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RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC.
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. Benefits

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

401k Sponsoring company profile

EXCEPTIONAL PERSONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:EXCEPTIONAL PERSONS, INC.
Employer identification number (EIN):420794846
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about EXCEPTIONAL PERSONS, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1957-05-21
Company Identification Number: 075151
Legal Registered Office Address: 760 ANSBOROUGH AVE

WATERLOO
United States of America (USA)
50701

More information about EXCEPTIONAL PERSONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KATIE SLADE2023-10-12 KATIE SLADE2023-10-12
0012021-01-01KATIE SLADE2022-09-05
0012020-01-01CHRIS SPARKS2021-10-04 CHRIS SPARKS2021-10-04
0012019-01-01CHRIS SPARKS2020-09-24 CHRIS SPARKS2020-09-24
0012018-01-01CHRIS SPARKS2019-10-10 CHRIS SPARKS2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01CHRIS SPARKS
0012013-01-01CHRIS SPARKS
0012012-01-01CHRIS SPARKS
0012011-01-01CHRIS SPARKS
0012009-01-01CHRIS SPARKS

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC.

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC.

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01322
Total number of active participants reported on line 7a of the Form 55002022-01-01223
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0196
Total of all active and inactive participants2022-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01320
Number of participants with account balances2022-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0122
2021: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01352
Total number of active participants reported on line 7a of the Form 55002021-01-01241
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0178
Total of all active and inactive participants2021-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01319
Number of participants with account balances2021-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0126
2020: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01333
Total number of active participants reported on line 7a of the Form 55002020-01-01243
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0186
Total of all active and inactive participants2020-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01329
Number of participants with account balances2020-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01344
Total number of active participants reported on line 7a of the Form 55002019-01-01230
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0192
Total of all active and inactive participants2019-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01322
Number of participants with account balances2019-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0127
2018: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01357
Total number of active participants reported on line 7a of the Form 55002018-01-01217
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01101
Total of all active and inactive participants2018-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01318
Number of participants with account balances2018-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01368
Total number of active participants reported on line 7a of the Form 55002017-01-01234
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01108
Total of all active and inactive participants2017-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01342
Number of participants with account balances2017-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01381
Total number of active participants reported on line 7a of the Form 55002016-01-01249
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01109
Total of all active and inactive participants2016-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01358
Number of participants with account balances2016-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0152
2015: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01376
Total number of active participants reported on line 7a of the Form 55002015-01-01266
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0195
Total of all active and inactive participants2015-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01361
Number of participants with account balances2015-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0152
2014: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01370
Total number of active participants reported on line 7a of the Form 55002014-01-01282
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0178
Total of all active and inactive participants2014-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01360
Number of participants with account balances2014-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0135
2013: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01343
Total number of active participants reported on line 7a of the Form 55002013-01-01278
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0167
Total of all active and inactive participants2013-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01345
Number of participants with account balances2013-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0133
2012: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01333
Total number of active participants reported on line 7a of the Form 55002012-01-01274
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01329
Number of participants with account balances2012-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0141
2011: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01345
Total number of active participants reported on line 7a of the Form 55002011-01-01269
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0148
Total of all active and inactive participants2011-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01318
Number of participants with account balances2011-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0138
2009: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01314
Total number of active participants reported on line 7a of the Form 55002009-01-01268
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0151
Total of all active and inactive participants2009-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01320
Number of participants with account balances2009-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0141

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC.

