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AMEGO, INC. 403(B) PLAN 401k Plan overview

Plan NameAMEGO, INC. 403(B) PLAN
Plan identification number 001

AMEGO, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

AMEGO, INC. has sponsored the creation of one or more 401k plans.

Company Name:AMEGO, INC.
Employer identification number (EIN):237131690
NAIC Classification:611000

Additional information about AMEGO, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2011-10-10
Company Identification Number: 0742590
Legal Registered Office Address: 101 MARION

WILLIAMSBURG
United States of America (USA)
23188

More information about AMEGO, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMEGO, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KEVIN JOHNSON2023-09-27
0012021-01-01KEVIN JOHNSON2022-09-09
0012020-01-01KEVIN JOHNSON2021-09-03
0012019-01-01KEVIN JOHNSON2020-09-24
0012018-01-01KEVIN JOHNSON2019-09-26
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01KEVIN JOHNSON
0012013-01-01KEVIN JOHNSON
0012012-01-01KEVIN JOHNSON
0012011-01-01KEVIN JOHNSON
0012009-03-11KEVIN JOHNSON
0012009-03-11KEVIN JOHNSON

Plan Statistics for AMEGO, INC. 403(B) PLAN

401k plan membership statisitcs for AMEGO, INC. 403(B) PLAN

Measure Date Value
2022: AMEGO, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01755
Total number of active participants reported on line 7a of the Form 55002022-01-01946
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01112
Total of all active and inactive participants2022-01-011,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,058
Number of participants with account balances2022-01-01471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: AMEGO, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01678
Total number of active participants reported on line 7a of the Form 55002021-01-01663
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0192
Total of all active and inactive participants2021-01-01755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01755
Number of participants with account balances2021-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: AMEGO, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01687
Total number of active participants reported on line 7a of the Form 55002020-01-01597
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0181
Total of all active and inactive participants2020-01-01678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01678
Number of participants with account balances2020-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: AMEGO, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01663
Total number of active participants reported on line 7a of the Form 55002019-01-01617
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0170
Total of all active and inactive participants2019-01-01687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01687
Number of participants with account balances2019-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: AMEGO, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01597
Total number of active participants reported on line 7a of the Form 55002018-01-01597
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0166
Total of all active and inactive participants2018-01-01663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01663
Number of participants with account balances2018-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: AMEGO, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01540
Total number of active participants reported on line 7a of the Form 55002017-01-01544
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01597
Number of participants with account balances2017-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: AMEGO, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01467
Total number of active participants reported on line 7a of the Form 55002016-01-01502
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01540
Number of participants with account balances2016-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: AMEGO, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01448
Total number of active participants reported on line 7a of the Form 55002015-01-01435
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01467
Number of participants with account balances2015-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: AMEGO, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01391
Total number of active participants reported on line 7a of the Form 55002014-01-01428
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01448
Number of participants with account balances2014-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: AMEGO, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01355
Total number of active participants reported on line 7a of the Form 55002013-01-01386
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01391
Number of participants with account balances2013-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: AMEGO, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01255
Total number of active participants reported on line 7a of the Form 55002012-01-01348
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01355
Number of participants with account balances2012-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: AMEGO, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01220
Total number of active participants reported on line 7a of the Form 55002011-01-01249
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01255
Number of participants with account balances2011-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: AMEGO, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-11204
Total number of active participants reported on line 7a of the Form 55002009-03-11198
Number of retired or separated participants receiving benefits2009-03-110
Number of other retired or separated participants entitled to future benefits2009-03-112
Total of all active and inactive participants2009-03-11200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-110
Total participants2009-03-11200
Number of participants with account balances2009-03-1130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-111

