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EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameEMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EMBASSY MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:EMBASSY MANAGEMENT, LLC
Employer identification number (EIN):743217666
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about EMBASSY MANAGEMENT, LLC

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2012-05-30
Company Identification Number: 20121341629
Legal Registered Office Address: 2215-B RENAISSANCE DR

LAS VEGAS
United States of America (USA)
89119

More information about EMBASSY MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SEAN LYMAN
0012016-01-01SEAN LYMAN
0012015-01-01DEBORAH MCKEEL DEBORAH MCKEEL2016-10-17
0012014-01-01SEAN LYMAN SEAN LYMAN2015-08-12
0012014-01-01SEAN LYMAN SEAN LYMAN2015-10-12
0012014-01-01SEAN LYMAN SEAN LYMAN2015-10-14
0012013-01-01QUINANNA ROBINS
0012012-01-01CHERYL BORDEN
0012011-01-01CHERYL BORDEN
0012009-01-01CHERYL BORDEN

Plan Statistics for EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01801
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01459
Total of all active and inactive participants2022-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01459
Number of participants with account balances2022-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,395
Total number of active participants reported on line 7a of the Form 55002021-01-01757
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01369
Total of all active and inactive participants2021-01-011,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,126
Number of participants with account balances2021-01-01742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,105
Total number of active participants reported on line 7a of the Form 55002020-01-011,788
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01583
Total of all active and inactive participants2020-01-012,371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,371
Number of participants with account balances2020-01-011,374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,194
Total number of active participants reported on line 7a of the Form 55002019-01-012,340
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,963
Total of all active and inactive participants2019-01-014,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014,303
Number of participants with account balances2019-01-012,987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,524
Total number of active participants reported on line 7a of the Form 55002018-01-013,105
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012,125
Total of all active and inactive participants2018-01-015,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015,230
Number of participants with account balances2018-01-013,790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,470
Total number of active participants reported on line 7a of the Form 55002017-01-015,396
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01906
Total of all active and inactive participants2017-01-016,307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-016,309
Number of participants with account balances2017-01-014,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,910
Total number of active participants reported on line 7a of the Form 55002016-01-013,821
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-01642
Total of all active and inactive participants2016-01-014,470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014,470
Number of participants with account balances2016-01-013,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,060
Total number of active participants reported on line 7a of the Form 55002015-01-013,414
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01494
Total of all active and inactive participants2015-01-013,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013,910
Number of participants with account balances2015-01-012,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,408
Total number of active participants reported on line 7a of the Form 55002014-01-013,771
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01289
Total of all active and inactive participants2014-01-014,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014,060
Number of participants with account balances2014-01-011,431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01726
Total number of active participants reported on line 7a of the Form 55002013-01-012,099
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0191
Total of all active and inactive participants2013-01-012,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,190
Number of participants with account balances2013-01-01987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01843
Total number of active participants reported on line 7a of the Form 55002012-01-01665
Number of retired or separated participants receiving benefits2012-01-0161
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01726
Number of participants with account balances2012-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01683
Total number of active participants reported on line 7a of the Form 55002011-01-01785
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0157
Total of all active and inactive participants2011-01-01842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01843
Number of participants with account balances2011-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01442
Total number of active participants reported on line 7a of the Form 55002009-01-01529
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01578
Number of participants with account balances2009-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-685,182
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,861,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,777,265
Expenses. Certain deemed distributions of participant loans2022-12-31$36,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$802,849
Value of total assets at end of year2022-12-31$6,099,244
Value of total assets at beginning of year2022-12-31$10,646,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$47,681
Total interest from all sources2022-12-31$7,620
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$194,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$194,416
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$796,932
Participant contributions at end of year2022-12-31$39,102
Participant contributions at beginning of year2022-12-31$220,168
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,917
Other income not declared elsewhere2022-12-31$11,605
Administrative expenses (other) incurred2022-12-31$47,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,546,796
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,099,244
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,646,040
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$6,060,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,425,872
Interest on participant loans2022-12-31$7,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,701,672
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,777,265
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 name2022-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2022-12-31208092242
2021 : EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,233,944
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,035,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,905,408
Expenses. Certain deemed distributions of participant loans2021-12-31$21,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,704,553
Value of total assets at end of year2021-12-31$10,646,040
Value of total assets at beginning of year2021-12-31$10,447,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$108,499
Total interest from all sources2021-12-31$12,355
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$655,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$655,935
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,565,892
Participant contributions at end of year2021-12-31$220,168
Participant contributions at beginning of year2021-12-31$263,922
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$138,661
Other income not declared elsewhere2021-12-31$1,778
Administrative expenses (other) incurred2021-12-31$108,499
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$198,792
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,646,040
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,447,248
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$10,425,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,183,326
Interest on participant loans2021-12-31$12,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$859,323
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,905,408
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 name2021-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2021-12-31208092242
2020 : EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$2,835,705
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,378,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,160,264
Expenses. Certain deemed distributions of participant loans2020-12-31$41,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,583,814
Value of total assets at end of year2020-12-31$10,447,248
Value of total assets at beginning of year2020-12-31$10,989,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$176,445
Total interest from all sources2020-12-31$15,032
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$236,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$236,376
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,572,859
Participant contributions at end of year2020-12-31$263,922
Participant contributions at beginning of year2020-12-31$288,138
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,955
Other income not declared elsewhere2020-12-31$11,922
Administrative expenses (other) incurred2020-12-31$176,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-542,314
