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Plan Name | POLI MORTGAGE GROUP 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | POLI MORTGAGE GROUP, INC. |
Employer identification number (EIN): | 043554142 |
NAIC Classification: | 525990 |
NAIC Description: | Other Financial Vehicles |
Additional information about POLI MORTGAGE GROUP, INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2010-06-21 |
Company Identification Number: | F182881 |
Legal Registered Office Address: |
100 Shockoe Slip Fl 2 Richmond United States of America (USA) 23219-4100 |
More information about POLI MORTGAGE GROUP, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | EDMUND POLI | |||
001 | 2013-01-01 | EDMUND POLI | |||
001 | 2012-01-01 | EDMUND POLI | |||
001 | 2011-01-01 | EDMUND POLI | |||
001 | 2010-01-01 | EDMUND POLI | 2011-08-23 |
Measure | Date | Value |
---|---|---|
2014: POLI MORTGAGE GROUP 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 44 |
Total of all active and inactive participants | 2014-01-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 72 |
Number of participants with account balances | 2014-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 17 |
2013: POLI MORTGAGE GROUP 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 148 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 95 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 27 |
Total of all active and inactive participants | 2013-01-01 | 122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 122 |
Number of participants with account balances | 2013-01-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 19 |
2012: POLI MORTGAGE GROUP 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 122 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 12 |
Total of all active and inactive participants | 2012-01-01 | 134 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 134 |
Number of participants with account balances | 2012-01-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: POLI MORTGAGE GROUP 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 174 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 109 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 14 |
Total of all active and inactive participants | 2011-01-01 | 123 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 123 |
Number of participants with account balances | 2011-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2014 : POLI MORTGAGE GROUP 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $9,042 |
Total income from all sources (including contributions) | 2014-12-31 | $310,173 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,895,790 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,895,628 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $180,162 |
Value of total assets at end of year | 2014-12-31 | $1,944,273 |
Value of total assets at beginning of year | 2014-12-31 | $3,538,932 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $162 |
Total interest from all sources | 2014-12-31 | $736 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $75,937 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $75,937 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,100,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $134,326 |
Participant contributions at end of year | 2014-12-31 | $30,945 |
Participant contributions at beginning of year | 2014-12-31 | $16,592 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $9,042 |
Administrative expenses (other) incurred | 2014-12-31 | $162 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-1,585,617 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,944,273 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,529,890 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,913,328 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,522,340 |
Interest on participant loans | 2014-12-31 | $736 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $53,338 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $45,836 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,895,628 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | RICHARDSON & COMPANY, P.C. |
Accountancy firm EIN | 2014-12-31 | 043176574 |
2013 : POLI MORTGAGE GROUP 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $9,042 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $60,048 |
Total income from all sources (including contributions) | 2013-12-31 | $1,187,009 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $135,419 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $135,084 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $222 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $532,316 |
Value of total assets at end of year | 2013-12-31 | $3,538,932 |
Value of total assets at beginning of year | 2013-12-31 | $2,538,348 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $113 |
Total interest from all sources | 2013-12-31 | $509 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $93,280 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $93,280 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,100,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $380,882 |
Participant contributions at end of year | 2013-12-31 | $16,592 |
Participant contributions at beginning of year | 2013-12-31 | $14,249 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $9,042 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $60,048 |
Administrative expenses (other) incurred | 2013-12-31 | $113 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,051,590 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,529,890 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,478,300 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,522,340 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,524,099 |
Interest on participant loans | 2013-12-31 | $509 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $560,904 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $151,434 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $135,084 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | RICHARDSON & COMPANY, P.C. |
Accountancy firm EIN | 2013-12-31 | 043176574 |
2012 : POLI MORTGAGE GROUP 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $60,048 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $690,082 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $79,410 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $43,948 |
Value of total corrective distributions | 2012-12-31 | $35,387 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $379,120 |
Value of total assets at end of year | 2012-12-31 | $2,538,348 |
Value of total assets at beginning of year | 2012-12-31 | $1,867,628 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $75 |
Total interest from all sources | 2012-12-31 | $333 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $46,142 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $46,142 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $304,452 |
Participant contributions at end of year | 2012-12-31 | $14,249 |
Participant contributions at beginning of year | 2012-12-31 | $11,062 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $12,359 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $12,516 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $60,048 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $75 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $610,672 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,478,300 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,867,628 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,524,099 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,844,207 |
Interest on participant loans | 2012-12-31 | $333 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $264,487 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $62,152 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $43,948 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | RICHARDSON & COMPANY, P.C. |
Accountancy firm EIN | 2012-12-31 | 043176574 |
2011 : POLI MORTGAGE GROUP 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $230,440 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $388,502 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $388,441 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $328,000 |
Value of total assets at end of year | 2011-12-31 | $1,867,628 |
Value of total assets at beginning of year | 2011-12-31 | $2,025,690 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $61 |
Total interest from all sources | 2011-12-31 | $586 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $30,489 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $30,489 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $327,783 |
Participant contributions at end of year | 2011-12-31 | $11,062 |
Participant contributions at beginning of year | 2011-12-31 | $12,343 |
Participant contributions at end of year | 2011-12-31 | $12,359 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $217 |
Administrative expenses (other) incurred | 2011-12-31 | $61 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-158,062 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,867,628 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,025,690 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,844,207 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,013,347 |
Interest on participant loans | 2011-12-31 | $586 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-128,635 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $388,441 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | RICHARDSON & COMPANY, P.C. |
Accountancy firm EIN | 2011-12-31 | 043176574 |
2014: POLI MORTGAGE GROUP 401(K) PLAN 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: POLI MORTGAGE GROUP 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: POLI MORTGAGE GROUP 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: POLI MORTGAGE GROUP 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |