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GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameGUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN
Plan identification number 001

GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 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.

401k Sponsoring company profile

GUARDIAN CARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:GUARDIAN CARE, INC.
Employer identification number (EIN):591051096
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about GUARDIAN CARE, INC.

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 344068
Legal Registered Office Address: COOLIDGE HWY OAK PARK 48237


United States of America (USA)
26601

More information about GUARDIAN CARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01ELOISE
0012015-10-01ELOISE ABRAHAMS
0012014-10-01ELOISE ABRAHAMS
0012013-10-01ELOISE ABRAHAMS
0012012-10-01ELOISE ABRAHAMS
0012011-10-01ELOISE ABRAHAMS
0012010-10-01ELOISE ABRAHAMS
0012009-10-01VEREEN REYNOLDS
0012009-10-01ELOISE ABRAHAMS
0012009-10-01VEREEN REYNOLDS

Plan Statistics for GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN

Measure Date Value
2021: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01348
Total number of active participants reported on line 7a of the Form 55002021-10-01118
Number of retired or separated participants receiving benefits2021-10-013
Number of other retired or separated participants entitled to future benefits2021-10-01228
Total of all active and inactive participants2021-10-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01349
Number of participants with account balances2021-10-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01352
Total number of active participants reported on line 7a of the Form 55002020-10-01118
Number of retired or separated participants receiving benefits2020-10-012
Number of other retired or separated participants entitled to future benefits2020-10-01228
Total of all active and inactive participants2020-10-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01348
Number of participants with account balances2020-10-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0125
2019: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01330
Total number of active participants reported on line 7a of the Form 55002019-10-01141
Number of retired or separated participants receiving benefits2019-10-012
Number of other retired or separated participants entitled to future benefits2019-10-01209
Total of all active and inactive participants2019-10-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01352
Number of participants with account balances2019-10-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0127
2018: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01262
Total number of active participants reported on line 7a of the Form 55002018-10-01151
Number of retired or separated participants receiving benefits2018-10-013
Number of other retired or separated participants entitled to future benefits2018-10-01176
Total of all active and inactive participants2018-10-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01330
Number of participants with account balances2018-10-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0112
2017: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01256
Total number of active participants reported on line 7a of the Form 55002017-10-01168
Number of retired or separated participants receiving benefits2017-10-014
Number of other retired or separated participants entitled to future benefits2017-10-0190
Total of all active and inactive participants2017-10-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01262
Number of participants with account balances2017-10-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-017
2016: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01341
Total number of active participants reported on line 7a of the Form 55002016-10-01174
Number of retired or separated participants receiving benefits2016-10-015
Number of other retired or separated participants entitled to future benefits2016-10-0177
Total of all active and inactive participants2016-10-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01256
Number of participants with account balances2016-10-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-015
2015: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01323
Total number of active participants reported on line 7a of the Form 55002015-10-01196
Number of retired or separated participants receiving benefits2015-10-0114
Number of other retired or separated participants entitled to future benefits2015-10-01131
Total of all active and inactive participants2015-10-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01341
Number of participants with account balances2015-10-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0119
2014: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01315
Total number of active participants reported on line 7a of the Form 55002014-10-01188
Number of retired or separated participants receiving benefits2014-10-019
Number of other retired or separated participants entitled to future benefits2014-10-01126
Total of all active and inactive participants2014-10-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01323
Number of participants with account balances2014-10-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0112
2013: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01334
Total number of active participants reported on line 7a of the Form 55002013-10-01184
Number of retired or separated participants receiving benefits2013-10-0110
Number of other retired or separated participants entitled to future benefits2013-10-01121
Total of all active and inactive participants2013-10-01315
Total participants2013-10-01315
Number of participants with account balances2013-10-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0121
2012: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01283
Total number of active participants reported on line 7a of the Form 55002012-10-01199
Number of retired or separated participants receiving benefits2012-10-0114
Number of other retired or separated participants entitled to future benefits2012-10-01121
Total of all active and inactive participants2012-10-01334
Total participants2012-10-01334
Number of participants with account balances2012-10-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0112
2011: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01247
Total number of active participants reported on line 7a of the Form 55002011-10-01269
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0114
