?>
Logo

NEW HORIZONS PENSION PLAN 401k Plan overview

Plan NameNEW HORIZONS PENSION PLAN
Plan identification number 001

NEW HORIZONS PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(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 sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

NEW HORIZONS OF THE TREASURE COAST, INC. has sponsored the creation of one or more 401k plans.

Company Name:NEW HORIZONS OF THE TREASURE COAST, INC.
Employer identification number (EIN):596153749
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about NEW HORIZONS OF THE TREASURE COAST, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1962-02-08
Company Identification Number: 703580
Legal Registered Office Address: 4500 W MIDWAY RD

FORT PIERCE

34981

More information about NEW HORIZONS OF THE TREASURE COAST, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW HORIZONS PENSION 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
0012017-01-01JOANNE KNIGHT
0012016-01-01JOANNE KNIGHT
0012016-01-01JOANNE KNIGHT
0012015-01-01JOANNE KNIGHT
0012014-01-01JOANNE KNIGHT
0012013-01-01JOANNE KNIGHT
0012012-01-01JOANNE KNIGHT
0012011-01-01JO ANNE KNIGHT JO ANNE KNIGHT2012-09-20
0012010-01-01JO ANNE KNIGHT
0012009-01-01JO ANNE KNIGHT

Plan Statistics for NEW HORIZONS PENSION PLAN

401k plan membership statisitcs for NEW HORIZONS PENSION PLAN

Measure Date Value
2022: NEW HORIZONS PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01554
Total number of active participants reported on line 7a of the Form 55002022-01-01417
Number of retired or separated participants receiving benefits2022-01-0121
Number of other retired or separated participants entitled to future benefits2022-01-01135
Total of all active and inactive participants2022-01-01573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01573
Number of participants with account balances2022-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: NEW HORIZONS PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01442
Total number of active participants reported on line 7a of the Form 55002021-01-01394
Number of retired or separated participants receiving benefits2021-01-0117
Number of other retired or separated participants entitled to future benefits2021-01-01143
Total of all active and inactive participants2021-01-01554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01554
Number of participants with account balances2021-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: NEW HORIZONS PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01493
Total number of active participants reported on line 7a of the Form 55002020-01-01318
Number of retired or separated participants receiving benefits2020-01-01120
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01442
Number of participants with account balances2020-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: NEW HORIZONS PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01487
Total number of active participants reported on line 7a of the Form 55002019-01-01284
Number of other retired or separated participants entitled to future benefits2019-01-01209
Total of all active and inactive participants2019-01-01493
Total participants2019-01-01493
Number of participants with account balances2019-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: NEW HORIZONS PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01456
Total number of active participants reported on line 7a of the Form 55002018-01-01294
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01192
Total of all active and inactive participants2018-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01486
Number of participants with account balances2018-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: NEW HORIZONS PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01439
Total number of active participants reported on line 7a of the Form 55002017-01-01262
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01190
Total of all active and inactive participants2017-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01452
Number of participants with account balances2017-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: NEW HORIZONS PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01421
Total number of active participants reported on line 7a of the Form 55002016-01-01267
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01183
Total of all active and inactive participants2016-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01450
Number of participants with account balances2016-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: NEW HORIZONS PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01435
Total number of active participants reported on line 7a of the Form 55002015-01-01238
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01189
Total of all active and inactive participants2015-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01427
Number of participants with account balances2015-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: NEW HORIZONS PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01416
Total number of active participants reported on line 7a of the Form 55002014-01-01244
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01175
Total of all active and inactive participants2014-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01419
Number of participants with account balances2014-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: NEW HORIZONS PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01353
Total number of active participants reported on line 7a of the Form 55002013-01-01236
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01179
Total of all active and inactive participants2013-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01415
Number of participants with account balances2013-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NEW HORIZONS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01437
Total number of active participants reported on line 7a of the Form 55002012-01-01354
Number of retired or separated participants receiving benefits2012-01-0119
Number of other retired or separated participants entitled to future benefits2012-01-01187
Total of all active and inactive participants2012-01-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01560
Number of participants with account balances2012-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: NEW HORIZONS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01602
Total number of active participants reported on line 7a of the Form 55002011-01-01358
Number of retired or separated participants receiving benefits2011-01-0111
Number of other retired or separated participants entitled to future benefits2011-01-01166
Total of all active and inactive participants2011-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01535
Number of participants with account balances2011-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NEW HORIZONS PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01448
Total number of active participants reported on line 7a of the Form 55002010-01-01244
Number of retired or separated participants receiving benefits2010-01-0111
Number of other retired or separated participants entitled to future benefits2010-01-01191
Total of all active and inactive participants2010-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01446
Number of participants with account balances2010-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: NEW HORIZONS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01457
Total number of active participants reported on line 7a of the Form 55002009-01-01253
Number of retired or separated participants receiving benefits2009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-01199
Total of all active and inactive participants2009-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01464
Number of participants with account balances2009-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on NEW HORIZONS PENSION PLAN

