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EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 401k Plan overview

Plan NameEMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT
Plan identification number 502

EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental

401k Sponsoring company profile

DOWELL MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name:DOWELL MANAGEMENT
Employer identification number (EIN):421276982
NAIC Classification:722513
NAIC Description:Limited-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022016-05-01ROBERT DOWELL
5022015-05-01ROBERT DOWELL
5022014-05-01ROBERT DOWELL
5022013-05-01ROBERT DOWELL
5022012-05-01ROBERT DOWELL
5022011-05-01ROBERT DOWELL

Plan Statistics for EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT

401k plan membership statisitcs for EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT

Measure Date Value
2016: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2016 401k membership
Total participants, beginning-of-year2016-05-010
Total number of active participants reported on line 7a of the Form 55002016-05-010
Number of retired or separated participants receiving benefits2016-05-010
Number of other retired or separated participants entitled to future benefits2016-05-010
Total of all active and inactive participants2016-05-010
2015: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2015 401k membership
Total participants, beginning-of-year2015-05-0122
Total number of active participants reported on line 7a of the Form 55002015-05-0121
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-0121
2014: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2014 401k membership
Total participants, beginning-of-year2014-05-0119
Total number of active participants reported on line 7a of the Form 55002014-05-0118
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-0118
2013: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2013 401k membership
Total participants, beginning-of-year2013-05-0115
Total number of active participants reported on line 7a of the Form 55002013-05-0114
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-010
Total of all active and inactive participants2013-05-0114
2012: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2012 401k membership
Total participants, beginning-of-year2012-05-0116
Total number of active participants reported on line 7a of the Form 55002012-05-0115
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-010
Total of all active and inactive participants2012-05-0115
2011: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2011 401k membership
Total participants, beginning-of-year2011-05-0114
Total number of active participants reported on line 7a of the Form 55002011-05-0116
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-010
Total of all active and inactive participants2011-05-0116

Financial Data on EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT

Measure Date Value
2017 : EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2017 401k financial data
Total plan liabilities at end of year2017-04-30$0
Total plan liabilities at beginning of year2017-04-30$0
Total income from all sources2017-04-30$-613
Expenses. Total of all expenses incurred2017-04-30$8,530
Benefits paid (including direct rollovers)2017-04-30$7,795
Total plan assets at end of year2017-04-30$23,425
Total plan assets at beginning of year2017-04-30$32,568
Value of fidelity bond covering the plan2017-04-30$25,000
Expenses. Other expenses not covered elsewhere2017-04-30$735
Net income (gross income less expenses)2017-04-30$-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 year2016-04-30$0
Total plan liabilities at beginning of year2016-04-30$1,121
Total income from all sources2016-04-30$108,603
Expenses. Total of all expenses incurred2016-04-30$95,489
Benefits paid (including direct rollovers)2016-04-30$34,280
Total plan assets at end of year2016-04-30$32,568
Total plan assets at beginning of year2016-04-30$20,575
Value of fidelity bond covering the plan2016-04-30$40,000
Expenses. Other expenses not covered elsewhere2016-04-30$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 year2015-04-30$1,121
Total plan liabilities at beginning of year2015-04-30$2,528
Total income from all sources2015-04-30$97,258
Expenses. Total of all expenses incurred2015-04-30$77,804
Benefits paid (including direct rollovers)2015-04-30$22,051
Total plan assets at end of year2015-04-30$20,575
Total plan assets at beginning of year2015-04-30$2,528
Value of fidelity bond covering the plan2015-04-30$10,000
Expenses. Other expenses not covered elsewhere2015-04-30$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 year2014-04-30$2,528
Total plan liabilities at beginning of year2014-04-30$1,609
Total income from all sources2014-04-30$86,211
Expenses. Total of all expenses incurred2014-04-30$86,211
Benefits paid (including direct rollovers)2014-04-30$33,533
Total plan assets at end of year2014-04-30$2,528
Total plan assets at beginning of year2014-04-30$1,609
Value of fidelity bond covering the plan2014-04-30$25,000
Expenses. Other expenses not covered elsewhere2014-04-30$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 year2013-04-30$1,609
Total plan liabilities at beginning of year2013-04-30$2,392
Total income from all sources2013-04-30$85,364
Expenses. Total of all expenses incurred2013-04-30$98,715
Benefits paid (including direct rollovers)2013-04-30$54,383
Total plan assets at end of year2013-04-30$1,609
Total plan assets at beginning of year2013-04-30$15,743
Expenses. Other expenses not covered elsewhere2013-04-30$44,332
Net income (gross income less expenses)2013-04-30$-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 year2012-04-30$2,392
Total plan liabilities at beginning of year2012-04-30$1,766
Total income from all sources2012-04-30$96,843
Expenses. Total of all expenses incurred2012-04-30$93,563
Benefits paid (including direct rollovers)2012-04-30$42,692
Total plan assets at end of year2012-04-30$15,743
Total plan assets at beginning of year2012-04-30$11,837
Expenses. Other expenses not covered elsewhere2012-04-30$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 year2011-04-30$1,766
Total plan liabilities at beginning of year2011-04-30$0
Total income from all sources2011-04-30$76,781
Expenses. Total of all expenses incurred2011-04-30$66,710
Benefits paid (including direct rollovers)2011-04-30$28,388
Total plan assets at end of year2011-04-30$11,837
Total plan assets at beginning of year2011-04-30$0
Expenses. Other expenses not covered elsewhere2011-04-30$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

Form 5500 Responses for EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT

2016: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number31004 NFA 0332
Policy instance 1
Insurance contract or identification number31004 NFA 0332
Number of Individuals Covered27
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $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 number31004 NFA 0332
Policy instance 1
Insurance contract or identification number31004 NFA 0332
Number of Individuals Covered21
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $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 number31004 NFA 0332
Policy instance 1
Insurance contract or identification number31004 NFA 0332
Number of Individuals Covered15
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $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 number31004 NFA 0332
Policy instance 1
Insurance contract or identification number31004 NFA 0332
Number of Individuals Covered16
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $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 number31004 NFA 0332
Policy instance 1
Insurance contract or identification number31004 NFA 0332
Number of Individuals Covered20
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $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 number31004 NFA 0332
Policy instance 1
Insurance contract or identification number31004 NFA 0332
Number of Individuals Covered17
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $29,887
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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