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JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 401k Plan overview

Plan NameJAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN
Plan identification number 002

JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN Benefits

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

401k Sponsoring company profile

JAMES G. PARKER INSURANCE ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:JAMES G. PARKER INSURANCE ASSOCIATES
Employer identification number (EIN):942494444
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about JAMES G. PARKER INSURANCE ASSOCIATES

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2003-05-09
Company Identification Number: 0800203455
Legal Registered Office Address: PO BOX 3947

FRESNO
United States of America (USA)
93650

More information about JAMES G. PARKER INSURANCE ASSOCIATES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01TODD A. PARKER
0022017-01-01TODD A. PARKER
0022016-01-01TODD A. PARKER
0022015-01-01TODD A. PARKER
0022014-01-01TODD A. PARKER
0022013-01-01TODD A. PARKER
0022012-01-01TODD A. PARKER
0022011-01-01TODD A. PARKER
0022009-01-01TODD A. PARKER

Plan Statistics for JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN

401k plan membership statisitcs for JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN

Measure Date Value
2022: JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01231
Total number of active participants reported on line 7a of the Form 55002022-01-01240
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01252
Number of participants with account balances2022-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01213
Total number of active participants reported on line 7a of the Form 55002021-01-01227
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01231
Number of participants with account balances2021-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01224
Total number of active participants reported on line 7a of the Form 55002020-01-01206
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01213
Number of participants with account balances2020-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01257
Total number of active participants reported on line 7a of the Form 55002019-01-01224
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01224
Number of participants with account balances2019-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01233
Total number of active participants reported on line 7a of the Form 55002018-01-01233
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01257
Number of participants with account balances2018-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01250
Total number of active participants reported on line 7a of the Form 55002017-01-01232
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01233
Number of participants with account balances2017-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01223
Total number of active participants reported on line 7a of the Form 55002016-01-01212
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01250
Number of participants with account balances2016-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01224
Total number of active participants reported on line 7a of the Form 55002015-01-01223
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01223
Number of participants with account balances2015-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01238
Total number of active participants reported on line 7a of the Form 55002014-01-01224
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01224
Number of participants with account balances2014-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01200
Total number of active participants reported on line 7a of the Form 55002013-01-01201
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01238
Number of participants with account balances2013-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01200
Total number of active participants reported on line 7a of the Form 55002012-01-01165
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01200
Number of participants with account balances2012-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01215
Total number of active participants reported on line 7a of the Form 55002011-01-01163
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01200
Number of participants with account balances2011-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01225
Total number of active participants reported on line 7a of the Form 55002009-01-01176
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0141
Total of all active and inactive participants2009-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01217
Number of participants with account balances2009-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN

Measure Date Value
2022 : JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-825,065
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$331,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$274,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,152,796
Value of total assets at end of year2022-12-31$13,446,163
Value of total assets at beginning of year2022-12-31$14,602,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,763
Total interest from all sources2022-12-31$9,946
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$312,825
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$984,881
Participant contributions at end of year2022-12-31$221,353
Participant contributions at beginning of year2022-12-31$226,865
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$44,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,156,534
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,446,163
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,602,697
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$56,763
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,591,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,197,187
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$9,946
Value of interest in common/collective trusts at end of year2022-12-31$28,751
Value of interest in common/collective trusts at beginning of year2022-12-31$30,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,601,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,145,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,300,632
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$123,197
Employer contributions (assets) at end of year2022-12-31$2,153
Employer contributions (assets) at beginning of year2022-12-31$1,993
Income. Dividends from common stock2022-12-31$312,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$274,706
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 name2022-12-31CUTTONE & MASTRO
Accountancy firm EIN2022-12-31452184917
2021 : JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,570,633
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,992,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,915,154
Expenses. Certain deemed distributions of participant loans2021-12-31$4,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,066,190
Value of total assets at end of year2021-12-31$14,602,697
Value of total assets at beginning of year2021-12-31$14,024,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$72,980
Total interest from all sources2021-12-31$9,414
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$418,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$418,417
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$937,512
Participant contributions at end of year2021-12-31$226,865
Participant contributions at beginning of year2021-12-31$129,782
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,995
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$578,083
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,602,697
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,024,614
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$72,980
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,197,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,219,962
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$9,414
Value of interest in common/collective trusts at end of year2021-12-31$30,024
Value of interest in common/collective trusts at beginning of year2021-12-31$40,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,145,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,634,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,076,612
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$121,683
Employer contributions (assets) at end of year2021-12-31$1,993
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,915,154
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 name2021-12-31CUTTONE & MASTRO
Accountancy firm EIN2021-12-31452184917
2020 : JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,155,531
Total unrealized appreciation/depreciation of assets2020-12-31$1,155,531
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,604,281
Total loss/gain on sale of assets2020-12-31$17,858
Total of all expenses incurred2020-12-31$1,538,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,464,578
Expenses. Certain deemed distributions of participant loans2020-12-31$3,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,111,299
Value of total assets at end of year2020-12-31$14,024,614
Value of total assets at beginning of year2020-12-31$12,958,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$70,740
Total interest from all sources2020-12-31$7,718
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$311,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$311,875
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$909,509
Participant contributions at end of year2020-12-31$129,782
Participant contributions at beginning of year2020-12-31$158,154
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$83,651
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,065,839
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,024,614
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,958,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,219,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,533,939
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$7,718
Value of interest in common/collective trusts at end of year2020-12-31$40,015
Value of interest in common/collective trusts at beginning of year2020-12-31$31,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,634,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,234,633
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$118,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,464,578
Contract administrator fees2020-12-31$70,740
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
Aggregate proceeds on sale of assets2020-12-31$17,858
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CUTTONE & MASTRO
Accountancy firm EIN2020-12-31452184917
2019 : JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,231,403
Total unrealized appreciation/depreciation of assets2019-12-31$1,231,403
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,769,715
Total loss/gain on sale of assets2019-12-31$300,695
Total of all expenses incurred2019-12-31$511,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$399,306
Expenses. Certain deemed distributions of participant loans2019-12-31$35,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$896,751
Value of total assets at end of year2019-12-31$12,958,775
Value of total assets at beginning of year2019-12-31$10,700,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,223
Total interest from all sources2019-12-31$10,869
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$329,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$329,997
Administrative expenses professional fees incurred2019-12-31$0
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$780,101
Participant contributions at end of year2019-12-31$158,154
Participant contributions at beginning of year2019-12-31$189,375
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$777
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,606
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$2,258,689
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,958,775
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,700,086
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,533,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,830,915
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$10,869
Value of interest in common/collective trusts at end of year2019-12-31$31,231
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$15,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$15,178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,234,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,663,841
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$99,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$399,306
Contract administrator fees2019-12-31$76,223
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
Aggregate proceeds on sale of assets2019-12-31$300,695
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 name2019-12-31CUTTONE & MASTRO
Accountancy firm EIN2019-12-31452184917
2018 : JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 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$367,580
Total loss/gain on sale of assets2018-12-31$-907,529
Total of all expenses incurred2018-12-31$1,033,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$942,089
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$866,079
Value of total assets at end of year2018-12-31$10,700,086
Value of total assets at beginning of year2018-12-31$11,366,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$91,889
Total interest from all sources2018-12-31$8,369
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$400,661
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$757,561
Participant contributions at end of year2018-12-31$189,375
Participant contributions at beginning of year2018-12-31$180,313
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$777
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$775
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-666,398
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,700,086
