?>
Logo

EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 401k Plan overview

Plan NameEASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN
Plan identification number 001

EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

EASTER SEALS OF GREATER HOUSTON, INC. has sponsored the creation of one or more 401k plans.

Company Name:EASTER SEALS OF GREATER HOUSTON, INC.
Employer identification number (EIN):741238418
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about EASTER SEALS OF GREATER HOUSTON, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1951-04-27
Company Identification Number: 0010650101
Legal Registered Office Address: 4888 LOOP CENTRAL DR STE 300

HOUSTON
United States of America (USA)
77081

More information about EASTER SEALS OF GREATER HOUSTON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01BRADLEY ELGIN2021-10-13
0012019-01-01BEVERLY PHILLIPS2020-10-15
0012018-01-01
0012017-01-01BEVERLY PHILLIPS BEVERLY PHILLIPS2018-10-03
0012016-01-01BEVERLY PHILLIPS BEVERLY PHILLIPS2018-01-31
0012015-01-01BEVERLY PHILLIPS
0012014-01-01BEVERLY PHILLIPS
0012014-01-01BEVERLY PHILLIPS
0012013-01-01BEVERLY PHILLIPS
0012012-01-01BEVERLY PHILLIPS
0012011-01-01BEVERLY PHILLIPS
0012010-01-01BEVERLY PHILLIPS
0012009-01-01BEVERLY PHILLIPS

Plan Statistics for EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN

401k plan membership statisitcs for EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN

Measure Date Value
2022: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01331
Total number of active participants reported on line 7a of the Form 55002022-01-01235
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01332
Number of participants with account balances2022-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01308
Total number of active participants reported on line 7a of the Form 55002021-01-01247
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0180
Total of all active and inactive participants2021-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01331
Number of participants with account balances2021-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01324
Total number of active participants reported on line 7a of the Form 55002020-01-01194
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01114
Total of all active and inactive participants2020-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01308
Number of participants with account balances2020-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01258
Total number of active participants reported on line 7a of the Form 55002019-01-01228
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0185
Total of all active and inactive participants2019-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01313
Number of participants with account balances2019-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01208
Total number of active participants reported on line 7a of the Form 55002018-01-01185
Number of other retired or separated participants entitled to future benefits2018-01-0173
Total of all active and inactive participants2018-01-01258
Total participants2018-01-01258
Number of participants with account balances2018-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01191
Total number of active participants reported on line 7a of the Form 55002017-01-01127
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0181
Total of all active and inactive participants2017-01-01208
Total participants2017-01-01208
Number of participants with account balances2017-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01183
Total number of active participants reported on line 7a of the Form 55002016-01-01121
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-01177
Total participants2016-01-01177
Number of participants with account balances2016-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01144
Total number of active participants reported on line 7a of the Form 55002015-01-01118
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01183
Number of participants with account balances2015-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01133
Total number of active participants reported on line 7a of the Form 55002014-01-0194
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0150
Total of all active and inactive participants2014-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01144
Number of participants with account balances2014-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01127
Total number of active participants reported on line 7a of the Form 55002013-01-0184
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01133
Total participants2013-01-01133
Number of participants with account balances2013-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01140
Total number of active participants reported on line 7a of the Form 55002012-01-0172
Number of other retired or separated participants entitled to future benefits2012-01-0155
Total of all active and inactive participants2012-01-01127
Total participants2012-01-01127
Number of participants with account balances2012-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01128
Total number of active participants reported on line 7a of the Form 55002011-01-0174
Number of other retired or separated participants entitled to future benefits2011-01-0166
Total of all active and inactive participants2011-01-01140
Total participants2011-01-01140
Number of participants with account balances2011-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01111
Total number of active participants reported on line 7a of the Form 55002010-01-0171
Number of other retired or separated participants entitled to future benefits2010-01-0157
Total of all active and inactive participants2010-01-01128
Total participants2010-01-01128
Number of participants with account balances2010-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0180
Total number of active participants reported on line 7a of the Form 55002009-01-0173
Number of other retired or separated participants entitled to future benefits2009-01-0138
Total of all active and inactive participants2009-01-01111
Total participants2009-01-01111
Number of participants with account balances2009-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN

