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GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 401k Plan overview

Plan NameGEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN
Plan identification number 002

GEORGE F. YOUNG OF FLORIDA, INC. 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GEORGE F. YOUNG OF FLORIDA, INC. has sponsored the creation of one or more 401k plans.

Company Name:GEORGE F. YOUNG OF FLORIDA, INC.
Employer identification number (EIN):591746666
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about GEORGE F. YOUNG OF FLORIDA, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1977-01-13
Company Identification Number: 523714
Legal Registered Office Address: 220 S FRANKLIN ST

TAMPA

33602

More information about GEORGE F. YOUNG OF FLORIDA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01WILLIAM D. KENT2020-09-17
0022018-01-01WILLIAM D. KENT2019-10-14
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01WILLIAM D KENT WILLIAM D KENT2013-09-18
0022011-01-01WILLIAM D KENT WILLIAM D KENT2012-10-01
0022010-01-01WILLIAM KENT WILLIAM KENT2011-09-26
0022009-01-01WILLIAM D KENT
0022009-01-01WILLIAM D KENT
0022009-01-01WILLIAM D KENT

Plan Statistics for GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN

401k plan membership statisitcs for GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN

Measure Date Value
2022: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01182
Total number of active participants reported on line 7a of the Form 55002022-01-01111
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0181
Total of all active and inactive participants2022-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01194
Number of participants with account balances2022-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01174
Total number of active participants reported on line 7a of the Form 55002021-01-01100
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0180
Total of all active and inactive participants2021-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01182
Number of participants with account balances2021-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01135
Total number of active participants reported on line 7a of the Form 55002020-01-01118
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01174
Number of participants with account balances2020-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01132
Total number of active participants reported on line 7a of the Form 55002019-01-0188
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01135
Number of participants with account balances2019-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01126
Total number of active participants reported on line 7a of the Form 55002018-01-0194
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0135
Total of all active and inactive participants2018-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01132
Number of participants with account balances2018-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01122
Total number of active participants reported on line 7a of the Form 55002017-01-0193
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0195
Total participants2017-01-0195
Number of participants with account balances2017-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01121
Total number of active participants reported on line 7a of the Form 55002016-01-0193
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01121
Total participants2016-01-01121
Number of participants with account balances2016-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01118
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 benefits2015-01-0128
Total of all active and inactive participants2015-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01119
Number of participants with account balances2015-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01119
Total number of active participants reported on line 7a of the Form 55002014-01-0181
Number of retired or separated participants receiving benefits2014-01-0125
Total of all active and inactive participants2014-01-01106
Total participants2014-01-01106
Number of participants with account balances2014-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01158
Total number of active participants reported on line 7a of the Form 55002013-01-0180
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01117
Total participants2013-01-01117
Number of participants with account balances2013-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01171
Total number of active participants reported on line 7a of the Form 55002012-01-0182
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0175
Total of all active and inactive participants2012-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01157
Number of participants with account balances2012-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01184
Total number of active participants reported on line 7a of the Form 55002011-01-0188
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0182
Total of all active and inactive participants2011-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01170
Number of participants with account balances2011-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01152
Total number of active participants reported on line 7a of the Form 55002010-01-0191
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0190
Total of all active and inactive participants2010-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01181
Number of participants with account balances2010-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01169
Total number of active participants reported on line 7a of the Form 55002009-01-01108
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01151
Number of participants with account balances2009-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN

Measure Date Value
2022 : GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,381,955
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,063,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,010,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$689,350
Value of total assets at end of year2022-12-31$9,682,918
Value of total assets at beginning of year2022-12-31$13,128,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$53,365
Total interest from all sources2022-12-31$24,215
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$186,388
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$186,388
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$559,600
Participant contributions at end of year2022-12-31$77,357
Participant contributions at beginning of year2022-12-31$96,713
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$9,287
Other income not declared elsewhere2022-12-31$4,892
Administrative expenses (other) incurred2022-12-31$53,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,445,613
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,682,918
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,128,531
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$8,555,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,816,670
Interest on participant loans2022-12-31$4,319
Interest earned on other investments2022-12-31$19,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,050,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,215,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,286,800
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$120,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,010,293
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PDR CPAS & ADVISORS
Accountancy firm EIN2022-12-31591687531
2021 : GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,396,855
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,160,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,102,128
Value of total corrective distributions2021-12-31$1,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$586,859
Value of total assets at end of year2021-12-31$13,128,531
Value of total assets at beginning of year2021-12-31$11,891,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$56,646
Total interest from all sources2021-12-31$29,171
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$205,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$205,994
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$486,951
Participant contributions at end of year2021-12-31$96,713
Participant contributions at beginning of year2021-12-31$81,721
Other income not declared elsewhere2021-12-31$881
Administrative expenses (other) incurred2021-12-31$56,646
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$1,236,781
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,128,531
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,891,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,816,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,761,830
Interest on participant loans2021-12-31$4,182
Interest earned on other investments2021-12-31$24,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,215,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,048,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,573,950
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$99,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,102,128
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 name2021-12-31PDR CPAS & ADVISORS
Accountancy firm EIN2021-12-31591687531
2020 : GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,172,262
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$677,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$624,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$468,493
Value of total assets at end of year2020-12-31$11,891,750
Value of total assets at beginning of year2020-12-31$10,397,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,985
Total interest from all sources2020-12-31$14,962
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$140,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$140,955
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$438,936
Participant contributions at end of year2020-12-31$81,721
Participant contributions at beginning of year2020-12-31$136,435
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$29,557
Other income not declared elsewhere2020-12-31$-4,370
Administrative expenses (other) incurred2020-12-31$52,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,494,559
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,891,750
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,397,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,761,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,876,018
Interest on participant loans2020-12-31$3,852
Interest earned on other investments2020-12-31$11,110
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$4,419,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,048,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,855,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,552,222
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
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$109,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$624,718
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PDR CPAS & ADVISORS
Accountancy firm EIN2020-12-31591687531
2019 : GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,341,840
Total of all expenses incurred2019-12-31$410,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$383,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$600,685
Value of total assets at end of year2019-12-31$10,397,191
Value of total assets at beginning of year2019-12-31$8,465,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,132
Total interest from all sources2019-12-31$9,442
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$320,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$320,943
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$421,109
Participant contributions at end of year2019-12-31$136,435
Participant contributions at beginning of year2019-12-31$194,001
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,137,868
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$69,899
Other income not declared elsewhere2019-12-31$37
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$1,931,417
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,397,191
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,465,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,876,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,949,685
Interest on participant loans2019-12-31$9,442
Value of interest in common/collective trusts at end of year2019-12-31$4,419,222
Value of interest in common/collective trusts at beginning of year2019-12-31$2,236,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,855,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,868,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$694,142
Net investment gain or loss from common/collective trusts2019-12-31$716,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$109,677
Employer contributions (assets) at end of year2019-12-31$109,677
Employer contributions (assets) at beginning of year2019-12-31$79,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$383,291
Contract administrator fees2019-12-31$27,132
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PDR CPAS & ADVISORS
Accountancy firm EIN2019-12-31591687531
2018 : GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$209,912
Total of all expenses incurred2018-12-31$929,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$908,619
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$440,351
Value of total assets at end of year2018-12-31$8,465,774
Value of total assets at beginning of year2018-12-31$9,185,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,274
Total interest from all sources2018-12-31$32,868
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$154,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$154,180
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$361,894
Participant contributions at end of year2018-12-31$194,001
Participant contributions at beginning of year2018-12-31$157,648
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,137,868
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-48,094
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$-719,981
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,465,774
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,185,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,949,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,391,437
Interest on participant loans2018-12-31$8,588
Interest earned on other investments2018-12-31$24,280
Value of interest in common/collective trusts at end of year2018-12-31$2,236,262