Total of all active and inactive participants2011-10-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01283
Number of participants with account balances2011-10-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-013
2010: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01192
Total number of active participants reported on line 7a of the Form 55002010-10-01153
Number of retired or separated participants receiving benefits2010-10-011
Number of other retired or separated participants entitled to future benefits2010-10-0193
Total of all active and inactive participants2010-10-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01247
Number of participants with account balances2010-10-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-017
2009: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01192
Total number of active participants reported on line 7a of the Form 55002009-10-01192
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01192
Number of participants with account balances2009-10-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$34,380
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$152,092
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$188,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$186,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$81,652
Value of total assets at end of year2022-09-30$2,642,055
Value of total assets at beginning of year2022-09-30$2,643,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$1,906
Total interest from all sources2022-09-30$70,998
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$385,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$0
Participant contributions at end of year2022-09-30$0
Participant contributions at beginning of year2022-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$0
Total non interest bearing cash at end of year2022-09-30$0
Total non interest bearing cash at beginning of year2022-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Income. Non cash contributions2022-09-30$0
Value of net income/loss2022-09-30$-35,931
Value of net assets at end of year (total assets less liabilities)2022-09-30$2,607,675
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$2,643,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$2,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$2,685
Value of interest in pooled separate accounts at end of year2022-09-30$0
Value of interest in pooled separate accounts at beginning of year2022-09-30$0
Interest on participant loans2022-09-30$0
Interest earned on other investments2022-09-30$70,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$2,633,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$2,635,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$81,652
Employer contributions (assets) at end of year2022-09-30$6,241
Employer contributions (assets) at beginning of year2022-09-30$5,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$186,117
Contract administrator fees2022-09-30$1,906
Liabilities. Value of benefit claims payable at end of year2022-09-30$34,380
Liabilities. Value of benefit claims payable at beginning of year2022-09-30$0
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Disclaimer
Accountancy firm name2022-09-30MSL, PA
Accountancy firm EIN2022-09-30593070669
2021 : GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$227,644
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$160,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$158,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$156,890
Value of total assets at end of year2021-09-30$2,643,606
Value of total assets at beginning of year2021-09-30$2,576,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$1,354
Total interest from all sources2021-09-30$69,822
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Administrative expenses professional fees incurred2021-09-30$1,354
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$385,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Participant contributions at end of year2021-09-30$0
Participant contributions at beginning of year2021-09-30$0
Total non interest bearing cash at end of year2021-09-30$0
Total non interest bearing cash at beginning of year2021-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$67,435
Value of net assets at end of year (total assets less liabilities)2021-09-30$2,643,606
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$2,576,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$2,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$11,104
Value of interest in pooled separate accounts at end of year2021-09-30$0
Value of interest in pooled separate accounts at beginning of year2021-09-30$0
Interest earned on other investments2021-09-30$69,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$2,635,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$2,557,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$156,890
Employer contributions (assets) at end of year2021-09-30$5,918
Employer contributions (assets) at beginning of year2021-09-30$8,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$158,855
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30MSL, PA
Accountancy firm EIN2021-09-30593070669
2020 : GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$1,329
Total unrealized appreciation/depreciation of assets2020-09-30$1,329
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$286,741
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$150,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$148,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$216,973
Value of total assets at end of year2020-09-30$2,576,171
Value of total assets at beginning of year2020-09-30$2,439,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$1,609
Total interest from all sources2020-09-30$68,439
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$385,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$0
Total non interest bearing cash at end of year2020-09-30$0
Total non interest bearing cash at beginning of year2020-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$136,323
Value of net assets at end of year (total assets less liabilities)2020-09-30$2,576,171
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$2,439,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$1,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$11,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$8,330
Value of interest in pooled separate accounts at end of year2020-09-30$0
Value of interest in pooled separate accounts at beginning of year2020-09-30$0
