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VICTORY PROGRAMS, INC. INCENTIVE PLAN 401k Plan overview

Plan NameVICTORY PROGRAMS, INC. INCENTIVE PLAN
Plan identification number 001

VICTORY PROGRAMS, INC. INCENTIVE 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

VICTORY PROGRAMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:VICTORY PROGRAMS, INC.
Employer identification number (EIN):042575322
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VICTORY PROGRAMS, INC. INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01SARAH PORTER2024-04-11
0012021-07-01SARAH PORTER2023-10-12
0012020-07-01SARA PORTER2022-04-15
0012019-07-01CECILE DURHAM2021-04-15
0012018-07-01CECILE DURHAM2020-02-25
0012017-07-01
0012017-07-01CECILE DURHAM2019-02-27
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01SUSAN MAY
0012011-07-01SUSAN MAY2012-11-23
0012010-07-01SUSAN MAY2012-01-10

Plan Statistics for VICTORY PROGRAMS, INC. INCENTIVE PLAN

401k plan membership statisitcs for VICTORY PROGRAMS, INC. INCENTIVE PLAN

Measure Date Value
2022: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01190
Total number of active participants reported on line 7a of the Form 55002022-07-01163
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0163
Total of all active and inactive participants2022-07-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01226
Number of participants with account balances2022-07-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-016
2021: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01180
Total number of active participants reported on line 7a of the Form 55002021-07-01131
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0159
Total of all active and inactive participants2021-07-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01190
Number of participants with account balances2021-07-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0120
2020: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01244
Total number of active participants reported on line 7a of the Form 55002020-07-01132
Number of retired or separated participants receiving benefits2020-07-012
Number of other retired or separated participants entitled to future benefits2020-07-0146
Total of all active and inactive participants2020-07-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01180
Number of participants with account balances2020-07-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01209
Total number of active participants reported on line 7a of the Form 55002019-07-01156
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0150
Total of all active and inactive participants2019-07-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01206
Number of participants with account balances2019-07-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-011
2018: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01196
Total number of active participants reported on line 7a of the Form 55002018-07-01134
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0148
Total of all active and inactive participants2018-07-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01182
Number of participants with account balances2018-07-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-015
2017: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01183
Total number of active participants reported on line 7a of the Form 55002017-07-01124
Number of retired or separated participants receiving benefits2017-07-012
Number of other retired or separated participants entitled to future benefits2017-07-0151
Total of all active and inactive participants2017-07-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01177
Number of participants with account balances2017-07-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-017
2016: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01172
Total number of active participants reported on line 7a of the Form 55002016-07-01112
Number of retired or separated participants receiving benefits2016-07-013
Number of other retired or separated participants entitled to future benefits2016-07-0153
Total of all active and inactive participants2016-07-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01168
Number of participants with account balances2016-07-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0111
2015: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01163
Total number of active participants reported on line 7a of the Form 55002015-07-01160
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0144
Total of all active and inactive participants2015-07-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01204
Number of participants with account balances2015-07-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0112
2014: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01165
Total number of active participants reported on line 7a of the Form 55002014-07-01138
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0125
Total of all active and inactive participants2014-07-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01163
Number of participants with account balances2014-07-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
2013: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01172
Total number of active participants reported on line 7a of the Form 55002013-07-01120
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0130
Total of all active and inactive participants2013-07-01150
Total participants2013-07-01150
Number of participants with account balances2013-07-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01136
Total number of active participants reported on line 7a of the Form 55002012-07-01123
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0121
Total of all active and inactive participants2012-07-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01144
Number of participants with account balances2012-07-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-013

