?>
Logo

GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameGOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN
Plan identification number 001

GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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(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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

DAVIS MEMORIAL GOODWILL INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:DAVIS MEMORIAL GOODWILL INDUSTRIES, INC.
Employer identification number (EIN):530196588
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL FROHM
0012016-01-01MICHAEL FROHM
0012016-01-01
0012015-01-01MICHAEL FROHM
0012014-01-01MICHAEL FROHM
0012013-01-01MICHAEL FROHM ROBERT CHAMBERS2014-08-01
0012012-01-01MICHAEL FROHM
0012011-01-01MICHAEL FROHM
0012009-01-01MICHAEL FROHM MICHAEL FROHM2010-10-15

Plan Statistics for GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01823
Total number of active participants reported on line 7a of the Form 55002022-01-01715
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01122
Total of all active and inactive participants2022-01-01837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01837
Number of participants with account balances2022-01-01809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01781
Total number of active participants reported on line 7a of the Form 55002021-01-01700
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01113
Total of all active and inactive participants2021-01-01813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-01823
Number of participants with account balances2021-01-01779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01808
Total number of active participants reported on line 7a of the Form 55002020-01-01669
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01112
Total of all active and inactive participants2020-01-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01781
Number of participants with account balances2020-01-01718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01788
Total number of active participants reported on line 7a of the Form 55002019-01-01701
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01107
Total of all active and inactive participants2019-01-01808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01808
Number of participants with account balances2019-01-01686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01739
Total number of active participants reported on line 7a of the Form 55002018-01-01686
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01102
Total of all active and inactive participants2018-01-01788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01788
Number of participants with account balances2018-01-01669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01948
Total number of active participants reported on line 7a of the Form 55002017-01-01638
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01101
Total of all active and inactive participants2017-01-01739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01739
Number of participants with account balances2017-01-01628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01964
Total number of active participants reported on line 7a of the Form 55002016-01-01656
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01292
Total of all active and inactive participants2016-01-01948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01948
Number of participants with account balances2016-01-01608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01917
Total number of active participants reported on line 7a of the Form 55002015-01-01636
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01328
Total of all active and inactive participants2015-01-01964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01964
Number of participants with account balances2015-01-01583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01928
Total number of active participants reported on line 7a of the Form 55002014-01-01597
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01319
Total of all active and inactive participants2014-01-01916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01917
Number of participants with account balances2014-01-01552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01876
Total number of active participants reported on line 7a of the Form 55002013-01-01613
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01314
Total of all active and inactive participants2013-01-01927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01928
Number of participants with account balances2013-01-01551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01892
Total number of active participants reported on line 7a of the Form 55002012-01-01525
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01350
Total of all active and inactive participants2012-01-01875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01876
Number of participants with account balances2012-01-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01961
Total number of active participants reported on line 7a of the Form 55002011-01-01537
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01354
Total of all active and inactive participants2011-01-01891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01892
Number of participants with account balances2011-01-01595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01806
Total number of active participants reported on line 7a of the Form 55002009-01-01419
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01358
Total of all active and inactive participants2009-01-01777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-01783
Number of participants with account balances2009-01-01595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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$550,666
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$951,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$904,393
Expenses. Certain deemed distributions of participant loans2022-12-31$27,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,369,838
Value of total assets at end of year2022-12-31$17,275,855
Value of total assets at beginning of year2022-12-31$17,676,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,313
Total interest from all sources2022-12-31$506,555
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$642,801
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$55,906
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-401,133
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,275,855
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,676,988
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$5,299,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,477,485
Interest earned on other investments2022-12-31$506,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$11,976,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$11,199,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,325,727
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$671,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$904,393
Contract administrator fees2022-12-31$20,313
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 name2022-12-31GROSSBERG CO. LLP
Accountancy firm EIN2022-12-31520807134
2021 : GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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$2,872,471
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$749,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$713,377
Expenses. Certain deemed distributions of participant loans2021-12-31$17,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,436,944
Value of total assets at end of year2021-12-31$17,676,988
Value of total assets at beginning of year2021-12-31$15,554,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,610
