?>
Logo

CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 401k Plan overview

Plan NameCENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN
Plan identification number 001

CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN Benefits

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

401k Sponsoring company profile

CENTURY 21 JUDGE FITE COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CENTURY 21 JUDGE FITE COMPANY, INC.
Employer identification number (EIN):751602359
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTURY 21 JUDGE FITE CORPORATION 401(K) 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
0012017-01-01GEORGE FRENCH
0012016-01-01GEORGE FRENCH2017-06-02
0012015-01-01GEORGE FRENCH2016-07-05
0012014-01-01GEORGE FRENCH
0012013-01-01GEORGE FRENCH
0012012-01-01GEORGE FRENCH
0012011-01-01GEORGE FRENCH
0012010-01-01GEORGE FRENCH
0012009-01-01GEORGE FRENCH

Plan Statistics for CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN

401k plan membership statisitcs for CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN

Measure Date Value
2022: CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01162
Total number of active participants reported on line 7a of the Form 55002022-01-01128
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0131
Total of all active and inactive participants2022-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01161
Number of participants with account balances2022-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01161
Total number of active participants reported on line 7a of the Form 55002021-01-01131
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0138
Total of all active and inactive participants2021-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01170
Number of participants with account balances2021-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01157
Total number of active participants reported on line 7a of the Form 55002020-01-01126
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01151
Number of participants with account balances2020-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01154
Total number of active participants reported on line 7a of the Form 55002019-01-01132
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01156
Number of participants with account balances2019-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01222
Total number of active participants reported on line 7a of the Form 55002018-01-01127
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0125
Total of all active and inactive participants2018-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01152
Number of participants with account balances2018-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0124
2017: CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01182
Total number of active participants reported on line 7a of the Form 55002017-01-01128
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0194
Total of all active and inactive participants2017-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01222
Number of participants with account balances2017-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0123
2014: CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0198
Total number of active participants reported on line 7a of the Form 55002014-01-0189
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0198
Number of participants with account balances2014-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0195
Total number of active participants reported on line 7a of the Form 55002013-01-0183
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0198
Number of participants with account balances2013-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0192
Total number of active participants reported on line 7a of the Form 55002012-01-0184
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0195
Number of participants with account balances2012-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0189
Total number of active participants reported on line 7a of the Form 55002011-01-0182
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0192
Number of participants with account balances2011-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01106
Total number of active participants reported on line 7a of the Form 55002010-01-0180
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0189
Number of participants with account balances2010-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01116
Total number of active participants reported on line 7a of the Form 55002009-01-0193
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01106
Number of participants with account balances2009-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN

Measure Date Value
2022 : CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-353,142
Total of all expenses incurred2022-12-31$360,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$286,392
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$34,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$759,431
Value of total assets at end of year2022-12-31$5,520,608
Value of total assets at beginning of year2022-12-31$6,234,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$39,613
Total interest from all sources2022-12-31$6,061
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$161,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$161,185
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$450,000
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$632,860
Participant contributions at end of year2022-12-31$105,337
Participant contributions at beginning of year2022-12-31$32,550
Participant contributions at beginning of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-713,584
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,520,608
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,234,192
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$5,051,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,034,373
Interest on participant loans2022-12-31$3,873
Interest earned on other investments2022-12-31$2,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$9,370
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$31,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$31,387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$88
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$228,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,279,819
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$126,571
Employer contributions (assets) at end of year2022-12-31$126,571
Employer contributions (assets) at beginning of year2022-12-31$135,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$286,392
Contract administrator fees2022-12-31$39,613
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31YWRD, P.C.
Accountancy firm EIN2022-12-31751978109
2021 : CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,533,513
Total of all expenses incurred2021-12-31$883,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$839,477
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$701,133
Value of total assets at end of year2021-12-31$6,234,192
Value of total assets at beginning of year2021-12-31$5,584,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$44,410
Total interest from all sources2021-12-31$2,097
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$563,601
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$563,601
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$450,000
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$548,182
Participant contributions at end of year2021-12-31$32,550
Participant contributions at beginning of year2021-12-31$45,460
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,006
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$649,626
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,234,192
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,584,566
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$6,034,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,371,150
Interest on participant loans2021-12-31$1,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$31,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$22,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$22,011
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$215
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$266,682
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$145,945
Employer contributions (assets) at end of year2021-12-31$135,882
Employer contributions (assets) at beginning of year2021-12-31$145,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$839,477
Contract administrator fees2021-12-31$44,410
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31YWRD, P.C
Accountancy firm EIN2021-12-31751978109
2020 : CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,490,176
Total of all expenses incurred2020-12-31$299,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$221,083
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$45,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$692,956
Value of total assets at end of year2020-12-31$5,584,566
Value of total assets at beginning of year2020-12-31$4,393,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$32,479
Total interest from all sources2020-12-31$4,437
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$184,895
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$184,895
Administrative expenses professional fees incurred2020-12-31$32,479
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$150,000
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$589,739
Participant contributions at end of year2020-12-31$45,460
Participant contributions at beginning of year2020-12-31$81,603
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,530
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,191,038
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,584,566
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,393,528
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$5,371,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,168,355
Interest on participant loans2020-12-31$4,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$22,011
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$45,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$45,023
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$222
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$607,888
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$100,687
Employer contributions (assets) at end of year2020-12-31$145,945
Employer contributions (assets) at beginning of year2020-12-31$98,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$221,083
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31YELDELL, WILSON, WOOD & REEVE, P.C
Accountancy firm EIN2020-12-31751978109
2019 : CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,386,620
Total of all expenses incurred2019-12-31$784,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$750,197
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$5,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$630,090
Value of total assets at end of year2019-12-31$4,393,528
Value of total assets at beginning of year2019-12-31$3,791,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,613
Total interest from all sources2019-12-31$5,313
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$171,614
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$171,614
Administrative expenses professional fees incurred2019-12-31$28,613
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$150,000
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$506,804
Participant contributions at end of year2019-12-31$81,603
Participant contributions at beginning of year2019-12-31$77,777
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$24,739
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
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$602,245
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,393,528
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,791,283
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$4,168,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,529,738
Interest on participant loans2019-12-31$4,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$45,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$34,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$34,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$483
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$579,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$98,547
Employer contributions (assets) at end of year2019-12-31$98,547
Employer contributions (assets) at beginning of year2019-12-31$149,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$750,197
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 name2019-12-31YELDELL, WILSON, WOOD & REEVE, P.C
Accountancy firm EIN2019-12-31751978109
2018 : CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$679,412
Total of all expenses incurred2018-12-31$1,252,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,197,818
Expenses. Certain deemed distributions of participant loans2018-12-31$769
Value of total corrective distributions2018-12-31$18,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$864,400
Value of total assets at end of year2018-12-31$3,791,283
Value of total assets at beginning of year2018-12-31$4,364,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,879
Total interest from all sources2018-12-31$4,639
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$159,130
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$159,130
Administrative expenses professional fees incurred2018-12-31$34,879
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$150,000
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$506,022
Participant contributions at end of year2018-12-31$77,777
Participant contributions at beginning of year2018-12-31$67,604
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$219,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-572,874