Financial Data on VICTORY PROGRAMS, INC. INCENTIVE PLAN

Measure Date Value
2022 : VICTORY PROGRAMS, INC. INCENTIVE PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$251
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$251
Total income from all sources (including contributions)2022-06-30$-232,021
Total of all expenses incurred2022-06-30$223,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$221,426
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Value of total corrective distributions2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$213,801
Value of total assets at end of year2022-06-30$3,139,653
Value of total assets at beginning of year2022-06-30$3,595,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$2,400
Total interest from all sources2022-06-30$2,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$188,389
Participant contributions at end of year2022-06-30$37,321
Participant contributions at beginning of year2022-06-30$41,322
Participant contributions at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$25,412
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$251
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Income. Non cash contributions2022-06-30$0
Value of net income/loss2022-06-30$-455,847
Value of net assets at end of year (total assets less liabilities)2022-06-30$3,139,402
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$3,595,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$2,279,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$2,717,490
Value of interest in pooled separate accounts at end of year2022-06-30$2,279,876
Value of interest in pooled separate accounts at beginning of year2022-06-30$2,717,490
Interest on participant loans2022-06-30$2,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$822,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$686,688
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-447,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$221,426
Contract administrator fees2022-06-30$2,400
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30CITRIN COOPERMAN
Accountancy firm EIN2022-06-30222428965
2021 : VICTORY PROGRAMS, INC. INCENTIVE PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$251
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$79
Total income from all sources (including contributions)2021-06-30$1,119,103
Total of all expenses incurred2021-06-30$615,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$611,211
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$366,931
Value of total assets at end of year2021-06-30$3,595,500
Value of total assets at beginning of year2021-06-30$3,091,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$4,271
Total interest from all sources2021-06-30$1,791
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$6
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$6
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$168,420
Participant contributions at end of year2021-06-30$41,322
Participant contributions at beginning of year2021-06-30$36,661
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$5,731
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$48,511
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$251
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$79
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$503,621
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,595,249
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,091,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$2,717,490
Value of interest in pooled separate accounts at beginning of year2021-06-30$2,374,027
Interest on participant loans2021-06-30$1,791
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$686,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$675,288
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$750,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$150,000
Employer contributions (assets) at end of year2021-06-30$150,000
Employer contributions (assets) at beginning of year2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$611,211
Contract administrator fees2021-06-30$4,271
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30COHN REZNICK LLP
Accountancy firm EIN2021-06-30221478099
2020 : VICTORY PROGRAMS, INC. INCENTIVE PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$79
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$221
Total income from all sources (including contributions)2020-06-30$292,127
Total of all expenses incurred2020-06-30$211,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$210,721
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$197,632
Value of total assets at end of year2020-06-30$3,091,707
Value of total assets at beginning of year2020-06-30$3,011,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$600
Total interest from all sources2020-06-30$2,324
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$0
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$197,632
Participant contributions at end of year2020-06-30$36,661
Participant contributions at beginning of year2020-06-30$48,423
Participant contributions at end of year2020-06-30$5,731
Participant contributions at beginning of year2020-06-30$6,391
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$79
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$80,806
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,091,628
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,010,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$2,374,027
Value of interest in pooled separate accounts at beginning of year2020-06-30$2,353,431
Interest on participant loans2020-06-30$2,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$675,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$602,798
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$92,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$0
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$210,721
Contract administrator fees2020-06-30$600
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30KEVIN P. MARTIN & ASSOCIATES, P.C.
Accountancy firm EIN2020-06-30043097400
2019 : VICTORY PROGRAMS, INC. INCENTIVE PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$221
Total income from all sources (including contributions)2019-06-30$354,313
Total of all expenses incurred2019-06-30$401,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$395,172
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$221,599
Value of total assets at end of year2019-06-30$3,011,043
Value of total assets at beginning of year2019-06-30$3,058,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$6,675
Total interest from all sources2019-06-30$2,198
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$217,599
Participant contributions at end of year2019-06-30$48,423
Participant contributions at beginning of year2019-06-30$36,077
Participant contributions at end of year2019-06-30$6,391
Participant contributions at beginning of year2019-06-30$7,324
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$4,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-47,534
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,010,822
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,058,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$2,353,431
Value of interest in pooled separate accounts at beginning of year2019-06-30$2,253,267
Interest on participant loans2019-06-30$2,198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$602,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$761,688
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$130,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$0
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$395,172
Contract administrator fees2019-06-30$6,675
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30KEVIN P. MARTIN & ASSOCIATES, P.C.
Accountancy firm EIN2019-06-30043097400
2018 : VICTORY PROGRAMS, INC. INCENTIVE PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$448,135
Total of all expenses incurred2018-06-30$106,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$97,469
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$232,991
Value of total assets at end of year2018-06-30$3,058,356
Value of total assets at beginning of year2018-06-30$2,716,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$9,044
Total interest from all sources2018-06-30$1,868
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$215,942
Participant contributions at end of year2018-06-30$36,077
Participant contributions at beginning of year2018-06-30$34,488
Participant contributions at end of year2018-06-30$7,324
Participant contributions at beginning of year2018-06-30$6,845
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$16,332
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$341,622
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,058,356
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,716,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$2,253,267
Value of interest in pooled separate accounts at beginning of year2018-06-30$2,046,235
Interest on participant loans2018-06-30$1,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$761,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$629,166