Measure Date Value
2022 : NEW HORIZONS PENSION PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-284,440
Total of all expenses incurred2022-12-31$798,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$796,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$197,240
Value of total assets at end of year2022-12-31$4,540,944
Value of total assets at beginning of year2022-12-31$5,623,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,183
Total interest from all sources2022-12-31$61,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,082,937
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,540,944
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,623,881
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$2,290,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,232,592
Interest earned on other investments2022-12-31$61,443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,250,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,391,289
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$306,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-543,123
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$197,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$490,087
Contract administrator fees2022-12-31$2,183
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 name2022-12-31KEEFE MCCULLOUGH & CO. LLP
Accountancy firm EIN2022-12-31591363792
2021 : NEW HORIZONS PENSION PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$618,976
Total of all expenses incurred2021-12-31$158,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$156,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$87,605
Value of total assets at end of year2021-12-31$5,623,881
Value of total assets at beginning of year2021-12-31$5,163,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,725
Total interest from all sources2021-12-31$64,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
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$460,621
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,623,881
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,163,260
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$3,232,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,820,303
Interest earned on other investments2021-12-31$64,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,391,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,342,957
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$78,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$466,745
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$87,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$78,103
Contract administrator fees2021-12-31$1,725
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 name2021-12-31KEEFE MCCULLOUGH & CO. LLP
Accountancy firm EIN2021-12-31591363792
2020 : NEW HORIZONS PENSION PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$529,647
Total of all expenses incurred2020-12-31$383,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$380,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$154,889
Value of total assets at end of year2020-12-31$5,163,260
Value of total assets at beginning of year2020-12-31$5,017,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,622
Total interest from all sources2020-12-31$65,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other income not declared elsewhere2020-12-31$-3,760
Administrative expenses (other) incurred2020-12-31$2,622
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$146,111
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,163,260
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,017,149
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$2,820,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,626,354
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$65,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,342,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,390,795
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$215,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$312,871
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$154,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$165,331
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KEEFE MCCULLOUGH & CO. LLP
Accountancy firm EIN2020-12-31591363792
2019 : NEW HORIZONS PENSION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$744,611
Total of all expenses incurred2019-12-31$200,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$197,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$224,111
Value of total assets at end of year2019-12-31$5,017,149
Value of total assets at beginning of year2019-12-31$4,472,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,473
Total interest from all sources2019-12-31$64,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$1,992
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,265
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$544,331
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,017,149
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,472,818
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$2,626,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,187,907
Interest on participant loans2019-12-31$70
Interest earned on other investments2019-12-31$64,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,390,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,282,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$455,867
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$224,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$197,807
Contract administrator fees2019-12-31$1,208
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 name2019-12-31KEEFE MCCULLOUGH & CO. LLP
Accountancy firm EIN2019-12-31591363792
2018 : NEW HORIZONS PENSION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$86,829
Total of all expenses incurred2018-12-31$198,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$193,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$245,249
Value of total assets at end of year2018-12-31$4,472,818
Value of total assets at beginning of year2018-12-31$4,584,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,541
Total interest from all sources2018-12-31$62,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$1,992
Participant contributions at beginning of year2018-12-31$31
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-112,098
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,472,818
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,584,916
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$2,187,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,397,408
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$62,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,282,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,187,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-220,877
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$245,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$193,386
Contract administrator fees2018-12-31$5,541
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 name2018-12-31KMETZ,ELWELL,GRAHAM&ASSOCIATES,PLLC
Accountancy firm EIN2018-12-31271238921
2017 : NEW HORIZONS PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$579,879
Total of all expenses incurred2017-12-31$101,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$99,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$221,073
Value of total assets at end of year2017-12-31$4,584,916
Value of total assets at beginning of year2017-12-31$4,106,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,883
Total interest from all sources2017-12-31$59,545
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$400,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$31
Participant contributions at beginning of year2017-12-31$31
Administrative expenses (other) incurred2017-12-31$847
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$478,323
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,584,916
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,106,593
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$2,397,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,026,446
Interest on participant loans2017-12-31$1
Interest earned on other investments2017-12-31$59,544
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,187,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,080,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$299,261
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$221,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$99,673
Contract administrator fees2017-12-31$1,036
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 name2017-12-31KMETZ MUTTALL ELWELL GRAHAM PLLC
Accountancy firm EIN2017-12-31271238921
2016 : NEW HORIZONS PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$389,316
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$174,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$167,282
Expenses. Certain deemed distributions of participant loans2016-12-31$5,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$209,443
Value of total assets at end of year2016-12-31$2,866,849
Value of total assets at beginning of year2016-12-31$2,651,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,093
Total interest from all sources2016-12-31$33,143
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$49,995
Participant contributions at beginning of year2016-12-31$63,906
Administrative expenses (other) incurred2016-12-31$748
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$214,928
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,866,849
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,651,921
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$1,554,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,459,040
Interest on participant loans2016-12-31$1,707
Interest earned on other investments2016-12-31$31,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,262,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,128,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$146,730
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$209,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$167,282
