PENETONE CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PENETONE/PETRON RETIREMENT SAVINGS PLAN
Measure | Date | Value |
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2022: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 16 |
Total of all active and inactive participants | 2022-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 69 |
Number of participants with account balances | 2022-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 54 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 16 |
Total of all active and inactive participants | 2021-01-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 71 |
Number of participants with account balances | 2021-01-01 | 71 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 55 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 16 |
Total of all active and inactive participants | 2020-01-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 71 |
Number of participants with account balances | 2020-01-01 | 71 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 18 |
Total of all active and inactive participants | 2019-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 70 |
Number of participants with account balances | 2019-01-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 20 |
Total of all active and inactive participants | 2018-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 76 |
Number of participants with account balances | 2018-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 16 |
Total of all active and inactive participants | 2017-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 69 |
Number of participants with account balances | 2017-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 15 |
Total of all active and inactive participants | 2016-01-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 71 |
Number of participants with account balances | 2016-01-01 | 71 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 15 |
Total of all active and inactive participants | 2015-01-01 | 68 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 68 |
Number of participants with account balances | 2015-01-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 55 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 10 |
Total of all active and inactive participants | 2014-01-01 | 65 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 65 |
Number of participants with account balances | 2014-01-01 | 65 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 13 |
Total of all active and inactive participants | 2013-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 69 |
Number of participants with account balances | 2013-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 14 |
Total of all active and inactive participants | 2012-01-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 62 |
Number of participants with account balances | 2012-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 49 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 12 |
Total of all active and inactive participants | 2011-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 61 |
Number of participants with account balances | 2011-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 56 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 50 |
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 | 6 |
Total of all active and inactive participants | 2009-01-01 | 56 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 56 |
Number of participants with account balances | 2009-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2022 : PENETONE/PETRON RETIREMENT SAVINGS PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-1,732,639 |
Expenses. Total of all expenses incurred | 2022-12-31 | $972,643 |
Benefits paid (including direct rollovers) | 2022-12-31 | $912,628 |
Total plan assets at end of year | 2022-12-31 | $14,352,940 |
Total plan assets at beginning of year | 2022-12-31 | $17,058,222 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2022-12-31 | $566,279 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $122,965 |
Other income received | 2022-12-31 | $-2,657,721 |
Net income (gross income less expenses) | 2022-12-31 | $-2,705,282 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $14,352,940 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $17,058,222 |
Assets. Value of participant loans | 2022-12-31 | $59,692 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $235,838 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $60,015 |
2021 : PENETONE/PETRON RETIREMENT SAVINGS PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $2,975,044 |
Expenses. Total of all expenses incurred | 2021-12-31 | $687,075 |
Benefits paid (including direct rollovers) | 2021-12-31 | $626,533 |
Total plan assets at end of year | 2021-12-31 | $17,058,222 |
Total plan assets at beginning of year | 2021-12-31 | $14,770,253 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $518,567 |
Other income received | 2021-12-31 | $2,238,774 |
Net income (gross income less expenses) | 2021-12-31 | $2,287,969 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $17,058,222 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,770,253 |
Assets. Value of participant loans | 2021-12-31 | $93,368 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $217,703 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $60,542 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : PENETONE/PETRON RETIREMENT SAVINGS PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $2,884,057 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,038,262 |
Benefits paid (including direct rollovers) | 2020-12-31 | $993,470 |
Total plan assets at end of year | 2020-12-31 | $14,770,253 |
Total plan assets at beginning of year | 2020-12-31 | $12,924,458 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $505,634 |
Other income received | 2020-12-31 | $2,158,520 |
Net income (gross income less expenses) | 2020-12-31 | $1,845,795 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $14,770,253 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,924,458 |
Assets. Value of participant loans | 2020-12-31 | $97,533 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $219,903 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $44,792 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : PENETONE/PETRON RETIREMENT SAVINGS PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $2,689,304 |
