THE ALLIED GROUP has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2018 : THE ALLIED GROUP 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $22,563 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $16,760 |
Total income from all sources (including contributions) | 2018-12-31 | $153,682 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $685,397 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $607,430 |
Value of total corrective distributions | 2018-12-31 | $22,563 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $677,408 |
Value of total assets at end of year | 2018-12-31 | $12,633,434 |
Value of total assets at beginning of year | 2018-12-31 | $13,159,346 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $55,404 |
Total interest from all sources | 2018-12-31 | $6,549 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $630,925 |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $630,925 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $559,899 |
Participant contributions at end of year | 2018-12-31 | $159,658 |
Participant contributions at beginning of year | 2018-12-31 | $199,561 |
Administrative expenses (other) incurred | 2018-12-31 | $55,404 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-531,715 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $12,610,871 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $13,142,586 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $12,356,267 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $12,851,493 |
Interest on participant loans | 2018-12-31 | $6,549 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,161,200 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $117,509 |
Employer contributions (assets) at end of year | 2018-12-31 | $117,509 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $108,292 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $607,430 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $22,563 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $16,760 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | KAHN, LITWIN, RENZA & CO., LTD |
Accountancy firm EIN | 2018-12-31 | 050409384 |
2017 : THE ALLIED GROUP 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $16,760 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $11,890 |
Total income from all sources (including contributions) | 2017-12-31 | $2,560,576 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $562,171 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $515,854 |
Value of total corrective distributions | 2017-12-31 | $12,531 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $632,032 |
Value of total assets at end of year | 2017-12-31 | $13,159,346 |
Value of total assets at beginning of year | 2017-12-31 | $11,156,071 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $33,786 |
Total interest from all sources | 2017-12-31 | $8,277 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $404,152 |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $404,152 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $523,740 |
Participant contributions at end of year | 2017-12-31 | $199,561 |
Participant contributions at beginning of year | 2017-12-31 | $246,873 |
Administrative expenses (other) incurred | 2017-12-31 | $33,786 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,998,405 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $13,142,586 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,144,181 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $12,851,493 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $10,811,854 |
Interest on participant loans | 2017-12-31 | $8,277 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,516,115 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $108,292 |
Employer contributions (assets) at end of year | 2017-12-31 | $108,292 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $97,344 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $515,854 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $16,760 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $11,890 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | KAHN, LITWIN, RENZA & CO., LTD |
Accountancy firm EIN | 2017-12-31 | 050409384 |
2016 : THE ALLIED GROUP 401(K) PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $11,890 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $11,729 |
Total income from all sources (including contributions) | 2016-12-31 | $1,291,501 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $264,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $221,731 |
Value of total corrective distributions | 2016-12-31 | $11,974 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $588,309 |
Value of total assets at end of year | 2016-12-31 | $11,156,071 |
Value of total assets at beginning of year | 2016-12-31 | $10,129,244 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $31,130 |
Total interest from all sources | 2016-12-31 | $8,513 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $318,968 |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $318,968 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $461,752 |
Participant contributions at end of year | 2016-12-31 | $246,873 |
Participant contributions at beginning of year | 2016-12-31 | $231,455 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $29,213 |
Other income not declared elsewhere | 2016-12-31 | $38 |
Administrative expenses (other) incurred | 2016-12-31 | $31,130 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,026,666 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $11,144,181 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,117,515 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $10,811,854 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,897,789 |
Interest on participant loans | 2016-12-31 | $8,513 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $375,673 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $97,344 |
Employer contributions (assets) at end of year | 2016-12-31 | $97,344 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $221,731 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $11,890 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $11,729 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | KAHN, LITWIN, RENZA & CO., LTD |
Accountancy firm EIN | 2016-12-31 | 050409384 |
2015 : THE ALLIED GROUP 401(K) PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $11,729 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $674 |
Total income from all sources (including contributions) | 2015-12-31 | $1,134,238 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $259,948 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $228,603 |
Value of total corrective distributions | 2015-12-31 | $709 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,050,475 |
Value of total assets at end of year | 2015-12-31 | $10,129,244 |
Value of total assets at beginning of year | 2015-12-31 | $9,243,899 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $30,636 |
Total interest from all sources | 2015-12-31 | $8,219 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $361,223 |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $361,223 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $444,747 |
Participant contributions at end of year | 2015-12-31 | $231,455 |
Participant contributions at beginning of year | 2015-12-31 | $173,909 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $605,728 |
Administrative expenses (other) incurred | 2015-12-31 | $30,636 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $874,290 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $10,117,515 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,243,225 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $9,897,789 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $9,069,990 |
Interest on participant loans | 2015-12-31 | $8,219 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-285,679 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $228,603 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $11,729 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $674 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | KHAN, LITWIN, RENZA & CO., LTD |
Accountancy firm EIN | 2015-12-31 | 050409384 |
2014 : THE ALLIED GROUP 401(K) PLAN 2014 401k financial data |
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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 | $674 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $11,937 |
Total income from all sources (including contributions) | 2014-12-31 | $1,162,498 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $741,759 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $705,748 |
Value of total corrective distributions | 2014-12-31 | $11,914 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $511,047 |
Value of total assets at end of year | 2014-12-31 | $9,243,899 |
Value of total assets at beginning of year | 2014-12-31 | $8,834,423 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $24,097 |
Total interest from all sources | 2014-12-31 | $6,969 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $345,169 |
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 | $345,169 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $356,890 |
Participant contributions at end of year | 2014-12-31 | $173,909 |
