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BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameBIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN
Plan identification number 001

BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:BIDEAWEE, INC.
Employer identification number (EIN):131655210
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about BIDEAWEE, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1906-05-28
Company Identification Number: 29378
Legal Registered Office Address: 410 EAST 38TH STREET
New York
NEW YORK
United States of America (USA)
10016

More information about BIDEAWEE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY 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
0012017-01-01RAY CUSHMORE
0012016-01-01RAY CUSHMORE
0012015-01-01RAY CUSHMORE
0012014-01-01RAY CUSHMORE
0012013-01-01RAY CUSHMORE
0012012-01-01RAY CUSHMORE
0012011-01-01RAY CUSHMORE
0012009-01-01RAY CUSHMORE

Plan Statistics for BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN

401k plan membership statisitcs for BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN

Measure Date Value
2022: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01115
Total number of active participants reported on line 7a of the Form 55002022-01-0183
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0155
Total of all active and inactive participants2022-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01146
Number of participants with account balances2022-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01122
Total number of active participants reported on line 7a of the Form 55002021-01-0179
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0132
Total of all active and inactive participants2021-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01115
Number of participants with account balances2021-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01146
Total number of active participants reported on line 7a of the Form 55002020-01-0177
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0141
Total of all active and inactive participants2020-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01122
Number of participants with account balances2020-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01123
Total number of active participants reported on line 7a of the Form 55002019-01-0177
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01146
Number of participants with account balances2019-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01127
Total number of active participants reported on line 7a of the Form 55002018-01-0149
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0168
Total of all active and inactive participants2018-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01123
Number of participants with account balances2018-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01129
Total number of active participants reported on line 7a of the Form 55002017-01-0153
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0168
Total of all active and inactive participants2017-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01127
Number of participants with account balances2017-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01127
Total number of active participants reported on line 7a of the Form 55002016-01-0161
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01129
Number of participants with account balances2016-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01177
Total number of active participants reported on line 7a of the Form 55002015-01-0155
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01127
Number of participants with account balances2015-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01169
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01114
Total of all active and inactive participants2014-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01120
Number of participants with account balances2014-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01176
Total number of active participants reported on line 7a of the Form 55002013-01-0181
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0182
Total of all active and inactive participants2013-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01169
Number of participants with account balances2013-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01167
Total number of active participants reported on line 7a of the Form 55002012-01-0185
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0184
Total of all active and inactive participants2012-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01176
Number of participants with account balances2012-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01190
Total number of active participants reported on line 7a of the Form 55002011-01-0170
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0192
Total of all active and inactive participants2011-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01167
Number of participants with account balances2011-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01184
Total number of active participants reported on line 7a of the Form 55002009-01-0184
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0194
Total of all active and inactive participants2009-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01181
Number of participants with account balances2009-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN

Measure Date Value
2022 : BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,275,569
Total of all expenses incurred2022-12-31$458,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$396,276
Expenses. Certain deemed distributions of participant loans2022-12-31$9,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$414,920
Value of total assets at end of year2022-12-31$8,837,187
Value of total assets at beginning of year2022-12-31$10,570,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$52,805
Total interest from all sources2022-12-31$21,564
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$126,708
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$126,708
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$263,300
Participant contributions at end of year2022-12-31$69,945
Participant contributions at beginning of year2022-12-31$62,929
Participant contributions at end of year2022-12-31$11,353
Participant contributions at beginning of year2022-12-31$11,756
Administrative expenses (other) incurred2022-12-31$29,755
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,733,769
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,837,187
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,570,956
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
Investment advisory and management fees2022-12-31$23,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,702,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,385,831
Interest on participant loans2022-12-31$1,686
Interest earned on other investments2022-12-31$19,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,046,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,103,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,838,761
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$151,620
Employer contributions (assets) at end of year2022-12-31$6,108
Employer contributions (assets) at beginning of year2022-12-31$7,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$396,276
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN2022-12-31113518842
2021 : BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2021 401k financial data
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$1,087
Total income from all sources (including contributions)2021-12-31$1,681,690
Total of all expenses incurred2021-12-31$953,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$879,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$422,564
Value of total assets at end of year2021-12-31$10,570,956
Value of total assets at beginning of year2021-12-31$9,844,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$74,289
Total interest from all sources2021-12-31$23,852
