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ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameALLEN & HOSHALL, INC. PROFIT SHARING PLAN
Plan identification number 002

ALLEN & HOSHALL, INC. PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

ALLEN & HOSHALL, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALLEN & HOSHALL, INC.
Employer identification number (EIN):620909491
NAIC Classification:541310
NAIC Description:Architectural Services

Additional information about ALLEN & HOSHALL, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2013-05-20
Company Identification Number: 0765030
Legal Registered Office Address: BANK OF AMERICA CENTER, 16TH FLOOR
1111 EAST MAIN STREET
RICHMOND
United States of America (USA)
23219

More information about ALLEN & HOSHALL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEN & HOSHALL, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01RUSSELL S BURLESON2023-09-22
0022021-01-01RUSSELL BURLESON2022-02-28 RUSSELL BURLESON2022-02-28
0022020-01-01ROBERT HERD2021-02-08
0022019-01-01RUSSELL S BURLESON2020-02-06
0022018-01-01ROBERT HERD2019-10-03
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01RUSSELL BURLESON
0022012-01-01ROBERT HERD
0022011-01-01ROBERT HERD
0022009-01-01JASON HILL

Plan Statistics for ALLEN & HOSHALL, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for ALLEN & HOSHALL, INC. PROFIT SHARING PLAN

