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PROACT, INC. 401(K) PLAN 401k Plan overview

Plan NamePROACT, INC. 401(K) PLAN
Plan identification number 001

PROACT, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:PROACT, INC.
Employer identification number (EIN):237239408
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Additional information about PROACT, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2271485

More information about PROACT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROACT, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01STEVEN DITSCHLER STEVEN DITSCHLER2018-03-28
0012015-07-01STEVEN DITSCHLER STEVEN DITSCHLER2017-04-12
0012014-07-01STEVEN DITSCHLER STEVEN DITSCHLER2016-04-13
0012013-07-01STEVEN DITSCHLER STEVEN DITSCHLER2015-03-18
0012012-07-01STEVEN DITSCHLER STEVEN DITSCHLER2014-03-10
0012011-07-01STEVEN DITSCHLER STEVEN DITSCHLER2013-04-02
0012009-07-01STEVEN DITSCHLER STEVEN DITSCHLER2011-04-15

Plan Statistics for PROACT, INC. 401(K) PLAN

401k plan membership statisitcs for PROACT, INC. 401(K) PLAN

Measure Date Value
2022: PROACT, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01184
Total number of active participants reported on line 7a of the Form 55002022-07-01102
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0166
Total of all active and inactive participants2022-07-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01168
Number of participants with account balances2022-07-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: PROACT, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01199
Total number of active participants reported on line 7a of the Form 55002021-07-01105
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0172
Total of all active and inactive participants2021-07-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01177
Number of participants with account balances2021-07-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: PROACT, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01243
Total number of active participants reported on line 7a of the Form 55002020-07-01119
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0179
Total of all active and inactive participants2020-07-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01198
Number of participants with account balances2020-07-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: PROACT, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01236
Total number of active participants reported on line 7a of the Form 55002019-07-01176
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0158
Total of all active and inactive participants2019-07-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01234
Number of participants with account balances2019-07-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: PROACT, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01229
Total number of active participants reported on line 7a of the Form 55002018-07-01198
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0130
Total of all active and inactive participants2018-07-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01228
Number of participants with account balances2018-07-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: PROACT, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01216
Total number of active participants reported on line 7a of the Form 55002017-07-01198
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0124
Total of all active and inactive participants2017-07-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01222
Number of participants with account balances2017-07-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: PROACT, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01224
Total number of active participants reported on line 7a of the Form 55002016-07-01183
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0125
Total of all active and inactive participants2016-07-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01209
Number of participants with account balances2016-07-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: PROACT, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01223
Total number of active participants reported on line 7a of the Form 55002015-07-01192
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0125
Total of all active and inactive participants2015-07-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01217
Number of participants with account balances2015-07-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: PROACT, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01224
Total number of active participants reported on line 7a of the Form 55002014-07-01184
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0126
Total of all active and inactive participants2014-07-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01211
Number of participants with account balances2014-07-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: PROACT, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01209
Total number of active participants reported on line 7a of the Form 55002013-07-01185
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0130
Total of all active and inactive participants2013-07-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01216
Number of participants with account balances2013-07-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: PROACT, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01206
Total number of active participants reported on line 7a of the Form 55002012-07-01177
Number of other retired or separated participants entitled to future benefits2012-07-0118
Total of all active and inactive participants2012-07-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01196
Number of participants with account balances2012-07-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: PROACT, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01198
Total number of active participants reported on line 7a of the Form 55002011-07-01185
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0117
Total of all active and inactive participants2011-07-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01202
Number of participants with account balances2011-07-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: PROACT, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01191
Total number of active participants reported on line 7a of the Form 55002009-07-01179
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0111
Total of all active and inactive participants2009-07-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01190
Number of participants with account balances2009-07-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on PROACT, INC. 401(K) PLAN

Measure Date Value
2022 : PROACT, INC. 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$164
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$12
Total income from all sources (including contributions)2022-06-30$-889,777
Total of all expenses incurred2022-06-30$688,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$672,088
Expenses. Certain deemed distributions of participant loans2022-06-30$8,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$696,961
Value of total assets at end of year2022-06-30$9,413,495
Value of total assets at beginning of year2022-06-30$10,991,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$7,916
Total interest from all sources2022-06-30$4,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$259,881
Participant contributions at end of year2022-06-30$38,481
Participant contributions at beginning of year2022-06-30$104,344
Participant contributions at beginning of year2022-06-30$88
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$58,379
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$12
Administrative expenses (other) incurred2022-06-30$7,916
Total non interest bearing cash at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,578,598
Value of net assets at end of year (total assets less liabilities)2022-06-30$9,413,331
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$10,991,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$8,654,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$10,323,721
Interest on participant loans2022-06-30$4,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$493,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$472,961
Net investment gain/loss from pooled separate accounts2022-06-30$-1,591,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$378,701
Employer contributions (assets) at end of year2022-06-30$227,069
Employer contributions (assets) at beginning of year2022-06-30$90,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$672,088
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CARPENTER EVERT & ASSOCIATES, LTD.