Financial Data on AMEGO, INC. 403(B) PLAN

Measure Date Value
2022 : AMEGO, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$865,829
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$712,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$624,618
Expenses. Certain deemed distributions of participant loans2022-12-31$1,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,345,769
Value of total assets at end of year2022-12-31$9,598,096
Value of total assets at beginning of year2022-12-31$9,444,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$86,182
Total interest from all sources2022-12-31$25,071
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$361,524
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$361,524
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,943,363
Participant contributions at end of year2022-12-31$532,583
Participant contributions at beginning of year2022-12-31$394,032
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$26,097
Other income not declared elsewhere2022-12-31$30,416
Administrative expenses (other) incurred2022-12-31$86,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$153,461
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,598,096
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,444,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,296,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,507,458
Interest on participant loans2022-12-31$17,771
Interest earned on other investments2022-12-31$7,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$768,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$543,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,896,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$376,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$624,618
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31AAFCPAS INC
Accountancy firm EIN2022-12-31042571780
2021 : AMEGO, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$2,708,073
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$377,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$245,445
Expenses. Certain deemed distributions of participant loans2021-12-31$57,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,730,490
Value of total assets at end of year2021-12-31$9,444,635
Value of total assets at beginning of year2021-12-31$7,114,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$74,659
Total interest from all sources2021-12-31$24,876
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$417,142
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$417,142
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,471,792
Participant contributions at end of year2021-12-31$394,032
Participant contributions at beginning of year2021-12-31$428,606
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$54,322
Other income not declared elsewhere2021-12-31$27,058
Administrative expenses (other) incurred2021-12-31$74,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,330,324
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,444,635
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,114,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,507,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,002,434
Interest on participant loans2021-12-31$17,026
Interest earned on other investments2021-12-31$7,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$543,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$683,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$508,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$204,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$245,445
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31AAFCPAS INC
Accountancy firm EIN2021-12-31042571780
2020 : AMEGO, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$0
Total income from all sources (including contributions)2020-12-31$2,183,869
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,226,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,144,424
Expenses. Certain deemed distributions of participant loans2020-12-31$14,661
Value of total corrective distributions2020-12-31$6,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,296,990
Value of total assets at end of year2020-12-31$7,114,311
Value of total assets at beginning of year2020-12-31$6,156,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$60,655
Total interest from all sources2020-12-31$26,817
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$171,441
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$171,441
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,091,559
Participant contributions at end of year2020-12-31$428,606
Participant contributions at beginning of year2020-12-31$401,365
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$39,068
Other income not declared elsewhere2020-12-31$20,020
Administrative expenses (other) incurred2020-12-31$60,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$957,721
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,114,311
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,156,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,002,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,271,888
Interest on participant loans2020-12-31$19,468
Interest earned on other investments2020-12-31$7,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$683,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$483,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$668,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$166,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,144,424
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31AAFCPAS INC
Accountancy firm EIN2020-12-31042571780
2019 : AMEGO, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end 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$1,915,935
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$220,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$152,978
Expenses. Certain deemed distributions of participant loans2019-12-31$13,105
Value of total corrective distributions2019-12-31$4,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$994,820
Value of total assets at end of year2019-12-31$6,156,590
Value of total assets at beginning of year2019-12-31$4,460,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,848
Total interest from all sources2019-12-31$25,203
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$173,325
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$173,325
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$820,514
Participant contributions at end of year2019-12-31$401,365
Participant contributions at beginning of year2019-12-31$378,200
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$36,718
Other income not declared elsewhere2019-12-31$16,797
Administrative expenses (other) incurred2019-12-31$49,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,695,617
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,156,590
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,460,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,271,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,748,847
Interest on participant loans2019-12-31$19,098
Interest earned on other investments2019-12-31$6,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$483,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$333,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$705,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$137,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$152,978
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31AAFCPAS INC
Accountancy firm EIN2019-12-31042571780
2018 : AMEGO, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$747,463
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$179,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$121,604
Expenses. Certain deemed distributions of participant loans2018-12-31$12,605
Value of total corrective distributions2018-12-31$4,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$950,413
Value of total assets at end of year2018-12-31$4,460,973
Value of total assets at beginning of year2018-12-31$3,892,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$40,639
Total interest from all sources2018-12-31$17,153
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$162,601
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$162,601
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$350,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$749,540
Participant contributions at end of year2018-12-31$378,200
Participant contributions at beginning of year2018-12-31$258,742
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$81,361
Other income not declared elsewhere2018-12-31$13,987
Administrative expenses (other) incurred2018-12-31$40,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$568,319
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,460,973
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,892,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,748,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,306,926
Interest on participant loans2018-12-31$12,618
Interest earned on other investments2018-12-31$4,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$333,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$326,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-396,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$119,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$121,604
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN2018-12-31042571780
2017 : AMEGO, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$1,272,415
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$129,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$107,391
Expenses. Certain deemed distributions of participant loans2017-12-31$1,078
Value of total corrective distributions2017-12-31$2,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$800,803
Value of total assets at end of year2017-12-31$3,892,654
Value of total assets at beginning of year2017-12-31$2,749,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,872
Total interest from all sources2017-12-31$12,725
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$74,351
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$74,351
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$692,189
Participant contributions at end of year2017-12-31$258,742
Participant contributions at beginning of year2017-12-31$208,845
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$519
Administrative expenses (other) incurred2017-12-31$17,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,143,342
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,892,654
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,749,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,306,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,127,970
Interest on participant loans2017-12-31$8,774
Interest earned on other investments2017-12-31$3,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$326,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$412,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$384,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$108,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$107,391
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN2017-12-31042571780
2016 : AMEGO, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$979,206
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$119,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$96,923
Expenses. Certain deemed distributions of participant loans2016-12-31$1,716
