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BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BONITA SPRINGS UTILITIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BONITA SPRINGS UTILITIES, INC.
Employer identification number (EIN):591350003
NAIC Classification:221300

Additional information about BONITA SPRINGS UTILITIES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1970-01-07
Company Identification Number: 717841
Legal Registered Office Address: 11900 EAST TERRY STREET

BONITA SPRINGS

34135

More information about BONITA SPRINGS UTILITIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01NATHALIE GALVAN
0012016-01-01NATHALIE GALVAN
0012015-01-01NATHALIE GALVAN
0012014-01-01NATHALIE GALVAN
0012013-01-01NATHALIE GALVAN
0012012-01-01NATHALIE GALVAN
0012011-01-01NATHALIE GALVAN
0012010-01-01NATHALIE GALVAN
0012009-01-01NATHALIE GALVAN

Plan Statistics for BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01140
Total number of active participants reported on line 7a of the Form 55002022-01-01119
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0130
Total of all active and inactive participants2022-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01149
Number of participants with account balances2022-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01133
Total number of active participants reported on line 7a of the Form 55002021-01-01117
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0123
Total of all active and inactive participants2021-01-01140
Total participants2021-01-01140
Number of participants with account balances2021-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01144
Total number of active participants reported on line 7a of the Form 55002020-01-01119
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01133
Number of participants with account balances2020-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01156
Total number of active participants reported on line 7a of the Form 55002019-01-01124
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01156
Number of participants with account balances2019-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01145
Total number of active participants reported on line 7a of the Form 55002018-01-01125
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01152
Number of participants with account balances2018-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01136
Total number of active participants reported on line 7a of the Form 55002017-01-01117
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01139
Number of participants with account balances2017-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01116
Total number of active participants reported on line 7a of the Form 55002016-01-0194
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01113
Number of participants with account balances2016-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01105
Total number of active participants reported on line 7a of the Form 55002015-01-0191
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01109
Number of participants with account balances2015-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0195
Total number of active participants reported on line 7a of the Form 55002014-01-0189
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01101
Number of participants with account balances2014-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01103
Total number of active participants reported on line 7a of the Form 55002013-01-0185
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0192
Number of participants with account balances2013-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01104
Total number of active participants reported on line 7a of the Form 55002012-01-0194
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01103
Number of participants with account balances2012-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01108
Total number of active participants reported on line 7a of the Form 55002011-01-0195
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01102
Number of participants with account balances2011-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01122
Total number of active participants reported on line 7a of the Form 55002010-01-0198
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01109
Number of participants with account balances2010-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0115
2009: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01129
Total number of active participants reported on line 7a of the Form 55002009-01-01113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01122
Number of participants with account balances2009-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,560
Total income from all sources (including contributions)2022-12-31$-1,247,856
Total of all expenses incurred2022-12-31$1,066,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,057,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,065,775
Value of total assets at end of year2022-12-31$11,539,268
Value of total assets at beginning of year2022-12-31$13,855,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,928
Total interest from all sources2022-12-31$17,822
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$364,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$364,679
Administrative expenses professional fees incurred2022-12-31$8,928
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$392,813
Participant contributions at end of year2022-12-31$374,351
Participant contributions at beginning of year2022-12-31$366,106
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$4,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$5,560
Total non interest bearing cash at beginning of year2022-12-31$5,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,314,382
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,535,247
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,849,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,164,131
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,483,796
Interest on participant loans2022-12-31$17,822
Value of interest in common/collective trusts at end of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,395,797
Net investment gain/loss from pooled separate accounts2022-12-31$-300,335
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$672,962
Employer contributions (assets) at end of year2022-12-31$786
Employer contributions (assets) at beginning of year2022-12-31$243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,057,598
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NICHOLS, CAULEY & ASSOCIATES, LLC
Accountancy firm EIN2022-12-31582475857
2021 : BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,299
Total income from all sources (including contributions)2021-12-31$2,750,857
Total of all expenses incurred2021-12-31$1,560,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,512,138
Value of total corrective distributions2021-12-31$5,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$991,100
Value of total assets at end of year2021-12-31$13,855,189
Value of total assets at beginning of year2021-12-31$12,663,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$43,130
Total interest from all sources2021-12-31$19,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$366,471
Participant contributions at end of year2021-12-31$366,106
Participant contributions at beginning of year2021-12-31$398,011
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$5,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$4,299
Total non interest bearing cash at end of year2021-12-31$5,044
Total non interest bearing cash at beginning of year2021-12-31$257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,190,029
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,849,629
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,659,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$13,483,796
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,262,222
Income. Interest from loans (other than to participants)2021-12-31$19,347
Net investment gain/loss from pooled separate accounts2021-12-31$1,740,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$624,629
Employer contributions (assets) at end of year2021-12-31$243
Employer contributions (assets) at beginning of year2021-12-31$3,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,512,138
Contract administrator fees2021-12-31$43,130
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NICHOLS, CAULEY & ASSOCIATES, LLC
Accountancy firm EIN2021-12-31582475857
2020 : BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,299
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$916
Total income from all sources (including contributions)2020-12-31$2,564,573
Total of all expenses incurred2020-12-31$2,434,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,394,734
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$4,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,080,568
Value of total assets at end of year2020-12-31$12,663,899
Value of total assets at beginning of year2020-12-31$12,530,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,836
Total interest from all sources2020-12-31$24,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$339,729
Participant contributions at end of year2020-12-31$398,011
Participant contributions at beginning of year2020-12-31$492,722
Participant contributions at beginning of year2020-12-31$6
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$131,002
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$4,299
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$916
Total non interest bearing cash at end of year2020-12-31$257