Total interest from all sources2021-12-31$474,402
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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 period2021-12-31No
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$592,395
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$65,230
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$2,122,597
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,676,988
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,554,391
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$6,477,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,197,768
Interest earned on other investments2021-12-31$474,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$11,199,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$10,356,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$961,125
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$779,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$713,377
Contract administrator fees2021-12-31$18,610
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 name2021-12-31GROSSBERG CO. LLP
Accountancy firm EIN2021-12-31520807134
2020 : GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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$2,564,004
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$679,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$623,613
Expenses. Certain deemed distributions of participant loans2020-12-31$36,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,316,594
Value of total assets at end of year2020-12-31$15,554,391
Value of total assets at beginning of year2020-12-31$13,670,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,087
Total interest from all sources2020-12-31$437,536
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$528,078
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$123,530
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$1,884,095
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,554,391
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,670,296
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$5,197,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,272,822
Interest earned on other investments2020-12-31$437,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$10,356,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,397,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$809,874
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$664,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$623,613
Contract administrator fees2020-12-31$20,087
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 name2020-12-31GROSSBERG CO. LLP
Accountancy firm EIN2020-12-31520807134
2019 : GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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$2,615,730
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$863,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$829,627
Expenses. Certain deemed distributions of participant loans2019-12-31$15,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,334,143
Value of total assets at end of year2019-12-31$13,670,296
Value of total assets at beginning of year2019-12-31$11,917,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,737
Total interest from all sources2019-12-31$397,819
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$553,338
Participant contributions at end of year2019-12-31$382,531
Participant contributions at beginning of year2019-12-31$395,909
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,898
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$1,752,542
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,670,296
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,917,754
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$4,272,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,208,521
Interest on participant loans2019-12-31$7,850
Interest earned on other investments2019-12-31$389,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,014,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,313,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$883,768
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$770,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$829,627
Contract administrator fees2019-12-31$17,737
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GROSSBERG CO. LLP
Accountancy firm EIN2019-12-31520807134
2018 : GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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$1,653,826
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$910,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$850,544
Expenses. Certain deemed distributions of participant loans2018-12-31$42,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,499,577
Value of total assets at end of year2018-12-31$11,917,754
Value of total assets at beginning of year2018-12-31$11,174,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,402
Total interest from all sources2018-12-31$368,053
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$533,018
Participant contributions at end of year2018-12-31$395,909
Participant contributions at beginning of year2018-12-31$387,082
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$176,500
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$743,639
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,917,754
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,174,115
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$3,208,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,283,429
Interest on participant loans2018-12-31$9,357
Interest earned on other investments2018-12-31$358,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,313,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,503,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-213,804
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$790,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$850,544
Contract administrator fees2018-12-31$17,402
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GROSSBERG CO. LLP.
Accountancy firm EIN2018-12-31520807134
2017 : GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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$2,400,187
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$845,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$734,207
Expenses. Certain deemed distributions of participant loans2017-12-31$93,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,552,496
Value of total assets at end of year2017-12-31$11,174,115
Value of total assets at beginning of year2017-12-31$9,619,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,197
Total interest from all sources2017-12-31$334,800
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$473,928
Participant contributions at end of year2017-12-31$387,082
Participant contributions at beginning of year2017-12-31$274,400
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$407,300
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$1,554,863
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,174,115
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,619,252
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$3,283,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,246,250
Interest on participant loans2017-12-31$6,575
Interest earned on other investments2017-12-31$328,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,503,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,098,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$512,891
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$671,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$734,207
Contract administrator fees2017-12-31$17,197
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GROSSBERG CO. LLP.
