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VESTA CORPORATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameVESTA CORPORATION 401(K) PROFIT SHARING PLAN
Plan identification number 001

VESTA CORPORATION 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VESTA CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:VESTA CORPORATION
Employer identification number (EIN):061512511
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VESTA CORPORATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHANNON JEROSZKO
0012016-01-01SHANNON JEROSZKO
0012015-01-01SHANNON JEROSZKO
0012014-01-01SHANNON JEROSZKO
0012013-01-01SHANNON JEROSZKO
0012012-01-01SHANNON JEROSZKO
0012011-01-01PATRICK MURPHY
0012010-01-01JAMES VOLPE

Plan Statistics for VESTA CORPORATION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for VESTA CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01282
Total number of active participants reported on line 7a of the Form 55002022-01-01218
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0147
Total of all active and inactive participants2022-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01266
Number of participants with account balances2022-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01304
Total number of active participants reported on line 7a of the Form 55002021-01-01238
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01277
Number of participants with account balances2021-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01251
Total number of active participants reported on line 7a of the Form 55002020-01-01261
Number of retired or separated participants receiving benefits2020-01-0126
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01287
Number of participants with account balances2020-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01234
Total number of active participants reported on line 7a of the Form 55002019-01-01218
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01247
Number of participants with account balances2019-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01223
Total number of active participants reported on line 7a of the Form 55002018-01-01209
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01230
Number of participants with account balances2018-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01210
Total number of active participants reported on line 7a of the Form 55002017-01-01207
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01220
Number of participants with account balances2017-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01191
Total number of active participants reported on line 7a of the Form 55002016-01-01181
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01202
Number of participants with account balances2016-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01179
Total number of active participants reported on line 7a of the Form 55002015-01-01147
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01183
Number of participants with account balances2015-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01152
Total number of active participants reported on line 7a of the Form 55002014-01-01160
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01182
Number of participants with account balances2014-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01183
Total number of active participants reported on line 7a of the Form 55002013-01-01188
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01198
Number of participants with account balances2013-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01168
Total number of active participants reported on line 7a of the Form 55002012-01-01136
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0159
Total of all active and inactive participants2012-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01195
Number of participants with account balances2012-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01135
Total number of active participants reported on line 7a of the Form 55002011-01-01102
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01147
Number of participants with account balances2011-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01130
Total number of active participants reported on line 7a of the Form 55002010-01-0197
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0135
Total of all active and inactive participants2010-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01132
Number of participants with account balances2010-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019

