ADMISSIONS & OUTREACH DEVELOPMENT SERVICES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EVOKE THERAPY PROGRAMS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022: EVOKE THERAPY PROGRAMS 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 21 |
| Total of all active and inactive participants | 2022-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 30 |
| Number of participants with account balances | 2022-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: EVOKE THERAPY PROGRAMS 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 28 |
| Total of all active and inactive participants | 2021-01-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 39 |
| Number of participants with account balances | 2021-01-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: EVOKE THERAPY PROGRAMS 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 18 |
| Total of all active and inactive participants | 2020-01-01 | 45 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 45 |
| Number of participants with account balances | 2020-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: EVOKE THERAPY PROGRAMS 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 15 |
| Total of all active and inactive participants | 2019-01-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 48 |
| Number of participants with account balances | 2019-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: EVOKE THERAPY PROGRAMS 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 8 |
| Number of participants with account balances | 2018-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: EVOKE THERAPY PROGRAMS 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 8 |
| Number of participants with account balances | 2017-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: EVOKE THERAPY PROGRAMS 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 10 |
| Number of participants with account balances | 2016-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: EVOKE THERAPY PROGRAMS 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 4 |
| Total of all active and inactive participants | 2015-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 11 |
| Number of participants with account balances | 2015-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: EVOKE THERAPY PROGRAMS 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 11 |
| Total participants | 2014-01-01 | 11 |
| Number of participants with account balances | 2014-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: EVOKE THERAPY PROGRAMS 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 13 |
| Number of participants with account balances | 2013-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: EVOKE THERAPY PROGRAMS 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 13 |
| Number of participants with account balances | 2012-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-979,296 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $89,175 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $89,167 |
| Total plan assets at end of year | 2022-12-31 | $3,609,288 |
| Total plan assets at beginning of year | 2022-12-31 | $4,677,759 |
| Value of fidelity bond covering the plan | 2022-12-31 | $370,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $78,284 |
| Other income received | 2022-12-31 | $-1,091,269 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,068,471 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,609,288 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,677,759 |
| Assets. Value of participant loans | 2022-12-31 | $2,623 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $33,689 |
| Value of corrective distributions | 2022-12-31 | $8 |
| 2021 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $880,495 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $487,058 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $487,058 |
| Total plan assets at end of year | 2021-12-31 | $4,677,759 |
| Total plan assets at beginning of year | 2021-12-31 | $4,284,322 |
| Value of fidelity bond covering the plan | 2021-12-31 | $470,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $132,277 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $4,329 |
| Other income received | 2021-12-31 | $690,408 |
| Net income (gross income less expenses) | 2021-12-31 | $393,437 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,677,759 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,284,322 |
| Assets. Value of participant loans | 2021-12-31 | $6,971 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $53,481 |
| 2020 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $891,264 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $508,712 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $482,531 |
| Total plan assets at end of year | 2020-12-31 | $4,284,322 |
| Total plan assets at beginning of year | 2020-12-31 | $3,901,770 |
| Value of fidelity bond covering the plan | 2020-12-31 | $430,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $132,018 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $12,234 |
| Other income received | 2020-12-31 | $692,187 |
| Net income (gross income less expenses) | 2020-12-31 | $382,552 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,284,322 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,901,770 |
| Assets. Value of participant loans | 2020-12-31 | $12,624 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $54,825 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $26,181 |
| 2019 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $1,051,219 |
| Total income from all sources | 2019-12-31 | $798,876 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $92,401 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $92,401 |
| Total plan assets at end of year | 2019-12-31 | $3,901,770 |
| Total plan assets at beginning of year | 2019-12-31 | $2,144,076 |
| Value of fidelity bond covering the plan | 2019-12-31 | $390,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $102,405 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $7,501 |
| Other income received | 2019-12-31 | $644,142 |
| Net income (gross income less expenses) | 2019-12-31 | $706,475 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,901,770 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,144,076 |
| Assets. Value of participant loans | 2019-12-31 | $68,760 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $44,828 |
| 2018 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $1,314,798 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $32,774 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $32,774 |
| Total plan assets at end of year | 2018-12-31 | $2,144,076 |
| Total plan assets at beginning of year | 2018-12-31 | $862,052 |
| Value of fidelity bond covering the plan | 2018-12-31 | $220,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $79,833 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $1,392,404 |
| Other income received | 2018-12-31 | $-195,569 |
| Net income (gross income less expenses) | 2018-12-31 | $1,282,024 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,144,076 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $862,052 |
| Assets. Value of participant loans | 2018-12-31 | $33,989 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $38,130 |
| 2017 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $305,064 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $121,431 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $121,431 |
| Total plan assets at end of year | 2017-12-31 | $862,052 |
| Total plan assets at beginning of year | 2017-12-31 | $678,419 |
| Value of fidelity bond covering the plan | 2017-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $41,740 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $94,865 |
| Other income received | 2017-12-31 | $148,471 |
| Net income (gross income less expenses) | 2017-12-31 | $183,633 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $862,052 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $678,419 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $19,988 |
| 2016 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $119,973 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $32,375 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $32,375 |
| Total plan assets at end of year | 2016-12-31 | $678,419 |
| Total plan assets at beginning of year | 2016-12-31 | $590,821 |
