TYPICAL LIFE CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TYPICAL LIFE CORP 401(K) SAVINGS PLAN
Measure | Date | Value |
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2021 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $402,074 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $169,981 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $168,638 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $223,976 |
Value of total assets at end of year | 2021-12-31 | $1,419,708 |
Value of total assets at beginning of year | 2021-12-31 | $1,187,615 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,343 |
Total interest from all sources | 2021-12-31 | $779 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $178,976 |
Participant contributions at end of year | 2021-12-31 | $20,171 |
Participant contributions at beginning of year | 2021-12-31 | $11,351 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $1,343 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $232,093 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,419,708 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,187,615 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,323,017 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,111,896 |
Interest on participant loans | 2021-12-31 | $493 |
Interest earned on other investments | 2021-12-31 | $286 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $31,520 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $24,368 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $177,319 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $45,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $45,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $40,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $168,638 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HAMILTON & MUSSER, PC |
Accountancy firm EIN | 2021-12-31 | 232213999 |
2020 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,096 |
Total income from all sources (including contributions) | 2020-12-31 | $373,071 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $75,162 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $72,825 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $257,439 |
Value of total assets at end of year | 2020-12-31 | $1,187,615 |
Value of total assets at beginning of year | 2020-12-31 | $893,802 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,337 |
Total interest from all sources | 2020-12-31 | $817 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $173,180 |
Participant contributions at end of year | 2020-12-31 | $11,351 |
Participant contributions at beginning of year | 2020-12-31 | $14,633 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $36,964 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $4,096 |
Administrative expenses (other) incurred | 2020-12-31 | $2,337 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $297,909 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,187,615 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $889,706 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,111,896 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $824,511 |
Interest on participant loans | 2020-12-31 | $596 |
Interest earned on other investments | 2020-12-31 | $221 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $24,368 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $19,053 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $114,815 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $47,295 |
Employer contributions (assets) at end of year | 2020-12-31 | $40,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $35,605 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $72,825 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | HAMILTON & MUSSER,PC |
Accountancy firm EIN | 2020-12-31 | 232213999 |
2019 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,096 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,096 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $308,175 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $66,104 |
Total of all expenses incurred | 2019-12-31 | $66,104 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $63,850 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $63,850 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $175,988 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $175,988 |
Value of total assets at end of year | 2019-12-31 | $893,802 |
Value of total assets at end of year | 2019-12-31 | $893,802 |
Value of total assets at beginning of year | 2019-12-31 | $647,635 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,254 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,254 |
Total interest from all sources | 2019-12-31 | $1,237 |
Total interest from all sources | 2019-12-31 | $1,237 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $139,285 |
Contributions received from participants | 2019-12-31 | $139,285 |
Participant contributions at end of year | 2019-12-31 | $14,633 |
Participant contributions at end of year | 2019-12-31 | $14,633 |
Participant contributions at beginning of year | 2019-12-31 | $17,575 |
Participant contributions at beginning of year | 2019-12-31 | $17,575 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $4,841 |
Participant contributions at beginning of year | 2019-12-31 | $4,841 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,098 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,098 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $4,096 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $4,096 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $2,254 |
Administrative expenses (other) incurred | 2019-12-31 | $2,254 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $242,071 |
Value of net income/loss | 2019-12-31 | $242,071 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $889,706 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $889,706 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $647,635 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $647,635 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $824,511 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $824,511 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $586,812 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $586,812 |
Interest on participant loans | 2019-12-31 | $838 |
Interest on participant loans | 2019-12-31 | $838 |
Interest earned on other investments | 2019-12-31 | $399 |
Interest earned on other investments | 2019-12-31 | $399 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $19,053 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $19,053 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $9,534 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $9,534 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $130,950 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $130,950 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $35,605 |
Contributions received in cash from employer | 2019-12-31 | $35,605 |
Employer contributions (assets) at end of year | 2019-12-31 | $35,605 |
Employer contributions (assets) at end of year | 2019-12-31 | $35,605 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $28,873 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $28,873 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $63,850 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $63,850 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HAMILTON & MUSER, PC |
Accountancy firm name | 2019-12-31 | HAMILTON & MUSER, PC |
Accountancy firm EIN | 2019-12-31 | 232213999 |
2018 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $123,847 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $106,093 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $104,747 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $170,053 |
