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FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameFOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 001

FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Unknown benefit code

401k Sponsoring company profile

FOCUS ONESOURCE has sponsored the creation of one or more 401k plans.

Company Name:FOCUS ONESOURCE
Employer identification number (EIN):263708222
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHAEL TEACHOUT2023-10-09 MICHAEL TEACHOUT2023-10-09
0012021-01-01MICHAEL TEACHOUT2022-10-11 MICHAEL TEACHOUT2022-10-11
0012020-01-01JOHN HOVEY2021-10-06 JOHN HOVEY2021-10-06
0012019-01-01JOHN HOVEY2020-10-12 JOHN HOVEY2020-10-12
0012018-01-01JOHN HOVEY2019-09-18 JOHN HOVEY2019-09-18
0012017-01-01
0012016-01-01
0012016-01-01JOHN HOVEY2017-10-02
0012015-01-01
0012014-01-01JOHN HOVEY
0012013-01-01AMANDA MEIN
0012012-01-01AMANDA MEIN
0012011-01-01AMANDA MEIN
0012010-01-01AMANDA MEIN2011-09-23

Plan Statistics for FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01951
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015
Number of participants with account balances2022-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01837
Total number of active participants reported on line 7a of the Form 55002021-01-01737
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01214
Total of all active and inactive participants2021-01-01951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01951
Number of participants with account balances2021-01-01672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01731
Total number of active participants reported on line 7a of the Form 55002020-01-01681
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01116
Total of all active and inactive participants2020-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01797
Number of participants with account balances2020-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01820
Total number of active participants reported on line 7a of the Form 55002019-01-01540
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01597
Number of participants with account balances2019-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,040
Total number of active participants reported on line 7a of the Form 55002018-01-01678
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0177
Total of all active and inactive participants2018-01-01755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01755
Number of participants with account balances2018-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01915
Total number of active participants reported on line 7a of the Form 55002017-01-01837
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01155
Total of all active and inactive participants2017-01-01992
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01992
Number of participants with account balances2017-01-01647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01736
Total number of active participants reported on line 7a of the Form 55002016-01-01695
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01102
Total of all active and inactive participants2016-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01797
Number of participants with account balances2016-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01688
Total number of active participants reported on line 7a of the Form 55002015-01-01675
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01115
Total of all active and inactive participants2015-01-01790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01790
Number of participants with account balances2015-01-01482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01650
Total number of active participants reported on line 7a of the Form 55002014-01-01585
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0180
Total of all active and inactive participants2014-01-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01665
Number of participants with account balances2014-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01516
Total number of active participants reported on line 7a of the Form 55002013-01-01471
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0160
Total of all active and inactive participants2013-01-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01531
Number of participants with account balances2013-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01308
Total number of active participants reported on line 7a of the Form 55002012-01-01397
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0144
Total of all active and inactive participants2012-01-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01441
Number of participants with account balances2012-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01227
Total number of active participants reported on line 7a of the Form 55002011-01-01257
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0140
Total of all active and inactive participants2011-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01297
Number of participants with account balances2011-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015