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-922,547
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,950,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,884,501
Value of total corrective distributions2022-12-31$4,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,565,469
Value of total assets at end of year2022-12-31$14,502,133
Value of total assets at beginning of year2022-12-31$17,375,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$61,414
Total interest from all sources2022-12-31$36,394
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$388,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$388,162
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$952,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,873,458
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,502,133
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,375,591
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,008,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,933,970
Interest earned on other investments2022-12-31$36,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,493,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,441,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,912,572
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$612,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,884,501
Contract administrator fees2022-12-31$61,414
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 name2022-12-31HOGAN-HANSEN, P.C.
Accountancy firm EIN2022-12-31420991212
2021 : RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,640,901
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,639,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,586,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,661,413
Value of total assets at end of year2021-12-31$17,375,591
Value of total assets at beginning of year2021-12-31$15,374,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$53,098
Total interest from all sources2021-12-31$33,043
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$641,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$641,042
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$806,750
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$300,330
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$2,001,559
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,375,591
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,374,032
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,933,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,510,728
Interest earned on other investments2021-12-31$33,043
Value of interest in common/collective trusts at beginning of year2021-12-31$1,863,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,441,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,371,713
Net investment gain or loss from common/collective trusts2021-12-31$-66,310
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$554,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,586,244
Contract administrator fees2021-12-31$53,098
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 name2021-12-31HOGAN-HANSEN, P.C.
Accountancy firm EIN2021-12-31420991212
2020 : RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,407,635
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,835,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,785,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,128,992
Value of total assets at end of year2020-12-31$15,374,032
Value of total assets at beginning of year2020-12-31$13,801,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$49,547
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$197,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$197,888
Administrative expenses professional fees incurred2020-12-31$49,547
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$614,024
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,572,406
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,374,032
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,801,626
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,510,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,994,938
Value of interest in common/collective trusts at end of year2020-12-31$1,863,304
Value of interest in common/collective trusts at beginning of year2020-12-31$1,806,688
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,019,036
Net investment gain or loss from common/collective trusts2020-12-31$61,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$514,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,785,682
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HOGAN - HANSEN, P.C.
Accountancy firm EIN2020-12-31420991212
2019 : RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,593,662
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,198,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,149,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,069,162
Value of total assets at end of year2019-12-31$13,801,626
Value of total assets at beginning of year2019-12-31$11,406,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,937
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$246,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$246,492
Administrative expenses professional fees incurred2019-12-31$48,937
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$557,139
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$35,819
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,395,367
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,801,626
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,406,259
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$11,994,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,176,973
Value of interest in common/collective trusts at end of year2019-12-31$1,806,688
Value of interest in common/collective trusts at beginning of year2019-12-31$1,229,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,200,944
Net investment gain or loss from common/collective trusts2019-12-31$77,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$476,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,149,358
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31HOGAN - HANSEN, P.C.
Accountancy firm EIN2019-12-31420991212
2018 : RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$394,786
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,207,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,159,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,058,762
Value of total assets at end of year2018-12-31$11,406,259
Value of total assets at beginning of year2018-12-31$12,218,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$47,501
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$181,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$181,085
Administrative expenses professional fees incurred2018-12-31$47,501
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$531,882
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$79,746
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-812,668
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,406,259
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,218,927
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$10,176,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,043,067
Value of interest in common/collective trusts at end of year2018-12-31$1,229,286
Value of interest in common/collective trusts at beginning of year2018-12-31$1,175,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-849,601
Net investment gain or loss from common/collective trusts2018-12-31$4,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$447,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,159,953
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31HOGAN - HANSEN, P.C.
Accountancy firm EIN2018-12-31420991212
2017 : RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,748,083
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,100,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,053,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$923,328
Value of total assets at end of year2017-12-31$12,218,927
Value of total assets at beginning of year2017-12-31$10,570,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$46,345
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$150,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$150,407
Administrative expenses professional fees incurred2017-12-31$46,345
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$500,632
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,568
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,648,037
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,218,927
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,570,890
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$11,043,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,342,813
Value of interest in common/collective trusts at end of year2017-12-31$1,175,860
Value of interest in common/collective trusts at beginning of year2017-12-31$1,228,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,655,164
Net investment gain or loss from common/collective trusts2017-12-31$19,184
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$416,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,053,701
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31HOGAN - HANSEN, P.C.
Accountancy firm EIN2017-12-31420991212
2016 : RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,663,494
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$619,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$576,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$922,450
Value of total assets at end of year2016-12-31$10,570,890
Value of total assets at beginning of year2016-12-31$9,527,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$42,915
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$316,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$316,742
Administrative expenses professional fees incurred2016-12-31$42,915
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$492,565
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,992
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,043,711
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,570,890
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,527,179
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$9,342,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,282,215
Value of interest in common/collective trusts at end of year2016-12-31$1,228,077