Value of total assets at end of year | 2018-12-31 | $647,635 |
Value of total assets at beginning of year | 2018-12-31 | $629,881 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,346 |
Total interest from all sources | 2018-12-31 | $2,094 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $122,057 |
Participant contributions at end of year | 2018-12-31 | $17,575 |
Participant contributions at beginning of year | 2018-12-31 | $21,109 |
Participant contributions at end of year | 2018-12-31 | $4,841 |
Participant contributions at beginning of year | 2018-12-31 | $3,771 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $20,158 |
Other income not declared elsewhere | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $1,346 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $17,754 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $647,635 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $629,881 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $586,812 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $564,943 |
Interest on participant loans | 2018-12-31 | $848 |
Interest earned on other investments | 2018-12-31 | $1,246 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $9,534 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $10,058 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-48,300 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $27,838 |
Employer contributions (assets) at end of year | 2018-12-31 | $28,873 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $30,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $104,747 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | HAMILTON & MUSSER, PC |
Accountancy firm EIN | 2018-12-31 | 232213999 |
2017 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $209,694 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $149,434 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $148,190 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $132,403 |
Value of total assets at end of year | 2017-12-31 | $629,881 |
Value of total assets at beginning of year | 2017-12-31 | $569,621 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,244 |
Total interest from all sources | 2017-12-31 | $1,153 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $102,332 |
Participant contributions at end of year | 2017-12-31 | $21,109 |
Participant contributions at beginning of year | 2017-12-31 | $24,798 |
Participant contributions at end of year | 2017-12-31 | $3,771 |
Participant contributions at beginning of year | 2017-12-31 | $3,488 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $1,244 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $60,260 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $629,881 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $569,621 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $564,943 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $510,969 |
Interest on participant loans | 2017-12-31 | $1,018 |
Interest earned on other investments | 2017-12-31 | $135 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $10,058 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $15,366 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $76,138 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $30,071 |
Employer contributions (assets) at end of year | 2017-12-31 | $30,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $15,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $148,190 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | RKL LLP |
Accountancy firm EIN | 2017-12-31 | 232108173 |
2016 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $198,890 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $68,140 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $63,460 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $3,557 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $159,916 |
Value of total assets at end of year | 2016-12-31 | $569,621 |
Value of total assets at beginning of year | 2016-12-31 | $438,871 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,123 |
Total interest from all sources | 2016-12-31 | $854 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $84,270 |
Participant contributions at end of year | 2016-12-31 | $24,798 |
Participant contributions at beginning of year | 2016-12-31 | $8,519 |
Participant contributions at end of year | 2016-12-31 | $3,488 |
Participant contributions at beginning of year | 2016-12-31 | $3,116 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $60,439 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $1,123 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $130,750 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $569,621 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $438,871 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $510,969 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $374,595 |
Interest on participant loans | 2016-12-31 | $501 |
Interest earned on other investments | 2016-12-31 | $353 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $15,366 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $34,641 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $38,120 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $15,207 |
Employer contributions (assets) at end of year | 2016-12-31 | $15,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $18,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $63,460 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | RKL LLP |
Accountancy firm EIN | 2016-12-31 | 232108173 |
2015 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $143,194 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $188,954 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $188,296 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $148,414 |
Value of total assets at end of year | 2015-12-31 | $438,871 |
Value of total assets at beginning of year | 2015-12-31 | $484,631 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $658 |
Total interest from all sources | 2015-12-31 | $749 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $98,337 |
Participant contributions at end of year | 2015-12-31 | $8,519 |
Participant contributions at beginning of year | 2015-12-31 | $10,898 |
Participant contributions at end of year | 2015-12-31 | $3,116 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $32,077 |
Other income not declared elsewhere | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $658 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-45,760 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $438,871 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $484,631 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $374,595 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $437,775 |
Interest on participant loans | 2015-12-31 | $457 |
Interest earned on other investments | 2015-12-31 | $292 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $34,641 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $20,958 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-5,969 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $18,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $18,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $15,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $188,296 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | REINSEL KUNTZ LESHER LLP |
Accountancy firm EIN | 2015-12-31 | 232108173 |
2014 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $135,347 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $6,156 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $5,561 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $113,019 |
Value of total assets at end of year | 2014-12-31 | $484,631 |
Value of total assets at beginning of year | 2014-12-31 | $355,440 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $595 |