Accountancy firm EIN2022-06-30411534805
2021 : PROACT, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$12
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$417
Total income from all sources (including contributions)2021-06-30$3,204,207
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,212,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,200,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$561,172
Value of total assets at end of year2021-06-30$10,991,941
Value of total assets at beginning of year2021-06-30$9,000,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$11,750
Total interest from all sources2021-06-30$13,021
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$293,754
Participant contributions at end of year2021-06-30$104,344
Participant contributions at beginning of year2021-06-30$222,126
Participant contributions at end of year2021-06-30$88
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$10,143
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$12
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$417
Administrative expenses (other) incurred2021-06-30$11,750
Total non interest bearing cash at end of year2021-06-30$0
Total non interest bearing cash at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,992,042
Value of net assets at end of year (total assets less liabilities)2021-06-30$10,991,929
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$8,999,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$10,323,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$8,166,843
Income. Interest from loans (other than to participants)2021-06-30$13,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$472,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$492,768
Net investment gain/loss from pooled separate accounts2021-06-30$2,630,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$257,275
Employer contributions (assets) at end of year2021-06-30$90,827
Employer contributions (assets) at beginning of year2021-06-30$118,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,200,415
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CARPENTER EVERT & ASSOCIATES, LTD.
Accountancy firm EIN2021-06-30411534805
2020 : PROACT, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$417
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$413
Total income from all sources (including contributions)2020-06-30$1,024,840
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,182,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,176,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$668,379
Value of total assets at end of year2020-06-30$9,000,304
Value of total assets at beginning of year2020-06-30$9,158,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$6,675
Total interest from all sources2020-06-30$13,098
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$335,861
Participant contributions at end of year2020-06-30$222,126
Participant contributions at beginning of year2020-06-30$217,583
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$10,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$413
Administrative expenses (other) incurred2020-06-30$6,675
Total non interest bearing cash at end of year2020-06-30$0
Total non interest bearing cash at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-158,041
Value of net assets at end of year (total assets less liabilities)2020-06-30$8,999,887
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$9,157,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$8,166,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$8,196,152
Interest on participant loans2020-06-30$13,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$492,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$538,831
Net investment gain/loss from pooled separate accounts2020-06-30$343,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$322,322
Employer contributions (assets) at end of year2020-06-30$118,567
Employer contributions (assets) at beginning of year2020-06-30$205,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,176,206
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CARPENTER EVERT & ASSOCIATES, LTD.
Accountancy firm EIN2020-06-30411534805
2019 : PROACT, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$413
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$520
Total income from all sources (including contributions)2019-06-30$1,324,069
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$197,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$189,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$810,590
Value of total assets at end of year2019-06-30$9,158,341
Value of total assets at beginning of year2019-06-30$8,032,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$8,500
Total interest from all sources2019-06-30$13,855
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$367,071
Participant contributions at end of year2019-06-30$217,583
Participant contributions at beginning of year2019-06-30$221,148
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$413
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$520
Administrative expenses (other) incurred2019-06-30$8,500
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,126,088
Value of net assets at end of year (total assets less liabilities)2019-06-30$9,157,928
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$8,031,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$8,196,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$7,163,488
Interest on participant loans2019-06-30$13,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$538,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$514,971
Net investment gain/loss from pooled separate accounts2019-06-30$499,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$443,519
Employer contributions (assets) at end of year2019-06-30$205,775
Employer contributions (assets) at beginning of year2019-06-30$132,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$189,481
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CARPENTER EVERT & ASSOCIATES, LTD.