Interest earned on other investments2020-09-30$68,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$2,557,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$2,414,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$216,973
Employer contributions (assets) at end of year2020-09-30$8,040
Employer contributions (assets) at beginning of year2020-09-30$16,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$148,809
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30MSL, PA
Accountancy firm EIN2020-09-30593070669
2019 : GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$99
Total unrealized appreciation/depreciation of assets2019-09-30$99
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$272,692
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$194,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$191,808
Value of total corrective distributions2019-09-30$7
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$206,051
Value of total assets at end of year2019-09-30$2,439,848
Value of total assets at beginning of year2019-09-30$2,361,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$2,461
Total interest from all sources2019-09-30$66,542
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$385,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Participant contributions at end of year2019-09-30$0
Participant contributions at beginning of year2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$78,416
Value of net assets at end of year (total assets less liabilities)2019-09-30$2,439,848
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$2,361,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$2,461
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$8,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$11,788
Interest earned on other investments2019-09-30$66,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$2,414,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$2,342,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$206,051
Employer contributions (assets) at end of year2019-09-30$16,631
Employer contributions (assets) at beginning of year2019-09-30$7,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$191,808
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30MSL, PA
Accountancy firm EIN2019-09-30593070669
2018 : GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$242,272
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$91,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$89,342
Expenses. Certain deemed distributions of participant loans2018-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$177,791
Value of total assets at end of year2018-09-30$2,361,432
Value of total assets at beginning of year2018-09-30$2,210,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$2,309
Total interest from all sources2018-09-30$63,212
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$385,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Participant contributions at end of year2018-09-30$0
Participant contributions at beginning of year2018-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$150,621
Value of net assets at end of year (total assets less liabilities)2018-09-30$2,361,432
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$2,210,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$2,309
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$11,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$8,073
Interest on participant loans2018-09-30$0
Interest earned on other investments2018-09-30$63,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$2,342,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$2,194,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$1,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$177,791
Employer contributions (assets) at end of year2018-09-30$7,204
Employer contributions (assets) at beginning of year2018-09-30$7,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$89,342
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30MOORE, STEPHENS, LOVELACE, PA
Accountancy firm EIN2018-09-30593070669
2017 : GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$254,851
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$223,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$220,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$192,129
Value of total assets at end of year2017-09-30$2,210,811
Value of total assets at beginning of year2017-09-30$2,179,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$2,653
Total interest from all sources2017-09-30$61,856
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$220,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$1,161
Assets. Loans (other than to participants) at end of year2017-09-30$0
Assets. Loans (other than to participants) at beginning of year2017-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$31,570
Value of net assets at end of year (total assets less liabilities)2017-09-30$2,210,811
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$2,179,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$2,653
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$8,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$17,779
Interest earned on other investments2017-09-30$61,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$2,194,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$2,144,083
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$192,129
Employer contributions (assets) at end of year2017-09-30$7,787
Employer contributions (assets) at beginning of year2017-09-30$16,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$220,628
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30MOORE, STEPHENS, LOVELACE, PA
Accountancy firm EIN2017-09-30593070669
2016 : GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$275,452
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$222,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$220,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$210,978
Value of total assets at end of year2016-09-30$2,179,241
Value of total assets at beginning of year2016-09-30$2,126,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$2,188
Total interest from all sources2016-09-30$63,245
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Assets. Real estate other than employer real property at end of year2016-09-30$0
Assets. Real estate other than employer real property at beginning of year2016-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-09-30$0
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$220,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Participant contributions at end of year2016-09-30$0
