance broker fees3978
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
Insurance broker organization code?5
Insurance broker nameFINANCIAL TELESIS, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106614
Policy instance 1
Insurance contract or identification number106614
Number of Individuals Covered50
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $889
Total amount of fees paid to insurance companyUSD $1,942
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $889
Amount paid for insurance broker fees1800
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
Insurance broker organization code?5
Insurance broker nameFINANCIAL TELESIS, INC

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