Total non interest bearing cash at beginning of year2020-12-31$11,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$129,704
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,659,600
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,529,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$12,262,222
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,026,601
Interest on participant loans2020-12-31$24,794
Net investment gain/loss from pooled separate accounts2020-12-31$1,459,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$609,837
Employer contributions (assets) at end of year2020-12-31$3,409
Employer contributions (assets) at beginning of year2020-12-31$7
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,394,734
Contract administrator fees2020-12-31$35,836
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31NICHOLS, CAULEY & ASSOCIATES, LLC
Accountancy firm EIN2020-12-31582475857
2019 : BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$916
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$916
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,983
Total income from all sources (including contributions)2019-12-31$3,221,544
Total income from all sources (including contributions)2019-12-31$3,221,544
Total of all expenses incurred2019-12-31$1,478,447
Total of all expenses incurred2019-12-31$1,478,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,442,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,442,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$997,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$997,656
Value of total assets at end of year2019-12-31$12,530,812
Value of total assets at end of year2019-12-31$12,530,812
Value of total assets at beginning of year2019-12-31$10,793,782
Value of total assets at beginning of year2019-12-31$10,793,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,242
Total interest from all sources2019-12-31$26,432
Total interest from all sources2019-12-31$26,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$375,785
Contributions received from participants2019-12-31$375,785
Participant contributions at end of year2019-12-31$492,722
Participant contributions at end of year2019-12-31$492,722
Participant contributions at beginning of year2019-12-31$480,036
Participant contributions at beginning of year2019-12-31$480,036
Participant contributions at end of year2019-12-31$6
Participant contributions at end of year2019-12-31$6
Participant contributions at beginning of year2019-12-31$11,612
Participant contributions at beginning of year2019-12-31$11,612
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$916
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$916
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$6,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$6,983
Administrative expenses (other) incurred2019-12-31$36,242
Administrative expenses (other) incurred2019-12-31$36,242
Total non interest bearing cash at end of year2019-12-31$11,476
Total non interest bearing cash at end of year2019-12-31$11,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,743,097
Value of net income/loss2019-12-31$1,743,097
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,529,896
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,529,896
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,786,799
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,786,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$12,026,601
Value of interest in pooled separate accounts at end of year2019-12-31$12,026,601
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,280,723
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,280,723
Interest on participant loans2019-12-31$26,432
Interest on participant loans2019-12-31$26,432
Net investment gain/loss from pooled separate accounts2019-12-31$2,197,456
Net investment gain/loss from pooled separate accounts2019-12-31$2,197,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$621,871
Contributions received in cash from employer2019-12-31$621,871
Employer contributions (assets) at end of year2019-12-31$7
Employer contributions (assets) at end of year2019-12-31$7
Employer contributions (assets) at beginning of year2019-12-31$21,411
Employer contributions (assets) at beginning of year2019-12-31$21,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,442,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,442,205
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31NICHOLS, CAULEY & ASSOCIATES, LLC
Accountancy firm name2019-12-31NICHOLS, CAULEY & ASSOCIATES, LLC
Accountancy firm EIN2019-12-31582475857
Accountancy firm EIN2019-12-31582475857
2018 : BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,115
Total income from all sources (including contributions)2018-12-31$419,183
Total of all expenses incurred2018-12-31$413,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$404,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$938,849
Value of total assets at end of year2018-12-31$10,793,782
Value of total assets at beginning of year2018-12-31$10,793,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,258
Total interest from all sources2018-12-31$22,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$357,049
Participant contributions at end of year2018-12-31$480,036
Participant contributions at beginning of year2018-12-31$403,758
Participant contributions at end of year2018-12-31$11,612
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$6,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$13,115
Administrative expenses (other) incurred2018-12-31$8,258
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$6,162
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,786,799
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,780,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$10,280,723
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,389,994
Interest on participant loans2018-12-31$22,418
Interest earned on other investments2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-542,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$574,016
Employer contributions (assets) at end of year2018-12-31$21,411
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$404,763
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31NICHOLS, CAULEY & ASSOCIATES, LLC
Accountancy firm EIN2018-12-31582475857
2017 : BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13,115
Total income from all sources (including contributions)2017-12-31$3,283,016
Total of all expenses incurred2017-12-31$593,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$592,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,832,285
Value of total assets at end of year2017-12-31$10,793,752
Value of total assets at beginning of year2017-12-31$8,091,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,236
Total interest from all sources2017-12-31$18,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$250,607
Participant contributions at end of year2017-12-31$403,758
Participant contributions at beginning of year2017-12-31$425,545
Participant contributions at end of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,066,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$13,115
Administrative expenses (other) incurred2017-12-31$1,236
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$1,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,689,634
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,780,637
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,091,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$10,389,994
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,543,087
Interest on participant loans2017-12-31$18,088
Interest earned on other investments2017-12-31$197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$116,426
Net investment gain/loss from pooled separate accounts2017-12-31$1,432,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$515,345
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$4,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$592,146
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,178,408
Total of all expenses incurred2016-12-31$1,163,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,162,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$790,530
Value of total assets at end of year2016-12-31$8,091,003
Value of total assets at beginning of year2016-12-31$8,075,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$678
Total interest from all sources2016-12-31$18,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$233,177
Participant contributions at end of year2016-12-31$425,545
Participant contributions at beginning of year2016-12-31$423,787
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$81,429
Administrative expenses (other) incurred2016-12-31$678
Total non interest bearing cash at end of year2016-12-31$1,638
Total non interest bearing cash at beginning of year2016-12-31$2,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$15,310
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,091,003
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,075,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$7,543,087
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,533,471
Interest on participant loans2016-12-31$18,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$116,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$116,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$369,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$475,924
Employer contributions (assets) at end of year2016-12-31$4,307
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,162,420