Participant contributions at beginning of year2016-09-30$0
Participant contributions at end of year2016-09-30$0
Participant contributions at beginning of year2016-09-30$0
Assets. Other investments not covered elsewhere at end of year2016-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$1,161
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$16,682
Assets. Loans (other than to participants) at end of year2016-09-30$0
Assets. Loans (other than to participants) at beginning of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$0
Liabilities. Value of operating payables at end of year2016-09-30$0
Liabilities. Value of operating payables at beginning of year2016-09-30$0
Total non interest bearing cash at end of year2016-09-30$0
Total non interest bearing cash at beginning of year2016-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$52,996
Value of net assets at end of year (total assets less liabilities)2016-09-30$2,179,241
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$2,126,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Assets. partnership/joint venture interests at end of year2016-09-30$0
Assets. partnership/joint venture interests at beginning of year2016-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$17,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$10,900
Interest earned on other investments2016-09-30$63,245
Value of interest in master investment trust accounts at end of year2016-09-30$0
Value of interest in master investment trust accounts at beginning of year2016-09-30$0
Value of interest in common/collective trusts at end of year2016-09-30$0
Value of interest in common/collective trusts at beginning of year2016-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2016-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$2,144,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$2,098,663
Asset value of US Government securities at end of year2016-09-30$0
Asset value of US Government securities at beginning of year2016-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$1,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Assets. Invements in employer securities at end of year2016-09-30$0
Assets. Invements in employer securities at beginning of year2016-09-30$0
Assets. Value of employer real property at end of year2016-09-30$0
Assets. Value of employer real property at beginning of year2016-09-30$0
Contributions received in cash from employer2016-09-30$210,978
Employer contributions (assets) at end of year2016-09-30$16,218
Employer contributions (assets) at beginning of year2016-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$220,268
Asset. Corporate debt instrument preferred debt at end of year2016-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2016-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-09-30$0
Contract administrator fees2016-09-30$2,188
Assets. Corporate common stocks other than exployer securities at end of year2016-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-09-30$0
Liabilities. Value of benefit claims payable at end of year2016-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-09-30$0
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Liabilities. Value of acquisition indebtedness at end of year2016-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2016-09-30593070669
2015 : GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$269,299
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$223,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$222,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$206,163
Value of total assets at end of year2015-09-30$2,126,245
Value of total assets at beginning of year2015-09-30$2,080,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$1,257
Total interest from all sources2015-09-30$63,397
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Assets. Real estate other than employer real property at end of year2015-09-30$0
Assets. Real estate other than employer real property at beginning of year2015-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-09-30$0
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$220,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Participant contributions at end of year2015-09-30$0
Participant contributions at beginning of year2015-09-30$0
Participant contributions at end of year2015-09-30$0
Participant contributions at beginning of year2015-09-30$9,884
Assets. Other investments not covered elsewhere at end of year2015-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$16,682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$0
Assets. Loans (other than to participants) at end of year2015-09-30$0
Assets. Loans (other than to participants) at beginning of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$0
Liabilities. Value of operating payables at end of year2015-09-30$0
Liabilities. Value of operating payables at beginning of year2015-09-30$0
Total non interest bearing cash at end of year2015-09-30$0
Total non interest bearing cash at beginning of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$45,623
Value of net assets at end of year (total assets less liabilities)2015-09-30$2,126,245
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$2,080,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Assets. partnership/joint venture interests at end of year2015-09-30$0
Assets. partnership/joint venture interests at beginning of year2015-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$10,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$8,571
Interest earned on other investments2015-09-30$63,397
Value of interest in master investment trust accounts at end of year2015-09-30$0
Value of interest in master investment trust accounts at beginning of year2015-09-30$0
Value of interest in common/collective trusts at end of year2015-09-30$0
Value of interest in common/collective trusts at beginning of year2015-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2015-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$2,098,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$2,062,167
Asset value of US Government securities at end of year2015-09-30$0
Asset value of US Government securities at beginning of year2015-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Assets. Invements in employer securities at end of year2015-09-30$0
Assets. Invements in employer securities at beginning of year2015-09-30$0
Assets. Value of employer real property at end of year2015-09-30$0
Assets. Value of employer real property at beginning of year2015-09-30$0
Contributions received in cash from employer2015-09-30$206,163