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,447,248
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,989,562
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$10,183,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,701,424
Interest on participant loans2020-12-31$15,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$988,561
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,160,264
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2020-12-31208092242
2019 : EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,840,548
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,831,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,533,675
Expenses. Certain deemed distributions of participant loans2019-12-31$63,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,768,133
Value of total assets at end of year2019-12-31$10,989,562
Value of total assets at beginning of year2019-12-31$10,980,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$234,903
Total interest from all sources2019-12-31$17,205
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$280,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$280,005
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$1,762,119
Participant contributions at end of year2019-12-31$288,138
Participant contributions at beginning of year2019-12-31$369,113
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,014
Other income not declared elsewhere2019-12-31$1,165
Administrative expenses (other) incurred2019-12-31$234,903
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$8,604
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,989,562
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,980,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,701,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,611,845
Interest on participant loans2019-12-31$17,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,774,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,533,675
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2019-12-31208092242
2018 : EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$12,199,606
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,722,152
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,900,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,660,840
Expenses. Certain deemed distributions of participant loans2018-12-31$37,974
Value of total corrective distributions2018-12-31$7,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,489,119
Value of total assets at end of year2018-12-31$10,980,958
Value of total assets at beginning of year2018-12-31$23,358,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$194,307
Total interest from all sources2018-12-31$12,394
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$363,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$363,618
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$2,298,780
Participant contributions at end of year2018-12-31$369,113
Participant contributions at beginning of year2018-12-31$530,057
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$190,339
Other income not declared elsewhere2018-12-31$455
Administrative expenses (other) incurred2018-12-31$194,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-178,298
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,980,958
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,358,862
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$10,611,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,828,805
Interest on participant loans2018-12-31$12,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,143,434
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,660,840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2018-12-31208092242
2017 : EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,747,923
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,995,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,659,756
Value of total corrective distributions2017-12-31$38,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,035,874
Value of total assets at end of year2017-12-31$23,358,862
Value of total assets at beginning of year2017-12-31$19,605,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$296,307
Total interest from all sources2017-12-31$18,093
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$537,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$537,494
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,871,894
Participant contributions at end of year2017-12-31$530,057
Participant contributions at beginning of year2017-12-31$487,766
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$80,927
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$163,980
Other income not declared elsewhere2017-12-31$-7,455
Administrative expenses (other) incurred2017-12-31$296,307
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$3,752,907
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,358,862
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,605,955
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$22,828,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,037,262
Interest on participant loans2017-12-31$18,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,163,917
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,659,756
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2017-12-31208092242
2016 : EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,956,527
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,931,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,689,857
Value of total corrective distributions2016-12-31$38,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,342,146
Value of total assets at end of year2016-12-31$19,605,955
Value of total assets at beginning of year2016-12-31$18,580,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$203,045
Total interest from all sources2016-12-31$15,736
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$510,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$510,215
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,264,115
Participant contributions at end of year2016-12-31$487,766
Participant contributions at beginning of year2016-12-31$429,933
Participant contributions at end of year2016-12-31$80,927
Participant contributions at beginning of year2016-12-31$147,674
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$78,031
Other income not declared elsewhere2016-12-31$9,828
Administrative expenses (other) incurred2016-12-31$203,045
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$1,025,144
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,605,955
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,580,811
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$19,037,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,003,204
Interest on participant loans2016-12-31$15,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,078,602
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,689,857
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2016-12-31208092242
2015 : EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$1,356,501
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$2,126,399
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,650,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,337,723
Expenses. Certain deemed distributions of participant loans2015-12-31$49,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,248,656
Value of total assets at end of year2015-12-31$18,580,811
Value of total assets at beginning of year2015-12-31$17,747,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$262,755
Total interest from all sources2015-12-31$13,205
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$485,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$485,900
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,063,359
Participant contributions at end of year2015-12-31$429,933
Participant contributions at beginning of year2015-12-31$327,445
Participant contributions at end of year2015-12-31$147,674
Participant contributions at beginning of year2015-12-31$56,690
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$185,297
Administrative expenses (other) incurred2015-12-31$262,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-523,619
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,580,811
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,747,929
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$18,003,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,100,314
Interest on participant loans2015-12-31$13,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$263,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$263,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-621,362
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,337,723
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2015-12-31208092242
2014 : EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$9,490,598
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$24,074
Total income from all sources (including contributions)2014-12-31$1,993,461
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$820,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$805,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,166,918
Value of total assets at end of year2014-12-31$17,747,929
Value of total assets at beginning of year2014-12-31$7,108,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,118
Total interest from all sources2014-12-31$14,893
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$111,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$111,772
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,125,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$1,154,400
Participant contributions at end of year2014-12-31$327,445
Participant contributions at beginning of year2014-12-31$208,653
Participant contributions at end of year2014-12-31$56,690
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,285
