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PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN
Plan identification number 001

PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

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

Company Name:PROFICIENT AUTO, INC.
Employer identification number (EIN):201693247
NAIC Classification:488410
NAIC Description:Motor Vehicle Towing

Additional information about PROFICIENT AUTO, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2004-09-24
Company Identification Number: P04000136652
Legal Registered Office Address: 10057 103RD STREET

JACKSONVILLE

32210

More information about PROFICIENT AUTO, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01JOHN DRILLING2023-01-11
0012020-07-01JOHN DRILLING2021-11-22
0012019-07-01JOHN DRILLING2020-12-10
0012018-07-01JOHN DRILLING2019-12-16
0012017-07-01
0012016-07-01JOHN DRILLING JOHN DRILLING2018-01-10
0012015-07-01JOHN DRILLING JOHN DRILLING2017-11-01
0012015-07-01 JOHN DRILLING2017-08-17
0012014-07-01DOMINIC RAICES2016-02-04 DOMINIC RAICES2016-02-04
0012013-07-01DOMINIC RAICES2014-10-13 DOMINIC RAICES2014-10-13
0012012-07-01DOMINIC RAICES2013-11-11 DOMINIC RAICES2013-11-11
0012011-07-01DOMINIC RAICES2013-12-23 DOMINIC RAICES2013-12-23

Plan Statistics for PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01156
Total number of active participants reported on line 7a of the Form 55002021-07-01155
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0130
Total of all active and inactive participants2021-07-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01186
Number of participants with account balances2021-07-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0124
2020: PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01148
Total number of active participants reported on line 7a of the Form 55002020-07-01116
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0134
Total of all active and inactive participants2020-07-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01150
Number of participants with account balances2020-07-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0117
2019: PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01113
Total number of active participants reported on line 7a of the Form 55002019-07-01119
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0132
Total of all active and inactive participants2019-07-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01151
Number of participants with account balances2019-07-01128
2018: PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01124
Total number of active participants reported on line 7a of the Form 55002018-07-0191
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0113
Total of all active and inactive participants2018-07-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01104
Number of participants with account balances2018-07-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0111
2017: PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01165
Total number of active participants reported on line 7a of the Form 55002017-07-01102
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0112
Total of all active and inactive participants2017-07-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01114
Number of participants with account balances2017-07-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0113
2016: PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01149
Total number of active participants reported on line 7a of the Form 55002016-07-0195
Number of retired or separated participants receiving benefits2016-07-016
Number of other retired or separated participants entitled to future benefits2016-07-0151
Total of all active and inactive participants2016-07-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01152
Number of participants with account balances2016-07-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0117
2015: PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01131
Total number of active participants reported on line 7a of the Form 55002015-07-01101
Number of retired or separated participants receiving benefits2015-07-018
Number of other retired or separated participants entitled to future benefits2015-07-0129
Total of all active and inactive participants2015-07-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01138
Number of participants with account balances2015-07-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-017