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$730,911
Total of all expenses incurred2015-12-31$1,609,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,609,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$729,857
Value of total assets at end of year2015-12-31$8,075,693
Value of total assets at beginning of year2015-12-31$8,954,291
Total interest from all sources2015-12-31$19,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$237,233
Participant contributions at end of year2015-12-31$423,787
Participant contributions at beginning of year2015-12-31$487,583
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,599
Total non interest bearing cash at end of year2015-12-31$2,406
Total non interest bearing cash at beginning of year2015-12-31$2,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-878,598
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,075,693
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,954,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$7,533,471
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,348,503
Interest on participant loans2015-12-31$19,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$116,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$115,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-18,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$486,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,609,509
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,283,477
Total of all expenses incurred2014-12-31$426,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$426,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$702,911
Value of total assets at end of year2014-12-31$8,954,291
Value of total assets at beginning of year2014-12-31$8,096,968
Total interest from all sources2014-12-31$18,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$201,851
Participant contributions at end of year2014-12-31$487,583
Participant contributions at beginning of year2014-12-31$426,725
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$37,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$857,323
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,954,291
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,096,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$8,348,503
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,554,309
Interest on participant loans2014-12-31$18,830
Income. Interest from loans (other than to participants)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$115,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$114,197
Net investment gain/loss from pooled separate accounts2014-12-31$561,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$463,225
Employer contributions (assets) at end of year2014-12-31$2,380
Employer contributions (assets) at beginning of year2014-12-31$1,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$426,154
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,017,798
Total of all expenses incurred2013-12-31$1,599,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,553,359
Expenses. Certain deemed distributions of participant loans2013-12-31$44,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$653,387
Value of total assets at end of year2013-12-31$8,096,968
Value of total assets at beginning of year2013-12-31$7,678,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,654
Total interest from all sources2013-12-31$17,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$195,082
Participant contributions at end of year2013-12-31$426,725
Participant contributions at beginning of year2013-12-31$385,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$418,029
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,096,968
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,678,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$7,554,309
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,130,582
Interest on participant loans2013-12-31$17,322
Interest earned on other investments2013-12-31$421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$114,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$161,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,346,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$458,305
Employer contributions (assets) at end of year2013-12-31$1,737
Employer contributions (assets) at beginning of year2013-12-31$2,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,553,359
Contract administrator fees2013-12-31$1,654
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,564,351
Total of all expenses incurred2012-12-31$632,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$629,911
Value of total corrective distributions2012-12-31$412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$693,087
Value of total assets at end of year2012-12-31$7,678,939
Value of total assets at beginning of year2012-12-31$6,747,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,608
Total interest from all sources2012-12-31$17,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$235,437
Participant contributions at end of year2012-12-31$385,240
Participant contributions at beginning of year2012-12-31$427,712
Administrative expenses (other) incurred2012-12-31$1,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$931,420
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,678,939
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,747,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$7,130,582
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,162,600
Interest on participant loans2012-12-31$16,563
Interest earned on other investments2012-12-31$486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$161,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$157,207
Net investment gain/loss from pooled separate accounts2012-12-31$854,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$457,650
Employer contributions (assets) at end of year2012-12-31$2,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$629,911
Contract administrator fees2012-12-31$1,588
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$542,993
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$761,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$719,685
Expenses. Certain deemed distributions of participant loans2011-12-31$38,236
Value of total corrective distributions2011-12-31$1,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$694,149
Value of total assets at end of year2011-12-31$6,747,519
Value of total assets at beginning of year2011-12-31$6,966,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,143
Total interest from all sources2011-12-31$19,761
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$250,532
Participant contributions at end of year2011-12-31$427,712
Participant contributions at beginning of year2011-12-31$429,056
Participant contributions at beginning of year2011-12-31$2,283
Administrative expenses (other) incurred2011-12-31$2,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-218,528
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,747,519
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,966,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$6,162,600
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,377,519
Interest on participant loans2011-12-31$17,809
Interest earned on other investments2011-12-31$1,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$157,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$148,932
Net investment gain/loss from pooled separate accounts2011-12-31$-170,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$443,617
Employer contributions (assets) at beginning of year2011-12-31$8,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$719,685
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,532,298
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$351,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$325,382
Expenses. Certain deemed distributions of participant loans2010-12-31$23,403
Value of total corrective distributions2010-12-31$1,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$729,125
Value of total assets at end of year2010-12-31$6,966,047
Value of total assets at beginning of year2010-12-31$5,785,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,281
Total interest from all sources2010-12-31$23,231
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$261,365
Participant contributions at end of year2010-12-31$429,056
Participant contributions at beginning of year2010-12-31$420,934
Participant contributions at end of year2010-12-31$2,283
Participant contributions at beginning of year2010-12-31$2,283
Administrative expenses (other) incurred2010-12-31$1,281
Total non interest bearing cash at beginning of year2010-12-31$8,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,180,630
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,966,047
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,785,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$6,377,519
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,212,611
Interest on participant loans2010-12-31$21,268
Interest earned on other investments2010-12-31$1,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$148,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$137,299
Net investment gain/loss from pooled separate accounts2010-12-31$779,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$467,760
Employer contributions (assets) at end of year2010-12-31$8,257
Employer contributions (assets) at beginning of year2010-12-31$3,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$325,382
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSON ALLEN LLP
Accountancy firm EIN2010-12-31410746749