Financial Data on FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$28,325,830
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$172,922
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,073,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,894,190
Value of total corrective distributions2022-12-31$9,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,613,344
Value of total assets at end of year2022-12-31$408,972
Value of total assets at beginning of year2022-12-31$32,634,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$169,206
Total interest from all sources2022-12-31$10,954
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$50,595
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,050,864
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$359,532
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$72,748
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,587,457
Administrative expenses (other) incurred2022-12-31$94,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,900,139
Value of net assets at end of year (total assets less liabilities)2022-12-31$408,972
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,634,941
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$24,159
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$408,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$32,133,857
Interest on participant loans2022-12-31$10,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$18,987
Net investment gain/loss from pooled separate accounts2022-12-31$-5,451,376
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
Contributions received in cash from employer2022-12-31$975,023
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$49,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,894,190
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31MARTENS & COMPANY, CPA, LLP
Accountancy firm EIN2022-12-31593823192
2021 : FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$5,628,213
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$7,298,211
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,526,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,321,872
Value of total corrective distributions2021-12-31$4,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,546,456
Value of total assets at end of year2021-12-31$32,634,941
Value of total assets at beginning of year2021-12-31$22,234,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$200,215
Total interest from all sources2021-12-31$13,467
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$56,114
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$2,164,265
Participant contributions at end of year2021-12-31$359,532
Participant contributions at beginning of year2021-12-31$279,845
Participant contributions at end of year2021-12-31$72,748
Participant contributions at beginning of year2021-12-31$20,226
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$317,614
Administrative expenses (other) incurred2021-12-31$119,969
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$4,772,007
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,634,941
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,234,721
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$24,132
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$32,133,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,803,454
Interest on participant loans2021-12-31$13,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$18,987
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,318
Net investment gain/loss from pooled separate accounts2021-12-31$3,738,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,064,577
Employer contributions (assets) at end of year2021-12-31$49,817
Employer contributions (assets) at beginning of year2021-12-31$118,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,321,872
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 name2021-12-31MARTENS & COMPANY, CPA, LLP
Accountancy firm EIN2021-12-31593823192
2020 : FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$2,730,144
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$6,112,685
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,126,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,949,608
Value of total corrective distributions2020-12-31$7,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,986,733
Value of total assets at end of year2020-12-31$22,234,721
Value of total assets at beginning of year2020-12-31$16,518,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$169,320
Total interest from all sources2020-12-31$11,207
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$38,017
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 period2020-12-31Yes
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$1,667,973
Participant contributions at end of year2020-12-31$279,845
Participant contributions at beginning of year2020-12-31$215,442
Participant contributions at end of year2020-12-31$20,226
Participant contributions at beginning of year2020-12-31$60,272
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$402,453
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$94,694
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$2,986,497
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,234,721
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,518,080
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$36,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,803,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,123,378
Interest on participant loans2020-12-31$11,207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,939
Net investment gain/loss from pooled separate accounts2020-12-31$3,114,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$916,307
Employer contributions (assets) at end of year2020-12-31$118,878
Employer contributions (assets) at beginning of year2020-12-31$117,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,949,608
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31MARTENS & COMPANY, CPA, LLP
Accountancy firm EIN2020-12-31593823192
2019 : FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$3,665,562
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$6,223,045
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,345,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,225,255
Value of total corrective distributions2019-12-31$8,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,985,023
Value of total assets at end of year2019-12-31$16,518,080
Value of total assets at beginning of year2019-12-31$17,306,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$112,480
Total interest from all sources2019-12-31$11,143
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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 period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,511,732
Participant contributions at end of year2019-12-31$215,442
Participant contributions at beginning of year2019-12-31$263,329
Participant contributions at end of year2019-12-31$60,272
Participant contributions at beginning of year2019-12-31$31,277
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$650,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$40,512
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$2,877,060
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,518,080
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,306,582
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$16,123,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,808,972
Interest on participant loans2019-12-31$11,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$25,298
Net investment gain/loss from pooled separate accounts2019-12-31$3,226,879
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$823,094
Employer contributions (assets) at end of year2019-12-31$117,049
Employer contributions (assets) at beginning of year2019-12-31$177,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,225,255
Contract administrator fees2019-12-31$71,968
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARTENS & COMPANY, CPA, LLP
Accountancy firm EIN2019-12-31593823192
2018 : FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$331,940
Total transfer of assets from this plan2018-12-31$5,836,510
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,655
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$2,136,062
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,648,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,592,525
Value of total corrective distributions2018-12-31$16,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,431,216
Value of total assets at end of year2018-12-31$17,309,237
Value of total assets at beginning of year2018-12-31$24,323,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,881
Total interest from all sources2018-12-31$10,404
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$35,472
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 period2018-12-31Yes
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$1,666,547
Participant contributions at end of year2018-12-31$263,329
Participant contributions at beginning of year2018-12-31$310,589
Participant contributions at end of year2018-12-31$31,501
Participant contributions at beginning of year2018-12-31$41,765
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$798,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$4,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,512,548
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,306,582
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,323,700
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$16,808,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,904,090
Interest on participant loans2018-12-31$10,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$25,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$27,941
Net investment gain/loss from pooled separate accounts2018-12-31$-1,305,558
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$965,845
Employer contributions (assets) at end of year2018-12-31$180,137
Employer contributions (assets) at beginning of year2018-12-31$39,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,592,525
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31MARTENS & COMPANY, CPA, LLP
Accountancy firm EIN2018-12-31593823192
2017 : FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,924,221
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$6,232,424
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,908,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,870,549
Value of total corrective distributions2017-12-31$9,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,971,904
Value of total assets at end of year2017-12-31$24,323,700
Value of total assets at beginning of year2017-12-31$18,075,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,585
Total interest from all sources2017-12-31$11,002
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$8,300
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
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$1,875,848
Participant contributions at end of year2017-12-31$310,589
Participant contributions at beginning of year2017-12-31$323,179
Participant contributions at end of year2017-12-31$41,765
Participant contributions at beginning of year2017-12-31$39,170
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$169,979
Administrative expenses (other) incurred2017-12-31$19,285
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$4,324,328
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,323,700
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,075,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,904,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,661,746
Income. Interest from loans (other than to participants)2017-12-31$11,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$27,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$19,130
Net investment gain/loss from pooled separate accounts2017-12-31$3,249,518
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$926,077
Employer contributions (assets) at end of year2017-12-31$39,315
Employer contributions (assets) at beginning of year2017-12-31$31,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,870,549
Contract administrator fees2017-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31MARTENS & COMPANY, CPA, LLP
