HOF & REID, L.L.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN
401k plan membership statisitcs for SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 10 |
| Number of participants with account balances | 2022-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 11 |
| Number of participants with account balances | 2021-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 9 |
| 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 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 11 |
| Number of participants with account balances | 2020-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
| 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 | 3 |
| Total of all active and inactive participants | 2019-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 12 |
| Number of participants with account balances | 2019-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 12 |
| 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 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 13 |
| Number of participants with account balances | 2018-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 11 |
| 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 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 11 |
| Number of participants with account balances | 2017-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
| 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 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 13 |
| Number of participants with account balances | 2016-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 11 |
| 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 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 12 |
| Number of participants with account balances | 2015-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 11 |
| 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 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 12 |
| Number of participants with account balances | 2014-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 12 |
| 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 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 12 |
| Number of participants with account balances | 2013-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 12 |
| 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 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 12 |
| Number of participants with account balances | 2012-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 12 |
| Number of participants with account balances | 2011-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 11 |
| 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 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 11 |
| Number of participants with account balances | 2010-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
| 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 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 9 |
| Number of participants with account balances | 2009-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $525 |
| Total plan liabilities at beginning of year | 2022-12-31 | $421 |
| Total income from all sources | 2022-12-31 | $-861,311 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $243,299 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $211,925 |
| Total plan assets at end of year | 2022-12-31 | $8,006,917 |
| Total plan assets at beginning of year | 2022-12-31 | $9,111,423 |
| Value of fidelity bond covering the plan | 2022-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $50,110 |
| Other income received | 2022-12-31 | $-1,087,132 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,104,610 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $8,006,392 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,111,002 |
| Assets. Value of participant loans | 2022-12-31 | $24,430 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $175,711 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $31,374 |
| 2021 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $421 |
| Total plan liabilities at beginning of year | 2021-12-31 | $1,369 |
| Total income from all sources | 2021-12-31 | $1,773,352 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $3,172,697 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $3,132,874 |
| Total plan assets at end of year | 2021-12-31 | $9,111,423 |
| Total plan assets at beginning of year | 2021-12-31 | $10,511,716 |
| Value of fidelity bond covering the plan | 2021-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $58,743 |
| Other income received | 2021-12-31 | $1,539,044 |
| Net income (gross income less expenses) | 2021-12-31 | $-1,399,345 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $9,111,002 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,510,347 |
| Assets. Value of participant loans | 2021-12-31 | $55,757 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $160,512 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $175,565 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $39,823 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $1,369 |
| Total plan liabilities at beginning of year | 2020-12-31 | $1,037 |
| Total income from all sources | 2020-12-31 | $1,062,489 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $61,772 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $28,397 |
| Total plan assets at end of year | 2020-12-31 | $10,511,716 |
| Total plan assets at beginning of year | 2020-12-31 | $9,510,667 |
| Value of fidelity bond covering the plan | 2020-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $48,559 |
| Other income received | 2020-12-31 | $982,451 |
| Net income (gross income less expenses) | 2020-12-31 | $1,000,717 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $10,510,347 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,509,630 |
| Assets. Value of participant loans | 2020-12-31 | $8,823 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $162,313 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $31,479 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $33,375 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $1,037 |
| Total plan liabilities at beginning of year | 2019-12-31 | $1,045 |
| Total income from all sources | 2019-12-31 | $1,919,583 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $253,388 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $222,977 |
| Total plan assets at end of year | 2019-12-31 | $9,510,667 |
| Total plan assets at beginning of year | 2019-12-31 | $7,844,480 |
| Value of fidelity bond covering the plan | 2019-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $16,386 |
| Other income received | 2019-12-31 | $1,747,197 |
| Net income (gross income less expenses) | 2019-12-31 | $1,666,195 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $9,509,630 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,843,435 |
| Assets. Value of participant loans | 2019-12-31 | $12,670 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $12,132 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $156,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $30,411 |
| 2018 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $1,045 |
| Total plan liabilities at beginning of year | 2018-12-31 | $909 |
| Total income from all sources | 2018-12-31 | $-263,145 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $266,705 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $237,597 |
| Total plan assets at end of year | 2018-12-31 | $7,844,480 |
| Total plan assets at beginning of year | 2018-12-31 | $8,374,194 |
| Value of fidelity bond covering the plan | 2018-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $31,704 |
| Other income received | 2018-12-31 | $-480,933 |
| Net income (gross income less expenses) | 2018-12-31 | $-529,850 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $7,843,435 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,373,285 |
