SIGHTLIFE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SIGHTLIFE TAX DEFERRED ANNUITY
Measure | Date | Value |
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2014 : SIGHTLIFE TAX DEFERRED ANNUITY 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $2,875,013 |
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 | $547,781 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $120,251 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $120,251 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $369,324 |
Value of total assets at end of year | 2014-12-31 | $0 |
Value of total assets at beginning of year | 2014-12-31 | $2,447,483 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $13,433 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
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 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $369,324 |
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 | $427,530 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,447,483 |
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 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,912,681 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $164,635 |
Interest earned on other investments | 2014-12-31 | $13,433 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $370,167 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $144,364 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $20,660 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $120,251 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | 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 | 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 | Yes |
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 | CLARK NUBER P.S. |
Accountancy firm EIN | 2014-12-31 | 911194016 |
2013 : SIGHTLIFE TAX DEFERRED ANNUITY 2013 401k financial data |
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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 | $660,880 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $40,872 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $40,872 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $303,109 |
Value of total assets at end of year | 2013-12-31 | $2,447,483 |
Value of total assets at beginning of year | 2013-12-31 | $1,827,475 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $12,952 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
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 | $303,109 |
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 | $620,008 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,447,483 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,827,475 |
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 | $1,912,681 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,360,089 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $164,635 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $120,233 |
Interest earned on other investments | 2013-12-31 | $12,952 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $370,167 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $347,153 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $331,842 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $12,977 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $40,872 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
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 | CLARK NUBER P.S. |
Accountancy firm EIN | 2013-12-31 | 911194016 |
2012 : SIGHTLIFE TAX DEFERRED ANNUITY 2012 401k financial data |
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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 | $484,407 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $52,477 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $52,477 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $310,383 |
Value of total assets at end of year | 2012-12-31 | $1,827,475 |
Value of total assets at beginning of year | 2012-12-31 | $1,395,545 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $12,049 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
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 | $292,796 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $17,587 |
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 | $431,930 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,827,475 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,395,545 |
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 | $1,360,089 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $986,232 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $120,233 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $93,658 |
Interest earned on other investments | 2012-12-31 | $12,049 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $347,153 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $315,655 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $151,910 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $10,065 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $52,477 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
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 | CLARK NUBER P.S. |
Accountancy firm EIN | 2012-12-31 | 911194016 |