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SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameSYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

SYSTEMS TECHNOLOGY, INC. has sponsored the creation of one or more 401k plans.

Company Name:SYSTEMS TECHNOLOGY, INC.
Employer identification number (EIN):951957989
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01PETER J. GONDEK, PLAN ADMIN.2023-11-17
0022021-01-01SANJEEV WEERASURIYA, PLAN ADMIN.2022-09-13
0022020-01-01SANJEEV WEERASURIYA, PLAN ADMIN.2021-07-29
0022019-01-01SANJEEV WEERASURIYA, PLAN ADMIN.2020-09-04
0022018-01-01SANJEEV WEERASURIYA, PLAN ADMIN.2019-07-29
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01SANJEEV WEERASURIYA
0022013-01-01SANJEEV WEERASURIYA
0022012-01-01SANJEEV WEERASURIYA
0022011-01-01SANJEEV WEERASURIYA
0022009-01-01SANJEEV WEERASURIYA
0022009-01-01SANJEEV WEERASURIYA

Plan Statistics for SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0158
Total number of active participants reported on line 7a of the Form 55002022-01-0123
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0128
Total of all active and inactive participants2022-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0157
Number of participants with account balances2022-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0160
Total number of active participants reported on line 7a of the Form 55002021-01-0130
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0124
Total of all active and inactive participants2021-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0158
Number of participants with account balances2021-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0154
Total number of active participants reported on line 7a of the Form 55002020-01-0131
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0160
Number of participants with account balances2020-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0145
Total number of active participants reported on line 7a of the Form 55002019-01-0131
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0154
Number of participants with account balances2019-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0143
Total number of active participants reported on line 7a of the Form 55002018-01-0124
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0145
Number of participants with account balances2018-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0145
Total number of active participants reported on line 7a of the Form 55002017-01-0124
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0143
Number of participants with account balances2017-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0140
Total number of active participants reported on line 7a of the Form 55002016-01-0125
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0145
Number of participants with account balances2016-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0139
Total number of active participants reported on line 7a of the Form 55002015-01-0119
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0140
Number of participants with account balances2015-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0138
Total number of active participants reported on line 7a of the Form 55002014-01-0123
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0139
Number of participants with account balances2014-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0143
Total number of active participants reported on line 7a of the Form 55002013-01-0125
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0138
Number of participants with account balances2013-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0141
Total number of active participants reported on line 7a of the Form 55002012-01-0130
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0143
Number of participants with account balances2012-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0141
Total number of active participants reported on line 7a of the Form 55002011-01-0131
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0141
Number of participants with account balances2011-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0132
Total number of active participants reported on line 7a of the Form 55002009-01-0125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0132
Number of participants with account balances2009-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$25,784
Total income from all sources2022-12-31$-231,450
Expenses. Total of all expenses incurred2022-12-31$1,000,342
Benefits paid (including direct rollovers)2022-12-31$995,053
Total plan assets at end of year2022-12-31$24,746,101
Total plan assets at beginning of year2022-12-31$26,003,677
Value of fidelity bond covering the plan2022-12-31$2,500,000
Total contributions received or receivable from participants2022-12-31$348,963
Expenses. Other expenses not covered elsewhere2022-12-31$0
Other income received2022-12-31$-1,203,909
Net income (gross income less expenses)2022-12-31$-1,231,792
Net plan assets at end of year (total assets less liabilities)2022-12-31$24,746,101
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$25,977,893
Assets. Value of participant loans2022-12-31$40,664
Assets. Value of employer securities2022-12-31$10,073,344
Assets. Value of employer real property2022-12-31$210,000
Total contributions received or receivable from employer(s)2022-12-31$623,496
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$5,289
2021 : SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$25,784
Total plan liabilities at beginning of year2021-12-31$7,638
Total income from all sources2021-12-31$4,466,131
Expenses. Total of all expenses incurred2021-12-31$655,287
Benefits paid (including direct rollovers)2021-12-31$650,354
Total plan assets at end of year2021-12-31$26,003,677
Total plan assets at beginning of year2021-12-31$22,174,687
Value of fidelity bond covering the plan2021-12-31$2,500,000