Measure Date Value
2022: ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01128
Total number of active participants reported on line 7a of the Form 55002022-01-0179
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01128
Number of participants with account balances2022-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01129
Total number of active participants reported on line 7a of the Form 55002021-01-0183
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0145
Total of all active and inactive participants2021-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01128
Number of participants with account balances2021-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01131
Total number of active participants reported on line 7a of the Form 55002020-01-0182
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0147
Total of all active and inactive participants2020-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01129
Number of participants with account balances2020-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01130
Total number of active participants reported on line 7a of the Form 55002019-01-0181
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01131
Number of participants with account balances2019-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01124
Total number of active participants reported on line 7a of the Form 55002018-01-0180
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0150
Total of all active and inactive participants2018-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01130
Number of participants with account balances2018-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01126
Total number of active participants reported on line 7a of the Form 55002017-01-0172
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0152
Total of all active and inactive participants2017-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01124
Number of participants with account balances2017-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01129
Total number of active participants reported on line 7a of the Form 55002016-01-0181
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01126
Number of participants with account balances2016-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01150
Total number of active participants reported on line 7a of the Form 55002015-01-0190
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0139
Total of all active and inactive participants2015-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01129
Number of participants with account balances2015-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01137
Total number of active participants reported on line 7a of the Form 55002014-01-0198
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01150
Number of participants with account balances2014-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01189
Total number of active participants reported on line 7a of the Form 55002013-01-0185
Number of other retired or separated participants entitled to future benefits2013-01-0152
Total of all active and inactive participants2013-01-01137
Total participants2013-01-01137
Number of participants with account balances2013-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01196
Total number of active participants reported on line 7a of the Form 55002012-01-0189
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01100
Total of all active and inactive participants2012-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01189
Number of participants with account balances2012-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01187
Total number of active participants reported on line 7a of the Form 55002011-01-01104
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0192
Total of all active and inactive participants2011-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01196
Number of participants with account balances2011-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01155
Total number of active participants reported on line 7a of the Form 55002009-01-0189
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0191
Total of all active and inactive participants2009-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01180
Number of participants with account balances2009-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on ALLEN & HOSHALL, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,177,842
Total of all expenses incurred2022-12-31$284,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$243,996
Expenses. Certain deemed distributions of participant loans2022-12-31$10,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$912,994
Value of total assets at end of year2022-12-31$11,947,079
Value of total assets at beginning of year2022-12-31$13,409,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$30,544
Total interest from all sources2022-12-31$4,215
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
Contributions received from participants2022-12-31$494,507
Participant contributions at end of year2022-12-31$85,737
Participant contributions at beginning of year2022-12-31$102,868
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$143,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,462,796
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,947,079
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,409,875
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$9,495,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,340,041
Interest on participant loans2022-12-31$4,215
Value of interest in common/collective trusts at end of year2022-12-31$226,568
Value of interest in common/collective trusts at beginning of year2022-12-31$415,941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,139,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,551,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,095,051
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$274,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$243,996
Contract administrator fees2022-12-31$30,544
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 name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : ALLEN & HOSHALL, INC. PROFIT SHARING 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$2,353,748
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$505,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$476,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$702,404
Value of total assets at end of year2021-12-31$13,409,875
Value of total assets at beginning of year2021-12-31$11,561,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$28,495
Total interest from all sources2021-12-31$6,018
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$439,533
Participant contributions at end of year2021-12-31$102,868
Participant contributions at beginning of year2021-12-31$130,059
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$1,848,385
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,409,875
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,561,490
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$11,340,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,839,952
Interest on participant loans2021-12-31$6,018
Value of interest in common/collective trusts at end of year2021-12-31$415,941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,551,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,591,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,645,326
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$262,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$476,868
Contract administrator fees2021-12-31$28,495
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 name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : ALLEN & HOSHALL, INC. PROFIT SHARING 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$2,270,779
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$128,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$111,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$719,030
Value of total assets at end of year2020-12-31$11,561,490
Value of total assets at beginning of year2020-12-31$9,419,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,811
Total interest from all sources2020-12-31$6,680
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$381,484
Participant contributions at end of year2020-12-31$130,059
Participant contributions at beginning of year2020-12-31$135,325
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$79,469
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$2,141,913
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,561,490
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,419,577
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$9,839,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,741,181
Interest on participant loans2020-12-31$6,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,591,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,543,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,545,069
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$258,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$111,055
Contract administrator fees2020-12-31$17,811
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 name2020-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-12-31431947695
2019 : ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,021,544
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$751,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$731,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$456,362
Value of total assets at end of year2019-12-31$9,419,577
Value of total assets at beginning of year2019-12-31$8,149,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,275
Total interest from all sources2019-12-31$6,803
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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$344,608
Participant contributions at end of year2019-12-31$135,325
Participant contributions at beginning of year2019-12-31$125,918
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$104,656
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$1,270,022
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,419,577
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,149,555
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$7,741,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,290,069
Interest on participant loans2019-12-31$6,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,543,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,628,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,558,379
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$111,754
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$731,247
Contract administrator fees2019-12-31$20,275
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 name2019-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2019-12-31431947695
2018 : ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$6,945
Total unrealized appreciation/depreciation of assets2018-12-31$6,945
Total income from all sources (including contributions)2018-12-31$209,207
Total of all expenses incurred2018-12-31$245,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$218,306
Expenses. Certain deemed distributions of participant loans2018-12-31$4,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$609,506
Value of total assets at end of year2018-12-31$8,149,555
Value of total assets at beginning of year2018-12-31$8,185,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,915
Total interest from all sources2018-12-31$6,185
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
Contributions received from participants2018-12-31$342,666
Participant contributions at end of year2018-12-31$125,918
Participant contributions at beginning of year2018-12-31$154,999
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$151,740
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$104,656
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-35,913
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,149,555
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,185,468
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$6,290,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,540,426
Interest on participant loans2018-12-31$6,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,628,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,375,520
Net investment gain/loss from pooled separate accounts2018-12-31$-413,429
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$115,100
Employer contributions (assets) at end of year2018-12-31$200
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$218,306
Contract administrator fees2018-12-31$21,915
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$114,523
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 name2018-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2018-12-31431947695
2017 : ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$6,497
Total unrealized appreciation/depreciation of assets2017-12-31$6,497
Total income from all sources (including contributions)2017-12-31$1,492,349
Total of all expenses incurred2017-12-31$248,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$233,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$416,577
Value of total assets at end of year2017-12-31$8,185,468
Value of total assets at beginning of year2017-12-31$6,941,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,047
Total interest from all sources2017-12-31$6,326
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$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$307,636
Participant contributions at end of year2017-12-31$154,999
Participant contributions at beginning of year2017-12-31$145,414
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Other income not declared elsewhere2017-12-31$-3,696
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,243,916
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,185,468
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,941,552
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$6,540,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,359,050
Interest on participant loans2017-12-31$6,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,375,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,325,134
Net investment gain/loss from pooled separate accounts2017-12-31$1,066,645
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$108,941
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$1,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$233,386
Contract administrator fees2017-12-31$15,047