Financial Data on PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$551,607
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$370,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$363,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$757,529
Value of total assets at end of year2022-06-30$1,976,528
Value of total assets at beginning of year2022-06-30$1,795,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$7,971
Total interest from all sources2022-06-30$3,168
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$75
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$75
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$179,592
If this is an individual account plan, was there a blackout period2022-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$452,296
Participant contributions at end of year2022-06-30$78,021
Participant contributions at beginning of year2022-06-30$60,094
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$40,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$180,616
Value of net assets at end of year (total assets less liabilities)2022-06-30$1,976,528
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$1,795,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,613,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$1,518,348
Interest on participant loans2022-06-30$3,168
Value of interest in common/collective trusts at end of year2022-06-30$0
Value of interest in common/collective trusts at beginning of year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$20,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$19,993
Net investment gain/loss from pooled separate accounts2022-06-30$-209,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$264,827
Employer contributions (assets) at end of year2022-06-30$264,827
Employer contributions (assets) at beginning of year2022-06-30$197,477
Income. Dividends from common stock2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$363,020
Contract administrator fees2022-06-30$7,971
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30ASSURANCE DIMENSIONS
Accountancy firm EIN2022-06-30263429295
2021 : PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$867,747
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$455,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$449,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$545,611
Value of total assets at end of year2021-06-30$1,795,912
Value of total assets at beginning of year2021-06-30$1,383,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$6,515
Total interest from all sources2021-06-30$3,399
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$150,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$348,134
Participant contributions at end of year2021-06-30$60,094
Participant contributions at beginning of year2021-06-30$29,321
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$1,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$412,088
Value of net assets at end of year (total assets less liabilities)2021-06-30$1,795,912
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,383,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$1,518,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,301,299
Interest on participant loans2021-06-30$2,421
Interest earned on other investments2021-06-30$978
Value of interest in common/collective trusts at end of year2021-06-30$0
Value of interest in common/collective trusts at beginning of year2021-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$19,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$51,466
Net investment gain/loss from pooled separate accounts2021-06-30$318,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$197,477
Employer contributions (assets) at end of year2021-06-30$197,477
Employer contributions (assets) at beginning of year2021-06-30$0
Income. Dividends from common stock2021-06-30$405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$449,144
Contract administrator fees2021-06-30$6,515
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30ASSURANCE DIMENSIONS
Accountancy firm EIN2021-06-30263429295
2020 : PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$308,427
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$322,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$319,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$249,433
Value of total assets at end of year2020-06-30$1,383,824
Value of total assets at beginning of year2020-06-30$1,397,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$2,975
Total interest from all sources2020-06-30$5,080
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$139,800
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$221,290
Participant contributions at end of year2020-06-30$29,321
Participant contributions at beginning of year2020-06-30$0
Participant contributions at end of year2020-06-30$1,738
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$28,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-14,172
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,383,824
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,397,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,301,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,386,537
Interest on participant loans2020-06-30$1,379
Interest earned on other investments2020-06-30$3,701
Value of interest in common/collective trusts at end of year2020-06-30$0
Value of interest in common/collective trusts at beginning of year2020-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$51,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$11,459
Net investment gain/loss from pooled separate accounts2020-06-30$53,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Income. Dividends from common stock2020-06-30$113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$319,624
Contract administrator fees2020-06-30$2,975
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30ASSURANCE DIMENSIONS
Accountancy firm EIN2020-06-30263429295
2019 : PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
2018 : PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$444,321
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$252,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$239,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$326,617
Value of total assets at end of year2018-06-30$1,253,933
Value of total assets at beginning of year2018-06-30$1,062,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$12,484
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$106,210
If this is an individual account plan, was there a blackout period2018-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$215,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$191,839
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,253,933
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,062,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,246,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$921,989
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$0
Value of interest in common/collective trusts at end of year2018-06-30$0
Value of interest in common/collective trusts at beginning of year2018-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$3,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$3,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$7,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$136,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$103,302
Net investment gain/loss from pooled separate accounts2018-06-30$14,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$110,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$239,998
Contract administrator fees2018-06-30$12,484
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30Yes
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30ASSURANCE DIMENSIONS
Accountancy firm EIN2018-06-30263429295
2017 : PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$454,213
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$327,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$317,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$343,804
Value of total assets at end of year2017-06-30$1,062,094
Value of total assets at beginning of year2017-06-30$935,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$10,076
Total interest from all sources2017-06-30$-17
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$120,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$218,388
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$4,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$126,874
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,062,094
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$935,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$921,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$929,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$3,592
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$5,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$5,949
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$-17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$136,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$110,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$120,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$317,263
Contract administrator fees2017-06-30$10,076
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30ASSURANCE DIMENSIONS
Accountancy firm EIN2017-06-30263429295
2016 : PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$274,860
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$113,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$105,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$277,188
Value of total assets at end of year2016-06-30$935,220
Value of total assets at beginning of year2016-06-30$774,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$8,035
Total interest from all sources2016-06-30$-101
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$60,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$181,263
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$9,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$160,889
Value of net assets at end of year (total assets less liabilities)2016-06-30$935,220
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$774,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$929,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$774,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$5,949
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$-101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-2,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$86,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$105,936
Contract administrator fees2016-06-30$8,035
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BARLEY, MCNAMARA, WILD
Accountancy firm EIN2016-06-30273236857

Form 5500 Responses for PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN

2021: PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PROFICIENT AUTO, INC DBA PROFICIENT AUTO TRANSPOR 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedYes
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number759296-01
Policy instance 1
Insurance contract or identification number759296-01
Number of Individuals Covered160
Insurance policy start date2022-06-18
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-842901
Policy instance 2
Insurance contract or identification numberGA-842901
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2022-06-17
Total amount of commissions paid to insurance brokerUSD $7,542
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,704
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR SERVICES
Insurance broker organization code?7
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-842901
Policy instance 1
Insurance contract or identification numberGA-842901
Number of Individuals Covered128
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $6,526
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $5,801
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR SERVICES
Insurance broker organization code?7
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-842901
Policy instance 1
Insurance contract or identification numberGA-842901
Number of Individuals Covered128
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $5,616
Total amount of fees paid to insurance companyUSD $700
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $5,616
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR SERVICES
Insurance broker organization code?7
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-842901
Policy instance 1
Insurance contract or identification numberGA-842901
Number of Individuals Covered77
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $5,099
Total amount of fees paid to insurance companyUSD $637
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $5,099
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR SERVICES
Insurance broker organization code?7
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-842901
Policy instance 1
Insurance contract or identification numberGA-842901
Number of Individuals Covered81
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,000
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4000
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameRETIREMENT SOLUTIONS SPECIALISTS

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