| Value of fidelity bond covering the plan | 2016-12-31 | $70,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $41,944 |
| Other income received | 2016-12-31 | $58,367 |
| Net income (gross income less expenses) | 2016-12-31 | $87,598 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $678,419 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $590,821 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $19,662 |
| 2015 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $76,629 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $604,976 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $604,976 |
| Total plan assets at end of year | 2015-12-31 | $590,821 |
| Total plan assets at beginning of year | 2015-12-31 | $1,119,168 |
| Value of fidelity bond covering the plan | 2015-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $43,800 |
| Other income received | 2015-12-31 | $13,252 |
| Net income (gross income less expenses) | 2015-12-31 | $-528,347 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $590,821 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,119,168 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $19,577 |
| 2014 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $170,093 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $76,660 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $76,660 |
| Total plan assets at end of year | 2014-12-31 | $1,119,168 |
| Total plan assets at beginning of year | 2014-12-31 | $1,025,735 |
| Value of fidelity bond covering the plan | 2014-12-31 | $120,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $85,840 |
| Other income received | 2014-12-31 | $42,907 |
| Net income (gross income less expenses) | 2014-12-31 | $93,433 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,119,168 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,025,735 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $41,346 |
| 2013 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $618,610 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $19,126 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $19,126 |
| Total plan assets at end of year | 2013-12-31 | $1,025,735 |
| Total plan assets at beginning of year | 2013-12-31 | $426,251 |
| Value of fidelity bond covering the plan | 2013-12-31 | $110,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $96,797 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $301,270 |
| Other income received | 2013-12-31 | $175,831 |
| Net income (gross income less expenses) | 2013-12-31 | $599,484 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,025,735 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $426,251 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $44,712 |
| 2012 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $426,251 |
| Total plan assets at end of year | 2012-12-31 | $426,251 |
| Total plan assets at beginning of year | 2012-12-31 | $0 |
| Value of fidelity bond covering the plan | 2012-12-31 | $40,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $68,011 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $292,467 |
| Other income received | 2012-12-31 | $29,247 |
| Net income (gross income less expenses) | 2012-12-31 | $426,251 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $426,251 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $36,526 |
| 2022: EVOKE THERAPY PROGRAMS 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: EVOKE THERAPY PROGRAMS 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: EVOKE THERAPY PROGRAMS 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EVOKE THERAPY PROGRAMS 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: EVOKE THERAPY PROGRAMS 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: EVOKE THERAPY PROGRAMS 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: EVOKE THERAPY PROGRAMS 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: EVOKE THERAPY PROGRAMS 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: EVOKE THERAPY PROGRAMS 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: EVOKE THERAPY PROGRAMS 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: EVOKE THERAPY PROGRAMS 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | First time form 5500 has been submitted | Yes |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 698536 |
| Policy instance | 1 |
| Insurance contract or identification number | 698536 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $9,777 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,595 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 698536 |
| Policy instance | 1 |
| Insurance contract or identification number | 698536 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $10,878 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,439 | | Insurance broker organization code? | 4 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 698536 |
| Policy instance | 1 |
| Insurance contract or identification number | 698536 | | Number of Individuals Covered | 39 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $10,638 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,319 | | Insurance broker organization code? | 4 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 698536 |
| Policy instance | 2 |
| Insurance contract or identification number | 698536 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2019-09-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $2,482 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,241 | | Insurance broker organization code? | 4 |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 668212 |
| Policy instance | 1 |
| Insurance contract or identification number | 668212 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-09-11 | | Total amount of commissions paid to insurance broker | USD $3,860 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,930 | | Insurance broker organization code? | 3 |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 668212 |
| Policy instance | 1 |
| Insurance contract or identification number | 668212 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $6,166 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,083 | | Insurance broker organization code? | 3 |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 668212 |
| Policy instance | 1 |
| Insurance contract or identification number | 668212 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $2,324 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,162 | | Insurance broker organization code? | 3 | | Insurance broker name | RICHARD A BREGGER |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 668212 |
| Policy instance | 1 |
| Insurance contract or identification number | 668212 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 | | Total amount of commissions paid to insurance broker | USD $1,870 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $935 | | Insurance broker organization code? | 3 | | Insurance broker name | BRANDON O PATRICK |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 668212 |
| Policy instance | 1 |
| Insurance contract or identification number | 668212 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $2,480 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $999 | | Insurance broker organization code? | 3 | | Insurance broker name | BRANDON O PATRICK |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 668212 |
| Policy instance | 1 |
| Insurance contract or identification number | 668212 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $3,285 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $1,610 | | Insurance broker organization code? | 3 | | Insurance broker name | BRANDON O PATRICK |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 668212 |
| Policy instance | 1 |
| Insurance contract or identification number | 668212 | | Number of Individuals Covered | 12 | | Total amount of commissions paid to insurance broker | USD $2,257 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $1,264 | | Insurance broker organization code? | 3 | | Insurance broker name | BRANDON O PATRICK |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 668212 |
| Policy instance | 1 |
| Insurance contract or identification number | 668212 | | Number of Individuals Covered | 12 | | Total amount of commissions paid to insurance broker | USD $866 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $606 | | Insurance broker organization code? | 3 | | Insurance broker name | CHESLEY ERICKSON |
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