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BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN
Plan identification number 002

BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

BOYS & GIRLS CLUBS OF CENTRAL FLORIDA has sponsored the creation of one or more 401k plans.

Company Name:BOYS & GIRLS CLUBS OF CENTRAL FLORIDA
Employer identification number (EIN):590951887
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01GARY W. CAIN2023-07-26 GARY W. CAIN2023-07-26
0022021-01-01GARY W. CAIN2022-09-30 GARY W. CAIN2022-09-30
0022020-01-01GARY W. CAIN2021-10-14 GARY W. CAIN2021-10-14
0022019-01-01GARY W. CAIN2020-10-15 GARY W. CAIN2020-10-15
0022018-01-01GARY W. CAIN2019-10-15 GARY W. CAIN2019-10-15
0022017-01-01
0022017-01-01
0022016-01-01
0022016-01-01GARY W. CAIN2018-01-31
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01GARY W. CAIN GARY W. CAIN2013-10-14
0022011-01-01GARY W. CAIN GARY W. CAIN2012-10-11
0022009-01-01GARY W. CAIN GARY W. CAIN2010-10-11

Plan Statistics for BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01210
Total number of active participants reported on line 7a of the Form 55002022-01-01140
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0169
Total of all active and inactive participants2022-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01209
Number of participants with account balances2022-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0133
2021: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01264
Total number of active participants reported on line 7a of the Form 55002021-01-01127
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0164
Total of all active and inactive participants2021-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01191
Number of participants with account balances2021-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0128
2020: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01251
Total number of active participants reported on line 7a of the Form 55002020-01-01140
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01121
Total of all active and inactive participants2020-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01261
Number of participants with account balances2020-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0126
2019: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01247
Total number of active participants reported on line 7a of the Form 55002019-01-01129
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01113
Total of all active and inactive participants2019-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01242
Number of participants with account balances2019-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0148
2018: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01222
Total number of active participants reported on line 7a of the Form 55002018-01-01145
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0188
Total of all active and inactive participants2018-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01233
Number of participants with account balances2018-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01252
Total number of active participants reported on line 7a of the Form 55002017-01-01185
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0179
Total of all active and inactive participants2017-01-01264
Total participants2017-01-01264
Number of participants with account balances2017-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01185
Total number of active participants reported on line 7a of the Form 55002016-01-01121
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0165
Total of all active and inactive participants2016-01-01186
Total participants2016-01-01186
Number of participants with account balances2016-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121
2015: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01168
Total number of active participants reported on line 7a of the Form 55002015-01-01129
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0154
Total of all active and inactive participants2015-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01183
Number of participants with account balances2015-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0130
2014: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01166
Total number of active participants reported on line 7a of the Form 55002014-01-01105
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0148
Total of all active and inactive participants2014-01-01153
Total participants2014-01-01153
Number of participants with account balances2014-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0125
2013: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01177
Total number of active participants reported on line 7a of the Form 55002013-01-0193
Number of other retired or separated participants entitled to future benefits2013-01-0154
Total of all active and inactive participants2013-01-01147
Total participants2013-01-01147
Number of participants with account balances2013-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0125
2012: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01161
Total number of active participants reported on line 7a of the Form 55002012-01-01111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0152
Total of all active and inactive participants2012-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01163
Number of participants with account balances2012-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0120
2011: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01168
Total number of active participants reported on line 7a of the Form 55002011-01-01108
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0165
Total of all active and inactive participants2011-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01173
Number of participants with account balances2011-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2009: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01148
Total number of active participants reported on line 7a of the Form 55002009-01-01113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01156
Number of participants with account balances2009-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120

Financial Data on BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$19,651
Total income from all sources (including contributions)2022-12-31$-633,483
Total of all expenses incurred2022-12-31$289,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$216,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$669,965
Value of total assets at end of year2022-12-31$6,841,275
Value of total assets at beginning of year2022-12-31$7,784,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$73,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$18,640
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$201,977
Assets. Other investments not covered elsewhere at end of year2022-12-31$57,069
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$343,749
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$19,651
Total non interest bearing cash at end of year2022-12-31$70,528
Total non interest bearing cash at beginning of year2022-12-31$168,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-923,415
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,841,275
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,764,690
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
Investment advisory and management fees2022-12-31$24,038
Value of interest in pooled separate accounts at end of year2022-12-31$6,713,678
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,271,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$237
