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FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameFURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN
Plan identification number 001

FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FURNITURE FACTORY OUTLET, LLC has sponsored the creation of one or more 401k plans.

Company Name:FURNITURE FACTORY OUTLET, LLC
Employer identification number (EIN):208263952
NAIC Classification:442110
NAIC Description:Furniture Stores

Additional information about FURNITURE FACTORY OUTLET, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2015-06-15
Company Identification Number: 0802236565
Legal Registered Office Address: 1518 S. FT. HOOD STREET KILLEEN


United States of America (USA)
76549

More information about FURNITURE FACTORY OUTLET, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01AMBER HYDE
0012014-01-01AMBER HYDE
0012013-01-01AMBER HYDE
0012012-01-01AMBER HYDE
0012011-01-01AMBER HYDE
0012010-01-01LARRY RAINWATER
0012009-01-01LARRY RAINWATER
0012009-01-01LARRY RAINWATER
0012009-01-01LARRY RAINWATER
0012009-01-01LARRY RAINWATER
0012009-01-01LARRY J. RAINWATER
0012009-01-01LORI HARGUS

Plan Statistics for FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN

Measure Date Value
2015: FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01199
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01207
Total number of active participants reported on line 7a of the Form 55002014-01-01189
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01200
Number of participants with account balances2014-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01211
Total number of active participants reported on line 7a of the Form 55002013-01-01193
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01204
Number of participants with account balances2013-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0126
2012: FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01216
Total number of active participants reported on line 7a of the Form 55002012-01-01256
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01268
Number of participants with account balances2012-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0125
2011: FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01212
Total number of active participants reported on line 7a of the Form 55002011-01-01194
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01203
Number of participants with account balances2011-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0128
2010: FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01232
Total number of active participants reported on line 7a of the Form 55002010-01-01202
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01212
Number of participants with account balances2010-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0129
2009: FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01237
Total number of active participants reported on line 7a of the Form 55002009-01-01211
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01221
Number of participants with account balances2009-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0118