Accountancy firm EIN2017-12-31520807134
2016 : GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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$1,695,389
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$504,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$457,923
Expenses. Certain deemed distributions of participant loans2016-12-31$29,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,232,758
Value of total assets at end of year2016-12-31$9,619,252
Value of total assets at beginning of year2016-12-31$8,427,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,166
Total interest from all sources2016-12-31$295,771
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$950,000
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$402,348
Participant contributions at end of year2016-12-31$274,400
Participant contributions at beginning of year2016-12-31$263,868
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$53,981
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$1,191,340
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,619,252
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,427,912
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$2,246,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,159,320
Interest on participant loans2016-12-31$6,203
Interest earned on other investments2016-12-31$289,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,098,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,004,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$166,860
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$776,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$457,923
Contract administrator fees2016-12-31$16,166
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GROSSBERG CO. LLP.
Accountancy firm EIN2016-12-31520807134
2015 : GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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$1,297,511
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$698,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$653,014
Expenses. Certain deemed distributions of participant loans2015-12-31$30,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,055,209
Value of total assets at end of year2015-12-31$8,427,912
Value of total assets at beginning of year2015-12-31$7,828,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,277
Total interest from all sources2015-12-31$263,050
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$900,000
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$355,713
Participant contributions at end of year2015-12-31$263,868
Participant contributions at beginning of year2015-12-31$207,426
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$73,168
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$599,133
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,427,912
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,828,779
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$2,159,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,947,510
Interest on participant loans2015-12-31$5,898
Interest earned on other investments2015-12-31$257,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,004,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,673,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-20,748
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$626,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$653,014
Contract administrator fees2015-12-31$15,277
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 name2015-12-31GROSSBERG CO. LLP.
Accountancy firm EIN2015-12-31520807134
2014 : GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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$2,010,836
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$465,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$434,256
Expenses. Certain deemed distributions of participant loans2014-12-31$16,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,641,877
Value of total assets at end of year2014-12-31$7,828,779
Value of total assets at beginning of year2014-12-31$6,283,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,499
Total interest from all sources2014-12-31$233,798
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$800,000
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$312,512
Participant contributions at end of year2014-12-31$207,426
Participant contributions at beginning of year2014-12-31$198,726
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$591,835
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$1,544,868
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,828,779
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,283,911
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$1,947,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,408,015
Interest on participant loans2014-12-31$5,126
Interest earned on other investments2014-12-31$228,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,673,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,677,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$135,161
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$737,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$434,256
Contract administrator fees2014-12-31$15,499
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 name2014-12-31GROSSBERG COMPANY LLP
Accountancy firm EIN2014-12-31520807134
2013 : GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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$1,472,794
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$562,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$516,335
Expenses. Certain deemed distributions of participant loans2013-12-31$30,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$984,538
Value of total assets at end of year2013-12-31$6,283,911
Value of total assets at beginning of year2013-12-31$5,374,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,912
Total interest from all sources2013-12-31$201,187
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$600,000
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$283,885
Participant contributions at end of year2013-12-31$198,726
Participant contributions at beginning of year2013-12-31$219,607
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$78,316
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$909,871
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,283,911
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,374,040
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$1,408,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,060,193
Interest on participant loans2013-12-31$5,683
Interest earned on other investments2013-12-31$195,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,677,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,094,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$287,069
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$622,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$516,335
Contract administrator fees2013-12-31$15,912
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 name2013-12-31GROSSBERG COMPANY LLP
Accountancy firm EIN2013-12-31520807134
2012 : GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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$1,168,888
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$562,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$532,330
Expenses. Certain deemed distributions of participant loans2012-12-31$13,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$843,974
Value of total assets at end of year2012-12-31$5,374,040
Value of total assets at beginning of year2012-12-31$4,767,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,729
Total interest from all sources2012-12-31$170,440
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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$256,355
Participant contributions at end of year2012-12-31$219,607
Participant contributions at beginning of year2012-12-31$183,989
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,194
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$606,764
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,374,040
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,767,276
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$1,060,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,097,067
Interest on participant loans2012-12-31$4,584
Interest earned on other investments2012-12-31$165,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,094,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,444,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$154,474
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$585,425
