BOMAN & ASSOCIATES has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2014: BOMAN & ASSOCIATES 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 5 |
| Number of retired or separated participants receiving benefits | 2014-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 0 |
| Total of all active and inactive participants | 2014-06-01 | 5 |
| 2013: BOMAN & ASSOCIATES 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-06-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 5 |
| Number of retired or separated participants receiving benefits | 2013-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-06-01 | 0 |
| Total of all active and inactive participants | 2013-06-01 | 5 |
| 2012: BOMAN & ASSOCIATES 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 5 |
| Number of retired or separated participants receiving benefits | 2012-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 0 |
| Total of all active and inactive participants | 2012-06-01 | 5 |
| 2011: BOMAN & ASSOCIATES 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 5 |
| Number of retired or separated participants receiving benefits | 2011-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-06-01 | 0 |
| Total of all active and inactive participants | 2011-06-01 | 5 |
| 2010: BOMAN & ASSOCIATES 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-06-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-06-01 | 5 |
| Number of retired or separated participants receiving benefits | 2010-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-06-01 | 0 |
| Total of all active and inactive participants | 2010-06-01 | 5 |
| 2009: BOMAN & ASSOCIATES 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 5 |
| Number of retired or separated participants receiving benefits | 2009-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-06-01 | 0 |
| Total of all active and inactive participants | 2009-06-01 | 5 |
| Measure | Date | Value |
|---|
| 2015 : BOMAN & ASSOCIATES 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-05-31 | $985 |
| Total plan liabilities at beginning of year | 2015-05-31 | $1,140 |
| Total income from all sources | 2015-05-31 | $32,325 |
| Expenses. Total of all expenses incurred | 2015-05-31 | $27,346 |
| Benefits paid (including direct rollovers) | 2015-05-31 | $23,635 |
| Total plan assets at end of year | 2015-05-31 | $6,425 |
| Total plan assets at beginning of year | 2015-05-31 | $1,601 |
| Value of fidelity bond covering the plan | 2015-05-31 | $10,000 |
| Net income (gross income less expenses) | 2015-05-31 | $4,979 |
| Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $5,440 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $461 |
| Total contributions received or receivable from employer(s) | 2015-05-31 | $32,325 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-05-31 | $3,711 |
| 2014 : BOMAN & ASSOCIATES 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-05-31 | $1,140 |
| Total plan liabilities at beginning of year | 2014-05-31 | $1,218 |
| Total income from all sources | 2014-05-31 | $30,981 |
| Expenses. Total of all expenses incurred | 2014-05-31 | $43,719 |
| Benefits paid (including direct rollovers) | 2014-05-31 | $41,079 |
| Total plan assets at end of year | 2014-05-31 | $1,601 |
| Total plan assets at beginning of year | 2014-05-31 | $14,417 |
| Value of fidelity bond covering the plan | 2014-05-31 | $10,000 |
| Net income (gross income less expenses) | 2014-05-31 | $-12,738 |
| Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $461 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $13,199 |
| Total contributions received or receivable from employer(s) | 2014-05-31 | $30,981 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-05-31 | $2,640 |
| 2013 : BOMAN & ASSOCIATES 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-05-31 | $1,218 |
| Total plan liabilities at beginning of year | 2013-05-31 | $651 |
| Total income from all sources | 2013-05-31 | $28,196 |
| Expenses. Total of all expenses incurred | 2013-05-31 | $16,113 |
| Benefits paid (including direct rollovers) | 2013-05-31 | $13,336 |
| Total plan assets at end of year | 2013-05-31 | $14,417 |
| Total plan assets at beginning of year | 2013-05-31 | $1,767 |
| Value of fidelity bond covering the plan | 2013-05-31 | $10,000 |
| Net income (gross income less expenses) | 2013-05-31 | $12,083 |
| Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $13,199 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $1,116 |
| Total contributions received or receivable from employer(s) | 2013-05-31 | $28,196 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-05-31 | $2,777 |
| 2012 : BOMAN & ASSOCIATES 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-05-31 | $651 |
| Total plan liabilities at beginning of year | 2012-05-31 | $2,123 |
| Total income from all sources | 2012-05-31 | $46,051 |
| Expenses. Total of all expenses incurred | 2012-05-31 | $44,944 |
| Benefits paid (including direct rollovers) | 2012-05-31 | $42,154 |
| Total plan assets at end of year | 2012-05-31 | $1,767 |
| Total plan assets at beginning of year | 2012-05-31 | $2,132 |
| Value of fidelity bond covering the plan | 2012-05-31 | $10,000 |
| Net income (gross income less expenses) | 2012-05-31 | $1,107 |
| Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $1,116 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $9 |
| Total contributions received or receivable from employer(s) | 2012-05-31 | $46,051 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-05-31 | $2,790 |
| 2011 : BOMAN & ASSOCIATES 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-05-31 | $2,123 |