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$214,662
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$214,662
Administrative expenses professional fees incurred2021-12-31$7,920
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$269,262
Participant contributions at end of year2021-12-31$62,929
Participant contributions at beginning of year2021-12-31$40,933
Participant contributions at end of year2021-12-31$11,756
Participant contributions at beginning of year2021-12-31$7,916
Administrative expenses (other) incurred2021-12-31$66,369
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$1,087
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$727,919
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,570,956
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,843,037
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,385,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,568,460
Interest on participant loans2021-12-31$1,427
Interest earned on other investments2021-12-31$22,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,103,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,221,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,020,612
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$153,302
Employer contributions (assets) at end of year2021-12-31$7,151
Employer contributions (assets) at beginning of year2021-12-31$5,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$879,482
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 name2021-12-31MARKS PANETH LLP
Accountancy firm EIN2021-12-31113518842
2020 : BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,087
Total income from all sources (including contributions)2020-12-31$1,835,738
Total of all expenses incurred2020-12-31$1,063,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,025,660
Expenses. Certain deemed distributions of participant loans2020-12-31$238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$421,832
Value of total assets at end of year2020-12-31$9,844,124
Value of total assets at beginning of year2020-12-31$9,070,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,311
Total interest from all sources2020-12-31$1,105
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$124,449
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$124,449
Administrative expenses professional fees incurred2020-12-31$12,800
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 period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$260,587
Participant contributions at end of year2020-12-31$40,933
Participant contributions at beginning of year2020-12-31$34,194
Participant contributions at end of year2020-12-31$7,916
Participant contributions at beginning of year2020-12-31$7,958
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,150
Administrative expenses (other) incurred2020-12-31$24,511
Liabilities. Value of operating payables at end of year2020-12-31$1,087
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$772,529
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,843,037
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,070,508
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,568,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,724,366
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,264,689
Interest on participant loans2020-12-31$1,105
Interest earned on other investments2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,221,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$34,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,257,663
Net investment gain/loss from pooled separate accounts2020-12-31$30,689
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$151,095
Employer contributions (assets) at end of year2020-12-31$5,378
Employer contributions (assets) at beginning of year2020-12-31$5,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,025,660
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MARKS PANETH LLP
Accountancy firm EIN2020-12-31113518842
2019 : BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,834,347
Total income from all sources (including contributions)2019-12-31$1,834,347
Total of all expenses incurred2019-12-31$614,994
Total of all expenses incurred2019-12-31$614,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$564,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$564,207
Expenses. Certain deemed distributions of participant loans2019-12-31$1,000
Expenses. Certain deemed distributions of participant loans2019-12-31$1,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$372,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$372,805
Value of total assets at end of year2019-12-31$9,070,508
Value of total assets at end of year2019-12-31$9,070,508
Value of total assets at beginning of year2019-12-31$7,851,155
Value of total assets at beginning of year2019-12-31$7,851,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,787
Total interest from all sources2019-12-31$1,695
Total interest from all sources2019-12-31$1,695
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$119,618
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$119,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$119,618
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$119,618
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$237,374
Contributions received from participants2019-12-31$237,374
Participant contributions at end of year2019-12-31$34,194
Participant contributions at end of year2019-12-31$34,194
Participant contributions at beginning of year2019-12-31$48,352
Participant contributions at beginning of year2019-12-31$48,352
Participant contributions at end of year2019-12-31$7,958
Participant contributions at end of year2019-12-31$7,958
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$49,787
Administrative expenses (other) incurred2019-12-31$49,787
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
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$1,219,353
Value of net income/loss2019-12-31$1,219,353
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,070,508
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,070,508
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,851,155
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,851,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,724,366
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,724,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,365,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,365,959
Value of interest in pooled separate accounts at end of year2019-12-31$1,264,689
Value of interest in pooled separate accounts at end of year2019-12-31$1,264,689
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,369,286
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,369,286
Interest on participant loans2019-12-31$1,695
Interest on participant loans2019-12-31$1,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$34,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$34,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$67,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$67,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,303,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,303,621
Net investment gain/loss from pooled separate accounts2019-12-31$36,608
Net investment gain/loss from pooled separate accounts2019-12-31$36,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$135,431
Contributions received in cash from employer2019-12-31$135,431
Employer contributions (assets) at end of year2019-12-31$5,261
Employer contributions (assets) at end of year2019-12-31$5,261
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$564,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$564,207
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARKS PANETH LLP
Accountancy firm name2019-12-31MARKS PANETH LLP
Accountancy firm EIN2019-12-31113518842
Accountancy firm EIN2019-12-31113518842
2018 : BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$14,046
Total of all expenses incurred2018-12-31$676,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$636,056