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,366,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,830,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,514,415
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$8,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$15,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$13,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$13,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,663,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,657,768
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$108,418
Income. Dividends from preferred stock2018-12-31$400,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$942,089
Contract administrator fees2018-12-31$91,889
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$-907,529
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 name2018-12-31CUTTONE & MASTRO
Accountancy firm EIN2018-12-31452184917
2017 : JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$791,398
Total unrealized appreciation/depreciation of assets2017-12-31$791,398
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$2,045,041
Total loss/gain on sale of assets2017-12-31$69,744
Total of all expenses incurred2017-12-31$877,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$801,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$895,547
Value of total assets at end of year2017-12-31$11,366,484
Value of total assets at beginning of year2017-12-31$10,199,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$76,413
Total interest from all sources2017-12-31$8,399
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$279,953
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$648,917
Participant contributions at end of year2017-12-31$180,313
Participant contributions at beginning of year2017-12-31$187,977
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$775
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,105
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$145,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,167,342
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,366,484
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,199,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,514,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,621,563
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$8,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$13,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$12,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$12,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,657,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,370,172
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$100,700
Income. Dividends from common stock2017-12-31$279,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$801,286
Contract administrator fees2017-12-31$76,413
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
Aggregate proceeds on sale of assets2017-12-31$69,744
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 name2017-12-31CUTTONE & MASTRO
Accountancy firm EIN2017-12-31452184917
2016 : JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$273,098
Total unrealized appreciation/depreciation of assets2016-12-31$273,098
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$1,381,632
Total loss/gain on sale of assets2016-12-31$78,659
Total of all expenses incurred2016-12-31$502,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$415,462
Expenses. Certain deemed distributions of participant loans2016-12-31$11,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$762,837
Value of total assets at end of year2016-12-31$10,199,142
Value of total assets at beginning of year2016-12-31$9,319,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$75,064
Total interest from all sources2016-12-31$13,646
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$253,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$253,392
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$538,090
Participant contributions at end of year2016-12-31$187,977
Participant contributions at beginning of year2016-12-31$295,614
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$44,114
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$879,363
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,199,142
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,319,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$7,628,668
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,424,816
Interest on participant loans2016-12-31$10,875
Interest earned on other investments2016-12-31$2,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,382,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,599,349
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$180,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$415,462
Contract administrator fees2016-12-31$75,064
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
Aggregate proceeds on sale of assets2016-12-31$78,659
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BRYANT L. JOLLEY, CPA
Accountancy firm EIN2016-12-31942706107
2015 : JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-346,942
Total unrealized appreciation/depreciation of assets2015-12-31$-346,942
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$844,863
Total loss/gain on sale of assets2015-12-31$10,016
Total of all expenses incurred2015-12-31$655,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$532,090
Expenses. Certain deemed distributions of participant loans2015-12-31$748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$847,643
Value of total assets at end of year2015-12-31$9,319,779
Value of total assets at beginning of year2015-12-31$9,130,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$122,807
Total interest from all sources2015-12-31$13,090
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$321,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$321,056
Administrative expenses professional fees incurred2015-12-31$41,823
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$762,695
Participant contributions at end of year2015-12-31$295,614
Participant contributions at beginning of year2015-12-31$288,804
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$21,192
Administrative expenses (other) incurred2015-12-31$7,691
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$189,218
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,319,779
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,130,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$7,424,816
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,255,795
Interest on participant loans2015-12-31$12,199
Interest earned on other investments2015-12-31$891
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,599,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,585,962
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$63,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$532,090
Contract administrator fees2015-12-31$73,293
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
Aggregate proceeds on sale of assets2015-12-31$10,016
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BRYANT L. JOLLEY, CPA
Accountancy firm EIN2015-12-31942706107
2014 : JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-116,966
Total unrealized appreciation/depreciation of assets2014-12-31$-116,966
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$1,427,426
Total loss/gain on sale of assets2014-12-31$259,068
Total of all expenses incurred2014-12-31$712,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$636,848
Expenses. Certain deemed distributions of participant loans2014-12-31$8,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$888,699
Value of total assets at end of year2014-12-31$9,130,561
Value of total assets at beginning of year2014-12-31$8,416,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$67,756
Total interest from all sources2014-12-31$291,629
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$38,351
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$542,768
Participant contributions at end of year2014-12-31$288,804
Participant contributions at beginning of year2014-12-31$251,838
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$119,287
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$302,110
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$44,230
Other income not declared elsewhere2014-12-31$104,996
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
Income. Non cash contributions2014-12-31$914
Value of net income/loss2014-12-31$714,465
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,130,561
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,416,096
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$4,939
Value of interest in pooled separate accounts at end of year2014-12-31$7,255,795
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,056,971
Interest on participant loans2014-12-31$10,396
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$281,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,585,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,988,000
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$42,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$592,618
Contract administrator fees2014-12-31$24,466
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
Aggregate proceeds on sale of assets2014-12-31$259,068
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 name2014-12-31BRYANT L. JOLLEY, CPA