Net investment gain or loss from common/collective trusts2022-12-31$-1,303,685
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$467,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$216,077
Contract administrator fees2022-12-31$31,177
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 name2022-12-31PURVIS GRAY & COMPANY
Accountancy firm EIN2022-12-31590548468
2021 : BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$19,651
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$16,591
Total income from all sources (including contributions)2021-12-31$1,473,576
Total of all expenses incurred2021-12-31$899,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$814,301
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$525,986
Value of total assets at end of year2021-12-31$7,784,341
Value of total assets at beginning of year2021-12-31$7,206,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$84,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$23,728
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$166,789
Assets. Other investments not covered elsewhere at end of year2021-12-31$343,749
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$368,332
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$19,651
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$16,591
Other income not declared elsewhere2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$168,647
Total non interest bearing cash at beginning of year2021-12-31$7,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$574,433
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,764,690
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,190,257
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
Investment advisory and management fees2021-12-31$25,936
Value of interest in pooled separate accounts at end of year2021-12-31$7,271,945
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,825,948
Net investment gain or loss from common/collective trusts2021-12-31$947,590
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$357,382
Employer contributions (assets) at beginning of year2021-12-31$5,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$814,301
Contract administrator fees2021-12-31$35,178
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
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PURVIS GRAY & COMPANY
Accountancy firm EIN2021-12-31590548468
2020 : BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$16,591
Total income from all sources (including contributions)2020-12-31$1,405,695
Total of all expenses incurred2020-12-31$288,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$224,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$562,099
Value of total assets at end of year2020-12-31$7,206,848
Value of total assets at beginning of year2020-12-31$6,072,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$63,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$14,288
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$183,206
Assets. Other investments not covered elsewhere at end of year2020-12-31$368,332
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$327,818
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,687
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$16,591
Total non interest bearing cash at end of year2020-12-31$7,188
Total non interest bearing cash at beginning of year2020-12-31$24,556
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$1,117,678
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,190,257
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,072,579
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
Investment advisory and management fees2020-12-31$21,558
Value of interest in pooled separate accounts at end of year2020-12-31$6,825,948
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,697,894
Net investment gain or loss from common/collective trusts2020-12-31$843,596
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$375,206
Employer contributions (assets) at end of year2020-12-31$5,380
Employer contributions (assets) at beginning of year2020-12-31$22,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$224,304
Contract administrator fees2020-12-31$27,867
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
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,637,051
Total income from all sources (including contributions)2019-12-31$1,637,051
Total of all expenses incurred2019-12-31$725,969
Total of all expenses incurred2019-12-31$725,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$678,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$678,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$632,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$632,957
Value of total assets at end of year2019-12-31$6,072,579
Value of total assets at end of year2019-12-31$6,072,579
Value of total assets at beginning of year2019-12-31$5,161,497
Value of total assets at beginning of year2019-12-31$5,161,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$1,175
Administrative expenses professional fees incurred2019-12-31$1,175
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$185,274
Contributions received from participants2019-12-31$185,274
Assets. Other investments not covered elsewhere at end of year2019-12-31$327,818
Assets. Other investments not covered elsewhere at end of year2019-12-31$327,818
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$274,706
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$274,706
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$18,243
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$18,243
Total non interest bearing cash at end of year2019-12-31$24,556
Total non interest bearing cash at end of year2019-12-31$24,556
Total non interest bearing cash at beginning of year2019-12-31$15,052
Total non interest bearing cash at beginning of year2019-12-31$15,052
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$911,082
Value of net income/loss2019-12-31$911,082
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,072,579
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,072,579
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,161,497
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,161,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$6,757
Investment advisory and management fees2019-12-31$6,757
Value of interest in pooled separate accounts at end of year2019-12-31$5,697,894
Value of interest in pooled separate accounts at end of year2019-12-31$5,697,894
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,825,402
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,825,402
Net investment gain or loss from common/collective trusts2019-12-31$1,004,094
Net investment gain or loss from common/collective trusts2019-12-31$1,004,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$429,440
Contributions received in cash from employer2019-12-31$429,440
Employer contributions (assets) at end of year2019-12-31$22,311
Employer contributions (assets) at end of year2019-12-31$22,311
Employer contributions (assets) at beginning of year2019-12-31$46,337
Employer contributions (assets) at beginning of year2019-12-31$46,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$678,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$678,500
Contract administrator fees2019-12-31$39,537
Contract administrator fees2019-12-31$39,537
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
Accountancy firm EIN2019-12-31135381590
2018 : BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$127,911
Total of all expenses incurred2018-12-31$294,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$260,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$529,691