Participant contributions at beginning of year | 2014-12-31 | $186,611 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $4,819 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $143,750 |
Administrative expenses (other) incurred | 2014-12-31 | $24,097 |
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 | $420,739 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,243,225 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,822,486 |
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 | $9,069,990 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $8,642,993 |
Interest on participant loans | 2014-12-31 | $6,969 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $299,313 |
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 | $10,407 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $705,748 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $674 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $11,937 |
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 | KHAN, LITWIN, RENZA & CO., LTD |
Accountancy firm EIN | 2014-12-31 | 050409384 |
2013 : THE ALLIED GROUP 401(K) PLAN 2013 401k financial data |
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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 | $11,937 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $12,662 |
Total income from all sources (including contributions) | 2013-12-31 | $944,628 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $285,250 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $255,198 |
Value of total corrective distributions | 2013-12-31 | $902 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $407,020 |
Value of total assets at end of year | 2013-12-31 | $8,834,423 |
Value of total assets at beginning of year | 2013-12-31 | $8,175,770 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $29,150 |
Total interest from all sources | 2013-12-31 | $6,931 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $200,591 |
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 | $200,591 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $405,355 |
Participant contributions at end of year | 2013-12-31 | $186,611 |
Participant contributions at beginning of year | 2013-12-31 | $184,931 |
Participant contributions at end of year | 2013-12-31 | $4,819 |
Participant contributions at beginning of year | 2013-12-31 | $39,844 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,665 |
Other income not declared elsewhere | 2013-12-31 | $175 |
Administrative expenses (other) incurred | 2013-12-31 | $325 |
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 | $659,378 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $8,822,486 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,163,108 |
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 |
Investment advisory and management fees | 2013-12-31 | $28,825 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $8,642,993 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $7,950,995 |
Interest on participant loans | 2013-12-31 | $6,931 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $329,911 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $255,198 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $11,937 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $12,662 |
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 | KHAN, LITWIN, RENZA & CO., LTD |
Accountancy firm EIN | 2013-12-31 | 050409384 |
2012 : THE ALLIED 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 | $12,662 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,698 |
Total income from all sources (including contributions) | 2012-12-31 | $2,084,139 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $621,235 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $596,535 |
Value of total corrective distributions | 2012-12-31 | $1,680 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,523,109 |
Value of total assets at end of year | 2012-12-31 | $8,175,770 |
Value of total assets at beginning of year | 2012-12-31 | $6,701,902 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $23,020 |
Total interest from all sources | 2012-12-31 | $7,994 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $154,017 |
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 | $154,017 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $415,422 |
Participant contributions at end of year | 2012-12-31 | $184,931 |
Participant contributions at beginning of year | 2012-12-31 | $206,795 |
Participant contributions at end of year | 2012-12-31 | $39,844 |
Participant contributions at beginning of year | 2012-12-31 | $33,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,107,687 |
Administrative expenses (other) incurred | 2012-12-31 | $23,020 |
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 | $1,462,904 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $8,163,108 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,700,204 |
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 | $7,950,995 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,462,107 |
Interest on participant loans | 2012-12-31 | $7,994 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $399,019 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $596,535 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $12,662 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $1,698 |
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 | KAHN, LITWIN, RENZA & CO., LTD |
Accountancy firm EIN | 2012-12-31 | 050409384 |
2011 : THE ALLIED 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 | $1,698 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,132 |
Total income from all sources (including contributions) | 2011-12-31 | $431,594 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,237,250 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,208,321 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $1,741 |
Value of total corrective distributions | 2011-12-31 | $1,259 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $432,209 |
Value of total assets at end of year | 2011-12-31 | $6,701,902 |
Value of total assets at beginning of year | 2011-12-31 | $7,506,992 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $25,929 |
Total interest from all sources | 2011-12-31 | $8,869 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $205,495 |
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 | $205,495 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $369,800 |
Participant contributions at end of year | 2011-12-31 | $206,795 |
Participant contributions at beginning of year | 2011-12-31 | $241,281 |
Participant contributions at end of year | 2011-12-31 | $33,000 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $62,409 |
Administrative expenses (other) incurred | 2011-12-31 | $25,929 |
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 | $-805,656 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,700,204 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,505,860 |
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 | $6,462,107 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,265,711 |
Interest on participant loans | 2011-12-31 | $8,869 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-214,979 |
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 | $1,208,321 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $1,698 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $1,132 |
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 | KAHN, LITWIN, RENZA & CO., LTD |
Accountancy firm EIN | 2011-12-31 | 050409384 |
2010 : THE ALLIED GROUP 401(K) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,132 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $10,150 |
Total income from all sources (including contributions) | 2010-12-31 | $1,320,413 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $179,649 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $152,623 |
Value of total corrective distributions | 2010-12-31 | $3,066 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $602,726 |
Value of total assets at end of year | 2010-12-31 | $7,506,992 |
Value of total assets at beginning of year | 2010-12-31 | $6,375,246 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $23,960 |
Total interest from all sources | 2010-12-31 | $9,566 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $168,023 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $168,023 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $352,608 |
Participant contributions at end of year | 2010-12-31 | $241,281 |
Participant contributions at beginning of year | 2010-12-31 | $177,593 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $250,118 |
Other income not declared elsewhere | 2010-12-31 | $807 |
Administrative expenses (other) incurred | 2010-12-31 | $23,960 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,140,764 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,505,860 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,365,096 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $7,265,711 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,197,653 |
Interest on participant loans | 2010-12-31 | $9,566 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $539,291 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $152,623 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $1,132 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $10,150 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | KAHN, LITWIN, RENZA & CO., LTD |
Accountancy firm EIN | 2010-12-31 | 050409384 |