Financial Data on FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN

Measure Date Value
2015 : FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-19$0
Total transfer of assets from this plan2015-06-19$7,886,441
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-19$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-19$0
Total income from all sources (including contributions)2015-06-19$559,029
Total loss/gain on sale of assets2015-06-19$0
Total of all expenses incurred2015-06-19$487,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-19$451,739
Value of total corrective distributions2015-06-19$13,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-19$225,864
Value of total assets at end of year2015-06-19$0
Value of total assets at beginning of year2015-06-19$7,814,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-19$21,918
Total interest from all sources2015-06-19$4,703
Total dividends received (eg from common stock, registered investment company shares)2015-06-19$5,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-19Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-06-19$0
Total dividends received from registered investment company shares (eg mutual funds)2015-06-19$5,229
Was this plan covered by a fidelity bond2015-06-19Yes
Value of fidelity bond cover2015-06-19$500,000
If this is an individual account plan, was there a blackout period2015-06-19Yes
Were there any nonexempt tranactions with any party-in-interest2015-06-19No
Contributions received from participants2015-06-19$187,392
Participant contributions at end of year2015-06-19$0
Participant contributions at beginning of year2015-06-19$279,018
Assets. Other investments not covered elsewhere at end of year2015-06-19$0
Assets. Other investments not covered elsewhere at beginning of year2015-06-19$151,164
Other income not declared elsewhere2015-06-19$7,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-19No
Value of net income/loss2015-06-19$71,662
Value of net assets at end of year (total assets less liabilities)2015-06-19$0
Value of net assets at beginning of year (total assets less liabilities)2015-06-19$7,814,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-19No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-19No
Were any leases to which the plan was party in default or uncollectible2015-06-19No
Investment advisory and management fees2015-06-19$18,598
Value of interest in pooled separate accounts at end of year2015-06-19$0
Value of interest in pooled separate accounts at beginning of year2015-06-19$6,501,618
Interest on participant loans2015-06-19$4,703
Value of interest in common/collective trusts at end of year2015-06-19$0
Value of interest in common/collective trusts at beginning of year2015-06-19$882,979
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-19$9,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-19$193,246
Net investment gain/loss from pooled separate accounts2015-06-19$130,674
Net investment gain or loss from common/collective trusts2015-06-19$-8,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-19No
Was there a failure to transmit to the plan any participant contributions2015-06-19No
Has the plan failed to provide any benefit when due under the plan2015-06-19No
Contributions received in cash from employer2015-06-19$38,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-19$442,166
Contract administrator fees2015-06-19$3,320
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-19Yes
Did the plan have assets held for investment2015-06-19No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-19No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-19Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-19Yes
Opinion of an independent qualified public accountant for this plan2015-06-19Disclaimer
Accountancy firm name2015-06-19BEALL, BARCLAY & COMPANY PLC
Accountancy firm EIN2015-06-19710355269
2014 : FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,710
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$944,781
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$812,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$749,149
Value of total corrective distributions2014-12-31$18,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$533,262
Value of total assets at end of year2014-12-31$7,814,779
Value of total assets at beginning of year2014-12-31$7,669,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$45,488
Total interest from all sources2014-12-31$17,606
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$436,407
Participant contributions at end of year2014-12-31$279,018
Participant contributions at beginning of year2014-12-31$411,127
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$151,164
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$181,610
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,777
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$13,710
Other income not declared elsewhere2014-12-31$20,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$131,945
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,801,069
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,669,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$35,984
Value of interest in pooled separate accounts at end of year2014-12-31$6,501,618
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,218,780
Interest on participant loans2014-12-31$17,606
Value of interest in common/collective trusts at end of year2014-12-31$882,979
Value of interest in common/collective trusts at beginning of year2014-12-31$857,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$20,339
Net investment gain/loss from pooled separate accounts2014-12-31$366,422
Net investment gain or loss from common/collective trusts2014-12-31$6,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$89,078
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$728,810
Contract administrator fees2014-12-31$9,504
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BEALL, BARCLAY & COMPANY, PLC
Accountancy firm EIN2014-12-31710355269
2013 : FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,953,499
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$657,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$616,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$518,193
Value of total assets at end of year2013-12-31$7,669,124
Value of total assets at beginning of year2013-12-31$6,372,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,352
Total interest from all sources2013-12-31$19,656
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$433,444
Participant contributions at end of year2013-12-31$411,127
Participant contributions at beginning of year2013-12-31$379,155
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$181,610
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$156,531
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,769
Other income not declared elsewhere2013-12-31$25,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,296,149
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,669,124
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,372,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$31,196
Value of interest in pooled separate accounts at end of year2013-12-31$6,218,780
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,903,341
Interest on participant loans2013-12-31$19,656
Value of interest in common/collective trusts at end of year2013-12-31$857,607
Value of interest in common/collective trusts at beginning of year2013-12-31$933,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$14,724
Net investment gain/loss from pooled separate accounts2013-12-31$1,399,523
Net investment gain or loss from common/collective trusts2013-12-31$-8,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$77,980
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$602,274
Contract administrator fees2013-12-31$9,156
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BEALL, BARCLAY & COMPANY, PLC
Accountancy firm EIN2013-12-31710355269
2012 : FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,811
Total income from all sources (including contributions)2012-12-31$1,161,284
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,157,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,116,383
Value of total corrective distributions2012-12-31$5,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$509,811
Value of total assets at end of year2012-12-31$6,372,975
Value of total assets at beginning of year2012-12-31$6,374,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$35,243
Total interest from all sources2012-12-31$19,623
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$428,482
Participant contributions at end of year2012-12-31$379,155
Participant contributions at beginning of year2012-12-31$337,565
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$156,531
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$209,683
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$7,411
Other income not declared elsewhere2012-12-31$14,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,035
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,372,975
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,368,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$28,891
Value of interest in pooled separate accounts at end of year2012-12-31$4,903,341
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,755,568
Interest on participant loans2012-12-31$19,623
Value of interest in common/collective trusts at end of year2012-12-31$933,948
Value of interest in common/collective trusts at beginning of year2012-12-31$1,071,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$18,690
Net investment gain/loss from pooled separate accounts2012-12-31$609,197
Net investment gain or loss from common/collective trusts2012-12-31$8,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$73,918
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,097,693
Contract administrator fees2012-12-31$6,352
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$5,811
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BEALL, BARCLAY & COMPANY, PLC
Accountancy firm EIN2012-12-31710355269
2011 : FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,811
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,045
Total income from all sources (including contributions)2011-12-31$601,624
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$565,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$524,134
Value of total corrective distributions2011-12-31$6,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$546,598
Value of total assets at end of year2011-12-31$6,374,751
Value of total assets at beginning of year2011-12-31$6,338,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$35,561
Total interest from all sources2011-12-31$19,885
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$386,947
Participant contributions at end of year2011-12-31$337,565
Participant contributions at beginning of year2011-12-31$293,930
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$209,683
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$187,196
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$40,785
Other income not declared elsewhere2011-12-31$27,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$35,919
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,368,940
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,333,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$35,561
Value of interest in pooled separate accounts at end of year2011-12-31$4,755,568
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,418,322
Interest on participant loans2011-12-31$19,885
Value of interest in common/collective trusts at end of year2011-12-31$1,071,935
Value of interest in common/collective trusts at beginning of year2011-12-31$438,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$19,805
Net investment gain/loss from pooled separate accounts2011-12-31$7,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$118,866
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$504,329
Liabilities. Value of benefit claims payable at end of year2011-12-31$5,811
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$5,045
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BEALL, BARCLAY & COMPANY, PLC
Accountancy firm EIN2011-12-31710355269
2010 : FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,045
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,544,258
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$941,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$906,729
Value of total corrective distributions2010-12-31$3,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$463,985
Value of total assets at end of year2010-12-31$6,338,066
Value of total assets at beginning of year2010-12-31$5,729,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$31,385
Total interest from all sources2010-12-31$24,469
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$360,790
Participant contributions at end of year2010-12-31$293,930
Participant contributions at beginning of year2010-12-31$382,364
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$187,196
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$186,381
Other income not declared elsewhere2010-12-31$21,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$603,124
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,333,021
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,729,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$25,425
Value of interest in pooled separate accounts at end of year2010-12-31$5,418,322
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,647,751
Interest on participant loans2010-12-31$24,469
Value of interest in common/collective trusts at end of year2010-12-31$438,618
Value of interest in common/collective trusts at beginning of year2010-12-31$503,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,547
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$20,230
Net investment gain/loss from pooled separate accounts2010-12-31$1,018,970
Net investment gain or loss from common/collective trusts2010-12-31$15,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$103,195
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$886,499
Contract administrator fees2010-12-31$5,960
Liabilities. Value of benefit claims payable at end of year2010-12-31$5,045
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BEALL, BARCLAY & COMPANY, PLC
Accountancy firm EIN2010-12-31710355269

