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SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 401k Plan overview

Plan NameSAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED
Plan identification number 001

SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 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

DOUGLAS COUNTY INC. has sponsored the creation of one or more 401k plans.

Company Name:DOUGLAS COUNTY INC.
Employer identification number (EIN):930899201
NAIC Classification:321110

Additional information about DOUGLAS COUNTY INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1985-09-09
Company Identification Number: 21258413
Legal Registered Office Address: 398 DEL RIO RD

ROSEBURG
United States of America (USA)
97471

More information about DOUGLAS COUNTY INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICK BARANKO2023-07-14
0012021-01-01RICHARD MATHEWS2022-09-01
0012020-01-01RICHARD MATHEWS2021-10-11
0012019-01-01RICHARD MATHEWS2020-10-09
0012018-01-01RICHARD MATHEWS2019-10-08
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01RICHARD MATHEWS
0012013-01-01RICHARD MATHEWS
0012012-01-01RICHARD MATHEWS
0012011-01-01RICHARD MATHEWS
0012010-01-01PENSION PLANNERS NORTHWEST
0012009-01-01PENSION PLANNERS NORTHWEST

Plan Statistics for SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED

401k plan membership statisitcs for SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED

Measure Date Value
2022: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2022 401k membership
Total participants, beginning-of-year2022-01-01181
Total number of active participants reported on line 7a of the Form 55002022-01-01128
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01181
Number of participants with account balances2022-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2021 401k membership
Total participants, beginning-of-year2021-01-01183
Total number of active participants reported on line 7a of the Form 55002021-01-01137
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01181
Number of participants with account balances2021-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2020 401k membership
Total participants, beginning-of-year2020-01-01166
Total number of active participants reported on line 7a of the Form 55002020-01-01139
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01178
Number of participants with account balances2020-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2019 401k membership
Total participants, beginning-of-year2019-01-01159
Total number of active participants reported on line 7a of the Form 55002019-01-01128
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0126
Total of all active and inactive participants2019-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01162
Number of participants with account balances2019-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2018 401k membership
Total participants, beginning-of-year2018-01-01165
Total number of active participants reported on line 7a of the Form 55002018-01-01135
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01160
Number of participants with account balances2018-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2017 401k membership
Total participants, beginning-of-year2017-01-01166
Total number of active participants reported on line 7a of the Form 55002017-01-01137
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01163
Number of participants with account balances2017-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2016 401k membership
Total participants, beginning-of-year2016-01-01157
Total number of active participants reported on line 7a of the Form 55002016-01-01134
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01162
Number of participants with account balances2016-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2015 401k membership
Total participants, beginning-of-year2015-01-01155
Total number of active participants reported on line 7a of the Form 55002015-01-01136
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01156
Number of participants with account balances2015-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2014 401k membership
Total participants, beginning-of-year2014-01-01152
Total number of active participants reported on line 7a of the Form 55002014-01-01135
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01155
Number of participants with account balances2014-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2013 401k membership
Total participants, beginning-of-year2013-01-01144
Total number of active participants reported on line 7a of the Form 55002013-01-01135
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 participants2013-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01151
Number of participants with account balances2013-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2012 401k membership
Total participants, beginning-of-year2012-01-01147
Total number of active participants reported on line 7a of the Form 55002012-01-01123
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01143
Number of participants with account balances2012-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2011 401k membership
Total participants, beginning-of-year2011-01-01148
Total number of active participants reported on line 7a of the Form 55002011-01-01125
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01145
Number of participants with account balances2011-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2010 401k membership
Total participants, beginning-of-year2010-01-01138
Total number of active participants reported on line 7a of the Form 55002010-01-01130
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0117
Total of all active and inactive participants2010-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01148
Number of participants with account balances2010-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2009 401k membership
Total participants, beginning-of-year2009-01-01144
Total number of active participants reported on line 7a of the Form 55002009-01-01124
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01137
Number of participants with account balances2009-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED

Measure Date Value
2022 : SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$97
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6
Total income from all sources (including contributions)2022-12-31$-830,211
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$789,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$760,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$797,673
Value of total assets at end of year2022-12-31$8,071,638
Value of total assets at beginning of year2022-12-31$9,691,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$29,596
Total interest from all sources2022-12-31$506
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$456,020
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$196,761
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$97
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$6
Other income not declared elsewhere2022-12-31$5,912
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,620,152
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,071,541
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,691,693
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
Investment advisory and management fees2022-12-31$29,596
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,861,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,508,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$506
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$210,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$182,478
Net investment gain/loss from pooled separate accounts2022-12-31$-1,634,302
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$144,892
Employer contributions (assets) at end of year2022-12-31$557
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$760,345
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 name2022-12-31WICKS EMMETT LLP
Accountancy firm EIN2022-12-31930718861
2021 : SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6
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$1,909,715
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$729,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$697,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$572,745
Value of total assets at end of year2021-12-31$9,691,699
Value of total assets at beginning of year2021-12-31$8,511,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,752
Total interest from all sources2021-12-31$1,439
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$430,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$6
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$6,558
Total non interest bearing cash at end of year2021-12-31$688
Total non interest bearing cash at beginning of year2021-12-31$191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,179,873
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,691,693
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,511,820
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
Investment advisory and management fees2021-12-31$32,752
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,508,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,354,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$182,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$156,047
Net investment gain/loss from pooled separate accounts2021-12-31$1,328,973
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$141,875
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$1,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$697,090
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 name2021-12-31WICKS EMMETT LLP
Accountancy firm EIN2021-12-31930718861
2020 : SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$424
Total income from all sources (including contributions)2020-12-31$1,750,714
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$316,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$290,049
Value of total corrective distributions2020-12-31$1,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$558,682
Value of total assets at end of year2020-12-31$8,511,820
Value of total assets at beginning of year2020-12-31$7,078,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,694
Total interest from all sources2020-12-31$1,831
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$419,646
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$424
Other income not declared elsewhere2020-12-31$5,368
Total non interest bearing cash at end of year2020-12-31$191
Total non interest bearing cash 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$1,434,156
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,511,820
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,077,664
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
Investment advisory and management fees2020-12-31$24,694
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,354,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,945,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$156,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$133,038
Net investment gain/loss from pooled separate accounts2020-12-31$1,184,833
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$138,787
Employer contributions (assets) at end of year2020-12-31$1,042
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$290,049
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WICKS EMMETT LLP
Accountancy firm EIN2020-12-31930718861
2019 : SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$424
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,011,892
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$982,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$958,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$550,251
Value of total assets at end of year2019-12-31$7,078,088
Value of total assets at beginning of year2019-12-31$6,048,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,429
Total interest from all sources2019-12-31$1,709
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$421,688
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$5,079
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash 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$1,029,214
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,077,664
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,048,450
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
Investment advisory and management fees2019-12-31$24,429
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,945,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,935,783
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$133,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$112,667
Net investment gain/loss from pooled separate accounts2019-12-31$1,454,853
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$128,563
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$958,249
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 name2019-12-31WICKS EMMETT LLP
Accountancy firm EIN2019-12-31930718861
2018 : SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$2,975
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$154,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$131,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$527,737
Value of total assets at end of year2018-12-31$6,048,450
Value of total assets at beginning of year2018-12-31$6,199,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,608
Total interest from all sources2018-12-31$918
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$404,762
Other income not declared elsewhere2018-12-31$4,526
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-151,257
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,048,450
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,199,707
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
Investment advisory and management fees2018-12-31$22,608
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,935,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,103,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$112,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$95,569
Net investment gain/loss from pooled separate accounts2018-12-31$-530,206
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$122,975
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$-153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$131,624
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 name2018-12-31WICKS EMMETT LLP
Accountancy firm EIN2018-12-31930718861
2017 : SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 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$1,389,378
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$244,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$224,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$469,833
Value of total assets at end of year2017-12-31$6,199,707
Value of total assets at beginning of year2017-12-31$5,054,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,816
Total interest from all sources2017-12-31$603
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
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$359,147
Other income not declared elsewhere2017-12-31$3,391
Total non interest bearing cash at end of year2017-12-31$565
Total non interest bearing cash at beginning 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$1,144,737
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,199,707
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,054,970
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
Investment advisory and management fees2017-12-31$19,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,103,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,970,626
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$95,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$84,430
Net investment gain/loss from pooled separate accounts2017-12-31$915,551
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$110,686
Employer contributions (assets) at end of year2017-12-31$-153
Employer contributions (assets) at beginning of year2017-12-31$-86
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$224,825
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 name2017-12-31WICKS EMMETT LLP
Accountancy firm EIN2017-12-31930718861
2016 : SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 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$920,102
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$125,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$109,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$422,827
Value of total assets at end of year2016-12-31$5,054,970
Value of total assets at beginning of year2016-12-31$4,260,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,056
Total interest from all sources2016-12-31$435
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$318,377
Other income not declared elsewhere2016-12-31$919
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$794,285