| Assets. Value of participant loans | 2018-12-31 | $8,915 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $24,173 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $186,084 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $29,108 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $909 |
| Total plan liabilities at beginning of year | 2017-12-31 | $17,443 |
| Total income from all sources | 2017-12-31 | $1,148,578 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $409,568 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $401,525 |
| Total plan assets at end of year | 2017-12-31 | $8,374,194 |
| Total plan assets at beginning of year | 2017-12-31 | $7,651,718 |
| Value of fidelity bond covering the plan | 2017-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $22,032 |
| Other income received | 2017-12-31 | $966,793 |
| Net income (gross income less expenses) | 2017-12-31 | $739,010 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $8,373,285 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,634,275 |
| Assets. Value of participant loans | 2017-12-31 | $4,059 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $24,114 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $159,753 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $8,043 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $17,443 |
| Total plan liabilities at beginning of year | 2016-12-31 | $17,655 |
| Total income from all sources | 2016-12-31 | $813,579 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $782,086 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $776,073 |
| Total plan assets at end of year | 2016-12-31 | $7,651,718 |
| Total plan assets at beginning of year | 2016-12-31 | $7,620,437 |
| Value of fidelity bond covering the plan | 2016-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $1,700 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $31,828 |
| Other income received | 2016-12-31 | $637,428 |
| Net income (gross income less expenses) | 2016-12-31 | $31,493 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $7,634,275 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,602,782 |
| Assets. Value of participant loans | 2016-12-31 | $5,412 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $38,136 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $142,623 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $6,013 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $17,655 |
| Total plan liabilities at beginning of year | 2015-12-31 | $17,632 |
| Total income from all sources | 2015-12-31 | $-105,347 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $660,495 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $649,008 |
| Total plan assets at end of year | 2015-12-31 | $7,620,437 |
| Total plan assets at beginning of year | 2015-12-31 | $8,386,256 |
| Value of fidelity bond covering the plan | 2015-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $200 |
| Other income received | 2015-12-31 | $-251,210 |
| Net income (gross income less expenses) | 2015-12-31 | $-765,842 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $7,602,782 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,368,624 |
| Assets. Value of participant loans | 2015-12-31 | $6,943 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $40,900 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $145,663 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $11,487 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $17,632 |
| Total plan liabilities at beginning of year | 2014-12-31 | $9,269 |
| Total income from all sources | 2014-12-31 | $615,163 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $97,897 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $87,280 |
| Total plan assets at end of year | 2014-12-31 | $8,386,256 |
| Total plan assets at beginning of year | 2014-12-31 | $7,860,627 |
| Value of fidelity bond covering the plan | 2014-12-31 | $750,000 |
| Other income received | 2014-12-31 | $500,163 |
| Net income (gross income less expenses) | 2014-12-31 | $517,266 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $8,368,624 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,851,358 |
| Assets. Value of participant loans | 2014-12-31 | $2,452 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $62,124 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $115,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $10,617 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $9,269 |
| Total plan liabilities at beginning of year | 2013-12-31 | $8,296 |
| Total income from all sources | 2013-12-31 | $1,683,979 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $67,806 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $64,041 |
| Total plan assets at end of year | 2013-12-31 | $7,860,627 |
| Total plan assets at beginning of year | 2013-12-31 | $6,243,481 |
| Value of fidelity bond covering the plan | 2013-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $56,000 |
| Other income received | 2013-12-31 | $1,483,279 |
| Net income (gross income less expenses) | 2013-12-31 | $1,616,173 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,851,358 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,235,185 |
| Assets. Value of participant loans | 2013-12-31 | $14,190 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $61,979 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $144,700 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,765 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $8,296 |
| Total plan liabilities at beginning of year | 2012-12-31 | $4,521 |
| Total income from all sources | 2012-12-31 | $676,601 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $56,477 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $54,774 |
| Total plan assets at end of year | 2012-12-31 | $6,243,481 |
| Total plan assets at beginning of year | 2012-12-31 | $5,619,582 |
| Value of fidelity bond covering the plan | 2012-12-31 | $750,000 |
| Other income received | 2012-12-31 | $531,629 |
| Net income (gross income less expenses) | 2012-12-31 | $620,124 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $6,235,185 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,615,061 |
| Assets. Value of participant loans | 2012-12-31 | $22,455 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $69,191 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $144,972 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,703 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $4,521 |
| Total plan liabilities at beginning of year | 2011-12-31 | $2,496 |
| Total income from all sources | 2011-12-31 | $74,302 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $54,336 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $53,311 |
| Total plan assets at end of year | 2011-12-31 | $5,619,582 |
| Total plan assets at beginning of year | 2011-12-31 | $5,597,591 |
| Value of fidelity bond covering the plan | 2011-12-31 | $750,000 |
| Other income received | 2011-12-31 | $-50,938 |
| Net income (gross income less expenses) | 2011-12-31 | $19,966 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,615,061 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,595,095 |
| Assets. Value of participant loans | 2011-12-31 | $32,389 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $91,737 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $125,240 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,025 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $2,496 |
| Total plan liabilities at beginning of year | 2010-12-31 | $20,921 |
| Total income from all sources | 2010-12-31 | $759,724 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $88,725 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $87,799 |
| Total plan assets at end of year | 2010-12-31 | $5,597,591 |
| Total plan assets at beginning of year | 2010-12-31 | $4,945,017 |
| Value of fidelity bond covering the plan | 2010-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $22,000 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $13,080 |