Form 5500 Responses for FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN

2015: FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FURNITURE FACTORY OUTLET PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number314939
Policy instance 1
Insurance contract or identification number314939
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-06-19
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,021
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 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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1644
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameEMPLOYEE BENEFITS GROUP, LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-9566
Policy instance 2
Insurance contract or identification number6-9566
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-06-19
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number314939
Policy instance 1
Insurance contract or identification number314939
Number of Individuals Covered200
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,550
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 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
Amount paid for insurance broker fees6550
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?5
Insurance broker nameCONSOLIDATED BENEFITS RESOURCES,LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-9566
Policy instance 2
Insurance contract or identification number6-9566
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,250
Total amount of fees paid to insurance companyUSD $773
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 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
Welfare Benefit Premiums Paid to CarrierUSD $17,386
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,084
Amount paid for insurance broker fees672
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameWILLIAM MICHAEL HOLLENKAMP
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number314939
Policy instance 1
Insurance contract or identification number314939
Number of Individuals Covered134
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,354
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 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
Amount paid for insurance broker fees6354
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?5
Insurance broker nameCONSOLIDATED BENEFITS RESOURCES,LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-9566
Policy instance 2
Insurance contract or identification number6-9566
Number of Individuals Covered5
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $428
Total amount of fees paid to insurance companyUSD $442
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 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 $379
Amount paid for insurance broker fees402
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameWILLIAM MICHAEL HOLLENKAMP
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number314939
Policy instance 1
Insurance contract or identification number314939
Number of Individuals Covered132
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,720
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 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
Amount paid for insurance broker fees5720
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?5
Insurance broker nameCONSOLIDATED BENEFITS RESOURCES,LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-9566
Policy instance 2
Insurance contract or identification number6-9566
Number of Individuals Covered5
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $360
Total amount of fees paid to insurance companyUSD $498
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 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 BenefitYes
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 $294
Amount paid for insurance broker fees463
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameWILLIAM MICHAEL HOLLENKAMP
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number314939
Policy instance 1
Insurance contract or identification number314939
Number of Individuals Covered125
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-9566
Policy instance 2
Insurance contract or identification number6-9566
Number of Individuals Covered7
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,360
Total amount of fees paid to insurance companyUSD $606
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 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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $19,805
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number314939
Policy instance 1
Insurance contract or identification number314939
Number of Individuals Covered212
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-9566
Policy instance 2
Insurance contract or identification number6-9566
Number of Individuals Covered9
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $439
Total amount of fees paid to insurance companyUSD $439
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 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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $20,230
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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