Accountancy firm EIN2019-06-30411534805
2018 : PROACT, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$520
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$209
Total income from all sources (including contributions)2018-06-30$1,385,771
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$509,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$500,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$745,076
Value of total assets at end of year2018-06-30$8,032,360
Value of total assets at beginning of year2018-06-30$7,156,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$9,943
Total interest from all sources2018-06-30$11,238
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$7,132
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$329,856
Participant contributions at end of year2018-06-30$221,148
Participant contributions at beginning of year2018-06-30$136,367
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$33,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$209
Administrative expenses (other) incurred2018-06-30$2,811
Total non interest bearing cash at end of year2018-06-30$0
Total non interest bearing cash at beginning of year2018-06-30$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$875,797
Value of net assets at end of year (total assets less liabilities)2018-06-30$8,031,840
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$7,156,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$7,163,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$6,890,378
Interest on participant loans2018-06-30$11,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$514,971
Net investment gain/loss from pooled separate accounts2018-06-30$629,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$381,940
Employer contributions (assets) at end of year2018-06-30$132,753
Employer contributions (assets) at beginning of year2018-06-30$129,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$500,031
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30Yes
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CARPENTER EVERT & ASSOCIATES, LTD.
Accountancy firm EIN2018-06-30411534805
2017 : PROACT, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,594,459
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,248,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,237,453
Value of total corrective distributions2017-06-30$42
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$682,062
Value of total assets at end of year2017-06-30$7,156,252
Value of total assets at beginning of year2017-06-30$6,810,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$10,932
Total interest from all sources2017-06-30$7,096
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$9,777
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$345,571
Participant contributions at end of year2017-06-30$136,367
Participant contributions at beginning of year2017-06-30$136,290
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$209
Administrative expenses (other) incurred2017-06-30$1,155
Total non interest bearing cash at end of year2017-06-30$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$346,032
Value of net assets at end of year (total assets less liabilities)2017-06-30$7,156,043
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$6,810,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$6,890,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$6,542,945
Interest on participant loans2017-06-30$7,096
Net investment gain/loss from pooled separate accounts2017-06-30$905,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$335,791
Employer contributions (assets) at end of year2017-06-30$129,480
Employer contributions (assets) at beginning of year2017-06-30$130,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,237,453
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CARPENTER EVERT & ASSOCIATES, LTD.
Accountancy firm EIN2017-06-30411534805
2016 : PROACT, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$609,977
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$455,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$447,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$677,035
Value of total assets at end of year2016-06-30$6,810,011
Value of total assets at beginning of year2016-06-30$6,655,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$8,063
Total interest from all sources2016-06-30$7,857
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$7,121
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$338,499
Participant contributions at end of year2016-06-30$136,290
Participant contributions at beginning of year2016-06-30$185,564
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$4,121
Administrative expenses (other) incurred2016-06-30$942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$154,378
Value of net assets at end of year (total assets less liabilities)2016-06-30$6,810,011
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$6,655,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$6,542,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$6,345,832
Interest on participant loans2016-06-30$7,857
Net investment gain/loss from pooled separate accounts2016-06-30$-74,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$334,415
Employer contributions (assets) at end of year2016-06-30$130,776
Employer contributions (assets) at beginning of year2016-06-30$124,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$447,536
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CARPENTER EVERT & ASSOCIATES, LTD.
Accountancy firm EIN2016-06-30411534805
2015 : PROACT, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$732,547
Total of all expenses incurred2015-06-30$379,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$370,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$616,414
Value of total assets at end of year2015-06-30$6,655,633
Value of total assets at beginning of year2015-06-30$6,302,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$9,149
Total interest from all sources2015-06-30$7,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$8,123
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$294,557
Participant contributions at end of year2015-06-30$185,564
Participant contributions at beginning of year2015-06-30$146,800
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$5,066
Administrative expenses (other) incurred2015-06-30$1,026
Total non interest bearing cash at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$352,823
Value of net assets at end of year (total assets less liabilities)2015-06-30$6,655,633
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$6,302,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$6,345,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$6,038,251
Interest on participant loans2015-06-30$7,425
Net investment gain/loss from pooled separate accounts2015-06-30$108,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$316,791
Employer contributions (assets) at end of year2015-06-30$124,237
Employer contributions (assets) at beginning of year2015-06-30$117,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$370,575
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CARPENTER EVERT & ASSOCIATES, LTD.