Accountancy firm EIN2017-12-31593823192
2016 : FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS 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$3,786,666
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$906,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$880,686
Value of total corrective distributions2016-12-31$3,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,541,468
Value of total assets at end of year2016-12-31$18,075,151
Value of total assets at beginning of year2016-12-31$15,195,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,309
Total interest from all sources2016-12-31$10,044
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$1,200
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$1,554,601
Participant contributions at end of year2016-12-31$323,179
Participant contributions at beginning of year2016-12-31$319,254
Participant contributions at end of year2016-12-31$39,170
Participant contributions at beginning of year2016-12-31$23,968
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$188,237
Administrative expenses (other) incurred2016-12-31$21,109
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$2,879,823
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,075,151
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,195,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,661,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,826,819
Interest on participant loans2016-12-31$10,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$19,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$9,678
Net investment gain/loss from pooled separate accounts2016-12-31$1,235,154
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$798,630
Employer contributions (assets) at end of year2016-12-31$31,926
Employer contributions (assets) at beginning of year2016-12-31$15,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$880,686
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31MARTENS & COMPANY, CPA, LLP
Accountancy firm EIN2016-12-31593823192
2015 : FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$13,708
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$2,038,158
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,132,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,113,859
Value of total corrective distributions2015-12-31$989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,225,863
Value of total assets at end of year2015-12-31$15,195,327
Value of total assets at beginning of year2015-12-31$14,276,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,855
Total interest from all sources2015-12-31$11,293
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$16,567
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 period2015-12-31Yes
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$1,312,794
Participant contributions at end of year2015-12-31$319,254
Participant contributions at beginning of year2015-12-31$361,773
Participant contributions at end of year2015-12-31$23,968
Participant contributions at beginning of year2015-12-31$6,377
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$251,591
Administrative expenses (other) incurred2015-12-31$1,288
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$905,455
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,195,327
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,276,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,826,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,876,943
Interest on participant loans2015-12-31$11,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,438
Net investment gain/loss from pooled separate accounts2015-12-31$-198,998
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$661,478
Employer contributions (assets) at end of year2015-12-31$15,608
Employer contributions (assets) at beginning of year2015-12-31$28,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,113,859
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31MARTENS & COMPANY, CPA, LLP
Accountancy firm EIN2015-12-31593823192
2014 : FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$1,234,446
Total transfer of assets from this plan2014-12-31$120,223
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$2,408,287
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,496,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,484,588
Expenses. Certain deemed distributions of participant loans2014-12-31$5,851
Value of total corrective distributions2014-12-31$1,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,843,926
Value of total assets at end of year2014-12-31$14,276,164
Value of total assets at beginning of year2014-12-31$12,250,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,640
Total interest from all sources2014-12-31$10,053
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,650
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 period2014-12-31Yes
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$1,052,026
Participant contributions at end of year2014-12-31$361,773
Participant contributions at beginning of year2014-12-31$227,110
Participant contributions at end of year2014-12-31$6,377
Participant contributions at beginning of year2014-12-31$23,776
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$277,241
Administrative expenses (other) incurred2014-12-31$990
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$911,389
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,276,164
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,250,552
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$13,876,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,962,892
Interest on participant loans2014-12-31$9,207
Interest earned on other investments2014-12-31$846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,460
Net investment gain/loss from pooled separate accounts2014-12-31$554,308
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$514,659
Employer contributions (assets) at end of year2014-12-31$28,633
Employer contributions (assets) at beginning of year2014-12-31$32,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,484,588
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31MARTENS & COMPANY, CPA, LLP
Accountancy firm EIN2014-12-31593823192
2013 : FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$517,481
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$3,257,728
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$893,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$881,155
Value of total corrective distributions2013-12-31$6,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,456,123
Value of total assets at end of year2013-12-31$12,250,552
Value of total assets at beginning of year2013-12-31$9,368,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,455
Total interest from all sources2013-12-31$8,805
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$5,455
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 period2013-12-31Yes
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$890,221
Participant contributions at end of year2013-12-31$227,110
Participant contributions at beginning of year2013-12-31$246,854
Participant contributions at end of year2013-12-31$23,776
Participant contributions at beginning of year2013-12-31$18,619
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$125,014
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$2,364,629
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,250,552
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,368,442
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$11,962,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,059,423
Interest on participant loans2013-12-31$8,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,805
Net investment gain/loss from pooled separate accounts2013-12-31$1,792,800
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$440,888
Employer contributions (assets) at end of year2013-12-31$32,314
Employer contributions (assets) at beginning of year2013-12-31$40,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$881,155
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31MARTENS & COMPANY, CPA, LLP
Accountancy firm EIN2013-12-31593823192
2012 : FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$1,866,667
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$1,941,209
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$478,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$465,977
Value of total corrective distributions2012-12-31$6,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,046,485
Value of total assets at end of year2012-12-31$9,368,442
Value of total assets at beginning of year2012-12-31$6,038,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,040
Total interest from all sources2012-12-31$8,540
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$5,168
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 period2012-12-31Yes
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$696,058
Participant contributions at end of year2012-12-31$246,854
Participant contributions at beginning of year2012-12-31$227,555
Participant contributions at end of year2012-12-31$18,619
Participant contributions at beginning of year2012-12-31$15,165
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$16,131
Administrative expenses (other) incurred2012-12-31$872
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$1,463,126
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,368,442
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,038,649
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$9,059,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,732,951
Interest on participant loans2012-12-31$8,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$15,260
Net investment gain/loss from pooled separate accounts2012-12-31$886,184
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$334,296
Employer contributions (assets) at end of year2012-12-31$40,741
Employer contributions (assets) at beginning of year2012-12-31$47,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$465,977
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31MARTENS & COMPANY, CPA, LLP
Accountancy firm EIN2012-12-31593823192
2011 : FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$2,401,749
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$486,271
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$271,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$257,106
Value of total corrective distributions2011-12-31$5,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$674,276
Value of total assets at end of year2011-12-31$6,038,649
Value of total assets at beginning of year2011-12-31$3,422,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,239
Total interest from all sources2011-12-31$8,524
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$8,547
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 period2011-12-31Yes
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$403,768
Participant contributions at end of year2011-12-31$227,555
Participant contributions at beginning of year2011-12-31$141,192
Participant contributions at end of year2011-12-31$15,165
Participant contributions at beginning of year2011-12-31$10,901
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$91,037
Administrative expenses (other) incurred2011-12-31$692
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$214,356
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,038,649
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,422,544
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$5,732,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,265,371
Interest on participant loans2011-12-31$8,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$15,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$496
Net investment gain/loss from pooled separate accounts2011-12-31$-196,529
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$179,471
Employer contributions (assets) at end of year2011-12-31$47,718
Employer contributions (assets) at beginning of year2011-12-31$4,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$257,106
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31MARTENS & COMPANY, CPA, LLP
Accountancy firm EIN2011-12-31593823192