Value of total assets at end of year2018-12-31$5,161,497
Value of total assets at beginning of year2018-12-31$5,327,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$33,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$6,916
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$148,733
Assets. Other investments not covered elsewhere at end of year2018-12-31$274,706
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$213,229
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$563
Total non interest bearing cash at end of year2018-12-31$15,052
Total non interest bearing cash at beginning of year2018-12-31$15,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-166,481
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,161,497
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,327,978
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 pooled separate accounts at end of year2018-12-31$4,825,402
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,076,245
Net investment gain/loss from pooled separate accounts2018-12-31$-401,780
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$380,395
Employer contributions (assets) at end of year2018-12-31$46,337
Employer contributions (assets) at beginning of year2018-12-31$22,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$260,447
Contract administrator fees2018-12-31$27,029
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,199,478
Total of all expenses incurred2017-12-31$267,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$266,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$529,465
Value of total assets at end of year2017-12-31$5,306,687
Value of total assets at beginning of year2017-12-31$4,374,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$575
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$139,264
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$57,602
Total non interest bearing cash at end of year2017-12-31$15,722
Total non interest bearing cash at beginning of year2017-12-31$10,171
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$932,195
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,306,687
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,374,492
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 pooled separate accounts at end of year2017-12-31$5,289,187
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,356,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$670,013
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$332,599
Employer contributions (assets) at end of year2017-12-31$1,778
Employer contributions (assets) at beginning of year2017-12-31$7,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$266,708
Contract administrator fees2017-12-31$275
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2016 401k financial data
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$788,422
Total of all expenses incurred2016-12-31$168,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$168,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$437,904
Value of total assets at end of year2016-12-31$4,370,248
Value of total assets at beginning of year2016-12-31$3,750,183
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$400,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$117,621
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$43,505
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$3,952
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$10,171
Total non interest bearing cash at beginning of year2016-12-31$6,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$620,065
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,370,248
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,750,183
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 pooled separate accounts at end of year2016-12-31$4,356,993
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,715,187
Net investment gain/loss from pooled separate accounts2016-12-31$350,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$276,778
Employer contributions (assets) at end of year2016-12-31$3,084
Employer contributions (assets) at beginning of year2016-12-31$28,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$164,405
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
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2015 401k financial data
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$986
Total income from all sources (including contributions)2015-12-31$332,489
Total of all expenses incurred2015-12-31$327,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$327,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$424,949
Value of total assets at end of year2015-12-31$3,750,183
Value of total assets at beginning of year2015-12-31$3,745,775
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$400,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$117,741
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$836
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$6,018
Total non interest bearing cash at beginning of year2015-12-31$5,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$5,394
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,750,183
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,744,789
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 pooled separate accounts at end of year2015-12-31$3,715,187
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,733,927
Net investment gain/loss from pooled separate accounts2015-12-31$-92,460
Net investment gain or loss from common/collective trusts2015-12-31$0
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$307,208
Employer contributions (assets) at end of year2015-12-31$28,978
Employer contributions (assets) at beginning of year2015-12-31$6,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$326,259
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
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$986
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$986
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$489
Total income from all sources (including contributions)2014-12-31$532,112
Total of all expenses incurred2014-12-31$487,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$469,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$346,747
Value of total assets at end of year2014-12-31$3,745,775
Value of total assets at beginning of year2014-12-31$3,700,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,650
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$100,693
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$986
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$489
Total non interest bearing cash at end of year2014-12-31$5,648
Total non interest bearing cash at beginning of year2014-12-31$11,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$44,949
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,744,789
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,699,840
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 pooled separate accounts at end of year2014-12-31$3,733,927
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,686,758
Net investment gain/loss from pooled separate accounts2014-12-31$185,365
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$245,351
Employer contributions (assets) at end of year2014-12-31$6,200
Employer contributions (assets) at beginning of year2014-12-31$2,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$469,847
Contract administrator fees2014-12-31$15,666
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 name2014-12-31AVERETT WARMUS DURKEE, P.A.