Employer contributions (assets) at end of year2015-09-30$0
Employer contributions (assets) at beginning of year2015-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$222,419
Asset. Corporate debt instrument preferred debt at end of year2015-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2015-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-09-30$0
Contract administrator fees2015-09-30$1,257
Assets. Corporate common stocks other than exployer securities at end of year2015-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-09-30$0
Liabilities. Value of benefit claims payable at end of year2015-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-09-30$0
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Liabilities. Value of acquisition indebtedness at end of year2015-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2015-09-30593070669
2014 : GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$248,849
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$90,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$88,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$185,405
Value of total assets at end of year2014-09-30$2,080,622
Value of total assets at beginning of year2014-09-30$1,921,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$1,727
Total interest from all sources2014-09-30$63,040
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Assets. Real estate other than employer real property at end of year2014-09-30$0
Assets. Real estate other than employer real property at beginning of year2014-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-09-30$0
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$220,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Participant contributions at end of year2014-09-30$0
Participant contributions at beginning of year2014-09-30$0
Participant contributions at end of year2014-09-30$9,884
Participant contributions at beginning of year2014-09-30$5,749
Assets. Other investments not covered elsewhere at end of year2014-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$0
Assets. Loans (other than to participants) at end of year2014-09-30$0
Assets. Loans (other than to participants) at beginning of year2014-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$0
Liabilities. Value of operating payables at end of year2014-09-30$0
Liabilities. Value of operating payables at beginning of year2014-09-30$0
Total non interest bearing cash at end of year2014-09-30$0
Total non interest bearing cash at beginning of year2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$158,833
Value of net assets at end of year (total assets less liabilities)2014-09-30$2,080,622
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$1,921,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Assets. partnership/joint venture interests at end of year2014-09-30$0
Assets. partnership/joint venture interests at beginning of year2014-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$8,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$5,060
Interest earned on other investments2014-09-30$63,040
Value of interest in master investment trust accounts at end of year2014-09-30$0
Value of interest in master investment trust accounts at beginning of year2014-09-30$0
Value of interest in common/collective trusts at end of year2014-09-30$0
Value of interest in common/collective trusts at beginning of year2014-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2014-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$2,062,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$1,910,980
Asset value of US Government securities at end of year2014-09-30$0
Asset value of US Government securities at beginning of year2014-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Assets. Invements in employer securities at end of year2014-09-30$0
Assets. Invements in employer securities at beginning of year2014-09-30$0
Assets. Value of employer real property at end of year2014-09-30$0
Assets. Value of employer real property at beginning of year2014-09-30$0
Contributions received in cash from employer2014-09-30$185,405
Employer contributions (assets) at end of year2014-09-30$0
Employer contributions (assets) at beginning of year2014-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$88,289
Asset. Corporate debt instrument preferred debt at end of year2014-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2014-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-09-30$0
Contract administrator fees2014-09-30$1,727
Assets. Corporate common stocks other than exployer securities at end of year2014-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-30$0
Liabilities. Value of benefit claims payable at end of year2014-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-09-30$0
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Liabilities. Value of acquisition indebtedness at end of year2014-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2014-09-30593070669
2013 : GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$243,091
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$92,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$80,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$183,000
Value of total assets at end of year2013-09-30$1,916,039
Value of total assets at beginning of year2013-09-30$1,765,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$11,333
Total interest from all sources2013-09-30$59,759
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Assets. Real estate other than employer real property at end of year2013-09-30$0
Assets. Real estate other than employer real property at beginning of year2013-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-09-30$0
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$220,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Participant contributions at end of year2013-09-30$120,271
Participant contributions at beginning of year2013-09-30$0
Participant contributions at end of year2013-09-30$0
Participant contributions at beginning of year2013-09-30$2,200
Assets. Other investments not covered elsewhere at end of year2013-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$0
Assets. Loans (other than to participants) at end of year2013-09-30$0
Assets. Loans (other than to participants) at beginning of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$0
Liabilities. Value of operating payables at end of year2013-09-30$0
Liabilities. Value of operating payables at beginning of year2013-09-30$0
Total non interest bearing cash at end of year2013-09-30$0