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,054,970
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,260,685
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
Investment advisory and management fees2016-12-31$16,056
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,970,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,186,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$84,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$73,794
Net investment gain/loss from pooled separate accounts2016-12-31$495,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$104,450
Employer contributions (assets) at end of year2016-12-31$-86
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$109,761
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 name2016-12-31WICKS EMMETT LLP
Accountancy firm EIN2016-12-31930718861
2015 : SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$236,349
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$71,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$56,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$380,495
Value of total assets at end of year2015-12-31$4,260,685
Value of total assets at beginning of year2015-12-31$4,096,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,926
Total interest from all sources2015-12-31$83
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$430,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$287,166
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$504
Other income not declared elsewhere2015-12-31$853
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$164,633
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,260,685
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,096,052
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
Investment advisory and management fees2015-12-31$14,926
Value of interest in pooled separate accounts at end of year2015-12-31$4,186,891
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,031,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$83
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$73,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$64,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-145,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$93,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$56,790
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 name2015-12-31WICKS EMMETT LLP
Accountancy firm EIN2015-12-31930718861
2014 : SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$596,994
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$77,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$58,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$364,896
Value of total assets at end of year2014-12-31$4,096,052
Value of total assets at beginning of year2014-12-31$3,576,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,757
Total interest from all sources2014-12-31$63
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$410,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$275,135
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$-9
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$15
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$504
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$504
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$1,699
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$519,492
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,096,052
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,576,560
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
Investment advisory and management fees2014-12-31$13,525
Value of interest in pooled separate accounts at end of year2014-12-31$4,031,509
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,519,665
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$63
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$64,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$54,701
Net investment gain/loss from pooled separate accounts2014-12-31$232,035
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$89,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$58,745
Contract administrator fees2014-12-31$5,232
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WICKS EMMETT LLP
Accountancy firm EIN2014-12-31930718861
2013 : SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,073,299
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$93,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$75,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$363,498
Value of total assets at end of year2013-12-31$3,576,560
Value of total assets at beginning of year2013-12-31$2,596,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,458
Total interest from all sources2013-12-31$67
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$358,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$244,027
Participant contributions at end of year2013-12-31$-9
Participant contributions at beginning of year2013-12-31$-9
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$39,386
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$504
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$1,699
Total non interest bearing cash at beginning of year2013-12-31$2,846
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$979,757
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,576,560
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,596,803
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
Investment advisory and management fees2013-12-31$10,842
Value of interest in pooled separate accounts at end of year2013-12-31$3,519,665
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,548,031
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$67
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$54,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$45,935
Net investment gain/loss from pooled separate accounts2013-12-31$709,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$80,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$75,084
Contract administrator fees2013-12-31$7,616
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 name2013-12-31WICKS EMMETT LLP
Accountancy firm EIN2013-12-31930718861
2012 : SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$632,694
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$383,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$367,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$291,922
Value of total assets at end of year2012-12-31$2,596,803
Value of total assets at beginning of year2012-12-31$2,347,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,704
Total interest from all sources2012-12-31$180
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$6,917
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$260,000
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$221,135
Participant contributions at end of year2012-12-31$-9
Participant contributions at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$2,846
Total non interest bearing cash at beginning of year2012-12-31$1,828
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$249,514
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,596,803
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,347,289
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$8,787
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,548,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,308,197
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$45,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$37,264
Net investment gain/loss from pooled separate accounts2012-12-31$340,592
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$70,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$367,476
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 name2012-12-31WICKS EMMETT LLP
Accountancy firm EIN2012-12-31930718861
2011 : SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$147,998
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$147,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$132,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$238,042
Value of total assets at end of year2011-12-31$2,347,289
Value of total assets at beginning of year2011-12-31$2,346,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,334
Total interest from all sources2011-12-31$164
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$235,000
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$177,564
Total non interest bearing cash at end of year2011-12-31$1,828
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$947
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,347,289
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,346,342
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$3,327
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,308,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,316,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$37,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$29,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-90,208
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$60,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$132,717
Contract administrator fees2011-12-31$11,007
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 name2011-12-31WICKS EMMETT LLP
Accountancy firm EIN2011-12-31930718861
2010 : SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$546,990
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$109,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$97,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$220,291
Value of total assets at end of year2010-12-31$2,346,342
Value of total assets at beginning of year2010-12-31$1,908,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,958
Total interest from all sources2010-12-31$141
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$235,000
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$165,347
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$379
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$437,929
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,346,342
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,908,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,316,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,885,357
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$29,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$23,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$326,558
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$54,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$97,103
Contract administrator fees2010-12-31$11,958
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 name2010-12-31WICKS EMMETT LLP
Accountancy firm EIN2010-12-31930718861
2009 : SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 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 SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED

2022: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 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 benefit arrangement – InsuranceYes
2010: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61913
Policy instance 1
Insurance contract or identification number61913
Number of Individuals Covered172
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,300
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
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 fees4300
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61913
Policy instance 1
Insurance contract or identification number61913
Number of Individuals Covered168
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,635
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
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 fees4635
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61913
Policy instance 1
Insurance contract or identification number61913
Number of Individuals Covered165
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,472
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
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 fees3472
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61913
Policy instance 1
Insurance contract or identification number61913
Number of Individuals Covered154
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,451
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
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 fees3451
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61913
Policy instance 1
Insurance contract or identification number61913
Number of Individuals Covered147
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,240
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planYes
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?Yes
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 fees3240
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61913
Policy instance 1
Insurance contract or identification number61913
Number of Individuals Covered146
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,787
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planYes
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?Yes
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 fees2787
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker namePENSION PLANNERS NORTHWEST
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61913
Policy instance 1
Insurance contract or identification number61913
Number of Individuals Covered141
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,061
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 planYes
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?Yes
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 fees14926
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?7
Insurance broker namePENSION PLANNERS NORTHWEST
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61913
Policy instance 1
Insurance contract or identification number61913
Number of Individuals Covered138
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,441
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 planYes
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?Yes
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 fees13525
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?7
Insurance broker namePENSION PLANNERS NORTHWEST
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61913
Policy instance 1
Insurance contract or identification number61913
Number of Individuals Covered137
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 $12,353
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 planYes
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?Yes
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 fees10842
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?7
Insurance broker namePENSION PLANNERS NORTHWEST
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61913
Policy instance 1
Insurance contract or identification number61913
Number of Individuals Covered127
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 $10,036
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?Yes
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 fees8787
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?7
Insurance broker namePENSION PLANNERS NORTHWEST
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61913
Policy instance 1
Insurance contract or identification number61913
Number of Individuals Covered127
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,915
Total amount of fees paid to insurance companyUSD $4,581
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61913
Policy instance 1
Insurance contract or identification number61913
Number of Individuals Covered129
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,912
Total amount of fees paid to insurance companyUSD $950
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?Yes
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

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