Form 5500 Responses for FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN

2022: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 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: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 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: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 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: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 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: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 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: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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: FOCUS ONESOURCE 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91643
Policy instance 1
Insurance contract or identification number91643
Number of Individuals Covered5
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $13,569
Total amount of fees paid to insurance companyUSD $0
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 $13,569
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91643
Policy instance 1
Insurance contract or identification number91643
Number of Individuals Covered672
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $25,761
Total amount of fees paid to insurance companyUSD $0
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 $25,761
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91643
Policy instance 1
Insurance contract or identification number91643
Number of Individuals Covered494
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,352
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
Amount paid for insurance broker fees15352
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91643
Policy instance 1
Insurance contract or identification number91643
Number of Individuals Covered405
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $18,616
Total amount of fees paid to insurance companyUSD $7,890
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 $18,616
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91643
Policy instance 1
Insurance contract or identification number91643
Number of Individuals Covered441
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $28,578
Total amount of fees paid to insurance companyUSD $12,713
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 $28,578
Insurance broker organization code?3
Amount paid for insurance broker fees12713
Additional information about fees paid to insurance brokerTPA SERVICE FEE
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91643
Policy instance 1
Insurance contract or identification number91643
Number of Individuals Covered647
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $20,334
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
Amount paid for insurance broker fees20334
Additional information about fees paid to insurance brokerTPA SERVICE FEE
Insurance broker organization code?5
Insurance broker nameQUALIFIED PLAN CONSULTANTS, LLC

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