Total non interest bearing cash at beginning of year2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$150,982
Value of net assets at end of year (total assets less liabilities)2013-09-30$1,916,039
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$1,765,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Assets. partnership/joint venture interests at end of year2013-09-30$0
Assets. partnership/joint venture interests at beginning of year2013-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$5,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$2,542
Interest on participant loans2013-09-30$5,466
Interest earned on other investments2013-09-30$54,293
Value of interest in master investment trust accounts at end of year2013-09-30$0
Value of interest in master investment trust accounts at beginning of year2013-09-30$0
Value of interest in common/collective trusts at end of year2013-09-30$0
Value of interest in common/collective trusts at beginning of year2013-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2013-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$1,790,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$1,760,315
Asset value of US Government securities at end of year2013-09-30$0
Asset value of US Government securities at beginning of year2013-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Assets. Invements in employer securities at end of year2013-09-30$0
Assets. Invements in employer securities at beginning of year2013-09-30$0
Assets. Value of employer real property at end of year2013-09-30$0
Assets. Value of employer real property at beginning of year2013-09-30$0
Contributions received in cash from employer2013-09-30$183,000
Employer contributions (assets) at end of year2013-09-30$0
Employer contributions (assets) at beginning of year2013-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$80,776
Asset. Corporate debt instrument preferred debt at end of year2013-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2013-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-09-30$0
Contract administrator fees2013-09-30$11,333
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$0
Liabilities. Value of benefit claims payable at end of year2013-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-09-30$0
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Liabilities. Value of acquisition indebtedness at end of year2013-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2013-09-30593070669
2012 : GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$295,714
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$163,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$157,800
Expenses. Certain deemed distributions of participant loans2012-09-30$3,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$240,274
Value of total assets at end of year2012-09-30$1,751,861
Value of total assets at beginning of year2012-09-30$1,619,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$2,188
Total interest from all sources2012-09-30$55,377
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Assets. Real estate other than employer real property at end of year2012-09-30$0
Assets. Real estate other than employer real property at beginning of year2012-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$220,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Participant contributions at end of year2012-09-30$29,458
Participant contributions at beginning of year2012-09-30$4,722
Participant contributions at end of year2012-09-30$55,092
Participant contributions at beginning of year2012-09-30$55,092
Assets. Other investments not covered elsewhere at end of year2012-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$0
Assets. Loans (other than to participants) at end of year2012-09-30$0
Assets. Loans (other than to participants) at beginning of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$0
Liabilities. Value of operating payables at end of year2012-09-30$0
Liabilities. Value of operating payables at beginning of year2012-09-30$0
Total non interest bearing cash at end of year2012-09-30$0
Total non interest bearing cash at beginning of year2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$132,380
Value of net assets at end of year (total assets less liabilities)2012-09-30$1,751,861
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$1,619,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Assets. partnership/joint venture interests at end of year2012-09-30$0
Assets. partnership/joint venture interests at beginning of year2012-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$2,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$0
Interest on participant loans2012-09-30$626
Interest earned on other investments2012-09-30$54,751
Value of interest in master investment trust accounts at end of year2012-09-30$0
Value of interest in master investment trust accounts at beginning of year2012-09-30$0
Value of interest in common/collective trusts at end of year2012-09-30$0
Value of interest in common/collective trusts at beginning of year2012-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2012-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$1,664,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$1,552,384
Asset value of US Government securities at end of year2012-09-30$0
Asset value of US Government securities at beginning of year2012-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$63
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Assets. Invements in employer securities at end of year2012-09-30$0
Assets. Invements in employer securities at beginning of year2012-09-30$0
Assets. Value of employer real property at end of year2012-09-30$0
Assets. Value of employer real property at beginning of year2012-09-30$0
Contributions received in cash from employer2012-09-30$240,274
Employer contributions (assets) at end of year2012-09-30$0
Employer contributions (assets) at beginning of year2012-09-30$7,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$157,800
Asset. Corporate debt instrument preferred debt at end of year2012-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2012-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-09-30$0
Contract administrator fees2012-09-30$2,188
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$0
Liabilities. Value of benefit claims payable at end of year2012-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-09-30$0
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Liabilities. Value of acquisition indebtedness at end of year2012-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2012-09-30593070669