Measure Date Value
2022 : EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-431,537
Total of all expenses incurred2022-12-31$581,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$573,980
Expenses. Certain deemed distributions of participant loans2022-12-31$558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,354,313
Value of total assets at end of year2022-12-31$12,369,866
Value of total assets at beginning of year2022-12-31$13,382,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,903
Total interest from all sources2022-12-31$62,722
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$1,000,000
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$776,747
Participant contributions at end of year2022-12-31$276,762
Participant contributions at beginning of year2022-12-31$281,807
Participant contributions at end of year2022-12-31$25,385
Participant contributions at beginning of year2022-12-31$24,106
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,012,978
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,369,866
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,382,844
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$9,677,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,983,416
Interest on participant loans2022-12-31$8,874
Interest earned on other investments2022-12-31$53,848
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,365,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,067,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,848,572
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$572,303
Employer contributions (assets) at end of year2022-12-31$24,396
Employer contributions (assets) at beginning of year2022-12-31$26,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$573,980
Contract administrator fees2022-12-31$6,903
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 name2022-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2022-12-31741695589
2021 : EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,683,559
Total of all expenses incurred2021-12-31$664,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$643,216
Expenses. Certain deemed distributions of participant loans2021-12-31$14,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,104,528
Value of total assets at end of year2021-12-31$13,382,844
Value of total assets at beginning of year2021-12-31$11,364,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,042
Total interest from all sources2021-12-31$51,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
Contributions received from participants2021-12-31$722,915
Participant contributions at end of year2021-12-31$281,807
Participant contributions at beginning of year2021-12-31$391,558
Participant contributions at end of year2021-12-31$24,106
Participant contributions at beginning of year2021-12-31$26,151
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$64,810
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$2,018,751
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,382,844
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,364,093
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$10,983,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,108,169
Interest on participant loans2021-12-31$5,666
Interest earned on other investments2021-12-31$46,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$13
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$13
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,067,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,807,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,527,256
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$316,803
Employer contributions (assets) at end of year2021-12-31$26,039
Employer contributions (assets) at beginning of year2021-12-31$31,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$643,216
Contract administrator fees2021-12-31$7,042
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 name2021-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2021-12-31741695589
2020 : EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT 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$2,177,424
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$600,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$595,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$994,954
Value of total assets at end of year2020-12-31$11,364,093
Value of total assets at beginning of year2020-12-31$9,787,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,404
Total interest from all sources2020-12-31$55,401
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
Administrative expenses professional fees incurred2020-12-31$5,404
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$667,262
Participant contributions at end of year2020-12-31$391,558
Participant contributions at beginning of year2020-12-31$339,736
Participant contributions at end of year2020-12-31$26,151
Participant contributions at beginning of year2020-12-31$22,210
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,266
Other income not declared elsewhere2020-12-31$364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,576,780
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,364,093
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,787,313
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$9,108,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,654,345
Interest on participant loans2020-12-31$12,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$13
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$42,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,807,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,664,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,126,705
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$310,426
Employer contributions (assets) at end of year2020-12-31$31,178
Employer contributions (assets) at beginning of year2020-12-31$106,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$595,240
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 name2020-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2020-12-31741695589
2019 : EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$2,574,787
Total income from all sources (including contributions)2019-12-31$2,574,787
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$135,026
Total of all expenses incurred2019-12-31$135,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$130,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$130,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,233,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,233,593
Value of total assets at end of year2019-12-31$9,787,313
Value of total assets at end of year2019-12-31$9,787,313
Value of total assets at beginning of year2019-12-31$7,347,552
Value of total assets at beginning of year2019-12-31$7,347,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,998
Total interest from all sources2019-12-31$50,461
Total interest from all sources2019-12-31$50,461
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$4,998
Administrative expenses professional fees incurred2019-12-31$4,998
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$658,720
Contributions received from participants2019-12-31$658,720
Participant contributions at end of year2019-12-31$339,736
Participant contributions at end of year2019-12-31$339,736
Participant contributions at beginning of year2019-12-31$304,822
Participant contributions at beginning of year2019-12-31$304,822
Participant contributions at end of year2019-12-31$22,210
Participant contributions at end of year2019-12-31$22,210
Participant contributions at beginning of year2019-12-31$24,306
Participant contributions at beginning of year2019-12-31$24,306
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$278,483
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$278,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,439,761
Value of net income/loss2019-12-31$2,439,761
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,787,313
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,787,313
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,347,552
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,347,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,654,345
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,654,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,499,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,499,861
Interest on participant loans2019-12-31$11,954
Interest on participant loans2019-12-31$11,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$38,507