Contract administrator fees2016-12-31$2,093
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 name2016-12-31KMETZ MUTTALL ELWELL GRAHAM PLLC
Accountancy firm EIN2016-12-31271238921
2015 : NEW HORIZONS PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$197,290
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$284,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$282,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$201,749
Value of total assets at end of year2015-12-31$3,885,108
Value of total assets at beginning of year2015-12-31$3,972,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,669
Total interest from all sources2015-12-31$52,714
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$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
Participant contributions at end of year2015-12-31$30
Participant contributions at beginning of year2015-12-31$29
Administrative expenses (other) incurred2015-12-31$1,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-87,418
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,885,108
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,972,526
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$1,981,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,141,647
Interest on participant loans2015-12-31$1
Interest earned on other investments2015-12-31$52,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,903,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,830,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-57,173
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$201,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$282,039
Contract administrator fees2015-12-31$912
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 name2015-12-31KMETZ MUTTALL ELWELL GRAHAM PLLC
Accountancy firm EIN2015-12-31271238921
2014 : NEW HORIZONS PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$375,734
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$459,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$457,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$189,711
Value of total assets at end of year2014-12-31$3,972,526
Value of total assets at beginning of year2014-12-31$4,056,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,165
Total interest from all sources2014-12-31$51,829
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$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
Participant contributions at end of year2014-12-31$29
Participant contributions at beginning of year2014-12-31$28
Administrative expenses (other) incurred2014-12-31$1,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-84,023
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,972,526
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,056,549
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$2,141,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,249,955
Interest on participant loans2014-12-31$1
Interest earned on other investments2014-12-31$51,828
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,830,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,806,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$134,194
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$189,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$457,592
Contract administrator fees2014-12-31$1,008
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 name2014-12-31KMETZ NUTTALL ELWELL GRAHAM PLLC
Accountancy firm EIN2014-12-31271238921
2013 : NEW HORIZONS PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$644,107
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$163,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$162,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$186,537
Value of total assets at end of year2013-12-31$4,056,549
Value of total assets at beginning of year2013-12-31$3,575,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,414
Total interest from all sources2013-12-31$50,406
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$35
Participant contributions at end of year2013-12-31$28
Participant contributions at beginning of year2013-12-31$28
Administrative expenses (other) incurred2013-12-31$398
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$480,552
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,056,549
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,575,997
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$2,249,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,873,555
Interest on participant loans2013-12-31$1
Interest earned on other investments2013-12-31$50,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,806,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,702,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$407,164
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$186,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$162,141
Contract administrator fees2013-12-31$1,016
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31KMETZ NUTTALL ELWELL GRAHAM PLLC
Accountancy firm EIN2013-12-31271238921
2012 : NEW HORIZONS PENSION 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$484,608
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$240,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$239,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$201,927
Value of total assets at end of year2012-12-31$3,575,997
Value of total assets at beginning of year2012-12-31$3,331,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,089
Total interest from all sources2012-12-31$51,215
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$187
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$187
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$28
Participant contributions at beginning of year2012-12-31$27
Administrative expenses (other) incurred2012-12-31$82
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$244,001
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,575,997
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,331,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,873,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,587,732
Interest on participant loans2012-12-31$1
Interest earned on other investments2012-12-31$51,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,702,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,744,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$231,279
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$201,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$239,518
Contract administrator fees2012-12-31$1,007
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31KMETZ NUTTALL ELWELL GRAHAM PLLC
Accountancy firm EIN2012-12-31271238921
2011 : NEW HORIZONS PENSION 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$205,544
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$146,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$144,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$174,070
Value of total assets at end of year2011-12-31$3,331,996
Value of total assets at beginning of year2011-12-31$3,272,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,830
Total interest from all sources2011-12-31$54,084
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$282
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$282
Was this plan covered by a fidelity bond2011-12-31No
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$0
Participant contributions at end of year2011-12-31$27
Participant contributions at beginning of year2011-12-31$26
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Administrative expenses (other) incurred2011-12-31$1,830
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$59,213
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,331,996
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,272,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,587,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,561,973
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$54,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,744,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,710,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-22,892
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$174,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$144,501
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31KMETZ NUTTALL ELWELL GRAHAM PLLC
Accountancy firm EIN2011-12-31271238921
2010 : NEW HORIZONS PENSION 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$427,583
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$277,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$276,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$184,932
Value of total assets at end of year2010-12-31$3,272,783
Value of total assets at beginning of year2010-12-31$3,122,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,052
Total interest from all sources2010-12-31$42,762
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$223
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$223
Administrative expenses professional fees incurred2010-12-31$683
Was this plan covered by a fidelity bond2010-12-31No
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$0
Participant contributions at end of year2010-12-31$26
Participant contributions at beginning of year2010-12-31$2,909
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Administrative expenses (other) incurred2010-12-31$369
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$150,252
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,272,783
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,122,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,561,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,336,154
Interest on participant loans2010-12-31$33
Interest earned on other investments2010-12-31$42,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,710,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,783,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$199,666
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$184,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$276,279
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31KMETZ,NUTTALL,ELWELL,GRAHAM, PLLC
Accountancy firm EIN2010-12-31271238921

