HAVES PINE & SELIGMAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2022: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 6 |
| Number of participants with account balances | 2022-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 3 |
| Total of all active and inactive participants | 2021-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 7 |
| Number of participants with account balances | 2021-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 3 |
| Total of all active and inactive participants | 2020-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 7 |
| Number of participants with account balances | 2020-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2019: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 6 |
| Number of participants with account balances | 2019-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
| 2018: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 6 |
| Number of participants with account balances | 2018-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 5 |
| Number of participants with account balances | 2017-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 6 |
| Number of participants with account balances | 2016-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 6 |
| Number of participants with account balances | 2015-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 5 |
| Number of participants with account balances | 2014-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 6 |
| Number of participants with account balances | 2013-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 5 |
| Number of participants with account balances | 2012-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 5 |
| Number of participants with account balances | 2011-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 7 |
| Number of participants with account balances | 2010-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
| 2009: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 7 |
| Number of participants with account balances | 2009-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2022 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-846,602 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $60,332 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $60,332 |
| Total plan assets at end of year | 2022-12-31 | $5,000,035 |
| Total plan assets at beginning of year | 2022-12-31 | $5,906,969 |
| Value of fidelity bond covering the plan | 2022-12-31 | $580,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $84,900 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $6,420 |
| Other income received | 2022-12-31 | $-954,342 |
| Net income (gross income less expenses) | 2022-12-31 | $-906,934 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,000,035 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,906,969 |
| Assets. Value of participant loans | 2022-12-31 | $4,306 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $448,365 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $22,840 |
| 2021 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,663,525 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,857,608 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,837,833 |
| Total plan assets at end of year | 2021-12-31 | $5,906,969 |
| Total plan assets at beginning of year | 2021-12-31 | $6,101,052 |
| Value of fidelity bond covering the plan | 2021-12-31 | $580,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $81,900 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $6,420 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $27,129 |
| Other income received | 2021-12-31 | $1,554,496 |
| Net income (gross income less expenses) | 2021-12-31 | $-194,083 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,906,969 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,101,052 |
| Assets. Value of participant loans | 2021-12-31 | $4,305 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $455,732 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $19,775 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $541,657 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $2,078,085 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $2,078,085 |
| Total plan assets at end of year | 2020-12-31 | $6,101,052 |
| Total plan assets at beginning of year | 2020-12-31 | $7,637,480 |
| Value of fidelity bond covering the plan | 2020-12-31 | $580,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $30,050 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $206,420 |
| Other income received | 2020-12-31 | $486,005 |
| Net income (gross income less expenses) | 2020-12-31 | $-1,536,428 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,101,052 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,637,480 |
| Assets. Value of participant loans | 2020-12-31 | $4,306 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $454,445 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $25,602 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,023,821 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $7,637,480 |
| Total plan assets at beginning of year | 2019-12-31 | $6,613,659 |
| Value of fidelity bond covering the plan | 2019-12-31 | $580,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $3,900 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $206,420 |
| Other income received | 2019-12-31 | $982,204 |
| Net income (gross income less expenses) | 2019-12-31 | $1,023,821 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,637,480 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,613,659 |
| Assets. Value of participant loans | 2019-12-31 | $4,306 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $134,916 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $37,717 |
| 2018 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-464,528 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $2,890 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $2,890 |
| Total plan assets at end of year | 2018-12-31 | $6,613,659 |
| Total plan assets at beginning of year | 2018-12-31 | $7,081,077 |
| Value of fidelity bond covering the plan | 2018-12-31 | $580,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $62,006 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $206,420 |
| Other income received | 2018-12-31 | $-569,252 |
| Net income (gross income less expenses) | 2018-12-31 | $-467,418 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $6,613,659 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,081,077 |
| Assets. Value of participant loans | 2018-12-31 | $4,306 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $144,206 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $42,718 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $879,010 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $7,081,077 |
| Total plan assets at beginning of year | 2017-12-31 | $6,202,067 |
| Value of fidelity bond covering the plan | 2017-12-31 | $580,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $9,006 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $221,420 |
| Other income received | 2017-12-31 | $865,573 |
| Net income (gross income less expenses) | 2017-12-31 | $879,010 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $7,081,077 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,202,067 |
| Assets. Value of participant loans | 2017-12-31 | $4,305 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $168,815 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $4,431 |
| 2016 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $494,017 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $6,202,067 |
| Total plan assets at beginning of year | 2016-12-31 | $5,708,050 |
| Value of fidelity bond covering the plan | 2016-12-31 | $580,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $76,600 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $231,698 |