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$38,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,664,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,664,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,490,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,490,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,290,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,290,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$296,390
Contributions received in cash from employer2019-12-31$296,390
Employer contributions (assets) at end of year2019-12-31$106,567
Employer contributions (assets) at end of year2019-12-31$106,567
Employer contributions (assets) at beginning of year2019-12-31$27,817
Employer contributions (assets) at beginning of year2019-12-31$27,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$130,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$130,028
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HARPER & PEARSON COMPANY PC
Accountancy firm name2019-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2019-12-31741695589
Accountancy firm EIN2019-12-31741695589
2018 : EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$511,330
Total of all expenses incurred2018-12-31$36,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$31,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$982,815
Value of total assets at end of year2018-12-31$7,347,552
Value of total assets at beginning of year2018-12-31$6,872,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,705
Total interest from all sources2018-12-31$44,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$4,705
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$622,347
Participant contributions at end of year2018-12-31$304,822
Participant contributions at beginning of year2018-12-31$323,193
Participant contributions at end of year2018-12-31$24,306
Participant contributions at beginning of year2018-12-31$21,018
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$97,004
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$475,206
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,347,552
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,872,346
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$5,499,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,181,190
Interest on participant loans2018-12-31$10,234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$34,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,490,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,257,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-515,844
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$263,464
Employer contributions (assets) at end of year2018-12-31$27,817
Employer contributions (assets) at beginning of year2018-12-31$89,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$31,419
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 name2018-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2018-12-31741695589
2017 : EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,512,010
Total of all expenses incurred2017-12-31$93,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$89,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$811,838
Value of total assets at end of year2017-12-31$6,872,346
Value of total assets at beginning of year2017-12-31$5,454,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,267
Total interest from all sources2017-12-31$40,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$4,267
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$511,744
Participant contributions at end of year2017-12-31$323,193
Participant contributions at beginning of year2017-12-31$315,967
Participant contributions at end of year2017-12-31$21,018
Participant contributions at beginning of year2017-12-31$36,658
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$64,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,418,086
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,872,346
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,454,260
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$5,181,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,901,289
Interest on participant loans2017-12-31$11,495
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$28,722
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,257,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,121,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$659,955
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$235,479
Employer contributions (assets) at end of year2017-12-31$89,748
Employer contributions (assets) at beginning of year2017-12-31$78,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$89,657
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 name2017-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2017-12-31741695589
2016 : EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,156,011
Total of all expenses incurred2016-12-31$331,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$325,418
Value of total corrective distributions2016-12-31$5,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$761,103
Value of total assets at end of year2016-12-31$5,454,260
Value of total assets at beginning of year2016-12-31$4,629,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$35,043
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$1,000,000
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$435,663
Participant contributions at end of year2016-12-31$315,967
Participant contributions at beginning of year2016-12-31$227,528
Participant contributions at end of year2016-12-31$36,658
Participant contributions at beginning of year2016-12-31$18,748
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$113,464
Other income not declared elsewhere2016-12-31$1,717
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$824,866
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,454,260
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,629,394
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$3,901,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,217,452
Interest on participant loans2016-12-31$8,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$26,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,121,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,104,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$358,148
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$211,976
Employer contributions (assets) at end of year2016-12-31$78,703
Employer contributions (assets) at beginning of year2016-12-31$61,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$325,418
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 name2016-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2016-12-31741695589
2015 : EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT 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$612,985
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$103,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$99,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$651,612
Value of total assets at end of year2015-12-31$4,629,394
Value of total assets at beginning of year2015-12-31$4,119,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,417
Total interest from all sources2015-12-31$34,307
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
Administrative expenses professional fees incurred2015-12-31$3,417
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$444,013
Participant contributions at end of year2015-12-31$227,528
Participant contributions at beginning of year2015-12-31$195,357
Participant contributions at end of year2015-12-31$18,748
Participant contributions at beginning of year2015-12-31$25,580
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$46,630
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$509,959
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,629,394
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,119,435
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$3,217,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,893,818
Income. Interest from loans (other than to participants)2015-12-31$7,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$26,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,104,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$975,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-72,934
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$160,969
Employer contributions (assets) at end of year2015-12-31$61,249
Employer contributions (assets) at beginning of year2015-12-31$29,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$99,609