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$213,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$717
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$97,469
Contract administrator fees2018-06-30$9,044
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30KEVIN P. MARTIN & ASSOCIATES, P.C.
Accountancy firm EIN2018-06-30043097400
2017 : VICTORY PROGRAMS, INC. INCENTIVE PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$591,538
Total of all expenses incurred2017-06-30$98,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$89,023
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$322,426
Value of total assets at end of year2017-06-30$2,716,734
Value of total assets at beginning of year2017-06-30$2,223,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$9,275
Total interest from all sources2017-06-30$1,714
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$200,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$207,137
Participant contributions at end of year2017-06-30$34,488
Participant contributions at beginning of year2017-06-30$39,257
Participant contributions at end of year2017-06-30$6,845
Participant contributions at beginning of year2017-06-30$6,164
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$115,289
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Administrative expenses (other) incurred2017-06-30$9,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$493,240
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,716,734
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,223,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$2,046,235
Value of interest in pooled separate accounts at beginning of year2017-06-30$1,559,571
Interest on participant loans2017-06-30$1,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$629,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$504,542
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$267,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$0
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$113,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$89,023
Contract administrator fees2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30KEVIN P. MARTIN & ASSOCIATES, P.C.
Accountancy firm EIN2017-06-30043097400
2016 : VICTORY PROGRAMS, INC. INCENTIVE PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$332,949
Total of all expenses incurred2016-06-30$19,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$19,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$339,914
Value of total assets at end of year2016-06-30$2,223,494
Value of total assets at beginning of year2016-06-30$1,910,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$150
Total interest from all sources2016-06-30$973
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$200,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$176,025
Participant contributions at end of year2016-06-30$39,257
Participant contributions at beginning of year2016-06-30$22,217
Participant contributions at end of year2016-06-30$6,164
Participant contributions at beginning of year2016-06-30$4,515
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$63,889
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$313,479
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,223,494
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,910,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$1,559,571
Value of interest in pooled separate accounts at beginning of year2016-06-30$1,356,609
Interest on participant loans2016-06-30$973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$504,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$426,674
Net investment gain/loss from pooled separate accounts2016-06-30$-7,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$100,000
Employer contributions (assets) at end of year2016-06-30$113,960
Employer contributions (assets) at beginning of year2016-06-30$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$19,320
Contract administrator fees2016-06-30$150
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30KEVIN P. MARTIN & ASSOCIATES, P.C.
Accountancy firm EIN2016-06-30043097400
2015 : VICTORY PROGRAMS, INC. INCENTIVE PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$354,844
Total of all expenses incurred2015-06-30$193,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$183,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$282,635
Value of total assets at end of year2015-06-30$1,910,015
Value of total assets at beginning of year2015-06-30$1,748,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$10,395
Total interest from all sources2015-06-30$1,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$10,020
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$200,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$172,836
Participant contributions at end of year2015-06-30$22,217
Participant contributions at beginning of year2015-06-30$29,990
Participant contributions at end of year2015-06-30$4,515
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$9,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$161,446
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,910,015
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,748,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$1,356,609
Value of interest in pooled separate accounts at beginning of year2015-06-30$1,276,895
Interest on participant loans2015-06-30$1,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$426,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$441,684
Net investment gain/loss from pooled separate accounts2015-06-30$70,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$100,000
Employer contributions (assets) at end of year2015-06-30$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$183,003
Contract administrator fees2015-06-30$375
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30KEVIN P. MARTIN & ASSOCIATES, P.C.
Accountancy firm EIN2015-06-30043097400
2014 : VICTORY PROGRAMS, INC. INCENTIVE PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$392,630
Total of all expenses incurred2014-06-30$89,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$77,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$184,675
Value of total assets at end of year2014-06-30$1,748,569
Value of total assets at beginning of year2014-06-30$1,445,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$12,175
Total interest from all sources2014-06-30$13,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$12,000
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$200,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$149,268
Participant contributions at end of year2014-06-30$29,990
Participant contributions at beginning of year2014-06-30$21,714
Participant contributions at end of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$35,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$302,958
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,748,569
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,445,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$1,276,895
Value of interest in pooled separate accounts at beginning of year2014-06-30$1,005,987
Interest on participant loans2014-06-30$950
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$12,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$441,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$417,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$194,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$77,497
Contract administrator fees2014-06-30$175
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30KEVIN P. MARTIN & ASSOCIATES, P.C.
Accountancy firm EIN2014-06-30043097400
2013 : VICTORY PROGRAMS, INC. INCENTIVE PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$394,664
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$212,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$212,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$239,935
Value of total assets at end of year2013-06-30$1,445,611
Value of total assets at beginning of year2013-06-30$1,263,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$12,977
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$200,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$131,650
Participant contributions at end of year2013-06-30$21,714
Participant contributions at beginning of year2013-06-30$23,983
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$108,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$181,987
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,445,611
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,263,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$1,005,987
Value of interest in pooled separate accounts at beginning of year2013-06-30$840,469
Interest on participant loans2013-06-30$1,101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$11,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$417,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$399,173
Net investment gain/loss from pooled separate accounts2013-06-30$141,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$212,677
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30KEVIN P. MARTIN & ASSOCIATES, P.C.
Accountancy firm EIN2013-06-30043097400