| Other income received | 2016-12-31 | $346,584 |
| Net income (gross income less expenses) | 2016-12-31 | $494,017 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $6,202,067 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,708,050 |
| Assets. Value of participant loans | 2016-12-31 | $4,305 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $357,028 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $70,833 |
| 2015 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $135,457 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $27,087 |
| Total plan assets at end of year | 2015-12-31 | $5,708,050 |
| Total plan assets at beginning of year | 2015-12-31 | $5,599,680 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $75,900 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $231,698 |
| Other income received | 2015-12-31 | $20,891 |
| Net income (gross income less expenses) | 2015-12-31 | $108,370 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,708,050 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,599,680 |
| Assets. Value of participant loans | 2015-12-31 | $4,305 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $777,643 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $38,666 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $27,087 |
| 2014 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2014 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $316,676 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $27,739 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,011 |
| Total plan assets at end of year | 2014-12-31 | $5,599,680 |
| Total plan assets at beginning of year | 2014-12-31 | $5,310,743 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $72,900 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $416,698 |
| Other income received | 2014-12-31 | $220,883 |
| Net income (gross income less expenses) | 2014-12-31 | $288,937 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,599,680 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,310,743 |
| Assets. Value of participant loans | 2014-12-31 | $19,306 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $433,338 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $22,893 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $26,728 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $1,011 |
| 2013 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $1,313,755 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $44,383 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $5,310,743 |
| Total plan assets at beginning of year | 2013-12-31 | $4,041,371 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $72,900 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $430,170 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $5,106 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $1,169,089 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $1,269,372 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,310,743 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,041,371 |
| Assets. Value of participant loans | 2013-12-31 | $15,638 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $105,014 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $71,766 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $39,277 |
| 2012 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $414,078 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $33,606 |
| Total plan assets at end of year | 2012-12-31 | $4,041,371 |
| Total plan assets at beginning of year | 2012-12-31 | $3,660,899 |
| Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $71,880 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $105,270 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $5,106 |
| Other income received | 2012-12-31 | $254,075 |
| Net income (gross income less expenses) | 2012-12-31 | $380,472 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,041,371 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,660,899 |
| Assets. Value of participant loans | 2012-12-31 | $15,000 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $27,223 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $88,123 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $28,500 |
| 2011 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $-16,506 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $45,558 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $11,368 |
| Total plan assets at end of year | 2011-12-31 | $3,660,899 |
| Total plan assets at beginning of year | 2011-12-31 | $3,722,963 |
| Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $71,563 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $181,421 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $5,106 |
| Other income received | 2011-12-31 | $-162,084 |
| Net income (gross income less expenses) | 2011-12-31 | $-62,064 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,660,899 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,722,963 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $3,332 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $74,015 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $29,084 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $464,679 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $36,044 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $3,662,957 |
| Total plan assets at beginning of year | 2010-12-31 | $3,234,322 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $71,450 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $555,290 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $5,106 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $312,035 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $428,635 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,662,957 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,234,322 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $3,601 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $81,194 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $30,938 |
| 2022: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 33893 |
| Policy instance | 1 |
| Insurance contract or identification number | 33893 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 33893 |
| Policy instance | 1 |
| Insurance contract or identification number | 33893 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 33893 |
| Policy instance | 1 |
| Insurance contract or identification number | 33893 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 33893 |
| Policy instance | 1 |
| Insurance contract or identification number | 33893 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 33893 |
| Policy instance | 1 |
| Insurance contract or identification number | 33893 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | MIKE JACOBS |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 33893 |
| Policy instance | 1 |
| Insurance contract or identification number | 33893 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | MIKE JACOBS |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 33893 |
| Policy instance | 1 |
| Insurance contract or identification number | 33893 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | MIKE JACOBS |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 33893 |
| Policy instance | 1 |
| Insurance contract or identification number | 33893 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | MIKE JACOBS |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 33893 |
| Policy instance | 1 |
| Insurance contract or identification number | 33893 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | MIKE JACOBS |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 33893 |
| Policy instance | 1 |
| Insurance contract or identification number | 33893 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 33893 |
| Policy instance | 1 |
| Insurance contract or identification number | 33893 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
