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Plan Name | NELSON & WARD 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | NELSON & WARD |
Employer identification number (EIN): | 221148910 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | CATHY JOHNSON | 2021-06-10 | ||
001 | 2019-01-01 | CATHY JOHNSON | 2020-04-30 | ||
001 | 2018-01-01 | CATHY JOHNSON | 2019-09-24 | ||
001 | 2017-01-01 | CATHY JOHNSON | 2018-10-12 | ||
001 | 2016-01-01 | CATHY JOHNSON | 2017-03-31 | ||
001 | 2015-01-01 | CATHY JOHNSON | 2016-02-03 | ||
001 | 2014-01-01 | CATHY JOHNSON | 2015-10-06 | ||
001 | 2013-01-01 | CATHY JOHNSON | 2014-07-09 | ||
001 | 2012-01-01 | CATHY JOHNSON | 2013-09-04 | ||
001 | 2011-01-01 | CATHY JOHNSON | 2012-10-09 | ||
001 | 2010-01-01 | SUSAN YOSKOWITZ | |||
001 | 2009-01-01 | SUSAN YOSKOWITZ |
Measure | Date | Value |
---|---|---|
2010: NELSON & WARD 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 17 |
Number of participants with account balances | 2010-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: NELSON & WARD 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 19 |
Number of participants with account balances | 2009-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2010 : NELSON & WARD 401(K) PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $156,064 |
Expenses. Total of all expenses incurred | 2010-12-31 | $25,107 |
Benefits paid (including direct rollovers) | 2010-12-31 | $24,907 |
Total plan assets at end of year | 2010-12-31 | $971,194 |
Total plan assets at beginning of year | 2010-12-31 | $840,237 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $38,479 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $95,658 |
Net income (gross income less expenses) | 2010-12-31 | $130,957 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $971,194 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $840,237 |
Assets. Value of participant loans | 2010-12-31 | $55,193 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $21,927 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $200 |
2010: NELSON & WARD 401(K) PLAN 2010 form 5500 responses | ||
---|---|---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: NELSON & WARD 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 921466 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
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