| Total plan liabilities at beginning of year | 2011-05-31 | $4,100 |
| Total income from all sources | 2011-05-31 | $30,744 |
| Expenses. Total of all expenses incurred | 2011-05-31 | $32,450 |
| Benefits paid (including direct rollovers) | 2011-05-31 | $29,629 |
| Total plan assets at end of year | 2011-05-31 | $2,132 |
| Total plan assets at beginning of year | 2011-05-31 | $5,815 |
| Value of fidelity bond covering the plan | 2011-05-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2011-05-31 | $2,821 |
| Net income (gross income less expenses) | 2011-05-31 | $-1,706 |
| Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $9 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $1,715 |
| Total contributions received or receivable from employer(s) | 2011-05-31 | $30,744 |
| 2014: BOMAN & ASSOCIATES 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Single employer plan |
| 2014-06-01 | Submission has been amended | No |
| 2014-06-01 | This submission is the final filing | No |
| 2014-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-06-01 | Plan is a collectively bargained plan | No |
| 2014-06-01 | Plan funding arrangement – Insurance | Yes |
| 2014-06-01 | Plan funding arrangement – Trust | Yes |
| 2014-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-06-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BOMAN & ASSOCIATES 2013 form 5500 responses |
|---|
| 2013-06-01 | Type of plan entity | Single employer plan |
| 2013-06-01 | Submission has been amended | No |
| 2013-06-01 | This submission is the final filing | No |
| 2013-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-06-01 | Plan is a collectively bargained plan | No |
| 2013-06-01 | Plan funding arrangement – Insurance | Yes |
| 2013-06-01 | Plan funding arrangement – Trust | Yes |
| 2013-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-06-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BOMAN & ASSOCIATES 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | Submission has been amended | No |
| 2012-06-01 | This submission is the final filing | No |
| 2012-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-06-01 | Plan is a collectively bargained plan | No |
| 2012-06-01 | Plan funding arrangement – Insurance | Yes |
| 2012-06-01 | Plan funding arrangement – Trust | Yes |
| 2012-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-06-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BOMAN & ASSOCIATES 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Submission has been amended | No |
| 2011-06-01 | This submission is the final filing | No |
| 2011-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-06-01 | Plan is a collectively bargained plan | No |
| 2011-06-01 | Plan funding arrangement – Insurance | Yes |
| 2011-06-01 | Plan funding arrangement – Trust | Yes |
| 2011-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-06-01 | Plan benefit arrangement - Trust | Yes |
| 2010: BOMAN & ASSOCIATES 2010 form 5500 responses |
|---|
| 2010-06-01 | Type of plan entity | Single employer plan |
| 2010-06-01 | Submission has been amended | No |
| 2010-06-01 | This submission is the final filing | No |
| 2010-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-06-01 | Plan is a collectively bargained plan | No |
| 2010-06-01 | Plan funding arrangement – Insurance | Yes |
| 2010-06-01 | Plan funding arrangement – Trust | Yes |
| 2010-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-06-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BOMAN & ASSOCIATES 2009 form 5500 responses |
|---|
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | Submission has been amended | No |
| 2009-06-01 | This submission is the final filing | No |
| 2009-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-06-01 | Plan is a collectively bargained plan | No |
| 2009-06-01 | Plan funding arrangement – Insurance | Yes |
| 2009-06-01 | Plan funding arrangement – Trust | Yes |
| 2009-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-06-01 | Plan benefit arrangement - Trust | Yes |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | GLUG 79Z2 |
| Policy instance | 1 |
| Insurance contract or identification number | GLUG 79Z2 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $1,080 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $810 | | Insurance broker organization code? | 0 | | Insurance broker name | SMITH BOMAN & ASSOCIATES |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | GLUG 79Z2 |
| Policy instance | 1 |
| Insurance contract or identification number | GLUG 79Z2 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $1,080 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $810 | | Insurance broker organization code? | 0 | | Insurance broker name | SMITH BOMAN & ASSOCIATES |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | GLUG 79Z2 |
| Policy instance | 1 |
| Insurance contract or identification number | GLUG 79Z2 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $1,080 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $810 | | Insurance broker organization code? | 0 | | Insurance broker name | SMITH BOMAN & ASSOCIATES |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | GLUG 79Z2 |
| Policy instance | 1 |
| Insurance contract or identification number | GLUG 79Z2 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $1,080 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | GLUG 79Z2 |
| Policy instance | 1 |
| Insurance contract or identification number | GLUG 79Z2 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $1,099 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