Total interest from all sources | 2014-12-31 | $326 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $571 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $571 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $4,069 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $86,019 |
Participant contributions at end of year | 2014-12-31 | $10,898 |
Participant contributions at beginning of year | 2014-12-31 | $143 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $595 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $129,191 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $484,631 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $355,440 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $437,775 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $256,204 |
Interest on participant loans | 2014-12-31 | $231 |
Interest earned on other investments | 2014-12-31 | $95 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $38,428 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $60,665 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $60,665 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $20,958 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $17,519 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $2,442 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,470 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $27,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $15,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $5,561 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | REINSEL KUNTZ LESHER |
Accountancy firm EIN | 2014-12-31 | 232108173 |
2013 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $134,071 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $7,486 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $6,061 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $343 |
Value of total corrective distributions | 2013-12-31 | $807 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $75,692 |
Value of total assets at end of year | 2013-12-31 | $355,440 |
Value of total assets at beginning of year | 2013-12-31 | $228,855 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $275 |
Total interest from all sources | 2013-12-31 | $354 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $10,241 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $10,241 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $23,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $67,852 |
Participant contributions at end of year | 2013-12-31 | $143 |
Participant contributions at beginning of year | 2013-12-31 | $42 |
Administrative expenses (other) incurred | 2013-12-31 | $275 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $126,585 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $355,440 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $228,855 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $256,204 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $164,931 |
Interest on participant loans | 2013-12-31 | $354 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $38,428 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $23,373 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $60,665 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $40,509 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $40,509 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $42,828 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $4,956 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $7,840 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $6,061 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | REINSEL KUNTZ LESHER |
Accountancy firm EIN | 2013-12-31 | 232108173 |
2012 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $90,091 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $5,636 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,142 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $3,164 |
Value of total corrective distributions | 2012-12-31 | $1,155 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $69,964 |
Value of total assets at end of year | 2012-12-31 | $228,855 |
Value of total assets at beginning of year | 2012-12-31 | $144,400 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $175 |
Total interest from all sources | 2012-12-31 | $364 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $4,592 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $4,592 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $15,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $59,964 |
Participant contributions at end of year | 2012-12-31 | $42 |
Participant contributions at beginning of year | 2012-12-31 | $1,942 |
Administrative expenses (other) incurred | 2012-12-31 | $175 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $84,455 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $228,855 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $144,400 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $164,931 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $107,906 |
Interest on participant loans | 2012-12-31 | $364 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $23,373 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $13,512 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $40,509 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $21,040 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $21,040 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $13,390 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,781 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $10,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,142 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | REINSEL KUNTZ LESHER |
Accountancy firm EIN | 2012-12-31 | 232108173 |
2011 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $48,542 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $24,266 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $22,181 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $1,635 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $54,175 |
Value of total assets at end of year | 2011-12-31 | $144,400 |
Value of total assets at beginning of year | 2011-12-31 | $120,124 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $450 |
Total interest from all sources | 2011-12-31 | $177 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $2,211 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $2,211 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $13,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $44,639 |
Participant contributions at end of year | 2011-12-31 | $1,942 |
Administrative expenses (other) incurred | 2011-12-31 | $450 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $24,276 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $144,400 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $120,124 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $107,906 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $102,341 |
Interest on participant loans | 2011-12-31 | $177 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $13,512 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $9,397 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $21,040 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $8,386 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $8,386 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-7,485 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-536 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $9,536 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $22,181 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | REINSEL KUNTZ LESHER |
Accountancy firm EIN | 2011-12-31 | 232108173 |
2009 : TYPICAL LIFE CORP 401(K) 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 |