Value of interest in common/collective trusts at beginning of year2016-12-31$1,244,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$410,084
Net investment gain or loss from common/collective trusts2016-12-31$14,218
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$427,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$576,868
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31HOGAN - HANSEN, P.C.
Accountancy firm EIN2016-12-31420991212
2015 : RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$953,077
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,027,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$985,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$941,808
Value of total assets at end of year2015-12-31$9,527,179
Value of total assets at beginning of year2015-12-31$9,601,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$41,768
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$509,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$509,724
Administrative expenses professional fees incurred2015-12-31$41,768
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$488,236
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$1,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-74,069
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,527,179
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,601,248
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$8,282,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,531,014
Value of interest in common/collective trusts at end of year2015-12-31$1,244,964
Value of interest in common/collective trusts at beginning of year2015-12-31$1,068,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-502,730
Net investment gain or loss from common/collective trusts2015-12-31$4,275
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$453,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$985,378
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 name2015-12-31HOGAN - HANSEN, P.C.
Accountancy firm EIN2015-12-31420991212
2014 : RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,643,155
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,202,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,161,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,040,453
Value of total assets at end of year2014-12-31$9,601,248
Value of total assets at beginning of year2014-12-31$9,160,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$41,539
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$521,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$521,746
Administrative expenses professional fees incurred2014-12-31$41,539
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$550,989
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,659
Total non interest bearing cash at end of year2014-12-31$1,355
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$440,436
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,601,248
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,160,812
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$8,531,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,085,348
Value of interest in common/collective trusts at end of year2014-12-31$1,068,879
Value of interest in common/collective trusts at beginning of year2014-12-31$1,075,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$64,457
Net investment gain or loss from common/collective trusts2014-12-31$16,499
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$481,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,161,180
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 name2014-12-31HOGAN - HANSEN, P.C.
Accountancy firm EIN2014-12-31420991212
2013 : RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,422,033
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$650,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$614,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,011,540
Value of total assets at end of year2013-12-31$9,160,812
Value of total assets at beginning of year2013-12-31$7,389,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$36,306
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$328,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$328,197
Administrative expenses professional fees incurred2013-12-31$36,306
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$545,310
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,769
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$984
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$1,771,599
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,160,812
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,389,213
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$8,085,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,354,805
Value of interest in common/collective trusts at end of year2013-12-31$1,075,464
Value of interest in common/collective trusts at beginning of year2013-12-31$1,033,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,096,118
Net investment gain or loss from common/collective trusts2013-12-31$-13,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$455,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$614,128
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 name2013-12-31HOGAN - HANSEN, P.C.
Accountancy firm EIN2013-12-31420991212
2012 : RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,700,856
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$334,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$301,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$914,141
Value of total assets at end of year2012-12-31$7,389,213
Value of total assets at beginning of year2012-12-31$6,023,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,793
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$138,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$138,392
Administrative expenses professional fees incurred2012-12-31$32,793
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$476,251
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$26,610
Total non interest bearing cash at end of year2012-12-31$984
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,366,074
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,389,213
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,023,139
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$6,354,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,076,743
Value of interest in common/collective trusts at end of year2012-12-31$1,033,424
Value of interest in common/collective trusts at beginning of year2012-12-31$946,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$624,838
Net investment gain or loss from common/collective trusts2012-12-31$23,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$411,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$301,989
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 name2012-12-31HOGAN - HANSEN, P.C.
Accountancy firm EIN2012-12-31420991212
2011 : RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$748,812
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$472,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$441,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$826,745
Value of total assets at end of year2011-12-31$6,023,139
Value of total assets at beginning of year2011-12-31$5,746,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$30,649
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$135,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$135,356
Administrative expenses professional fees incurred2011-12-31$30,649
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$438,496
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,581
Total non interest bearing cash at end of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$276,503
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,023,139
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,746,636
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$5,076,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,871,158
Value of interest in common/collective trusts at end of year2011-12-31$946,396
Value of interest in common/collective trusts at beginning of year2011-12-31$875,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-233,725
Net investment gain or loss from common/collective trusts2011-12-31$20,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$381,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$441,660
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 name2011-12-31HOGAN - HANSEN, P.C.
Accountancy firm EIN2011-12-31420991212
2010 : RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,486,395
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$277,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$251,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$902,983
Value of total assets at end of year2010-12-31$5,746,636
Value of total assets at beginning of year2010-12-31$4,538,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,110
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$97,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$97,250
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$26,110
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$477,933
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$22,346
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,208,567
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,746,636
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,538,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,871,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,793,569
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$875,478
Value of interest in common/collective trusts at beginning of year2010-12-31$744,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$451,991
Net investment gain or loss from common/collective trusts2010-12-31$34,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$402,704
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$251,718
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOGAN - HANSEN, P.C.
Accountancy firm EIN2010-12-31420991212
2009 : RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC.

2022: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814423
Policy instance 1
Insurance contract or identification number814423
Number of Individuals Covered320
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814423
Policy instance 1
Insurance contract or identification number814423
Number of Individuals Covered319
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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