Value of total corrective distributions2016-12-31$1,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$836,670
Value of total assets at end of year2016-12-31$2,749,312
Value of total assets at beginning of year2016-12-31$1,890,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,842
Total interest from all sources2016-12-31$8,445
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$57,708
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$57,708
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$652,663
Participant contributions at end of year2016-12-31$208,845
Participant contributions at beginning of year2016-12-31$174,109
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$107,435
Administrative expenses (other) incurred2016-12-31$19,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$859,288
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,749,312
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,890,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,127,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,569,550
Interest on participant loans2016-12-31$6,385
Interest earned on other investments2016-12-31$2,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$412,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$146,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$76,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$76,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$96,923
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN2016-12-31042571780
2015 : AMEGO, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$675,197
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$214,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$194,075
Expenses. Certain deemed distributions of participant loans2015-12-31$4,087
Value of total corrective distributions2015-12-31$1,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$683,033
Value of total assets at end of year2015-12-31$1,890,024
Value of total assets at beginning of year2015-12-31$1,429,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,692
Total interest from all sources2015-12-31$6,154
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,012
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$9,012
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$614,578
Participant contributions at end of year2015-12-31$174,109
Participant contributions at beginning of year2015-12-31$90,190
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$34,707
Other income not declared elsewhere2015-12-31$6,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$460,934
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,890,024
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,429,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,569,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,250,607
Interest on participant loans2015-12-31$4,729
Interest earned on other investments2015-12-31$1,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$146,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$88,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-29,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$33,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$194,075
Contract administrator fees2015-12-31$14,692
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN2015-12-31042571780
2014 : AMEGO, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$37,767
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$481,859
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$40,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$29,256
Value of total corrective distributions2014-12-31$982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$413,272
Value of total assets at end of year2014-12-31$1,429,090
Value of total assets at beginning of year2014-12-31$949,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,768
Total interest from all sources2014-12-31$3,282
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$21,374
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$21,374
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$356,680
Participant contributions at end of year2014-12-31$90,190
Participant contributions at beginning of year2014-12-31$60,601
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$35,141
Other income not declared elsewhere2014-12-31$10,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$441,853
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,429,090
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$949,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,250,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$850,054
Interest on participant loans2014-12-31$2,657
Interest earned on other investments2014-12-31$625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$88,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$38,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$33,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$21,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$29,256
Contract administrator fees2014-12-31$9,768
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN2014-12-31042571780
2013 : AMEGO, INC. 403(B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$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
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$396,458
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$137,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$129,908
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$279,581
Value of total assets at end of year2013-12-31$949,470
Value of total assets at beginning of year2013-12-31$690,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,599
Total interest from all sources2013-12-31$2,762
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,680
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$7,680
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$260,317
Participant contributions at end of year2013-12-31$60,601
Participant contributions at beginning of year2013-12-31$73,003
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,879
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$259,036
Value of net assets at end of year (total assets less liabilities)2013-12-31$949,470
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$690,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$850,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$570,595
Interest on participant loans2013-12-31$2,185
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$577
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$38,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$46,836
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$106,435
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$17,385
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$129,908
Contract administrator fees2013-12-31$6,599
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN2013-12-31042571780
2012 : AMEGO, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$332,009
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$20,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,282
Value of total corrective distributions2012-12-31$642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$273,149
Value of total assets at end of year2012-12-31$690,434
Value of total assets at beginning of year2012-12-31$378,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,526
Total interest from all sources2012-12-31$2,459
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,322
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$7,322
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$190,077
Participant contributions at end of year2012-12-31$73,003
Participant contributions at beginning of year2012-12-31$33,071
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$71,239
Other income not declared elsewhere2012-12-31$3,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$311,559
Value of net assets at end of year (total assets less liabilities)2012-12-31$690,434
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$378,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$570,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$307,569
Interest on participant loans2012-12-31$1,727
Interest earned on other investments2012-12-31$732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$46,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$38,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$45,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$11,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,282
Contract administrator fees2012-12-31$4,526
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN2012-12-31042571780
2011 : AMEGO, INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$189,795
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$17,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$14,729
Value of total corrective distributions2011-12-31$377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$199,190
Value of total assets at end of year2011-12-31$378,875
Value of total assets at beginning of year2011-12-31$206,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,684
Total interest from all sources2011-12-31$1,099
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,950
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,950
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$172,935
Participant contributions at end of year2011-12-31$33,071
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$16,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$172,005
Value of net assets at end of year (total assets less liabilities)2011-12-31$378,875
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$206,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$307,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$194,566
Interest on participant loans2011-12-31$484
Interest earned on other investments2011-12-31$615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$38,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$12,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-14,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$10,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$14,729
Contract administrator fees2011-12-31$2,684
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN2011-12-31042571780
2010 : AMEGO, INC. 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$1,509
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$162,608
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$143,004
Value of total assets at end of year2010-12-31$206,870
Value of total assets at beginning of year2010-12-31$49,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$877
Total interest from all sources2010-12-31$152
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,146
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,146
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$136,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$155,452
Value of net assets at end of year (total assets less liabilities)2010-12-31$206,870
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$49,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$194,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$49,288
Interest earned on other investments2010-12-31$152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$12,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$17,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,279
Contract administrator fees2010-12-31$877
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN2010-12-31042571780