Accountancy firm EIN2015-06-30411534805
2014 : PROACT, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$1,414,669
Total of all expenses incurred2014-06-30$616,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$606,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$628,342
Value of total assets at end of year2014-06-30$6,302,810
Value of total assets at beginning of year2014-06-30$5,504,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$9,617
Total interest from all sources2014-06-30$5,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$8,665
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$289,167
Participant contributions at end of year2014-06-30$146,800
Participant contributions at beginning of year2014-06-30$158,757
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$38,728
Administrative expenses (other) incurred2014-06-30$952
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$798,442
Value of net assets at end of year (total assets less liabilities)2014-06-30$6,302,810
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,504,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$6,038,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$5,236,115
Interest on participant loans2014-06-30$5,587
Net investment gain/loss from pooled separate accounts2014-06-30$780,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$300,447
Employer contributions (assets) at end of year2014-06-30$117,759
Employer contributions (assets) at beginning of year2014-06-30$109,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$606,610
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CARPENTER EVERT & ASSOCIATES, LTD.
Accountancy firm EIN2014-06-30411534805
2013 : PROACT, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$1,233,605
Total of all expenses incurred2013-06-30$325,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$316,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$753,945
Value of total assets at end of year2013-06-30$5,504,368
Value of total assets at beginning of year2013-06-30$4,596,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$9,409
Total interest from all sources2013-06-30$6,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$8,419
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$300,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$278,917
Participant contributions at end of year2013-06-30$158,757
Participant contributions at beginning of year2013-06-30$112,907
Participant contributions at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$190,911
Administrative expenses (other) incurred2013-06-30$990
Total non interest bearing cash at end of year2013-06-30$0
Total non interest bearing cash at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$907,728
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,504,368
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,596,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$5,236,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$4,371,795
Interest on participant loans2013-06-30$6,048
Net investment gain/loss from pooled separate accounts2013-06-30$473,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$284,117
Employer contributions (assets) at end of year2013-06-30$109,496
Employer contributions (assets) at beginning of year2013-06-30$111,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$316,468
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CARPENTER EVERT & ASSOCIATES, LTD.
Accountancy firm EIN2013-06-30411534805
2012 : PROACT, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$591,857
Total of all expenses incurred2012-06-30$489,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$480,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$593,364
Value of total assets at end of year2012-06-30$4,596,640
Value of total assets at beginning of year2012-06-30$4,494,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$8,927
Total interest from all sources2012-06-30$4,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$7,835
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$286,793
Participant contributions at end of year2012-06-30$112,907
Participant contributions at beginning of year2012-06-30$112,888
Participant contributions at end of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$19,883
Administrative expenses (other) incurred2012-06-30$1,092
Total non interest bearing cash at end of year2012-06-30$0
Total non interest bearing cash at beginning of year2012-06-30$4,155,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$102,116
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,596,640
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,494,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$4,371,795
Interest on participant loans2012-06-30$4,294
Net investment gain/loss from pooled separate accounts2012-06-30$-5,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$286,688
Employer contributions (assets) at end of year2012-06-30$111,938
Employer contributions (assets) at beginning of year2012-06-30$226,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$480,814
Contract administrator fees2012-06-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30Yes
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CARPENTER EVERT & ASSOCIATES, LTD.
Accountancy firm EIN2012-06-30411534805
2011 : PROACT, INC. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Expenses. Interest paid2011-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,421,939
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$329,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$304,840
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$695,273
Value of total assets at end of year2011-06-30$4,494,524
Value of total assets at beginning of year2011-06-30$3,402,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$24,870
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$9,902
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$0
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$300,000
If this is an individual account plan, was there a blackout period2011-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Amount of non-exempt transactions with any party-in-interest2011-06-30$0
Contributions received from participants2011-06-30$291,377
Participant contributions at end of year2011-06-30$112,888
Participant contributions at beginning of year2011-06-30$75,737
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$627
Administrative expenses (other) incurred2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Total non interest bearing cash at end of year2011-06-30$4,155,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Income. Non cash contributions2011-06-30$0
Value of net income/loss2011-06-30$1,092,229
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,494,524
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,402,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-06-30$0
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-06-30$0
Investment advisory and management fees2011-06-30$0
Value of interest in pooled separate accounts at end of year2011-06-30$0
Value of interest in pooled separate accounts at beginning of year2011-06-30$2,746,704
Interest on participant loans2011-06-30$3,462
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$6,440
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$351,147
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$716,137
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$403,896
Employer contributions (assets) at end of year2011-06-30$226,098
Employer contributions (assets) at beginning of year2011-06-30$228,707
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$304,840
Contract administrator fees2011-06-30$24,870
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30Yes
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CARPENTER EVERT & ASSOCIATES, LTD.