Accountancy firm EIN2014-12-31593214308
2013 : BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$489
Total income from all sources (including contributions)2013-12-31$791,214
Total of all expenses incurred2013-12-31$688,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$679,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$320,354
Value of total assets at end of year2013-12-31$3,700,329
Value of total assets at beginning of year2013-12-31$3,597,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$5,485
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$400,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$114,034
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$489
Total non interest bearing cash at end of year2013-12-31$11,498
Total non interest bearing cash at beginning of year2013-12-31$32,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$102,572
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,699,840
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,597,268
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 pooled separate accounts at end of year2013-12-31$3,686,758
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,563,664
Net investment gain/loss from pooled separate accounts2013-12-31$470,860
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$206,320
Employer contributions (assets) at end of year2013-12-31$2,073
Employer contributions (assets) at beginning of year2013-12-31$1,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$679,457
Contract administrator fees2013-12-31$3,700
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 name2013-12-31AVERETT WARMUS DURKEE, P.A.
Accountancy firm EIN2013-12-31593214308
2012 : BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$959,052
Total of all expenses incurred2012-12-31$288,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$266,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$601,398
Value of total assets at end of year2012-12-31$3,597,268
Value of total assets at beginning of year2012-12-31$2,927,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$19,291
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$280,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$125,870
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$175,259
Total non interest bearing cash at end of year2012-12-31$32,416
Total non interest bearing cash at beginning of year2012-12-31$14,784
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$670,091
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,597,268
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,927,177
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
Investment advisory and management fees2012-12-31$2,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,461,047
Value of interest in pooled separate accounts at end of year2012-12-31$3,563,664
Value of interest in common/collective trusts at beginning of year2012-12-31$451,346
Net investment gain/loss from pooled separate accounts2012-12-31$9,749
Net investment gain or loss from common/collective trusts2012-12-31$347,905
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$300,269
Employer contributions (assets) at end of year2012-12-31$1,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$266,880
Contract administrator fees2012-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31AVERETT WARMUS DURKEE, P.A.