| Other income received | 2010-12-31 | $604,644 |
| Net income (gross income less expenses) | 2010-12-31 | $670,999 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,595,095 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,924,096 |
| Assets. Value of participant loans | 2010-12-31 | $41,909 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $108,956 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $120,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $926 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2022: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2022 form 5500 responses |
|---|
| 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: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2021 form 5500 responses |
|---|
| 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: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2020 form 5500 responses |
|---|
| 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: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2019 form 5500 responses |
|---|
| 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: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2018 form 5500 responses |
|---|
| 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: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2017 form 5500 responses |
|---|
| 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: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2016 form 5500 responses |
|---|
| 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: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2015 form 5500 responses |
|---|
| 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: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2014 form 5500 responses |
|---|
| 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: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2013 form 5500 responses |
|---|
| 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: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 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: SEIDEL, COHEN, HOF & REID, L.L.C., 401(K) PLAN 2011 form 5500 responses |
|---|
| 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 |
| 2010: SEIDEL, COHEN, HOF & REID, L.L.C., 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 funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SEIDEL, COHEN, HOF & REID, L.L.C., 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 funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VF51725250 |
| Policy instance | 2 |
| Insurance contract or identification number | VF51725250 | | Number of Individuals Covered | 1 | | 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? | 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 | 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 | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| NATIONWIDE (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 01-6054024 |
| Policy instance | 1 |
| Insurance contract or identification number | 01-6054024 | | Number of Individuals Covered | 1 | | 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? | 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 | 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 | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 4 |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VF51725250 |
| Policy instance | 2 |
| Insurance contract or identification number | VF51725250 | | Number of Individuals Covered | 1 | | 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? | 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 | 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 | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| NATIONWIDE (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 01-6054024 |
| Policy instance | 1 |
| Insurance contract or identification number | 01-6054024 | | Number of Individuals Covered | 1 | | 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? | 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 | 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 | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 4 |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VF51725250 |
| Policy instance | 2 |
| Insurance contract or identification number | VF51725250 | | Number of Individuals Covered | 1 | | 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? | 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 | 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 | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| NATIONWIDE (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 01-6054024 |
| Policy instance | 1 |
| Insurance contract or identification number | 01-6054024 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $10,644 | | 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? | 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 | 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 | | Commission paid to Insurance Broker | USD $10,644 | | Insurance broker organization code? | 4 |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VF51725250 |
| Policy instance | 2 |
| Insurance contract or identification number | VF51725250 | | Number of Individuals Covered | 1 | | 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? | 1 | | 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 | 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 | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| NATIONWIDE (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 01-6054024 |
| Policy instance | 1 |
| Insurance contract or identification number | 01-6054024 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $23,191 | | 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? | 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 | 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 | | Commission paid to Insurance Broker | USD $23,191 | | Insurance broker organization code? | 4 |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VF51725250 |
| Policy instance | 2 |
| Insurance contract or identification number | VF51725250 | | Number of Individuals Covered | 1 | | 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? | 1 | | 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 | 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 | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 |
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| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 01-6054024 |
| Policy instance | 1 |
| Insurance contract or identification number | 01-6054024 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $10,004 | | 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? | 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 | 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 | | Commission paid to Insurance Broker | USD $10,004 | | Insurance broker organization code? | 4 |
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| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VF51725250 |
| Policy instance | 2 |
| Insurance contract or identification number | VF51725250 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $1,362 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 | 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 | | Commission paid to Insurance Broker | USD $547 | | Insurance broker organization code? | 3 | | Insurance broker name | JOSEPH A DIGANGI JR |
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| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 01-6054024 |
| Policy instance | 1 |
| Insurance contract or identification number | 01-6054024 | | Number of Individuals Covered | 1 | | 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? | 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 | 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 |
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