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$114,523
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$110,789
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 name2017-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-12-31431947695
2016 : ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$10,116
Total unrealized appreciation/depreciation of assets2016-12-31$10,116
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$792,925
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$373,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$362,162
Expenses. Certain deemed distributions of participant loans2016-12-31$581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$384,770
Value of total assets at end of year2016-12-31$6,941,552
Value of total assets at beginning of year2016-12-31$6,522,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,962
Total interest from all sources2016-12-31$6,407
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$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$291,297
Participant contributions at end of year2016-12-31$145,414
Participant contributions at beginning of year2016-12-31$147,791
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other income not declared elsewhere2016-12-31$-12,008
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$419,220
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,941,552
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,522,332
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$5,359,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,872,324
Interest on participant loans2016-12-31$6,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,325,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,380,029
Net investment gain/loss from pooled separate accounts2016-12-31$403,640
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$93,473
Employer contributions (assets) at end of year2016-12-31$1,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$362,162
Contract administrator fees2016-12-31$10,962
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$110,789
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$122,188
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 name2016-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-12-31431947695
2015 : ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$3,800
Total unrealized appreciation/depreciation of assets2015-12-31$3,800
Total income from all sources (including contributions)2015-12-31$383,818
Total of all expenses incurred2015-12-31$178,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$165,876
Expenses. Certain deemed distributions of participant loans2015-12-31$607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$471,988
Value of total assets at end of year2015-12-31$6,522,332
Value of total assets at beginning of year2015-12-31$6,317,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,455
Total interest from all sources2015-12-31$4,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$311,493
Participant contributions at end of year2015-12-31$147,791
Participant contributions at beginning of year2015-12-31$89,697
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$57
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$61,878
Other income not declared elsewhere2015-12-31$-11,100
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$204,880
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,522,332
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,317,452
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$4,872,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,794,945
Interest on participant loans2015-12-31$4,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,380,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,313,653
Net investment gain/loss from pooled separate accounts2015-12-31$-85,329
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$98,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$165,876
Contract administrator fees2015-12-31$12,455
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$122,188
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$119,100
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-12-31431947695
2014 : ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-5,293
Total unrealized appreciation/depreciation of assets2014-12-31$-5,293
Total income from all sources (including contributions)2014-12-31$792,252
Total of all expenses incurred2014-12-31$373,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$354,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$488,530
Value of total assets at end of year2014-12-31$6,317,452
Value of total assets at beginning of year2014-12-31$5,898,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$19,338
Total interest from all sources2014-12-31$21,231
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$194,742
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$194,742
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$272,067
Participant contributions at end of year2014-12-31$89,697
Participant contributions at beginning of year2014-12-31$112,643
Participant contributions at end of year2014-12-31$57
Participant contributions at beginning of year2014-12-31$57
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$141,871
Other income not declared elsewhere2014-12-31$9,524
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$418,847
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,317,452
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,898,605
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$4,794,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,294,386
Interest on participant loans2014-12-31$4,125
Interest earned on other investments2014-12-31$17,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,313,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,350,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$83,518
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$74,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$354,067
Contract administrator fees2014-12-31$19,338
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$119,100
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$141,272
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-12-31431947695
2013 : ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-9,240
Total unrealized appreciation/depreciation of assets2013-12-31$-9,240
Total income from all sources (including contributions)2013-12-31$1,171,967
Total of all expenses incurred2013-12-31$872,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$853,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$258,033
Value of total assets at end of year2013-12-31$5,898,605
Value of total assets at beginning of year2013-12-31$5,598,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,387
Total interest from all sources2013-12-31$4,829
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$174,981
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$174,981
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$198,981
Participant contributions at end of year2013-12-31$112,643
Participant contributions at beginning of year2013-12-31$115,383
Participant contributions at end of year2013-12-31$47
Participant contributions at beginning of year2013-12-31$47
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,317
Other income not declared elsewhere2013-12-31$8,247
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$299,747
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,898,605
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,598,858
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$4,294,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,811,248
Interest on participant loans2013-12-31$4,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,350,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,518,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$735,117
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
Assets. Invements in employer securities at end of year2013-12-31$141,272
Assets. Invements in employer securities at beginning of year2013-12-31$154,169
Contributions received in cash from employer2013-12-31$57,735
Employer contributions (assets) at end of year2013-12-31$10
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$853,833
Contract administrator fees2013-12-31$18,387
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-12-31431947695
2012 : ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-13,912
Total unrealized appreciation/depreciation of assets2012-12-31$-13,912
Total income from all sources (including contributions)2012-12-31$762,298
Total of all expenses incurred2012-12-31$886,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$867,545
Expenses. Certain deemed distributions of participant loans2012-12-31$3,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$204,488
Value of total assets at end of year2012-12-31$5,598,858
Value of total assets at beginning of year2012-12-31$5,723,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,033
Total interest from all sources2012-12-31$4,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$199,373
Participant contributions at end of year2012-12-31$115,383
Participant contributions at beginning of year2012-12-31$93,293
Participant contributions at end of year2012-12-31$47
Participant contributions at beginning of year2012-12-31$21,458
Other income not declared elsewhere2012-12-31$-570
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$-124,673
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,598,858
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,723,531
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$3,811,248
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,585,114
Interest on participant loans2012-12-31$4,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,518,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,848,043
Net investment gain/loss from pooled separate accounts2012-12-31$567,559
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$154,169
Assets. Invements in employer securities at beginning of year2012-12-31$174,964
Contributions received in cash from employer2012-12-31$5,115
Employer contributions (assets) at beginning of year2012-12-31$659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$867,545
Contract administrator fees2012-12-31$16,033
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2012-12-31431947695
2011 : ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-475
Total unrealized appreciation/depreciation of assets2011-12-31$-475
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$253,061
Total of all expenses incurred2011-12-31$371,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$342,229
Expenses. Certain deemed distributions of participant loans2011-12-31$11,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$299,699
Value of total assets at end of year2011-12-31$5,723,531
Value of total assets at beginning of year2011-12-31$5,841,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,918
Total interest from all sources2011-12-31$4,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$249,370
Participant contributions at end of year2011-12-31$93,293
Participant contributions at beginning of year2011-12-31$71,344
Participant contributions at end of year2011-12-31$21,458
Participant contributions at beginning of year2011-12-31$9,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-118,028
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,723,531
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,841,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,585,114
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,507,198
Interest on participant loans2011-12-31$4,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,848,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,078,379
Net investment gain/loss from pooled separate accounts2011-12-31$-50,651
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$174,964
Assets. Invements in employer securities at beginning of year2011-12-31$175,438
Contributions received in cash from employer2011-12-31$50,329
Employer contributions (assets) at end of year2011-12-31$659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$342,229
Contract administrator fees2011-12-31$16,918
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31THE MARSTON GROUP, PLC
Accountancy firm EIN2011-12-31261180446
2010 : ALLEN & HOSHALL, INC. PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-16,618
Total unrealized appreciation/depreciation of assets2010-12-31$-16,618
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$935,811
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$716,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$691,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$248,668
Value of total assets at end of year2010-12-31$5,841,559
Value of total assets at beginning of year2010-12-31$5,621,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,943
Total interest from all sources2010-12-31$5,387
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$3,506
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 period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$247,982
Participant contributions at end of year2010-12-31$71,344
Participant contributions at beginning of year2010-12-31$84,714
Participant contributions at end of year2010-12-31$9,200
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$686
Administrative expenses (other) incurred2010-12-31$94
Total non interest bearing cash at beginning of year2010-12-31$524
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$219,778
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,841,559
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,621,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$4,507,198
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,304,638
Interest on participant loans2010-12-31$5,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,078,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$15,718
Net investment gain/loss from pooled separate accounts2010-12-31$698,374
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
Assets. Invements in employer securities at end of year2010-12-31$175,438
Assets. Invements in employer securities at beginning of year2010-12-31$216,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$691,090
Contract administrator fees2010-12-31$21,343
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31THE MARSTON GROUP, PLC
Accountancy firm EIN2010-12-31261180446