Value of interest in common/collective trusts at beginning of year2018-12-31$3,654,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,868,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,906,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-353,597
Net investment gain or loss from common/collective trusts2018-12-31$-15,796
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$78,457
Employer contributions (assets) at end of year2018-12-31$79,168
Employer contributions (assets) at beginning of year2018-12-31$75,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$908,619
Contract administrator fees2018-12-31$21,274
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 name2018-12-31GREGORY SHARER & STUART
Accountancy firm EIN2018-12-31591850025
2017 : GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,805,922
Total of all expenses incurred2017-12-31$386,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$369,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$433,864
Value of total assets at end of year2017-12-31$9,185,755
Value of total assets at beginning of year2017-12-31$7,766,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,801
Total interest from all sources2017-12-31$35,401
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$135,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$135,552
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$345,609
Participant contributions at end of year2017-12-31$157,648
Participant contributions at beginning of year2017-12-31$160,479
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$45,288
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,419,573
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,185,755
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,766,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,391,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,322,227
Interest on participant loans2017-12-31$7,919
Interest earned on other investments2017-12-31$27,482
Value of interest in common/collective trusts at end of year2017-12-31$3,654,152
Value of interest in common/collective trusts at beginning of year2017-12-31$1,216,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,906,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,027,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$519,073
Net investment gain or loss from common/collective trusts2017-12-31$682,032
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$42,967
Employer contributions (assets) at end of year2017-12-31$75,922
Employer contributions (assets) at beginning of year2017-12-31$39,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$369,548
Contract administrator fees2017-12-31$16,801
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GREGORY SHARER & STUART
Accountancy firm EIN2017-12-31591850025
2016 : GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$722,458
Total of all expenses incurred2016-12-31$687,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$679,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$382,675
Value of total assets at end of year2016-12-31$7,766,182
Value of total assets at beginning of year2016-12-31$7,731,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,944
Total interest from all sources2016-12-31$35,783
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$155,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$155,216
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$294,287
Participant contributions at end of year2016-12-31$160,479
Participant contributions at beginning of year2016-12-31$220,265
Participant contributions at beginning of year2016-12-31$25
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$48,625
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$34,888
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,766,182
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,731,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,322,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,689,787
Interest on participant loans2016-12-31$8,746
Interest earned on other investments2016-12-31$27,037
Value of interest in common/collective trusts at end of year2016-12-31$1,216,111
Value of interest in common/collective trusts at beginning of year2016-12-31$1,001,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,027,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,819,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$51,317
Net investment gain or loss from common/collective trusts2016-12-31$97,467
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$39,763
Employer contributions (assets) at end of year2016-12-31$39,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$679,626
Contract administrator fees2016-12-31$7,944
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 name2016-12-31GREGORY SHARER & STUART
Accountancy firm EIN2016-12-31591850025
2015 : GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$502,553
Total of all expenses incurred2015-12-31$932,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$922,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$325,643
Value of total assets at end of year2015-12-31$7,731,294
Value of total assets at beginning of year2015-12-31$8,160,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,925
Total interest from all sources2015-12-31$41,894
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$263,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$263,498
Administrative expenses professional fees incurred2015-12-31$9,925
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$278,736
Participant contributions at end of year2015-12-31$220,265
Participant contributions at beginning of year2015-12-31$168,028
Participant contributions at end of year2015-12-31$25
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$46,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-429,669
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,731,294
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,160,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,689,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,827,485
Interest on participant loans2015-12-31$10,151
Interest earned on other investments2015-12-31$31,743
Value of interest in common/collective trusts at end of year2015-12-31$1,001,599
Value of interest in common/collective trusts at beginning of year2015-12-31$985,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,819,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,179,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-117,283
Net investment gain or loss from common/collective trusts2015-12-31$-11,199
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
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$922,297
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 name2015-12-31GREGORY SHARER & STUART
Accountancy firm EIN2015-12-31591850025
2014 : GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$954,905
Total of all expenses incurred2014-12-31$651,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$641,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$468,420
Value of total assets at end of year2014-12-31$8,160,963
Value of total assets at beginning of year2014-12-31$7,857,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,157
Total interest from all sources2014-12-31$40,857
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$290,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$290,878
Administrative expenses professional fees incurred2014-12-31$10,157
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$230,047
Participant contributions at end of year2014-12-31$168,028
Participant contributions at beginning of year2014-12-31$114,173
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$238,373
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$303,289
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,160,963
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,857,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,827,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,762,488
Interest on participant loans2014-12-31$8,431
Interest earned on other investments2014-12-31$32,426
Value of interest in common/collective trusts at end of year2014-12-31$985,618
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,179,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,981,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$154,349
Net investment gain or loss from common/collective trusts2014-12-31$401
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
Employer contributions (assets) at end of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$641,459
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 name2014-12-31GREGORY SHARER & STUART
Accountancy firm EIN2014-12-31591850025
2013 : GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,633,668