Expenses. Certain deemed distributions of participant loans2018-12-31$30,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$384,228
Value of total assets at end of year2018-12-31$7,851,155
Value of total assets at beginning of year2018-12-31$8,513,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,086
Total interest from all sources2018-12-31$653
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$109,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$109,213
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$259,010
Participant contributions at end of year2018-12-31$48,352
Participant contributions at beginning of year2018-12-31$40,325
Administrative expenses (other) incurred2018-12-31$9,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-662,050
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,851,155
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,513,205
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$6,365,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,065,154
Value of interest in pooled separate accounts at end of year2018-12-31$1,369,286
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,364,147
Interest on participant loans2018-12-31$653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$67,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$43,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-518,114
Net investment gain/loss from pooled separate accounts2018-12-31$38,066
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$125,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$636,056
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31MARKS PANETH, LLP
Accountancy firm EIN2018-12-31113518842
2017 : BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,541,300
Total of all expenses incurred2017-12-31$280,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$259,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$435,859
Value of total assets at end of year2017-12-31$8,513,205
Value of total assets at beginning of year2017-12-31$7,251,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,871
Total interest from all sources2017-12-31$1,650
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$90,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$90,085
Administrative expenses professional fees incurred2017-12-31$12,800
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$292,544
Participant contributions at end of year2017-12-31$40,325
Participant contributions at beginning of year2017-12-31$51,222
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,490
Administrative expenses (other) incurred2017-12-31$8,071
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$1,261,269
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,513,205
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,251,936
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$7,065,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,786,647
Value of interest in pooled separate accounts at end of year2017-12-31$1,364,147
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,361,000
Interest on participant loans2017-12-31$842
Interest earned on other investments2017-12-31$808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$43,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$53,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$976,234
Net investment gain/loss from pooled separate accounts2017-12-31$37,472
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$140,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$259,160
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31MARKS PANETH LLP
Accountancy firm EIN2017-12-31113518842
2016 : BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$944,959
Total of all expenses incurred2016-12-31$1,012,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,000,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$398,858
Value of total assets at end of year2016-12-31$7,251,936
Value of total assets at beginning of year2016-12-31$7,319,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,814
Total interest from all sources2016-12-31$2,021
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$68,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$68,357
Administrative expenses professional fees incurred2016-12-31$5,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$271,114
Participant contributions at end of year2016-12-31$51,222
Participant contributions at beginning of year2016-12-31$58,383
Participant contributions at beginning of year2016-12-31$6,892
Administrative expenses (other) incurred2016-12-31$6,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-67,379
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,251,936
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,319,315
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$5,786,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,456,692
Value of interest in pooled separate accounts at end of year2016-12-31$1,361,000
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,739,600
Interest on participant loans2016-12-31$1,212
Interest earned on other investments2016-12-31$809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$53,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$53,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$430,347
Net investment gain/loss from pooled separate accounts2016-12-31$45,376
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$127,744
Employer contributions (assets) at beginning of year2016-12-31$3,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,000,524
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31MARKS PANETH LLP
Accountancy firm EIN2016-12-31113518842
2015 : BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$618,567
Total of all expenses incurred2015-12-31$448,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$415,954
Expenses. Certain deemed distributions of participant loans2015-12-31$24,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$430,925
Value of total assets at end of year2015-12-31$7,319,315
Value of total assets at beginning of year2015-12-31$7,148,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,017
Total interest from all sources2015-12-31$1,899
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$138,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$138,755
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$283,009
Participant contributions at end of year2015-12-31$58,383
Participant contributions at beginning of year2015-12-31$25,909
Participant contributions at end of year2015-12-31$6,892
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$111
Administrative expenses (other) incurred2015-12-31$8,017
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$170,548
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,319,315
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,148,767
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$5,456,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,156,269
Value of interest in pooled separate accounts at end of year2015-12-31$1,739,600
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,925,060
Interest on participant loans2015-12-31$1,156
Interest earned on other investments2015-12-31$743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$53,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$41,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,042
Net investment gain/loss from pooled separate accounts2015-12-31$52,030
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$147,805
Employer contributions (assets) at end of year2015-12-31$3,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$415,954
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31MARKS PANETH LLP
Accountancy firm EIN2015-12-31113518842
2014 : BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$817,515
Total of all expenses incurred2014-12-31$819,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$808,081
Expenses. Certain deemed distributions of participant loans2014-12-31$3,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$419,613
Value of total assets at end of year2014-12-31$7,148,767