Total contributions received or receivable from participants2021-12-31$262,430
Expenses. Other expenses not covered elsewhere2021-12-31$4,933
Other income received2021-12-31$3,638,284
Net income (gross income less expenses)2021-12-31$3,810,844
Net plan assets at end of year (total assets less liabilities)2021-12-31$25,977,893
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$22,167,049
Assets. Value of participant loans2021-12-31$46,069
Assets. Value of employer securities2021-12-31$8,896,256
Assets. Value of employer real property2021-12-31$2,100,000
Total contributions received or receivable from employer(s)2021-12-31$565,417
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$7,638
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$4,064,901
Expenses. Total of all expenses incurred2020-12-31$1,906,337
Benefits paid (including direct rollovers)2020-12-31$1,903,383
Total plan assets at end of year2020-12-31$22,174,687
Total plan assets at beginning of year2020-12-31$20,008,485
Value of fidelity bond covering the plan2020-12-31$2,500,000
Total contributions received or receivable from participants2020-12-31$251,234
Other income received2020-12-31$3,214,080
Net income (gross income less expenses)2020-12-31$2,158,564
Net plan assets at end of year (total assets less liabilities)2020-12-31$22,167,049
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$20,008,485
Assets. Value of participant loans2020-12-31$40,988
Assets. Value of employer securities2020-12-31$7,263,168
Assets. Value of employer real property2020-12-31$2,100,000
Total contributions received or receivable from employer(s)2020-12-31$599,587
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,954
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$4,339,681
Expenses. Total of all expenses incurred2019-12-31$1,990,115
Benefits paid (including direct rollovers)2019-12-31$1,987,541
Total plan assets at end of year2019-12-31$20,008,485
Total plan assets at beginning of year2019-12-31$17,658,919
Value of fidelity bond covering the plan2019-12-31$2,500,000
Total contributions received or receivable from participants2019-12-31$246,302
Expenses. Other expenses not covered elsewhere2019-12-31$2,574
Contributions received from other sources (not participants or employers)2019-12-31$21,505
Other income received2019-12-31$3,368,833
Net income (gross income less expenses)2019-12-31$2,349,566
Net plan assets at end of year (total assets less liabilities)2019-12-31$20,008,485
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$17,658,919
Assets. Value of participant loans2019-12-31$46,740
Assets. Value of employer securities2019-12-31$6,105,536
Assets. Value of employer real property2019-12-31$1,800,000
Total contributions received or receivable from employer(s)2019-12-31$703,041
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$905,082
Expenses. Total of all expenses incurred2018-12-31$596,210
Benefits paid (including direct rollovers)2018-12-31$594,992
Total plan assets at end of year2018-12-31$17,658,919
Total plan assets at beginning of year2018-12-31$17,350,047
Value of fidelity bond covering the plan2018-12-31$2,500,000
Total contributions received or receivable from participants2018-12-31$215,769
Expenses. Other expenses not covered elsewhere2018-12-31$1,218
Contributions received from other sources (not participants or employers)2018-12-31$108,857
Other income received2018-12-31$76,669
Net income (gross income less expenses)2018-12-31$308,872
Net plan assets at end of year (total assets less liabilities)2018-12-31$17,658,919
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$17,350,047
Assets. Value of participant loans2018-12-31$68,033
Assets. Value of employer securities2018-12-31$5,168,000
Assets. Value of employer real property2018-12-31$1,800,000
Total contributions received or receivable from employer(s)2018-12-31$503,787
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$2,914,422
Expenses. Total of all expenses incurred2017-12-31$1,154,350
Benefits paid (including direct rollovers)2017-12-31$1,153,008
Total plan assets at end of year2017-12-31$17,350,047
Total plan assets at beginning of year2017-12-31$15,589,975
Value of fidelity bond covering the plan2017-12-31$2,500,000
Total contributions received or receivable from participants2017-12-31$221,880
Expenses. Other expenses not covered elsewhere2017-12-31$1,342
Contributions received from other sources (not participants or employers)2017-12-31$228,799
Other income received2017-12-31$1,881,155
Net income (gross income less expenses)2017-12-31$1,760,072
Net plan assets at end of year (total assets less liabilities)2017-12-31$17,350,047
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$15,589,975
Assets. Value of participant loans2017-12-31$75,399
Assets. Value of employer securities2017-12-31$4,398,272
Assets. Value of employer real property2017-12-31$1,800,000
Total contributions received or receivable from employer(s)2017-12-31$582,588
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$2,030,436
Expenses. Total of all expenses incurred2016-12-31$657,707
Benefits paid (including direct rollovers)2016-12-31$655,900
Total plan assets at end of year2016-12-31$15,589,975
Total plan assets at beginning of year2016-12-31$14,217,246
Value of fidelity bond covering the plan2016-12-31$2,500,000
Total contributions received or receivable from participants2016-12-31$233,649
Expenses. Other expenses not covered elsewhere2016-12-31$1,807
Other income received2016-12-31$1,325,051
Net income (gross income less expenses)2016-12-31$1,372,729
Net plan assets at end of year (total assets less liabilities)2016-12-31$15,589,975
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$14,217,246
Assets. Value of participant loans2016-12-31$85,805
Assets. Value of employer securities2016-12-31$4,373,952
Assets. Value of employer real property2016-12-31$1,530,000
Total contributions received or receivable from employer(s)2016-12-31$471,736