Total of all expenses incurred2013-12-31$787,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$778,315
Expenses. Certain deemed distributions of participant loans2013-12-31$926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$194,336
Value of total assets at end of year2013-12-31$7,857,674
Value of total assets at beginning of year2013-12-31$7,011,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,088
Total interest from all sources2013-12-31$15,606
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$151,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$151,765
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 period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$194,336
Participant contributions at end of year2013-12-31$114,173
Participant contributions at beginning of year2013-12-31$95,295
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$7,066
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$846,339
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,857,674
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,011,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,762,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,908,974
Interest on participant loans2013-12-31$7,513
Interest earned on other investments2013-12-31$8,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,981,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,271,961
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$778,315
Contract administrator fees2013-12-31$8,088
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31GREGORY SHARER & STUART
Accountancy firm EIN2013-12-31591850025
2012 : GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,027,938
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$320,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$310,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$180,400
Value of total assets at end of year2012-12-31$7,011,335
Value of total assets at beginning of year2012-12-31$6,303,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,640
Total interest from all sources2012-12-31$9,138
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$95,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$95,567
Administrative expenses professional fees incurred2012-12-31$7,390
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$180,400
Participant contributions at end of year2012-12-31$95,295
Participant contributions at beginning of year2012-12-31$133,608
Participant contributions at end of year2012-12-31$7,066
Participant contributions at beginning of year2012-12-31$6,434
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$707,432
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,011,335
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,303,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,908,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,163,861
Interest on participant loans2012-12-31$9,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$742,833
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$310,866
Contract administrator fees2012-12-31$2,250
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 name2012-12-31GREGORY SHARER & STUART
Accountancy firm EIN2012-12-31591850025
2011 : GEORGE F. YOUNG OF FLORIDA, INC. 401(K) 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$0
Total income from all sources (including contributions)2011-12-31$-48,633
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$424,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$409,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$170,112
Value of total assets at end of year2011-12-31$6,303,903
Value of total assets at beginning of year2011-12-31$6,777,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,565
Total interest from all sources2011-12-31$12,924
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$67,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$67,481
Administrative expenses professional fees incurred2011-12-31$13,360
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$164,476
Participant contributions at end of year2011-12-31$133,608
Participant contributions at beginning of year2011-12-31$168,798
Participant contributions at end of year2011-12-31$6,434
Participant contributions at beginning of year2011-12-31$6,981
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-473,381
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,303,903
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,777,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,163,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,601,505
Interest on participant loans2011-12-31$12,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-299,150
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$409,183
Contract administrator fees2011-12-31$2,205
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 name2011-12-31GREGORY SHARER AND STUART
Accountancy firm EIN2011-12-31591850025
2010 : GEORGE F. YOUNG OF FLORIDA, INC. 401(K) 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$841,948
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$500,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$486,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$217,668
Value of total assets at end of year2010-12-31$6,777,284
Value of total assets at beginning of year2010-12-31$6,435,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,700
Total interest from all sources2010-12-31$13,158
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$73,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$73,946
Administrative expenses professional fees incurred2010-12-31$11,530
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$217,668
Participant contributions at end of year2010-12-31$168,798
Participant contributions at beginning of year2010-12-31$162,226
Participant contributions at end of year2010-12-31$6,981
Participant contributions at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$341,817
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,777,284
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,435,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,601,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,240,524
Interest on participant loans2010-12-31$13,158
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$537,176
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
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$32,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$486,431
Contract administrator fees2010-12-31$2,170
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 name2010-12-31GREGORY SHARER AND STUART
Accountancy firm EIN2010-12-31591850025
2009 : GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN

2022: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) 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: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) 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: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) 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: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GEORGE F. YOUNG OF FLORIDA, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberDH1540
Policy instance 1
Insurance contract or identification numberDH1540
Number of Individuals Covered194
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberDH1540
Policy instance 1
Insurance contract or identification numberDH1540
Number of Individuals Covered182
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number551540
Policy instance 2
Insurance contract or identification number551540
Number of Individuals Covered158
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1114249-01
Policy instance 1
Insurance contract or identification number1114249-01
Number of Individuals Covered0
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1114249-01
Policy instance 1
Insurance contract or identification number1114249-01
Number of Individuals Covered30
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1114249-01
Policy instance 1
Insurance contract or identification number1114249-01
Number of Individuals Covered29
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1114249-01
Policy instance 1
Insurance contract or identification number1114249-01
Number of Individuals Covered31
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1114249-01
Policy instance 1
Insurance contract or identification number1114249-01
Number of Individuals Covered37
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1114249-01
Policy instance 1
Insurance contract or identification number1114249-01
Number of Individuals Covered42
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1114249-01
Policy instance 1
Insurance contract or identification number1114249-01
Number of Individuals Covered58
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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