Value of total assets at beginning of year2014-12-31$7,150,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,846
Total interest from all sources2014-12-31$1,004
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$95,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$95,007
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$256,556
Participant contributions at end of year2014-12-31$25,909
Participant contributions at beginning of year2014-12-31$12,037
Participant contributions at beginning of year2014-12-31$4,558
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$24,599
Administrative expenses (other) incurred2014-12-31$7,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,989
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,148,767
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,150,756
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$5,156,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,210,615
Value of interest in pooled separate accounts at end of year2014-12-31$1,925,060
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,880,000
Interest on participant loans2014-12-31$349
Interest earned on other investments2014-12-31$655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$41,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$41,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$247,545
Net investment gain/loss from pooled separate accounts2014-12-31$54,346
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$138,458
Employer contributions (assets) at beginning of year2014-12-31$2,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$808,081
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31MARKS PANETH LLP
Accountancy firm EIN2014-12-31113518842
2013 : BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,331,431
Total of all expenses incurred2013-12-31$696,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$690,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$384,111
Value of total assets at end of year2013-12-31$7,150,756
Value of total assets at beginning of year2013-12-31$6,516,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,893
Total interest from all sources2013-12-31$1,542
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$80,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$80,444
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$249,260
Participant contributions at end of year2013-12-31$12,037
Participant contributions at beginning of year2013-12-31$26,571
Participant contributions at end of year2013-12-31$4,558
Participant contributions at beginning of year2013-12-31$5,273
Administrative expenses (other) incurred2013-12-31$5,893
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$634,707
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,150,756
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,516,049
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$5,210,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,306,915
Value of interest in pooled separate accounts at end of year2013-12-31$1,880,000
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,140,638
Interest on participant loans2013-12-31$929
Interest earned on other investments2013-12-31$613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$41,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$33,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$808,212
Net investment gain/loss from pooled separate accounts2013-12-31$57,122
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$134,851
Employer contributions (assets) at end of year2013-12-31$2,451
Employer contributions (assets) at beginning of year2013-12-31$2,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$690,831
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31MARKS PANETH LLP
Accountancy firm EIN2013-12-31113518842
2012 : BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$859,638
Total of all expenses incurred2012-12-31$678,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$673,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$360,086
Value of total assets at end of year2012-12-31$6,516,049
Value of total assets at beginning of year2012-12-31$6,334,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,944
Total interest from all sources2012-12-31$3,032
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$51,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$51,130
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$233,037
Participant contributions at end of year2012-12-31$26,571
Participant contributions at beginning of year2012-12-31$83,948
Participant contributions at end of year2012-12-31$5,273
Participant contributions at beginning of year2012-12-31$10,852
Administrative expenses (other) incurred2012-12-31$4,944
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$181,068
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,516,049
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,334,981
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$4,306,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,686,983
Value of interest in pooled separate accounts at end of year2012-12-31$2,140,638
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,519,288
Interest on participant loans2012-12-31$2,286
Interest earned on other investments2012-12-31$746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$33,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$27,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$374,611
Net investment gain/loss from pooled separate accounts2012-12-31$70,779
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$127,049
Employer contributions (assets) at end of year2012-12-31$2,794
Employer contributions (assets) at beginning of year2012-12-31$6,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$673,626
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31MARKS PANETH LLP
Accountancy firm EIN2012-12-31113518842
2011 : BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$372,880
Total of all expenses incurred2011-12-31$210,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$200,152
Expenses. Certain deemed distributions of participant loans2011-12-31$5,304
Value of total corrective distributions2011-12-31$1,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$334,605
Value of total assets at end of year2011-12-31$6,334,981
Value of total assets at beginning of year2011-12-31$6,172,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,190
Total interest from all sources2011-12-31$2,653
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$46,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$46,900
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$219,273
Participant contributions at end of year2011-12-31$83,948
Participant contributions at beginning of year2011-12-31$63,277
Participant contributions at end of year2011-12-31$10,852
Participant contributions at beginning of year2011-12-31$4,478
Administrative expenses (other) incurred2011-12-31$4,190
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$162,083
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,334,981
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,172,898
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$3,686,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,512,889
Value of interest in pooled separate accounts at end of year2011-12-31$2,519,288
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,560,836
Interest on participant loans2011-12-31$1,741
Interest earned on other investments2011-12-31$912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$27,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$23,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-86,309
Net investment gain/loss from pooled separate accounts2011-12-31$75,031
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$115,332
Employer contributions (assets) at end of year2011-12-31$6,272
Employer contributions (assets) at beginning of year2011-12-31$7,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$200,152
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31MARKS PANETH & SHRON LLP
Accountancy firm EIN2011-12-31113518842