Form 5500 Responses for ALLEN & HOSHALL, INC. PROFIT SHARING PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332011-01
Policy instance 1
Insurance contract or identification number332011-01
Number of Individuals Covered31
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 unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332011-01
Policy instance 1
Insurance contract or identification number332011-01
Number of Individuals Covered26
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332011-01
Policy instance 1
Insurance contract or identification number332011-01
Number of Individuals Covered32
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332011-01
Policy instance 1
Insurance contract or identification number332011-01
Number of Individuals Covered32
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332011-01
Policy instance 1
Insurance contract or identification number332011-01
Number of Individuals Covered29
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332011-01
Policy instance 1
Insurance contract or identification number332011-01
Number of Individuals Covered25
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,239
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,239
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKERAGE
Insurance broker organization code?3
Insurance broker nameWALTER GRANT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332011-01
Policy instance 1
Insurance contract or identification number332011-01
Number of Individuals Covered25
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,931
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,338
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKERAGE
Insurance broker organization code?3
Insurance broker nameRYAN MONTGOMERY
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332011-01
Policy instance 1
Insurance contract or identification number332011-01
Number of Individuals Covered25
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,036
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,532
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKERAGE
Insurance broker organization code?3
Insurance broker nameRYAN MONTGOMERY
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332011-01
Policy instance 1
Insurance contract or identification number332011-01
Number of Individuals Covered23
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,109
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $998
Additional information about fees paid to insurance brokerBROKERAGE
Insurance broker organization code?3
Insurance broker nameRYAN MONTGOMERY
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332011-01
Policy instance 1
Insurance contract or identification number332011-01
Number of Individuals Covered62
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332011-01
Policy instance 1
Insurance contract or identification number332011-01
Number of Individuals Covered62
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332011-01
Policy instance 2
Insurance contract or identification number332011-01
Number of Individuals Covered63
Insurance policy start date2010-01-19
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47260
Policy instance 1
Insurance contract or identification number47260
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-09-27
Total amount of commissions paid to insurance brokerUSD $20,277
Total amount of fees paid to insurance companyUSD $5,004
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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