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 name2015-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2015-12-31741695589
2014 : EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT 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$641,514
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$35,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$33,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$436,482
Value of total assets at end of year2014-12-31$4,119,435
Value of total assets at beginning of year2014-12-31$3,513,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,735
Total interest from all sources2014-12-31$30,248
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
Administrative expenses professional fees incurred2014-12-31$2,735
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$306,656
Participant contributions at end of year2014-12-31$195,357
Participant contributions at beginning of year2014-12-31$151,450
Participant contributions at end of year2014-12-31$25,580
Participant contributions at beginning of year2014-12-31$23,970
Other income not declared elsewhere2014-12-31$1,274
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$605,612
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,119,435
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,513,823
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$2,893,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,433,119
Interest on participant loans2014-12-31$6,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$23,759
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$975,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$860,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$173,510
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$129,826
Employer contributions (assets) at end of year2014-12-31$29,165
Employer contributions (assets) at beginning of year2014-12-31$44,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$33,167
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 name2014-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2014-12-31741695589
2013 : EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT 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$891,975
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$140,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$137,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$391,394
Value of total assets at end of year2013-12-31$3,513,823
Value of total assets at beginning of year2013-12-31$2,761,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,399
Total interest from all sources2013-12-31$25,891
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
Administrative expenses professional fees incurred2013-12-31$2,399
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$251,842
Participant contributions at end of year2013-12-31$151,450
Participant contributions at beginning of year2013-12-31$132,677
Participant contributions at end of year2013-12-31$23,970
Participant contributions at beginning of year2013-12-31$36,505
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$28,620
Other income not declared elsewhere2013-12-31$6,501
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$751,975
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,513,823
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,761,848
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$2,433,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,782,838
Interest on participant loans2013-12-31$5,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$20,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$860,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$777,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$468,189
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$110,932
Employer contributions (assets) at end of year2013-12-31$44,545
Employer contributions (assets) at beginning of year2013-12-31$31,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$137,601
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 name2013-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2013-12-31741695589
2012 : EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT 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$589,682
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$131,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$129,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$335,886
Value of total assets at end of year2012-12-31$2,761,848
Value of total assets at beginning of year2012-12-31$2,303,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,072
Total interest from all sources2012-12-31$24,897
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$2,072
Was this plan covered by a fidelity bond2012-12-31No
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$210,598
Participant contributions at end of year2012-12-31$132,677
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$36,505
Participant contributions at beginning of year2012-12-31$19,266
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$28,638
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$458,486
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,761,848
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,303,362
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$1,782,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,601,118
Interest on participant loans2012-12-31$5,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$19,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$777,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$665,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$228,899
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$96,650
Employer contributions (assets) at end of year2012-12-31$31,967
Employer contributions (assets) at beginning of year2012-12-31$17,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$129,124
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 name2012-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2012-12-31741695589
2011 : EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT 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$284,926
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$38,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$36,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$298,132
Value of total assets at end of year2011-12-31$2,266,322
Value of total assets at beginning of year2011-12-31$2,019,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,934
Total interest from all sources2011-12-31$23,626
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,934
Was this plan covered by a fidelity bond2011-12-31No
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$189,374
Participant contributions at end of year2011-12-31$17,774
Participant contributions at beginning of year2011-12-31$14,320
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$19,266
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$26,821
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$246,430
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,266,322
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,019,892
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$1,601,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,470,241
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$23,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$665,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$549,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-36,832
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$108,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$36,562
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2011-12-31741695589
2010 : EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$434,473
Expenses. Total of all expenses incurred2010-12-31$194,638
Benefits paid (including direct rollovers)2010-12-31$192,861
Total plan assets at end of year2010-12-31$2,019,890
Total plan assets at beginning of year2010-12-31$1,780,055
Total contributions received or receivable from participants2010-12-31$160,558
Contributions received from other sources (not participants or employers)2010-12-31$2,752
Other income received2010-12-31$196,948
Net income (gross income less expenses)2010-12-31$239,835
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,019,890
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,780,055
Assets. Value of participant loans2010-12-31$151,795
Total contributions received or receivable from employer(s)2010-12-31$74,215
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,777
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN

2022: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT 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 benefit arrangement – InsuranceYes
2019: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT 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 benefit arrangement – InsuranceYes
2018: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT 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 benefit arrangement – InsuranceYes
2017: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT 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 benefit arrangement – InsuranceYes
2016: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT 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 benefit arrangement – InsuranceYes
2015: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT 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 benefit arrangement – InsuranceYes
2014: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2013: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT 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 benefit arrangement – InsuranceYes
2012: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT 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 benefit arrangement – InsuranceYes
2011: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2010: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT 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 benefit arrangement – InsuranceYes
2009: EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43866
Policy instance 1
Insurance contract or identification number43866
Number of Individuals Covered280
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $34,712
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 $24,337
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43866
Policy instance 1
Insurance contract or identification number43866
Number of Individuals Covered282
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $20,480
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 $18,972
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43866
Policy instance 1
Insurance contract or identification number43866
Number of Individuals Covered273
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $16,226
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,802
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43866
Policy instance 1
Insurance contract or identification number43866
Number of Individuals Covered260
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $22,807
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,079
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43866
Policy instance 1
Insurance contract or identification number43866
Number of Individuals Covered237
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $30,862
Total amount of fees paid to insurance companyUSD $0
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 $17,559
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?2
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43866
Policy instance 1
Insurance contract or identification number43866
Number of Individuals Covered208
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,498
Total amount of fees paid to insurance companyUSD $0
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 $15,121
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameKL HRNCIR
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43866
Policy instance 1
Insurance contract or identification number43866
Number of Individuals Covered183
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,973
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 $10,922
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameKL HRNCIR
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43866
Policy instance 1
Insurance contract or identification number43866
Number of Individuals Covered144
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,963
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 $4,527
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameB SHAUGHNESSY
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43866
Policy instance 1
Insurance contract or identification number43866
Number of Individuals Covered130
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,353
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 $3,961
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameB SHAUGHNESSY
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43866
Policy instance 1
Insurance contract or identification number43866
Number of Individuals Covered127
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,148
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 $3,743
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameB SHAUGHNESSY
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43866
Policy instance 1
Insurance contract or identification number43866
Number of Individuals Covered115
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,668
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 number43866
Policy instance 1
Insurance contract or identification number43866
Number of Individuals Covered105
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,632
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

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