2010 : BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$799,581
Total of all expenses incurred2010-12-31$352,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$343,067
Expenses. Certain deemed distributions of participant loans2010-12-31$5,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$320,697
Value of total assets at end of year2010-12-31$6,172,898
Value of total assets at beginning of year2010-12-31$5,725,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,805
Total interest from all sources2010-12-31$2,649
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$49,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$49,702
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$199,993
Participant contributions at end of year2010-12-31$63,277
Participant contributions at beginning of year2010-12-31$74,667
Participant contributions at end of year2010-12-31$4,478
Participant contributions at beginning of year2010-12-31$16,634
Administrative expenses (other) incurred2010-12-31$3,805
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$447,551
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,172,898
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,725,347
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$3,512,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,070,276
Value of interest in pooled separate accounts at end of year2010-12-31$2,560,836
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,530,542
Interest on participant loans2010-12-31$1,859
Interest earned on other investments2010-12-31$790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$23,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$21,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$351,885
Net investment gain/loss from pooled separate accounts2010-12-31$74,648
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$120,704
Employer contributions (assets) at end of year2010-12-31$7,859
Employer contributions (assets) at beginning of year2010-12-31$11,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$343,067
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31MARKS PANETH & SHRON LLP
Accountancy firm EIN2010-12-31113518842
2009 : BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN

2022: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BIDE A WEE HOME ASSOC. TAXED DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067378
Policy instance 1
Insurance contract or identification numberFA067378
Number of Individuals Covered102
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067378
Policy instance 1
Insurance contract or identification numberFA067378
Number of Individuals Covered115
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067378
Policy instance 1
Insurance contract or identification numberFA067378
Number of Individuals Covered122
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,294
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,294
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067378
Policy instance 1
Insurance contract or identification numberFA067378
Number of Individuals Covered120
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,421
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,421
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067378
Policy instance 1
Insurance contract or identification numberFA067378
Number of Individuals Covered123
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,581
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,581
Insurance broker organization code?3
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract numberFA867378
Policy instance 2
Insurance contract or identification numberFA867378
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-01-02
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067378
Policy instance 1
Insurance contract or identification numberFA067378
Number of Individuals Covered126
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,524
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,524
Insurance broker organization code?3
Insurance broker nameCAMMACK LARHETTE BROKERAGE INC
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract numberFA867378
Policy instance 2
Insurance contract or identification numberFA867378
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $37
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37
Insurance broker organization code?3
Insurance broker nameCAMMACK LARHETTE BROKERAGE, INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067378
Policy instance 1
Insurance contract or identification numberFA067378
Number of Individuals Covered127
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,765
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,765
Insurance broker organization code?3
Insurance broker nameCAMMACK LARHETTE BROKERAGE INC
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract numberFA867378
Policy instance 2
Insurance contract or identification numberFA867378
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $34
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34
Insurance broker organization code?3
Insurance broker nameCAMMACK LARHETTE BROKERAGE, INC
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract numberFA867378
Policy instance 2
Insurance contract or identification numberFA867378
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $33
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33
Insurance broker organization code?3
Insurance broker nameCAMMACK LARHETTE BROKERAGE, INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067378
Policy instance 1
Insurance contract or identification numberFA067378
Number of Individuals Covered176
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,882
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,882
Insurance broker organization code?3
Insurance broker nameCAMMACK LARHETTE BROKERAGE INC
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract numberFA867378
Policy instance 2
Insurance contract or identification numberFA867378
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $32
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32
Insurance broker organization code?3
Insurance broker nameCAMMACK LARHETTE BROKERAGE, INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067378
Policy instance 1
Insurance contract or identification numberFA067378
Number of Individuals Covered168
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,288
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,288
Insurance broker organization code?3
Insurance broker nameCAMMACK LARHETTE BROKERAGE INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067378
Policy instance 1
Insurance contract or identification numberFA067378
Number of Individuals Covered175
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,373
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,373
Insurance broker organization code?3
Insurance broker nameCAMMACK LARHETTE BROKERAGE INC
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract numberFA867378
Policy instance 2
Insurance contract or identification numberFA867378
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31
Insurance broker organization code?3
Insurance broker nameCAMMACK LARHETTE BROKERAGE, INC
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract numberFA867378
Policy instance 2
Insurance contract or identification numberFA867378
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067378
Policy instance 1
Insurance contract or identification numberFA067378
Number of Individuals Covered167
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,661
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract numberFA867378
Policy instance 2
Insurance contract or identification numberFA867378
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $33
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067378
Policy instance 1
Insurance contract or identification numberFA067378
Number of Individuals Covered168
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,420
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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