Accountancy firm EIN2011-06-30411534805
2010 : PROACT, INC. 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for PROACT, INC. 401(K) PLAN

2022: PROACT, INC. 401(K) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: PROACT, INC. 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PROACT, INC. 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PROACT, INC. 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PROACT, INC. 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PROACT, INC. 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PROACT, INC. 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PROACT, INC. 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PROACT, INC. 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PROACT, INC. 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PROACT, INC. 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PROACT, INC. 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: PROACT, INC. 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81A267
Policy instance 1
Insurance contract or identification number81A267
Number of Individuals Covered170
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $31,780
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,780
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81A267
Policy instance 1
Insurance contract or identification number81A267
Number of Individuals Covered191
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $34,495
Total amount of fees paid to insurance companyUSD $8,511
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,495
Insurance broker organization code?3
Amount paid for insurance broker fees8511
Additional information about fees paid to insurance brokerTPA REFERRAL/FEES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81A267
Policy instance 1
Insurance contract or identification number81A267
Number of Individuals Covered219
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $29,857
Total amount of fees paid to insurance companyUSD $7,691
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,857
Insurance broker organization code?3
Amount paid for insurance broker fees7691
Additional information about fees paid to insurance brokerTPA REFERRAL/FEES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81A267
Policy instance 1
Insurance contract or identification number81A267
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $28,030
Total amount of fees paid to insurance companyUSD $19,750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,030
Insurance broker organization code?3
Amount paid for insurance broker fees19750
Additional information about fees paid to insurance brokerTPA REFERRAL/FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102192
Policy instance 2
Insurance contract or identification number102192
Number of Individuals Covered0
Insurance policy start date2017-07-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $13,846
Total amount of fees paid to insurance companyUSD $7,629
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81A267
Policy instance 1
Insurance contract or identification number81A267
Number of Individuals Covered210
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $42,200
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102192
Policy instance 1
Insurance contract or identification number102192
Number of Individuals Covered217
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $15,575
Total amount of fees paid to insurance companyUSD $6,422
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,575
Insurance broker organization code?3
Amount paid for insurance broker fees6422
Additional information about fees paid to insurance brokerTPA COMPENSATION/REFERRAL
Insurance broker nameTAX SHELTERED COMPENSATION INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102192
Policy instance 1
Insurance contract or identification number102192
Number of Individuals Covered214
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $15,555
Total amount of fees paid to insurance companyUSD $6,427
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,555
Insurance broker organization code?3
Amount paid for insurance broker fees6427
Insurance broker nameTAX SHELTERED COMPENSATION INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102192
Policy instance 1
Insurance contract or identification number102192
Number of Individuals Covered208
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $13,057
Total amount of fees paid to insurance companyUSD $5,596
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,057
Insurance broker organization code?3
Amount paid for insurance broker fees5596
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameTAX SHELTERED COMPENSATION INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102192
Policy instance 1
Insurance contract or identification number102192
Number of Individuals Covered210
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $12,363
Total amount of fees paid to insurance companyUSD $3,323
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,363
Insurance broker organization code?3
Amount paid for insurance broker fees3323
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameTAX SHELTERED COMPENSATION INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102192
Policy instance 1
Insurance contract or identification number102192
Number of Individuals Covered210
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $49,088
Total amount of fees paid to insurance companyUSD $13,403
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 number437323
Policy instance 1
Insurance contract or identification number437323
Number of Individuals Covered188
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $5,612
Total amount of fees paid to insurance companyUSD $104
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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