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,791,283
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,364,157
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$3,529,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,126,934
Interest on participant loans2018-12-31$4,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$34,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$10,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$10,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$265
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-348,757
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$139,114
Employer contributions (assets) at end of year2018-12-31$149,408
Employer contributions (assets) at beginning of year2018-12-31$159,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,197,818
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 name2018-12-31YELDELL, WILSON, WOOD & REEVE, P.C
Accountancy firm EIN2018-12-31751978109
2017 : CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,507,818
Total of all expenses incurred2017-12-31$140,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$94,310
Expenses. Certain deemed distributions of participant loans2017-12-31$721
Value of total corrective distributions2017-12-31$22,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$913,858
Value of total assets at end of year2017-12-31$4,364,157
Value of total assets at beginning of year2017-12-31$2,996,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,678
Total interest from all sources2017-12-31$3,517
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$0
Administrative expenses professional fees incurred2017-12-31$22,678
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$150,000
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$480,643
Participant contributions at end of year2017-12-31$67,604
Participant contributions at beginning of year2017-12-31$39,612
Participant contributions at end of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$134,156
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,367,232
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,364,157
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,996,925
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$4,126,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,950,355
Interest on participant loans2017-12-31$3,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$10,370
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$6,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$6,958
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$590,443
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$299,059
Employer contributions (assets) at end of year2017-12-31$159,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$94,310
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 name2017-12-31YELDELL, WILSON, WOOD & REEVE, P.C.
Accountancy firm EIN2017-12-31751978109
2014 : CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$489,594
Expenses. Total of all expenses incurred2014-12-31$202,411
Benefits paid (including direct rollovers)2014-12-31$182,022
Total plan assets at end of year2014-12-31$2,091,916
Total plan assets at beginning of year2014-12-31$1,804,733
Value of fidelity bond covering the plan2014-12-31$1,100,000
Total contributions received or receivable from participants2014-12-31$242,921
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$141,398
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$287,183
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,091,916
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,804,733
Assets. Value of participant loans2014-12-31$39,769
Total contributions received or receivable from employer(s)2014-12-31$105,275
Value of certain deemed distributions of participant loans2014-12-31$3,681
Value of corrective distributions2014-12-31$7,702
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$9,006
2013 : CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$626,480
Expenses. Total of all expenses incurred2013-12-31$36,636
Benefits paid (including direct rollovers)2013-12-31$17,590
Total plan assets at end of year2013-12-31$1,804,733
Total plan assets at beginning of year2013-12-31$1,214,889
Value of fidelity bond covering the plan2013-12-31$1,100,000
Total contributions received or receivable from participants2013-12-31$185,367
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$285,723
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$589,844
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,804,733
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,214,889
Assets. Value of participant loans2013-12-31$16,309
Total contributions received or receivable from employer(s)2013-12-31$155,390
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$14,006
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,040
2012 : CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$274,517
Expenses. Total of all expenses incurred2012-12-31$169,664
Benefits paid (including direct rollovers)2012-12-31$168,010
Total plan assets at end of year2012-12-31$1,214,889
Total plan assets at beginning of year2012-12-31$1,110,036
Value of fidelity bond covering the plan2012-12-31$1,100,000
Total contributions received or receivable from participants2012-12-31$133,955
Other income received2012-12-31$140,562
Net income (gross income less expenses)2012-12-31$104,853
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,214,889
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,110,036
Assets. Value of participant loans2012-12-31$13,484
Value of corrective distributions2012-12-31$994
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$660
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$113,226
Expenses. Total of all expenses incurred2011-12-31$182,700
Benefits paid (including direct rollovers)2011-12-31$151,927
Total plan assets at end of year2011-12-31$1,110,036
Total plan assets at beginning of year2011-12-31$1,179,510
Value of fidelity bond covering the plan2011-12-31$1,100,000
Total contributions received or receivable from participants2011-12-31$119,495
Other income received2011-12-31$-6,269
Net income (gross income less expenses)2011-12-31$-69,474
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,110,036
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,179,510
Assets. Value of participant loans2011-12-31$20,730
Value of corrective distributions2011-12-31$29,503
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,270
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$258,938
Expenses. Total of all expenses incurred2010-12-31$149,612
Benefits paid (including direct rollovers)2010-12-31$117,348
Total plan assets at end of year2010-12-31$1,179,510
Total plan assets at beginning of year2010-12-31$1,070,184
Value of fidelity bond covering the plan2010-12-31$1,100,000
Total contributions received or receivable from participants2010-12-31$137,915
Other income received2010-12-31$121,023
Net income (gross income less expenses)2010-12-31$109,326
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,179,510
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,070,184
Assets. Value of participant loans2010-12-31$25,551
Value of corrective distributions2010-12-31$27,849
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$4,415
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN

2022: CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2014: CENTURY 21 JUDGE FITE CORPORATION 401(K) 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: CENTURY 21 JUDGE FITE CORPORATION 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CENTURY 21 JUDGE FITE CORPORATION 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CENTURY 21 JUDGE FITE CORPORATION 401(K) 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374247-01
Policy instance 1
Insurance contract or identification number374247-01
Number of Individuals Covered37
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $741
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $741
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374247-01
Policy instance 1
Insurance contract or identification number374247-01
Number of Individuals Covered32
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $514
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $514
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374247-01
Policy instance 1
Insurance contract or identification number374247-01
Number of Individuals Covered29
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $469
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $469
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374247-01
Policy instance 1
Insurance contract or identification number374247-01
Number of Individuals Covered25
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $879
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $879
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISIONS
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number37424701
Policy instance 1
Insurance contract or identification number37424701
Number of Individuals Covered38
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $341
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $341
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBILLY CLARK

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