Financial Data on VESTA CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$173,556
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$834,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$794,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,245,024
Value of total assets at end of year2022-12-31$6,090,761
Value of total assets at beginning of year2022-12-31$6,752,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$40,200
Total interest from all sources2022-12-31$11,832
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$129,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$129,682
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$597,622
Participant contributions at end of year2022-12-31$186,659
Participant contributions at beginning of year2022-12-31$131,978
Participant contributions at end of year2022-12-31$18,504
Participant contributions at beginning of year2022-12-31$19,352
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$312,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-661,339
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,090,761
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,752,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,540,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,159,540
Income. Interest from loans (other than to participants)2022-12-31$7,382
Interest earned on other investments2022-12-31$4,450
Value of interest in common/collective trusts at end of year2022-12-31$43,597
Value of interest in common/collective trusts at beginning of year2022-12-31$40,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$235,610
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$325,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$325,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,212,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$334,987
Employer contributions (assets) at end of year2022-12-31$66,049
Employer contributions (assets) at beginning of year2022-12-31$75,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$794,695
Contract administrator fees2022-12-31$40,200
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,687,054
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$365,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$327,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,027,432
Value of total assets at end of year2021-12-31$6,752,100
Value of total assets at beginning of year2021-12-31$5,430,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$37,749
Total interest from all sources2021-12-31$8,239
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$145,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$145,531
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$547,652
Participant contributions at end of year2021-12-31$131,978
Participant contributions at beginning of year2021-12-31$145,718
Participant contributions at end of year2021-12-31$19,352
Participant contributions at beginning of year2021-12-31$15,184
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$166,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,321,417
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,752,100
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,430,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$37,749
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,159,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,845,857
Interest on participant loans2021-12-31$7,364
Interest earned on other investments2021-12-31$875
Value of interest in common/collective trusts at end of year2021-12-31$40,444
Value of interest in common/collective trusts at beginning of year2021-12-31$37,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$325,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$335,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$335,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$505,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$313,678
Employer contributions (assets) at end of year2021-12-31$75,399
Employer contributions (assets) at beginning of year2021-12-31$50,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$327,888
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,582,463
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$351,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$317,842
Expenses. Certain deemed distributions of participant loans2020-12-31$6,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$940,358
Value of total assets at end of year2020-12-31$5,430,683
Value of total assets at beginning of year2020-12-31$4,200,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,023
Total interest from all sources2020-12-31$9,761
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$104,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$104,911
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$522,231
Participant contributions at end of year2020-12-31$145,718
Participant contributions at beginning of year2020-12-31$138,987
Participant contributions at end of year2020-12-31$15,184
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$131,749
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$55
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,230,585
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,430,683
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,200,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$28,023
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,845,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,672,966
Interest on participant loans2020-12-31$7,830
Interest earned on other investments2020-12-31$1,931
Value of interest in common/collective trusts at end of year2020-12-31$37,742
Value of interest in common/collective trusts at beginning of year2020-12-31$1,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$335,537
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$356,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$356,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$527,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$286,378
Employer contributions (assets) at end of year2020-12-31$50,645
Employer contributions (assets) at beginning of year2020-12-31$30,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$317,842
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,129,939
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$396,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$377,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$655,666
Value of total assets at end of year2019-12-31$4,200,098
Value of total assets at beginning of year2019-12-31$3,466,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,655
Total interest from all sources2019-12-31$14,114
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$472,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$472,753
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$403,839
Participant contributions at end of year2019-12-31$138,987
Participant contributions at beginning of year2019-12-31$55
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$34,231
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$55
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,801,244
Other income not declared elsewhere2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$733,842
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,200,098
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,466,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$18,655
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,672,966
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$7,835
Value of interest in common/collective trusts at end of year2019-12-31$1,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$356,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$632,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$-12,775
Net investment gain or loss from common/collective trusts2019-12-31$181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$217,596
Employer contributions (assets) at end of year2019-12-31$30,503
Employer contributions (assets) at beginning of year2019-12-31$32,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$377,442
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
2018 : VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$513,800
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$653,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$646,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$728,970
Value of total assets at end of year2018-12-31$3,466,256
Value of total assets at beginning of year2018-12-31$3,606,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,655
Total interest from all sources2018-12-31$11,372
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$7,655
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$399,152
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$48,355
Participant contributions at end of year2018-12-31$55
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$126,790
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,801,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-140,080
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,466,256
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,606,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,760,357
Interest on participant loans2018-12-31$2,991
Interest earned on other investments2018-12-31$8,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$632,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$752,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-226,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$203,028
Employer contributions (assets) at end of year2018-12-31$32,404
Employer contributions (assets) at beginning of year2018-12-31$44,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$646,225
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$928,934
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$693,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$687,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$518,381
Value of total assets at end of year2017-12-31$3,606,336
Value of total assets at beginning of year2017-12-31$3,370,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,582
Total interest from all sources2017-12-31$8,940
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$5,582
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$336,184
Participant contributions at end of year2017-12-31$48,355
Participant contributions at beginning of year2017-12-31$39,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$235,817
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,606,336
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,370,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$2,760,357
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,772,287
Interest on participant loans2017-12-31$1,639
Interest earned on other investments2017-12-31$7,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$752,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$519,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$401,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$182,197
Employer contributions (assets) at end of year2017-12-31$44,679
Employer contributions (assets) at beginning of year2017-12-31$38,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$687,535
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$688,659
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$552,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$547,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$457,360
Value of total assets at end of year2016-12-31$3,370,519
Value of total assets at beginning of year2016-12-31$3,234,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,934
Total interest from all sources2016-12-31$9,372
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$4,934