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$24,074
Administrative expenses (other) incurred2014-12-31$12,808
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$1,172,525
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,747,929
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,084,806
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$17,100,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,900,227
Interest on participant loans2014-12-31$14,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$263,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$699,878
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$233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$805,818
Contract administrator fees2014-12-31$2,310
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Qualified
Accountancy firm name2014-12-31WORTHY & COMPANY LLC
Accountancy firm EIN2014-12-31208092242
2013 : EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$3,328,261
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$24,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,005
Total income from all sources (including contributions)2013-12-31$1,740,439
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$775,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$742,792
Value of total corrective distributions2013-12-31$24,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$702,207
Value of total assets at end of year2013-12-31$7,108,880
Value of total assets at beginning of year2013-12-31$2,794,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,810
Total interest from all sources2013-12-31$8,612
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$8,810
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$701,041
Participant contributions at end of year2013-12-31$208,653
Participant contributions at beginning of year2013-12-31$77,878
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$24,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$3,005
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$3,005
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$964,763
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,084,806
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,791,782
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$6,900,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,667,871
Interest on participant loans2013-12-31$8,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,029,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$46,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$742,792
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2013-12-31208092242
2012 : EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING 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$3,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,321
Total income from all sources (including contributions)2012-12-31$709,683
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$282,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$261,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$382,191
Value of total assets at end of year2012-12-31$2,794,787
Value of total assets at beginning of year2012-12-31$2,365,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,852
Total interest from all sources2012-12-31$1,618
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$9,229
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$336,158
Participant contributions at end of year2012-12-31$77,878
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$3,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,321
Total non interest bearing cash at end of year2012-12-31$3,005
Total non interest bearing cash at beginning of year2012-12-31$82
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$427,626
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,791,782
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,364,156
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
Investment advisory and management fees2012-12-31$11,623
Interest on participant loans2012-12-31$1,550
Interest earned on other investments2012-12-31$68
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,667,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,333,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$325,874
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$46,033
Employer contributions (assets) at end of year2012-12-31$46,033
Employer contributions (assets) at beginning of year2012-12-31$31,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$261,205
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 name2012-12-31DWYER, PEMBERTON, & COULSON, P.C.
Accountancy firm EIN2012-12-31911503183
2011 : EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,321
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$301,684
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$395,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$375,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$385,543
Value of total assets at end of year2011-12-31$2,365,477
Value of total assets at beginning of year2011-12-31$2,458,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,928
Total interest from all sources2011-12-31$128
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$11,313
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$346,491
Participant contributions at end of year2011-12-31$410
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$82
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-94,077
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,364,156
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,458,233
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
Investment advisory and management fees2011-12-31$8,615
Interest earned on other investments2011-12-31$128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,333,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,420,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-83,987
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$31,925
Employer contributions (assets) at end of year2011-12-31$31,925
Employer contributions (assets) at beginning of year2011-12-31$37,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$375,833
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DWYER, PEMBERTON, & COULSON, P.C.
Accountancy firm EIN2011-12-31911503183
2010 : EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,692
Total income from all sources (including contributions)2010-12-31$648,517
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$230,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$202,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$360,750
Value of total assets at end of year2010-12-31$2,458,233
Value of total assets at beginning of year2010-12-31$2,043,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,402
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$18,972
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$322,840
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,692
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$417,662
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,458,233
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,040,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$9,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,420,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,990,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$287,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$37,910
Employer contributions (assets) at end of year2010-12-31$37,910
Employer contributions (assets) at beginning of year2010-12-31$53,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$202,453
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DWYER, PEMBERTON & COULSON, P.C.
Accountancy firm EIN2010-12-31911503183
2009 : EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING 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 EMBASSY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77137
Policy instance 1
Insurance contract or identification number77137
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-01-14
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $75
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Amount paid for insurance broker fees75
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker namePANAGIOTU PENSION ADVISORS, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512154-000
Policy instance 2
Insurance contract or identification number512154-000
Number of Individuals Covered987
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,630
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Amount paid for insurance broker fees4630
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker namePANAGIOTU PENSION ADVISORS INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77137
Policy instance 1
Insurance contract or identification number77137
Number of Individuals Covered268
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $20,852
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Amount paid for insurance broker fees11623
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?4
Insurance broker namePANAGIOTU PENSION ADVISORS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77137
Policy instance 1
Insurance contract or identification number77137
Number of Individuals Covered288
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,615
Total amount of fees paid to insurance companyUSD $14,690
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77137
Policy instance 1
Insurance contract or identification number77137
Number of Individuals Covered286
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,430
Total amount of fees paid to insurance companyUSD $2,243
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Amount paid for insurance broker fees2243
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $9,399
Insurance broker nameVANGUARD GROUP, INC.

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