Form 5500 Responses for BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN

2022: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39259
Policy instance 1
Insurance contract or identification number39259
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-01-07
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39259
Policy instance 1
Insurance contract or identification number39259
Number of Individuals Covered133
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39259
Policy instance 1
Insurance contract or identification number39259
Number of Individuals Covered133
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39259
Policy instance 1
Insurance contract or identification number39259
Number of Individuals Covered142
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $95
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees95
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39259
Policy instance 1
Insurance contract or identification number39259
Number of Individuals Covered136
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,813
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4813
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39259
Policy instance 1
Insurance contract or identification number39259
Number of Individuals Covered111
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,139
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $2,139
Amount paid for insurance broker fees0
Insurance broker organization code?5
Insurance broker namePENSION PLANNERS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39259
Policy instance 1
Insurance contract or identification number39259
Number of Individuals Covered101
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $22,299
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $22,299
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES INSURANCE GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39259
Policy instance 1
Insurance contract or identification number39259
Number of Individuals Covered96
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $21,350
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $21,350
Insurance broker organization code?3
Insurance broker namePLANNING CORP OF AMERICA
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39259
Policy instance 1
Insurance contract or identification number39259
Number of Individuals Covered91
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $19,472
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $19,472
Insurance broker organization code?3
Insurance broker namePLANNING CORP OF AMERICA
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39259
Policy instance 1
Insurance contract or identification number39259
Number of Individuals Covered103
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $17,769
Total amount of fees paid to insurance companyUSD $1,045
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $17,769
Insurance broker organization code?3
Amount paid for insurance broker fees1020
Additional information about fees paid to insurance brokerREDEMPTION FEES
Insurance broker namePENSION PLANNERS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39259
Policy instance 1
Insurance contract or identification number39259
Number of Individuals Covered103
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $17,368
Total amount of fees paid to insurance companyUSD $783
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39259
Policy instance 1
Insurance contract or identification number39259
Number of Individuals Covered107
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $15,131
Total amount of fees paid to insurance companyUSD $151
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $15,131
Insurance broker organization code?3
Amount paid for insurance broker fees111
Additional information about fees paid to insurance brokerREDEMPTION FEES
Insurance broker namePENSION PLANNERS, INC.

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