Employer contributions (assets) at beginning of year2012-12-31$41,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$532,330
Contract administrator fees2012-12-31$16,729
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 name2012-12-31GROSSBERG COMPANY LLP
Accountancy firm EIN2012-12-31520807134
2011 : GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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$1,028,887
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$421,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$404,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$912,052
Value of total assets at end of year2011-12-31$4,767,276
Value of total assets at beginning of year2011-12-31$4,160,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,030
Total interest from all sources2011-12-31$144,942
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$477,000
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$198,205
Participant contributions at end of year2011-12-31$183,989
Participant contributions at beginning of year2011-12-31$155,438
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$370
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$606,915
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,767,276
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,160,361
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$1,097,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,040,612
Interest on participant loans2011-12-31$6,766
Interest earned on other investments2011-12-31$138,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,444,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,964,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-28,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$713,477
Employer contributions (assets) at end of year2011-12-31$41,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$404,942
Contract administrator fees2011-12-31$17,030
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 name2011-12-31GROSSBERG COMPANY LLP
Accountancy firm EIN2011-12-31520807134
2010 : GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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$974,178
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$409,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$370,302
Expenses. Certain deemed distributions of participant loans2010-12-31$22,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$708,795
Value of total assets at end of year2010-12-31$4,160,361
Value of total assets at beginning of year2010-12-31$3,595,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,950
Total interest from all sources2010-12-31$127,444
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$417,000
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$180,706
Participant contributions at end of year2010-12-31$155,438
Participant contributions at beginning of year2010-12-31$124,397
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$31,705
Other income not declared elsewhere2010-12-31$50
Administrative expenses (other) incurred2010-12-31$151
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$564,513
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,160,361
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,595,848
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,040,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$890,381
Interest on participant loans2010-12-31$3,302
Interest earned on other investments2010-12-31$124,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,964,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,581,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$137,889
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$496,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$370,302
Contract administrator fees2010-12-31$16,799
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
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 name2010-12-31GROSSBERG CO LLP
Accountancy firm EIN2010-12-31520807134
2009 : GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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 GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN

2022: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890009-006
Policy instance 1
Insurance contract or identification number890009-006
Number of Individuals Covered809
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $29,687
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 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?Yes
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
Commission paid to Insurance BrokerUSD $29,687
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890009-006
Policy instance 1
Insurance contract or identification number890009-006
Number of Individuals Covered779
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $23,373
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 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?Yes
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
Commission paid to Insurance BrokerUSD $23,373
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890009-006
Policy instance 1
Insurance contract or identification number890009-006
Number of Individuals Covered718
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $27,594
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 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?Yes
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
Commission paid to Insurance BrokerUSD $27,594
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890009-006
Policy instance 1
Insurance contract or identification number890009-006
Number of Individuals Covered686
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $32,085
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 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?Yes
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
Commission paid to Insurance BrokerUSD $32,085
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890009-006
Policy instance 1
Insurance contract or identification number890009-006
Number of Individuals Covered669
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $33,327
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 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?Yes
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
Commission paid to Insurance BrokerUSD $33,327
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890009-006
Policy instance 1
Insurance contract or identification number890009-006
Number of Individuals Covered628
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $38,541
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 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?Yes
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
Commission paid to Insurance BrokerUSD $38,541
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890009-006
Policy instance 1
Insurance contract or identification number890009-006
Number of Individuals Covered583
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $30,449
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Commission paid to Insurance BrokerUSD $30,449
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890009-006
Policy instance 1
Insurance contract or identification number890009-006
Number of Individuals Covered552
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $48,759
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Commission paid to Insurance BrokerUSD $48,759
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890009-006
Policy instance 1
Insurance contract or identification number890009-006
Number of Individuals Covered551
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890009-006
Policy instance 1
Insurance contract or identification number890009-006
Number of Individuals Covered568
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $26,655
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Commission paid to Insurance BrokerUSD $26,655
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS COR
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890009-006
Policy instance 1
Insurance contract or identification number890009-006
Number of Individuals Covered595
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $26,748
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890009-006
Policy instance 1
Insurance contract or identification number890009-006
Number of Individuals Covered582
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10,066
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Commission paid to Insurance BrokerUSD $10,066
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS COR

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3