DOWELL MANAGEMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT
Measure | Date | Value |
---|
2016: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-05-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-05-01 | 0 |
Total of all active and inactive participants | 2016-05-01 | 0 |
2015: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-05-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 21 |
Number of retired or separated participants receiving benefits | 2015-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-05-01 | 0 |
Total of all active and inactive participants | 2015-05-01 | 21 |
2014: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-05-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 18 |
Number of retired or separated participants receiving benefits | 2014-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-05-01 | 0 |
Total of all active and inactive participants | 2014-05-01 | 18 |
2013: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-05-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 14 |
Number of retired or separated participants receiving benefits | 2013-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-05-01 | 0 |
Total of all active and inactive participants | 2013-05-01 | 14 |
2012: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-05-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 15 |
Number of retired or separated participants receiving benefits | 2012-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-05-01 | 0 |
Total of all active and inactive participants | 2012-05-01 | 15 |
2011: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-05-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 16 |
Number of retired or separated participants receiving benefits | 2011-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-05-01 | 0 |
Total of all active and inactive participants | 2011-05-01 | 16 |
Measure | Date | Value |
---|
2017 : EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2017 401k financial data |
---|
Total plan liabilities at end of year | 2017-04-30 | $0 |
Total plan liabilities at beginning of year | 2017-04-30 | $0 |
Total income from all sources | 2017-04-30 | $-613 |
Expenses. Total of all expenses incurred | 2017-04-30 | $8,530 |
Benefits paid (including direct rollovers) | 2017-04-30 | $7,795 |
Total plan assets at end of year | 2017-04-30 | $23,425 |
Total plan assets at beginning of year | 2017-04-30 | $32,568 |
Value of fidelity bond covering the plan | 2017-04-30 | $25,000 |
Expenses. Other expenses not covered elsewhere | 2017-04-30 | $735 |
Net income (gross income less expenses) | 2017-04-30 | $-9,143 |
Net plan assets at end of year (total assets less liabilities) | 2017-04-30 | $23,425 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-04-30 | $32,568 |
Total contributions received or receivable from employer(s) | 2017-04-30 | $-613 |
2016 : EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2016 401k financial data |
---|
Total plan liabilities at end of year | 2016-04-30 | $0 |
Total plan liabilities at beginning of year | 2016-04-30 | $1,121 |
Total income from all sources | 2016-04-30 | $108,603 |
Expenses. Total of all expenses incurred | 2016-04-30 | $95,489 |
Benefits paid (including direct rollovers) | 2016-04-30 | $34,280 |
Total plan assets at end of year | 2016-04-30 | $32,568 |
Total plan assets at beginning of year | 2016-04-30 | $20,575 |
Value of fidelity bond covering the plan | 2016-04-30 | $40,000 |
Expenses. Other expenses not covered elsewhere | 2016-04-30 | $61,209 |
Net income (gross income less expenses) | 2016-04-30 | $13,114 |
Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $32,568 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $19,454 |
Total contributions received or receivable from employer(s) | 2016-04-30 | $108,603 |
2015 : EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2015 401k financial data |
---|
Total plan liabilities at end of year | 2015-04-30 | $1,121 |
Total plan liabilities at beginning of year | 2015-04-30 | $2,528 |
Total income from all sources | 2015-04-30 | $97,258 |
Expenses. Total of all expenses incurred | 2015-04-30 | $77,804 |
Benefits paid (including direct rollovers) | 2015-04-30 | $22,051 |
Total plan assets at end of year | 2015-04-30 | $20,575 |
Total plan assets at beginning of year | 2015-04-30 | $2,528 |
Value of fidelity bond covering the plan | 2015-04-30 | $10,000 |
Expenses. Other expenses not covered elsewhere | 2015-04-30 | $55,753 |
Net income (gross income less expenses) | 2015-04-30 | $19,454 |
Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $19,454 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2015-04-30 | $97,258 |
2014 : EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2014 401k financial data |
---|
Total plan liabilities at end of year | 2014-04-30 | $2,528 |
Total plan liabilities at beginning of year | 2014-04-30 | $1,609 |
Total income from all sources | 2014-04-30 | $86,211 |
Expenses. Total of all expenses incurred | 2014-04-30 | $86,211 |
Benefits paid (including direct rollovers) | 2014-04-30 | $33,533 |
Total plan assets at end of year | 2014-04-30 | $2,528 |
Total plan assets at beginning of year | 2014-04-30 | $1,609 |
Value of fidelity bond covering the plan | 2014-04-30 | $25,000 |
Expenses. Other expenses not covered elsewhere | 2014-04-30 | $52,678 |
Net income (gross income less expenses) | 2014-04-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2014-04-30 | $86,211 |
2013 : EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2013 401k financial data |
---|
Total plan liabilities at end of year | 2013-04-30 | $1,609 |
Total plan liabilities at beginning of year | 2013-04-30 | $2,392 |
Total income from all sources | 2013-04-30 | $85,364 |
Expenses. Total of all expenses incurred | 2013-04-30 | $98,715 |
Benefits paid (including direct rollovers) | 2013-04-30 | $54,383 |
Total plan assets at end of year | 2013-04-30 | $1,609 |
Total plan assets at beginning of year | 2013-04-30 | $15,743 |
Expenses. Other expenses not covered elsewhere | 2013-04-30 | $44,332 |
Net income (gross income less expenses) | 2013-04-30 | $-13,351 |
Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $13,351 |
Total contributions received or receivable from employer(s) | 2013-04-30 | $85,364 |
2012 : EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2012 401k financial data |
---|
Total plan liabilities at end of year | 2012-04-30 | $2,392 |
Total plan liabilities at beginning of year | 2012-04-30 | $1,766 |
Total income from all sources | 2012-04-30 | $96,843 |
Expenses. Total of all expenses incurred | 2012-04-30 | $93,563 |
Benefits paid (including direct rollovers) | 2012-04-30 | $42,692 |
Total plan assets at end of year | 2012-04-30 | $15,743 |
Total plan assets at beginning of year | 2012-04-30 | $11,837 |
Expenses. Other expenses not covered elsewhere | 2012-04-30 | $50,871 |
Net income (gross income less expenses) | 2012-04-30 | $3,280 |
Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $13,351 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $10,071 |
Total contributions received or receivable from employer(s) | 2012-04-30 | $96,843 |
2011 : EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2011 401k financial data |
---|
Total plan liabilities at end of year | 2011-04-30 | $1,766 |
Total plan liabilities at beginning of year | 2011-04-30 | $0 |
Total income from all sources | 2011-04-30 | $76,781 |
Expenses. Total of all expenses incurred | 2011-04-30 | $66,710 |
Benefits paid (including direct rollovers) | 2011-04-30 | $28,388 |
Total plan assets at end of year | 2011-04-30 | $11,837 |
Total plan assets at beginning of year | 2011-04-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-04-30 | $38,322 |
Net income (gross income less expenses) | 2011-04-30 | $10,071 |
Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $10,071 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2011-04-30 | $76,781 |
2016: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2016 form 5500 responses |
---|
2016-05-01 | Type of plan entity | Single employer plan |
2016-05-01 | Submission has been amended | No |
2016-05-01 | This submission is the final filing | No |
2016-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-05-01 | Plan is a collectively bargained plan | No |
2016-05-01 | Plan funding arrangement – Insurance | Yes |
2016-05-01 | Plan funding arrangement – Trust | Yes |
2016-05-01 | Plan benefit arrangement – Insurance | Yes |
2016-05-01 | Plan benefit arrangement - Trust | Yes |
2015: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2015 form 5500 responses |
---|
2015-05-01 | Type of plan entity | Single employer plan |
2015-05-01 | Submission has been amended | No |
2015-05-01 | This submission is the final filing | No |
2015-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-05-01 | Plan is a collectively bargained plan | No |
2015-05-01 | Plan funding arrangement – Insurance | Yes |
2015-05-01 | Plan funding arrangement – Trust | Yes |
2015-05-01 | Plan benefit arrangement – Insurance | Yes |