Accountancy firm EIN2014-12-31942706107
2013 : JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$648,448
Total unrealized appreciation/depreciation of assets2013-12-31$648,448
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$1,300,997
Total loss/gain on sale of assets2013-12-31$80,350
Total of all expenses incurred2013-12-31$261,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$246,893
Expenses. Certain deemed distributions of participant loans2013-12-31$7,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$535,625
Value of total assets at end of year2013-12-31$8,416,096
Value of total assets at beginning of year2013-12-31$7,376,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,693
Total interest from all sources2013-12-31$36,574
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$500,000
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$491,610
Participant contributions at end of year2013-12-31$251,838
Participant contributions at beginning of year2013-12-31$274,273
Assets. Other investments not covered elsewhere at end of year2013-12-31$119,287
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$18,438
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$1,039,601
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,416,096
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,376,495
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$6,693
Value of interest in pooled separate accounts at end of year2013-12-31$6,056,971
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,657,801
Interest on participant loans2013-12-31$10,268
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$26,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,988,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,444,421
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$25,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$246,893
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
Aggregate proceeds on sale of assets2013-12-31$80,350
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 name2013-12-31BRYANT L. JOLLEY, CPA
Accountancy firm EIN2013-12-31942706107
2012 : JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$497,297
Total unrealized appreciation/depreciation of assets2012-12-31$497,297
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$1,143,237
Total loss/gain on sale of assets2012-12-31$25,972
Total of all expenses incurred2012-12-31$365,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$363,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$587,248
Value of total assets at end of year2012-12-31$7,376,495
Value of total assets at beginning of year2012-12-31$6,598,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,977
Total interest from all sources2012-12-31$35,122
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$574,605
Participant contributions at end of year2012-12-31$274,273
Participant contributions at beginning of year2012-12-31$277,557
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,643
Other income not declared elsewhere2012-12-31$-2,402
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$777,520
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,376,495
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,598,975
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$1,977
Value of interest in pooled separate accounts at end of year2012-12-31$4,651,628
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,848,446
Interest on participant loans2012-12-31$11,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$23,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,444,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,467,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$363,740
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
Aggregate proceeds on sale of assets2012-12-31$25,972
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 name2012-12-31BRYANT L. JOLLEY, CPA
Accountancy firm EIN2012-12-31942706107
2011 : JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$462,326
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$305,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$303,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$451,148
Value of total assets at end of year2011-12-31$6,598,975
Value of total assets at beginning of year2011-12-31$6,442,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,979
Total interest from all sources2011-12-31$47,669
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$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$438,553
Participant contributions at end of year2011-12-31$277,557
Participant contributions at beginning of year2011-12-31$298,943
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,595
Other income not declared elsewhere2011-12-31$34
Administrative expenses (other) incurred2011-12-31$1,979
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$156,937
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,598,975
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,442,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,853,737
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,146,821
Interest on participant loans2011-12-31$12,889
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$34,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,467,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$996,274
Net investment gain/loss from pooled separate accounts2011-12-31$-36,525
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$303,410
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31BRYANT L. JOLLEY, CPA
Accountancy firm EIN2011-12-31942706107
2010 : JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$961,757
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$436,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$434,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$470,863
Value of total assets at end of year2010-12-31$6,442,038
Value of total assets at beginning of year2010-12-31$5,916,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,196
Total interest from all sources2010-12-31$48,313
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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$451,273
Participant contributions at end of year2010-12-31$298,943
Participant contributions at beginning of year2010-12-31$341,879
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,590
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$124
Other income not declared elsewhere2010-12-31$-6,996
Administrative expenses (other) incurred2010-12-31$1,196
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$525,602
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,442,038
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,916,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$5,146,821
Value of interest in pooled separate accounts at beginning of year2010-12-31$16,637
Interest on participant loans2010-12-31$16,092
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$32,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$996,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$5,557,920
Net investment gain/loss from pooled separate accounts2010-12-31$449,577
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$434,835
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BRYANT L. JOLLEY, CPA
Accountancy firm EIN2010-12-31942706107
2009 : JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number932169
Policy instance 1
Insurance contract or identification number932169
Number of Individuals Covered64
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number932169
Policy instance 1
Insurance contract or identification number932169
Number of Individuals Covered67
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number932169
Policy instance 1
Insurance contract or identification number932169
Number of Individuals Covered62
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number932169
Policy instance 1
Insurance contract or identification number932169
Number of Individuals Covered62
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number932169
Policy instance 1
Insurance contract or identification number932169
Number of Individuals Covered63
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number932169
Policy instance 1
Insurance contract or identification number932169
Number of Individuals Covered60
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number932169
Policy instance 1
Insurance contract or identification number932169
Number of Individuals Covered195
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number932169
Policy instance 1
Insurance contract or identification number932169
Number of Individuals Covered171
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number932169
Policy instance 1
Insurance contract or identification number932169
Number of Individuals Covered164
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number932169
Policy instance 1
Insurance contract or identification number932169
Number of Individuals Covered157
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number932169
Policy instance 1
Insurance contract or identification number932169
Number of Individuals Covered156
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number932169
Policy instance 1
Insurance contract or identification number932169
Number of Individuals Covered161
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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