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$297,593
Participant contributions at end of year2016-12-31$39,788
Participant contributions at beginning of year2016-12-31$42,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$136,451
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,370,519
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,234,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,772,287
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,453,070
Interest on participant loans2016-12-31$1,592
Interest earned on other investments2016-12-31$7,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$519,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$711,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$221,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$159,767
Employer contributions (assets) at end of year2016-12-31$38,812
Employer contributions (assets) at beginning of year2016-12-31$26,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$547,274
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHNREZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$487,406
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$473,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$469,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$481,214
Value of total assets at end of year2015-12-31$3,234,068
Value of total assets at beginning of year2015-12-31$3,219,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,290
Total interest from all sources2015-12-31$9,663
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$308,278
Participant contributions at end of year2015-12-31$42,177
Participant contributions at beginning of year2015-12-31$35,149
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$14,163
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,234,068
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,219,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,453,070
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,515,498
Interest on participant loans2015-12-31$1,539
Interest earned on other investments2015-12-31$8,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$711,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$652,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$162,196
Employer contributions (assets) at end of year2015-12-31$26,854
Employer contributions (assets) at beginning of year2015-12-31$16,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$469,953
Contract administrator fees2015-12-31$3,290
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COHNREZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$0
Total income from all sources (including contributions)2014-12-31$665,100
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$107,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$102,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$508,265
Value of total assets at end of year2014-12-31$3,219,905
Value of total assets at beginning of year2014-12-31$2,661,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,038
Total interest from all sources2014-12-31$6,523
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$287,996
Participant contributions at end of year2014-12-31$35,149
Participant contributions at beginning of year2014-12-31$25,112
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$63,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$557,926
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,219,905
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,661,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,515,498
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,173,713
Interest on participant loans2014-12-31$1,249
Interest earned on other investments2014-12-31$5,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$652,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$445,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$150,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$156,487
Employer contributions (assets) at end of year2014-12-31$16,480
Employer contributions (assets) at beginning of year2014-12-31$18,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$102,136
Contract administrator fees2014-12-31$5,038
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$819,938
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$139,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$136,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$439,666
Value of total assets at end of year2013-12-31$2,661,979
Value of total assets at beginning of year2013-12-31$1,981,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,197
Total interest from all sources2013-12-31$4,963
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$258,104
Participant contributions at end of year2013-12-31$25,112
Participant contributions at beginning of year2013-12-31$13,452
Participant contributions at beginning of year2013-12-31$25,887
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$51,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$680,172
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,661,979
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,981,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,173,713
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,572,190
Interest on participant loans2013-12-31$915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$445,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$363,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$375,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$129,876
Employer contributions (assets) at end of year2013-12-31$18,122
Employer contributions (assets) at beginning of year2013-12-31$6,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$136,569
Contract administrator fees2013-12-31$3,197
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COHNREZNICK LLP
Accountancy firm EIN2013-12-31221478099
2012 : VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$500,453
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$276,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$273,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$281,143
Value of total assets at end of year2012-12-31$1,981,807
Value of total assets at beginning of year2012-12-31$1,757,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,697
Total interest from all sources2012-12-31$5,128
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$222,239
Participant contributions at end of year2012-12-31$13,452
Participant contributions at end of year2012-12-31$25,887
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$18,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$224,423
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,981,807
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,757,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,572,190
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,368,333
Interest on participant loans2012-12-31$300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4,828
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$363,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$359,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$214,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$40,175
Employer contributions (assets) at end of year2012-12-31$6,544
Employer contributions (assets) at beginning of year2012-12-31$30,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$273,333
Contract administrator fees2012-12-31$2,697
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COHNREZNICK LLP
Accountancy firm EIN2012-12-31221478099
2011 : VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$150,324
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$46,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$46,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$193,401
Value of total assets at end of year2011-12-31$1,757,384
Value of total assets at beginning of year2011-12-31$1,653,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$229
Total interest from all sources2011-12-31$7,133
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$163,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$103,509
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,757,384
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,653,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,368,333
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,271,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$7,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$359,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$352,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-50,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$30,000
Employer contributions (assets) at end of year2011-12-31$30,000
Employer contributions (assets) at beginning of year2011-12-31$29,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$46,586
Contract administrator fees2011-12-31$229
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31COHNREZNICK LLP
Accountancy firm EIN2011-12-31221478099
2010 : VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$336,300
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$26,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$26,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$200,530
Value of total assets at end of year2010-12-31$1,653,875
Value of total assets at beginning of year2010-12-31$1,344,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$534
Total interest from all sources2010-12-31$8,610
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$149,978
Participant contributions at beginning of year2010-12-31$8,149
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$21,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$309,508
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,653,875
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,344,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,271,906
Value of interest in pooled separate accounts at beginning of year2010-12-31$974,608
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$352,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$332,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$127,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$29,000
Employer contributions (assets) at end of year2010-12-31$29,000
Employer contributions (assets) at beginning of year2010-12-31$29,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$26,258
Contract administrator fees2010-12-31$534
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KOSTIN RUFFKESS & CO, LLC
Accountancy firm EIN2010-12-31060754920

Form 5500 Responses for VESTA CORPORATION 401(K) PROFIT SHARING PLAN

2022: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: VESTA CORPORATION 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number942543-01
Policy instance 1
Insurance contract or identification number942543-01
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number942543-01
Policy instance 1
Insurance contract or identification number942543-01
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,832
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,916
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number942543-01
Policy instance 1
Insurance contract or identification number942543-01
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $18,194
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $9,097
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number942543-01
Policy instance 1
Insurance contract or identification number942543-01
Number of Individuals Covered93
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $15,936
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $7,968
Insurance broker organization code?3
Insurance broker nameJILL BRANDON

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