2011 : GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$247,129
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$125,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$111,427
Expenses. Certain deemed distributions of participant loans2011-09-30$13,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$188,867
Value of total assets at end of year2011-09-30$1,619,481
Value of total assets at beginning of year2011-09-30$1,498,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$579
Total interest from all sources2011-09-30$58,262
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Assets. Real estate other than employer real property at end of year2011-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-09-30$0
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$220,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Participant contributions at end of year2011-09-30$4,722
Participant contributions at beginning of year2011-09-30$17,955
Participant contributions at end of year2011-09-30$55,092
Participant contributions at beginning of year2011-09-30$55,092
Assets. Other investments not covered elsewhere at end of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$0
Assets. Loans (other than to participants) at end of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$0
Liabilities. Value of operating payables at end of year2011-09-30$0
Total non interest bearing cash at end of year2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$121,361
Value of net assets at end of year (total assets less liabilities)2011-09-30$1,619,481
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$1,498,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Assets. partnership/joint venture interests at end of year2011-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$1,425,073
Interest on participant loans2011-09-30$1,097
Interest earned on other investments2011-09-30$57,165
Value of interest in master investment trust accounts at end of year2011-09-30$0
Value of interest in common/collective trusts at end of year2011-09-30$0
Value of interest in common/collective trusts at beginning of year2011-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2011-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$1,552,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$0
Asset value of US Government securities at end of year2011-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Assets. Invements in employer securities at end of year2011-09-30$0
Assets. Value of employer real property at end of year2011-09-30$0
Contributions received in cash from employer2011-09-30$188,867
Employer contributions (assets) at end of year2011-09-30$7,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$111,427
Asset. Corporate debt instrument preferred debt at end of year2011-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2011-09-30$0
Contract administrator fees2011-09-30$579
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$0
Liabilities. Value of benefit claims payable at end of year2011-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-09-30$0
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Liabilities. Value of acquisition indebtedness at end of year2011-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30MOORE STEPHENS LOVELACE P.A.
Accountancy firm EIN2011-09-30593070669
2010 : GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN

2021: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedYes
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedYes
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedYes
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedYes
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: GUARDIAN CARE, INC. TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42150
Policy instance 1
Insurance contract or identification number42150
Number of Individuals Covered341
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $1,268
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,126
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42150
Policy instance 1
Insurance contract or identification number42150
Number of Individuals Covered344
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $2,199
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,482
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42150
Policy instance 1
Insurance contract or identification number42150
Number of Individuals Covered347
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $2,867
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,466
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42150
Policy instance 1
Insurance contract or identification number42150
Number of Individuals Covered329
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $2,903
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $187
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42150
Policy instance 1
Insurance contract or identification number42150
Number of Individuals Covered242
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $1,849
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42150
Policy instance 1
Insurance contract or identification number42150
Number of Individuals Covered262
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $1,074
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $931
Insurance broker organization code?3
Insurance broker nameBROCK, JESSIE O
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42150
Policy instance 1
Insurance contract or identification number42150
Number of Individuals Covered270
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $1,490
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $796
Insurance broker organization code?3
Insurance broker nameLOFLIN, BRENDAN M
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42150
Policy instance 1
Insurance contract or identification number42150
Number of Individuals Covered253
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $1,258
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $724
Insurance broker organization code?3
Insurance broker nameTORRESIN, KELLY J
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42150
Policy instance 1
Insurance contract or identification number42150
Number of Individuals Covered241
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $3,245
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42150
Policy instance 1
Insurance contract or identification number42150
Number of Individuals Covered212
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $4,479
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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