Form 5500 Responses for AMEGO, INC. 403(B) PLAN

2022: AMEGO, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMEGO, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMEGO, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMEGO, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMEGO, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMEGO, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMEGO, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMEGO, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMEGO, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMEGO, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMEGO, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMEGO, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AMEGO, INC. 403(B) PLAN 2009 form 5500 responses
2009-03-11Type of plan entitySingle employer plan
2009-03-11First time form 5500 has been submittedYes
2009-03-11Submission has been amendedNo
2009-03-11This submission is the final filingNo
2009-03-11This return/report is a short plan year return/report (less than 12 months)Yes
2009-03-11Plan is a collectively bargained planNo
2009-03-11Plan funding arrangement – InsuranceYes
2009-03-11Plan funding arrangement – TrustYes
2009-03-11Plan benefit arrangement – InsuranceYes
2009-03-11Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number3775543-01
Policy instance 1
Insurance contract or identification number3775543-01
Number of Individuals Covered471
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number3775543-01
Policy instance 1
Insurance contract or identification number3775543-01
Number of Individuals Covered403
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number3775543-01
Policy instance 1
Insurance contract or identification number3775543-01
Number of Individuals Covered340
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number3775543-01
Policy instance 1
Insurance contract or identification number3775543-01
Number of Individuals Covered276
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number3775543-01
Policy instance 1
Insurance contract or identification number3775543-01
Number of Individuals Covered241
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number3775543-01
Policy instance 1
Insurance contract or identification number3775543-01
Number of Individuals Covered221
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $279
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $279
Insurance broker organization code?3
Insurance broker nameCOMMONWEALTH FINANCIAL NETWORK
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered184
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $674
Total amount of fees paid to insurance companyUSD $135
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $627
Insurance broker organization code?3
Amount paid for insurance broker fees135
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR FEES
Insurance broker nameNEW ENGLAND SECURITIES
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered152
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $240
Total amount of fees paid to insurance companyUSD $46
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $240
Insurance broker organization code?3
Amount paid for insurance broker fees46
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR FEES
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered90
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,798
Total amount of fees paid to insurance companyUSD $813
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,798
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered69
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,971
Total amount of fees paid to insurance companyUSD $538
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,971
Insurance broker organization code?3
Amount paid for insurance broker fees538
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered57
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,200
Total amount of fees paid to insurance companyUSD $279
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered47
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,285
Total amount of fees paid to insurance companyUSD $103
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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