Accountancy firm EIN2012-12-31593214308
2011 : BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$380,052
Total of all expenses incurred2011-12-31$251,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$243,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$437,388
Value of total assets at end of year2011-12-31$2,927,177
Value of total assets at beginning of year2011-12-31$2,798,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$6,454
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$280,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$133,716
Total non interest bearing cash at end of year2011-12-31$14,784
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$128,405
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,927,177
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,798,772
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
Investment advisory and management fees2011-12-31$1,225
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,461,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,281,173
Value of interest in common/collective trusts at end of year2011-12-31$451,346
Value of interest in common/collective trusts at beginning of year2011-12-31$517,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-57,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$303,672
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$243,968
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31AVERETT WARMUS DURKEE OSBURN HENNIN
Accountancy firm EIN2011-12-31593214308
2010 : BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING 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$662,599
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$76,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$75,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$405,416
Value of total assets at end of year2010-12-31$2,798,772
Value of total assets at beginning of year2010-12-31$2,213,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,021
Total interest from all sources2010-12-31$0
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$240,000
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$104,119
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,633
Administrative expenses (other) incurred2010-12-31$1,021
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$585,648
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,798,772
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,213,124
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$2,281,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,672,807
Value of interest in common/collective trusts at end of year2010-12-31$517,599
Value of interest in common/collective trusts at beginning of year2010-12-31$540,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$257,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$299,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$75,930
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 name2010-12-31AVERETT WARMUS DURKEE OSBURN HENNIN
Accountancy firm EIN2010-12-31593214308
2009 : BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING 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 BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING PLAN

2022: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING 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: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING 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: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING 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: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING 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: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING 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: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING 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: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING 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: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING 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: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING 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: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING 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: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING 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: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING 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 - TrustYes
2009: BOYS & GIRLS CLUBS OF CENTRAL FLORIDA, INC 401(K) PROFIT SHARING 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 - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108540
Policy instance 1
Insurance contract or identification number108540
Number of Individuals Covered326
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $22,114
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees22114
Additional information about fees paid to insurance brokerTPA COMPENSATION & FEES PAID
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108540
Policy instance 1
Insurance contract or identification number108540
Number of Individuals Covered287
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $23,728
Amount paid for insurance broker fees23728
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108540
Policy instance 1
Insurance contract or identification number108540
Number of Individuals Covered319
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,324
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees17324
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108540
Policy instance 1
Insurance contract or identification number108540
Number of Individuals Covered300
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $18,862
Total amount of fees paid to insurance companyUSD $1,175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,127
Insurance broker organization code?3
Amount paid for insurance broker fees1175
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108540
Policy instance 1
Insurance contract or identification number108540
Number of Individuals Covered259
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $24,231
Total amount of fees paid to insurance companyUSD $6,916
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,695
Amount paid for insurance broker fees6916
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108540
Policy instance 1
Insurance contract or identification number108540
Number of Individuals Covered235
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $26,792
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,758
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBATES & COMPANY, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108540
Policy instance 1
Insurance contract or identification number108540
Number of Individuals Covered177
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,981
Total amount of fees paid to insurance companyUSD $2,715
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,981
Insurance broker organization code?3
Amount paid for insurance broker fees2715
Additional information about fees paid to insurance brokerTPA COMPENSATION & FEES
Insurance broker nameBATES & COMPANY, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108540
Policy instance 1
Insurance contract or identification number108540
Number of Individuals Covered175
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14,888
Total amount of fees paid to insurance companyUSD $8,684
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,888
Insurance broker organization code?3
Amount paid for insurance broker fees8684
Additional information about fees paid to insurance brokerTPA COMPENSATION & FEES
Insurance broker nameBATES & COMPANY, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108540
Policy instance 1
Insurance contract or identification number108540
Number of Individuals Covered171
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $38,703
Total amount of fees paid to insurance companyUSD $19,445
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,703
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees19445
Insurance broker nameBATES & COMPANY, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827628
Policy instance 1
Insurance contract or identification numberGA-827628
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,370
Total amount of fees paid to insurance companyUSD $22,081
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,370
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees22081
Insurance broker nameBATES AND COMPANY, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108540
Policy instance 2
Insurance contract or identification number108540
Number of Individuals Covered192
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $134
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $134
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker namePLANNING CORP OF AMERICA, INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827628
Policy instance 1
Insurance contract or identification numberGA-827628
Number of Individuals Covered181
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,958
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-026683
Policy instance 1
Insurance contract or identification numberGA-026683
Number of Individuals Covered171
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,614
Total amount of fees paid to insurance companyUSD $1,154
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees1154
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $4,614
Insurance broker namePLANNING CORP OF AMERICA

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