SENTRY LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 2020 TARGET RETIREMENT ACCOUNT III YG
| Measure | Date | Value |
|---|
| 2023 : 2020 TARGET RETIREMENT ACCOUNT III YG 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $3,354,920 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $3,354,920 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $10,741,209 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $6,078,110 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $5,950,352 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $8,198,475 |
| Value of total assets at end of year | 2023-12-31 | $24,036,794 |
| Value of total assets at beginning of year | 2023-12-31 | $19,373,695 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $127,758 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $660,250 |
| Other income not declared elsewhere | 2023-12-31 | $734,313 |
| Administrative expenses (other) incurred | 2023-12-31 | $127,758 |
| Value of net income/loss | 2023-12-31 | $4,663,099 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $24,036,794 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $19,373,695 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $24,036,794 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $19,373,695 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $-2,206,749 |
| Contributions received in cash from employer | 2023-12-31 | $8,198,475 |
| Income. Dividends from common stock | 2023-12-31 | $660,250 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $5,950,352 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $3,354,920 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $3,354,920 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $10,741,209 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $6,078,110 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $5,950,352 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $8,198,475 |
| Value of total assets at end of year | 2023-01-01 | $24,036,794 |
| Value of total assets at beginning of year | 2023-01-01 | $19,373,695 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $127,758 |
| Total interest from all sources | 2023-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $660,250 |
| Other income not declared elsewhere | 2023-01-01 | $734,313 |
| Administrative expenses (other) incurred | 2023-01-01 | $127,758 |
| Value of net income/loss | 2023-01-01 | $4,663,099 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $24,036,794 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $19,373,695 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $24,036,794 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $19,373,695 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $-2,206,749 |
| Contributions received in cash from employer | 2023-01-01 | $8,198,475 |
| Income. Dividends from common stock | 2023-01-01 | $660,250 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $5,950,352 |
| 2022 : 2020 TARGET RETIREMENT ACCOUNT III YG 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-2,016,610 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-2,016,610 |
| 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 | $7,724,600 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $6,253,684 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $6,148,653 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $10,354,112 |
| Value of total assets at end of year | 2022-12-31 | $19,373,695 |
| Value of total assets at beginning of year | 2022-12-31 | $17,902,779 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $105,031 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $496,378 |
| Other income not declared elsewhere | 2022-12-31 | $463,085 |
| Administrative expenses (other) incurred | 2022-12-31 | $105,031 |
| Value of net income/loss | 2022-12-31 | $1,470,916 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $19,373,695 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $17,902,779 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $19,373,695 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $17,902,779 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,572,365 |
| Contributions received in cash from employer | 2022-12-31 | $10,354,112 |
| Income. Dividends from common stock | 2022-12-31 | $496,378 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $6,148,653 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $-2,016,610 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $-2,016,610 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $7,724,600 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $6,253,684 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $6,148,653 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $10,354,112 |
| Value of total assets at end of year | 2022-01-01 | $19,373,695 |
| Value of total assets at beginning of year | 2022-01-01 | $17,902,779 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $105,031 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $496,378 |
| Other income not declared elsewhere | 2022-01-01 | $463,085 |
| Administrative expenses (other) incurred | 2022-01-01 | $105,031 |
| Value of net income/loss | 2022-01-01 | $1,470,916 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $19,373,695 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $17,902,779 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $19,373,695 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $17,902,779 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,572,365 |
| Contributions received in cash from employer | 2022-01-01 | $10,354,112 |
| Income. Dividends from common stock | 2022-01-01 | $496,378 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $6,148,653 |
| 2021 : 2020 TARGET RETIREMENT ACCOUNT III YG 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-2,573,521 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-2,573,521 |
| 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 | $16,523,465 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $5,313,318 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,234,826 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $15,544,284 |
| Value of total assets at end of year | 2021-12-31 | $17,902,779 |
| Value of total assets at beginning of year | 2021-12-31 | $6,692,632 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $78,492 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $385,661 |
| Other income not declared elsewhere | 2021-12-31 | $2,583,170 |
| Administrative expenses (other) incurred | 2021-12-31 | $78,492 |
| Value of net income/loss | 2021-12-31 | $11,210,147 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $17,902,779 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,692,632 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $17,902,779 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,692,632 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $583,871 |
| Contributions received in cash from employer | 2021-12-31 | $15,544,284 |
| Income. Dividends from common stock | 2021-12-31 | $385,661 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,234,826 |
| 2020 : 2020 TARGET RETIREMENT ACCOUNT III YG 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $156,048 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $156,048 |
| 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 | $4,822,541 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $2,570,891 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,536,956 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,062,682 |
| Value of total assets at end of year | 2020-12-31 | $6,692,632 |
| Value of total assets at beginning of year | 2020-12-31 | $4,440,982 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $33,935 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $101,753 |
| Other income not declared elsewhere | 2020-12-31 | $293,584 |
| Administrative expenses (other) incurred | 2020-12-31 | $33,935 |
| Value of net income/loss | 2020-12-31 | $2,251,650 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,692,632 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,440,982 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,692,632 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,440,982 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $208,474 |
| Contributions received in cash from employer | 2020-12-31 | $4,062,682 |
| Income. Dividends from common stock | 2020-12-31 | $101,753 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,536,956 |
| 2019 : 2020 TARGET RETIREMENT ACCOUNT III YG 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $437,182 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $437,182 |
| 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 | $4,962,149 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $3,089,659 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,063,839 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,343,197 |
| Value of total assets at end of year | 2019-12-31 | $4,440,982 |
| Value of total assets at beginning of year | 2019-12-31 | $2,568,492 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $25,820 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $151,852 |
| Administrative expenses (other) incurred | 2019-12-31 | $25,820 |
| Value of net income/loss | 2019-12-31 | $1,872,490 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,440,982 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,568,492 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,440,982 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,568,492 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $29,918 |
| Contributions received in cash from employer | 2019-12-31 | $4,343,197 |
| Income. Dividends from common stock | 2019-12-31 | $151,852 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,063,839 |
| 2018 : 2020 TARGET RETIREMENT ACCOUNT III YG 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-232,324 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-232,324 |
| 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 | $5,030,942 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $3,251,047 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,238,473 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,134,391 |
| Value of total assets at end of year | 2018-12-31 | $2,568,492 |
| Value of total assets at beginning of year | 2018-12-31 | $788,597 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $12,574 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $63,631 |
| Other income not declared elsewhere | 2018-12-31 | $57,122 |
| Administrative expenses (other) incurred | 2018-12-31 | $12,574 |
| Value of net income/loss | 2018-12-31 | $1,779,895 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,568,492 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $788,597 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,568,492 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $788,597 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $8,122 |
| Contributions received in cash from employer | 2018-12-31 | $5,134,391 |
| Income. Dividends from common stock | 2018-12-31 | $63,631 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,238,473 |
| 2017 : 2020 TARGET RETIREMENT ACCOUNT III YG 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-11,971 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-11,971 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,174,939 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $386,342 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $385,950 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,164,030 |
| Value of total assets at end of year | 2017-12-31 | $788,597 |
| Value of total assets at beginning of year | 2017-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $392 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $14,771 |
| Other income not declared elsewhere | 2017-12-31 | $5,357 |
| Administrative expenses (other) incurred | 2017-12-31 | $392 |
| Value of net income/loss | 2017-12-31 | $788,597 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $788,597 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $788,597 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,752 |
| Contributions received in cash from employer | 2017-12-31 | $1,164,030 |
| Income. Dividends from common stock | 2017-12-31 | $14,771 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $385,950 |