2015-05-01 | Plan benefit arrangement - Trust | Yes |
2014: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2014 form 5500 responses |
---|
2014-05-01 | Type of plan entity | Single employer plan |
2014-05-01 | Submission has been amended | No |
2014-05-01 | This submission is the final filing | No |
2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-05-01 | Plan is a collectively bargained plan | No |
2014-05-01 | Plan funding arrangement – Insurance | Yes |
2014-05-01 | Plan funding arrangement – Trust | Yes |
2014-05-01 | Plan benefit arrangement – Insurance | Yes |
2014-05-01 | Plan benefit arrangement - Trust | Yes |
2013: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2013 form 5500 responses |
---|
2013-05-01 | Type of plan entity | Single employer plan |
2013-05-01 | Submission has been amended | No |
2013-05-01 | This submission is the final filing | No |
2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-05-01 | Plan is a collectively bargained plan | No |
2013-05-01 | Plan funding arrangement – Insurance | Yes |
2013-05-01 | Plan funding arrangement – Trust | Yes |
2013-05-01 | Plan benefit arrangement – Insurance | Yes |
2013-05-01 | Plan benefit arrangement - Trust | Yes |
2012: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2012 form 5500 responses |
---|
2012-05-01 | Type of plan entity | Single employer plan |
2012-05-01 | Submission has been amended | No |
2012-05-01 | This submission is the final filing | No |
2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-05-01 | Plan is a collectively bargained plan | No |
2012-05-01 | Plan funding arrangement – Insurance | Yes |
2012-05-01 | Plan funding arrangement – Trust | Yes |
2012-05-01 | Plan benefit arrangement – Insurance | Yes |
2012-05-01 | Plan benefit arrangement - Trust | Yes |
2011: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2011 form 5500 responses |
---|
2011-05-01 | Type of plan entity | Single employer plan |
2011-05-01 | Submission has been amended | No |
2011-05-01 | This submission is the final filing | No |
2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-05-01 | Plan is a collectively bargained plan | No |
2011-05-01 | Plan funding arrangement – Insurance | Yes |
2011-05-01 | Plan funding arrangement – Trust | Yes |
2011-05-01 | Plan benefit arrangement – Insurance | Yes |
2011-05-01 | Plan benefit arrangement - Trust | Yes |
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
Policy contract number | 31004 NFA 0332 |
Policy instance | 1 |
Insurance contract or identification number | 31004 NFA 0332 | Number of Individuals Covered | 27 | Insurance policy start date | 2015-05-01 | Insurance policy end date | 2016-04-30 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $45,124 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
Policy contract number | 31004 NFA 0332 |
Policy instance | 1 |
Insurance contract or identification number | 31004 NFA 0332 | Number of Individuals Covered | 21 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-04-30 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $40,393 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
Policy contract number | 31004 NFA 0332 |
Policy instance | 1 |
Insurance contract or identification number | 31004 NFA 0332 | Number of Individuals Covered | 15 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-04-30 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $36,114 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
Policy contract number | 31004 NFA 0332 |
Policy instance | 1 |
Insurance contract or identification number | 31004 NFA 0332 | Number of Individuals Covered | 16 | Insurance policy start date | 2012-05-01 | Insurance policy end date | 2013-04-30 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $27,463 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
Policy contract number | 31004 NFA 0332 |
Policy instance | 1 |
Insurance contract or identification number | 31004 NFA 0332 | Number of Individuals Covered | 20 | Insurance policy start date | 2011-05-01 | Insurance policy end date | 2012-04-30 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $32,476 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
Policy contract number | 31004 NFA 0332 |
Policy instance | 1 |
Insurance contract or identification number | 31004 NFA 0332 | Number of Individuals Covered | 17 | Insurance policy start date | 2010-05-01 | Insurance policy end date | 2011-04-30 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $29,887 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|