Expenses. Total of all expenses incurred | 2019-12-31 | $720,213 |
Benefits paid (including direct rollovers) | 2019-12-31 | $689,474 |
Total plan assets at end of year | 2019-12-31 | $12,924,458 |
Total plan assets at beginning of year | 2019-12-31 | $10,955,367 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $524,279 |
Other income received | 2019-12-31 | $1,949,125 |
Net income (gross income less expenses) | 2019-12-31 | $1,969,091 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $12,924,458 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,955,367 |
Assets. Value of participant loans | 2019-12-31 | $106,961 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $215,900 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $30,739 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : PENETONE/PETRON RETIREMENT SAVINGS PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $276,411 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,731,906 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,701,788 |
Total plan assets at end of year | 2018-12-31 | $10,955,367 |
Total plan assets at beginning of year | 2018-12-31 | $12,410,862 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $480,443 |
Other income received | 2018-12-31 | $-396,081 |
Net income (gross income less expenses) | 2018-12-31 | $-1,455,495 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $10,955,367 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,410,862 |
Assets. Value of participant loans | 2018-12-31 | $106,856 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $192,049 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $30,118 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : PENETONE/PETRON RETIREMENT SAVINGS PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $2,195,007 |
Expenses. Total of all expenses incurred | 2017-12-31 | $921,654 |
Benefits paid (including direct rollovers) | 2017-12-31 | $892,510 |
Total plan assets at end of year | 2017-12-31 | $12,410,862 |
Total plan assets at beginning of year | 2017-12-31 | $11,137,509 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $451,360 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $964 |
Other income received | 2017-12-31 | $1,545,538 |
Net income (gross income less expenses) | 2017-12-31 | $1,273,353 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $12,410,862 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,137,509 |
Assets. Value of participant loans | 2017-12-31 | $89,631 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $197,145 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $29,144 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : PENETONE/PETRON RETIREMENT SAVINGS PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $1,491,395 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,225,320 |
Benefits paid (including direct rollovers) | 2016-12-31 | $1,200,573 |
Total plan assets at end of year | 2016-12-31 | $11,137,509 |
Total plan assets at beginning of year | 2016-12-31 | $10,871,434 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $471,559 |
Other income received | 2016-12-31 | $804,448 |
Net income (gross income less expenses) | 2016-12-31 | $266,075 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $11,137,509 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,871,434 |
Assets. Value of participant loans | 2016-12-31 | $62,652 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $215,388 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $24,747 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : PENETONE/PETRON RETIREMENT SAVINGS PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $724,313 |
Expenses. Total of all expenses incurred | 2015-12-31 | $271,507 |
Benefits paid (including direct rollovers) | 2015-12-31 | $271,407 |
Total plan assets at end of year | 2015-12-31 | $10,871,434 |
Total plan assets at beginning of year | 2015-12-31 | $10,418,628 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $462,206 |
Other income received | 2015-12-31 | $48,202 |
Net income (gross income less expenses) | 2015-12-31 | $452,806 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $10,871,434 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,418,628 |
Assets. Value of participant loans | 2015-12-31 | $71,360 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $213,905 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : PENETONE/PETRON RETIREMENT SAVINGS PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $1,129,603 |
Expenses. Total of all expenses incurred | 2014-12-31 | $832,025 |
Benefits paid (including direct rollovers) | 2014-12-31 | $828,354 |
Total plan assets at end of year | 2014-12-31 | $10,418,628 |
Total plan assets at beginning of year | 2014-12-31 | $10,121,050 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $384,273 |
Other income received | 2014-12-31 | $548,277 |
Net income (gross income less expenses) | 2014-12-31 | $297,578 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $10,418,628 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,121,050 |
Assets. Value of participant loans | 2014-12-31 | $80,423 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $197,053 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $3,572 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $99 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : PENETONE/PETRON RETIREMENT SAVINGS PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $1,796,428 |
Expenses. Total of all expenses incurred | 2013-12-31 | $222,376 |
Benefits paid (including direct rollovers) | 2013-12-31 | $222,276 |
Total plan assets at end of year | 2013-12-31 | $10,121,050 |
Total plan assets at beginning of year | 2013-12-31 | $8,546,998 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $320,884 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $36,664 |
Other income received | 2013-12-31 | $1,282,381 |
Net income (gross income less expenses) | 2013-12-31 | $1,574,052 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $10,121,050 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,546,998 |
Assets. Value of participant loans | 2013-12-31 | $107,572 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $156,499 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : PENETONE/PETRON RETIREMENT SAVINGS PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,321,006 |
Expenses. Total of all expenses incurred | 2012-12-31 | $586,021 |