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$942,100
Expenses. Total of all expenses incurred2015-12-31$260,872
Benefits paid (including direct rollovers)2015-12-31$257,253
Total plan assets at end of year2015-12-31$14,217,246
Total plan assets at beginning of year2015-12-31$13,536,018
Value of fidelity bond covering the plan2015-12-31$2,500,000
Total contributions received or receivable from participants2015-12-31$227,319
Expenses. Other expenses not covered elsewhere2015-12-31$3,619
Other income received2015-12-31$307,159
Net income (gross income less expenses)2015-12-31$681,228
Net plan assets at end of year (total assets less liabilities)2015-12-31$14,217,246
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$13,536,018
Assets. Value of participant loans2015-12-31$55,459
Assets. Value of employer securities2015-12-31$3,806,080
Assets. Value of employer real property2015-12-31$1,530,000
Total contributions received or receivable from employer(s)2015-12-31$407,622
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,588,640
Expenses. Total of all expenses incurred2014-12-31$722,096
Benefits paid (including direct rollovers)2014-12-31$721,921
Total plan assets at end of year2014-12-31$13,536,018
Total plan assets at beginning of year2014-12-31$12,669,474
Value of fidelity bond covering the plan2014-12-31$2,500,000
Total contributions received or receivable from participants2014-12-31$262,018
Expenses. Other expenses not covered elsewhere2014-12-31$175
Contributions received from other sources (not participants or employers)2014-12-31$339,007
Other income received2014-12-31$623,435
Net income (gross income less expenses)2014-12-31$866,544
Net plan assets at end of year (total assets less liabilities)2014-12-31$13,536,018
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$12,669,474
Assets. Value of participant loans2014-12-31$57,062
Assets. Value of employer securities2014-12-31$3,509,376
Assets. Value of employer real property2014-12-31$1,530,000
Total contributions received or receivable from employer(s)2014-12-31$364,180
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,917,589
Expenses. Total of all expenses incurred2013-12-31$452,499
Benefits paid (including direct rollovers)2013-12-31$452,499
Total plan assets at end of year2013-12-31$12,669,474
Total plan assets at beginning of year2013-12-31$11,204,384
Value of fidelity bond covering the plan2013-12-31$2,500,000
Total contributions received or receivable from participants2013-12-31$246,367
Other income received2013-12-31$1,302,246
Net income (gross income less expenses)2013-12-31$1,465,090
Net plan assets at end of year (total assets less liabilities)2013-12-31$12,669,474
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$11,204,384
Assets. Value of participant loans2013-12-31$70,725
Assets. Value of employer securities2013-12-31$3,466,816
Assets. Value of employer real property2013-12-31$1,400,000
Total contributions received or receivable from employer(s)2013-12-31$368,976
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$1,385,684
Expenses. Total of all expenses incurred2012-12-31$82,647
Benefits paid (including direct rollovers)2012-12-31$81,079
Total plan assets at end of year2012-12-31$11,204,384
Total plan assets at beginning of year2012-12-31$9,901,347
Value of fidelity bond covering the plan2012-12-31$1,500,000
Total contributions received or receivable from participants2012-12-31$226,325
Expenses. Other expenses not covered elsewhere2012-12-31$1,568
Other income received2012-12-31$877,596
Net income (gross income less expenses)2012-12-31$1,303,037
Net plan assets at end of year (total assets less liabilities)2012-12-31$11,204,384
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$9,901,347
Assets. Value of participant loans2012-12-31$113,184
Assets. Value of employer securities2012-12-31$3,348,864
Assets. Value of employer real property2012-12-31$1,400,000
Total contributions received or receivable from employer(s)2012-12-31$281,763
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$215,603
Total income from all sources2011-12-31$1,215,681
Expenses. Total of all expenses incurred2011-12-31$462,390
Benefits paid (including direct rollovers)2011-12-31$443,368
Total plan assets at end of year2011-12-31$9,901,347
Total plan assets at beginning of year2011-12-31$9,363,659
Value of fidelity bond covering the plan2011-12-31$1,500,000
Total contributions received or receivable from participants2011-12-31$208,956
Expenses. Other expenses not covered elsewhere2011-12-31$19,022
Other income received2011-12-31$685,298
Net income (gross income less expenses)2011-12-31$753,291
Net plan assets at end of year (total assets less liabilities)2011-12-31$9,901,347
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$9,148,056
Assets. Value of participant loans2011-12-31$126,964
Assets. Value of employer securities2011-12-31$3,121,472
Assets. Value of employer real property2011-12-31$1,400,000
Total contributions received or receivable from employer(s)2011-12-31$321,427
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$215,603
Total plan liabilities at beginning of year2010-12-31$289,746
Total income from all sources2010-12-31$993,988
Expenses. Total of all expenses incurred2010-12-31$103,497
Benefits paid (including direct rollovers)2010-12-31$80,254
Total plan assets at end of year2010-12-31$9,313,659
Total plan assets at beginning of year2010-12-31$8,497,311
Value of fidelity bond covering the plan2010-12-31$1,500,000
Total contributions received or receivable from participants2010-12-31$246,339
Expenses. Other expenses not covered elsewhere2010-12-31$18,257
Other income received2010-12-31$314,052
Net income (gross income less expenses)2010-12-31$890,491
Net plan assets at end of year (total assets less liabilities)2010-12-31$9,098,056
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$8,207,565
Assets. Value of participant loans2010-12-31$62,574
Assets. Value of real-estate (other than employer real property)2010-12-31$1,300,000