Form 5500 Responses for NEW HORIZONS PENSION PLAN

2022: NEW HORIZONS PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: NEW HORIZONS PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: NEW HORIZONS PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: NEW HORIZONS PENSION 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: NEW HORIZONS PENSION 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: NEW HORIZONS PENSION 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: NEW HORIZONS PENSION 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: NEW HORIZONS PENSION 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: NEW HORIZONS PENSION 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: NEW HORIZONS PENSION 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: NEW HORIZONS PENSION 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: NEW HORIZONS PENSION 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: NEW HORIZONS PENSION 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: NEW HORIZONS PENSION 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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09023
Policy instance 1
Insurance contract or identification number09023
Number of Individuals Covered306
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,795
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,522
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09023
Policy instance 1
Insurance contract or identification number09023
Number of Individuals Covered312
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,750
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,573
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09023
Policy instance 1
Insurance contract or identification number09023
Number of Individuals Covered301
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,419
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,195
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09023
Policy instance 1
Insurance contract or identification number09023
Number of Individuals Covered395
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,916
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,594
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09023
Policy instance 1
Insurance contract or identification number09023
Number of Individuals Covered386
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,169
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,825
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09023
Policy instance 1
Insurance contract or identification number09023
Number of Individuals Covered379
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,479
Commission paid to Insurance BrokerUSD $218
Insurance broker organization code?3
Insurance broker nameBAKER, COREY
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09023
Policy instance 1
Insurance contract or identification number09023
Number of Individuals Covered357
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,848
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,543
Insurance broker organization code?3
Insurance broker nameVAN BUREN, RODNEY J
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09023
Policy instance 1
Insurance contract or identification number09023
Number of Individuals Covered365
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,187
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,754
Insurance broker organization code?3
Insurance broker nameFIBBE, PAUL M
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09023
Policy instance 1
Insurance contract or identification number09023
Number of Individuals Covered358
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,865
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,509
Insurance broker organization code?3
Insurance broker nameSCHROYER, TIMOTHY C
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09023
Policy instance 1
Insurance contract or identification number09023
Number of Individuals Covered345
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,614
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,259
Insurance broker organization code?3
Insurance broker nameSCHROYER, TIMOTHY C
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09023
Policy instance 1
Insurance contract or identification number09023
Number of Individuals Covered341
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,666
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09023
Policy instance 1
Insurance contract or identification number09023
Number of Individuals Covered339
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,963
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,513
Insurance broker organization code?3
Insurance broker nameSCHROYER, TIMOTHY C

Potentially related plans

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

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

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

See full terms and conditions

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