Benefits paid (including direct rollovers) | 2012-12-31 | $585,925 |
Total plan assets at end of year | 2012-12-31 | $8,546,998 |
Total plan assets at beginning of year | 2012-12-31 | $7,812,013 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $316,607 |
Other income received | 2012-12-31 | $839,137 |
Net income (gross income less expenses) | 2012-12-31 | $734,985 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $8,546,998 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,812,013 |
Assets. Value of participant loans | 2012-12-31 | $99,858 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $165,262 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $96 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : PENETONE/PETRON RETIREMENT SAVINGS PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $453,113 |
Expenses. Total of all expenses incurred | 2011-12-31 | $485,997 |
Benefits paid (including direct rollovers) | 2011-12-31 | $485,944 |
Total plan assets at end of year | 2011-12-31 | $7,812,013 |
Total plan assets at beginning of year | 2011-12-31 | $7,844,897 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $331,482 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $40,149 |
Other income received | 2011-12-31 | $-87,903 |
Net income (gross income less expenses) | 2011-12-31 | $-32,884 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $7,812,013 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,844,897 |
Assets. Value of participant loans | 2011-12-31 | $124,424 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $169,385 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $53 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : PENETONE/PETRON RETIREMENT SAVINGS PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $1,182,513 |
Expenses. Total of all expenses incurred | 2010-12-31 | $334,957 |
Benefits paid (including direct rollovers) | 2010-12-31 | $334,905 |
Total plan assets at end of year | 2010-12-31 | $7,844,897 |
Total plan assets at beginning of year | 2010-12-31 | $6,997,341 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $305,523 |
Other income received | 2010-12-31 | $718,268 |
Net income (gross income less expenses) | 2010-12-31 | $847,556 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,844,897 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,997,341 |
Assets. Value of participant loans | 2010-12-31 | $142,092 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $158,722 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $52 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : PENETONE/PETRON RETIREMENT SAVINGS PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PENETONE/PETRON RETIREMENT SAVINGS PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 106400 |
Policy instance | 1 |
Insurance contract or identification number | 106400 | Number of Individuals Covered | 69 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 106400 |
Policy instance | 1 |
Insurance contract or identification number | 106400 | Number of Individuals Covered | 71 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 106400 |
Policy instance | 1 |
Insurance contract or identification number | 106400 | Number of Individuals Covered | 71 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 106400 |
Policy instance | 1 |
Insurance contract or identification number | 106400 | Number of Individuals Covered | 70 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 106400 |
Policy instance | 1 |
Insurance contract or identification number | 106400 | Number of Individuals Covered | 76 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 106400 |
Policy instance | 1 |
Insurance contract or identification number | 106400 | Number of Individuals Covered | 69 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | GA106400 |
Policy instance | 1 |
Insurance contract or identification number | GA106400 | Number of Individuals Covered | 68 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $7,749 | 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? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 7749 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 | Insurance broker name | MERRILL LYNCH LIFE AGENCY |
|
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | GA106400 |
Policy instance | 1 |
Insurance contract or identification number | GA106400 | Number of Individuals Covered | 56 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $9,959 | 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? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 9959 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 | Insurance broker name | MERRILL LYNCH LIFE AGENCY |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | GA106400 |
Policy instance | 1 |
Insurance contract or identification number | GA106400 | Number of Individuals Covered | 69 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $3,364 | 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? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 3364 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 | Insurance broker name | MERRILL LYNCH LIFE AGENCY |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | GA106400 |
Policy instance | 1 |
Insurance contract or identification number | GA106400 | Number of Individuals Covered | 62 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $5,893 | 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? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 5893 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 | Insurance broker name | MERRILL LYNCH LIFE AGENCY |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | GA106400 |
Policy instance | 1 |
Insurance contract or identification number | GA106400 | Number of Individuals Covered | 61 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $5,587 | 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? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | GA106400 |
Policy instance | 1 |
Insurance contract or identification number | GA106400 | Number of Individuals Covered | 60 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $4,347 | 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? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 4347 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 | Insurance broker name | MERRILL LYNCH LIFE AGENCY |
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