Form 5500 Responses for VICTORY PROGRAMS, INC. INCENTIVE PLAN

2022: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: VICTORY PROGRAMS, INC. INCENTIVE PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81I138
Policy instance 2
Insurance contract or identification number81I138
Number of Individuals Covered171
Total amount of commissions paid to insurance brokerUSD $8,276
Total amount of fees paid to insurance companyUSD $8,276
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $8,276
Amount paid for insurance broker fees8276
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHM249
Policy instance 1
Insurance contract or identification numberPHM249
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $2,874
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,874
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHM249
Policy instance 1
Insurance contract or identification numberPHM249
Number of Individuals Covered123
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $7,966
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,966
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHM249
Policy instance 1
Insurance contract or identification numberPHM249
Number of Individuals Covered134
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $7,279
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,279
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHM249
Policy instance 1
Insurance contract or identification numberPHM249
Number of Individuals Covered130
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $7,274
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,274
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHM249
Policy instance 1
Insurance contract or identification numberPHM249
Number of Individuals Covered141
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $7,152
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHM249
Policy instance 1
Insurance contract or identification numberPHM249
Number of Individuals Covered124
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $4,720
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,720
Insurance broker organization code?3
Insurance broker nameBARRY PERKINS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHM249
Policy instance 1
Insurance contract or identification numberPHM249
Number of Individuals Covered99
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $4,438
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,438
Insurance broker organization code?3
Insurance broker nameBARRY PERKINS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHM249
Policy instance 1
Insurance contract or identification numberPHM249
Number of Individuals Covered97
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $3,886
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,886
Insurance broker organization code?3
Insurance broker nameBARRY PERKINS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHM249
Policy instance 1
Insurance contract or identification numberPHM249
Number of Individuals Covered88
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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
Amount paid for insurance broker fees3487
Insurance broker organization code?3
Insurance broker nameBARRY PERKINS

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