Assets. Value of employer securities2010-12-31$2,424,704
Total contributions received or receivable from employer(s)2010-12-31$433,597
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$4,986
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 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 SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN

2022: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 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: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 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: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 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: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 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: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 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: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 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: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 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: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 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: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 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: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 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: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 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: SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number931906-01
Policy instance 1
Insurance contract or identification number931906-01
Number of Individuals Covered13
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,309
Total amount of fees paid to insurance companyUSD $2,309
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Commission paid to Insurance BrokerUSD $2,309
Amount paid for insurance broker fees2309
Additional information about fees paid to insurance brokerADVISOR
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number931906-01
Policy instance 1
Insurance contract or identification number931906-01
Number of Individuals Covered54
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,218
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Amount paid for insurance broker fees1218
Additional information about fees paid to insurance brokerADVISOR
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number931906-01
Policy instance 1
Insurance contract or identification number931906-01
Number of Individuals Covered12
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $338
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Amount paid for insurance broker fees338
Additional information about fees paid to insurance brokerADVISOR
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number931906-01
Policy instance 1
Insurance contract or identification number931906-01
Number of Individuals Covered12
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $377
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Amount paid for insurance broker fees377
Additional information about fees paid to insurance brokerADVISOR
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number931906-01
Policy instance 1
Insurance contract or identification number931906-01
Number of Individuals Covered12
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,715
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Commission paid to Insurance BrokerUSD $1,715
Insurance broker organization code?3
Insurance broker nameUNITED PLANNERS FINANCIAL SERVICES
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number931906-01
Policy instance 1
Insurance contract or identification number931906-01
Number of Individuals Covered10
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,251
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Commission paid to Insurance BrokerUSD $1,251
Insurance broker organization code?3
Insurance broker nameUNITED PLANNERS FINANCIAL SERVICES
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number931906-01
Policy instance 1
Insurance contract or identification number931906-01
Number of Individuals Covered11
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,166
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Commission paid to Insurance BrokerUSD $1,166
Insurance broker organization code?3
Insurance broker nameUNITED PLANNERS FINANCIAL SERVICES
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number931906-01
Policy instance 1
Insurance contract or identification number931906-01
Number of Individuals Covered11
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,482
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Commission paid to Insurance BrokerUSD $807
Insurance broker organization code?3
Insurance broker nameUNITED PLANNERS FINANCIAL SERVICES
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number931906-01
Policy instance 1
Insurance contract or identification number931906-01
Number of Individuals Covered42
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,802
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Commission paid to Insurance BrokerUSD $14,802
Insurance broker organization code?3
Insurance broker nameNATIONAL PLANNING CORPORATION
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number931906-01
Policy instance 1
Insurance contract or identification number931906-01
Number of Individuals Covered41
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,190
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number931906-01
Policy instance 1
Insurance contract or identification number931906-01
Number of Individuals Covered38
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,907
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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

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