DR. ALEXANDER GRAHAM has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DR. ALEXANDER GRAHAM RETIREMENT PLAN
401k plan membership statisitcs for DR. ALEXANDER GRAHAM RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 1 |
| Number of participants with account balances | 2022-01-01 | 1 |
| 2021: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
| Total of all active and inactive participants | 2021-01-01 | 1 |
| Total participants | 2021-01-01 | 1 |
| Number of participants with account balances | 2021-01-01 | 1 |
| 2020: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 4 |
| Total participants | 2020-01-01 | 4 |
| Number of participants with account balances | 2020-01-01 | 4 |
| 2019: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 4 |
| Total participants | 2019-01-01 | 4 |
| Number of participants with account balances | 2019-01-01 | 4 |
| 2018: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 4 |
| Total participants | 2018-01-01 | 4 |
| Number of participants with account balances | 2018-01-01 | 4 |
| 2017: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 4 |
| Total participants | 2017-01-01 | 4 |
| Number of participants with account balances | 2017-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 4 |
| Total participants | 2016-01-01 | 4 |
| 2015: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Total participants | 2015-01-01 | 4 |
| 2014: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Total participants | 2014-01-01 | 3 |
| 2013: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 3 |
| Number of participants with account balances | 2013-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 4 |
| Number of participants with account balances | 2012-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 4 |
| Number of participants with account balances | 2011-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-31,346 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $118,563 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $113,346 |
| Total plan assets at end of year | 2022-12-31 | $609,821 |
| Total plan assets at beginning of year | 2022-12-31 | $759,730 |
| Value of fidelity bond covering the plan | 2022-12-31 | $80,000 |
| Other income received | 2022-12-31 | $-31,346 |
| Net income (gross income less expenses) | 2022-12-31 | $-149,909 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $609,821 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $759,730 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $5,217 |
| 2021 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $104,360 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $135,804 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $129,123 |
| Total plan assets at end of year | 2021-12-31 | $759,730 |
| Total plan assets at beginning of year | 2021-12-31 | $791,174 |
| Value of fidelity bond covering the plan | 2021-12-31 | $80,000 |
| Other income received | 2021-12-31 | $104,360 |
| Net income (gross income less expenses) | 2021-12-31 | $-31,444 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $759,730 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $791,174 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $6,681 |
| 2020 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $80,283 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $33,400 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $27,236 |
| Total plan assets at end of year | 2020-12-31 | $791,174 |
| Total plan assets at beginning of year | 2020-12-31 | $744,291 |
| Value of fidelity bond covering the plan | 2020-12-31 | $80,000 |
| Other income received | 2020-12-31 | $80,283 |
| Net income (gross income less expenses) | 2020-12-31 | $46,883 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $791,174 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $744,291 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $6,164 |
| 2019 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $129,081 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $133,262 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $127,037 |
| Total plan assets at end of year | 2019-12-31 | $744,291 |
| Total plan assets at beginning of year | 2019-12-31 | $748,472 |
| Value of fidelity bond covering the plan | 2019-12-31 | $80,000 |
| Other income received | 2019-12-31 | $129,081 |
| Net income (gross income less expenses) | 2019-12-31 | $-4,181 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $744,291 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $748,472 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $6,225 |
| 2018 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-12,552 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $35,205 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $28,419 |
| Total plan assets at end of year | 2018-12-31 | $748,472 |
| Total plan assets at beginning of year | 2018-12-31 | $796,229 |
| Value of fidelity bond covering the plan | 2018-12-31 | $80,000 |
| Other income received | 2018-12-31 | $-12,552 |
| Net income (gross income less expenses) | 2018-12-31 | $-47,757 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $748,472 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $796,229 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $6,786 |
| 2017 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $227,505 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $83,705 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $77,223 |
| Total plan assets at end of year | 2017-12-31 | $796,229 |
| Total plan assets at beginning of year | 2017-12-31 | $652,429 |
| Value of fidelity bond covering the plan | 2017-12-31 | $80,000 |
| Other income received | 2017-12-31 | $225,784 |
| Net income (gross income less expenses) | 2017-12-31 | $143,800 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $796,229 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $652,429 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $1,494 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $1,721 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $6,482 |
| 2016 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $79,525 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $117,612 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $110,629 |
| Total plan assets at end of year | 2016-12-31 | $652,429 |
| Total plan assets at beginning of year | 2016-12-31 | $690,516 |
| Value of fidelity bond covering the plan | 2016-12-31 | $80,000 |
| Other income received | 2016-12-31 | $77,794 |
| Net income (gross income less expenses) | 2016-12-31 | $-38,087 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $652,429 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $690,516 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $1,731 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $6,983 |
| 2015 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-16,998 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $36,847 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $29,416 |
| Total plan assets at end of year | 2015-12-31 | $690,516 |
| Total plan assets at beginning of year | 2015-12-31 | $744,361 |
| Value of fidelity bond covering the plan | 2015-12-31 | $80,000 |
| Other income received | 2015-12-31 | $-19,263 |
| Net income (gross income less expenses) | 2015-12-31 | $-53,845 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $690,516 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $744,361 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $2,265 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $7,431 |
| 2014 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $75,270 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $34,311 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $26,862 |
| Total plan assets at end of year | 2014-12-31 | $744,361 |
| Total plan assets at beginning of year | 2014-12-31 | $703,402 |
| Value of fidelity bond covering the plan | 2014-12-31 | $80,000 |
| Other income received | 2014-12-31 | $73,090 |
| Net income (gross income less expenses) | 2014-12-31 | $40,959 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $744,361 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $703,402 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $2,180 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $7,449 |
| 2013 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $143,876 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $22,415 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $21,426 |
| Total plan assets at end of year | 2013-12-31 | $703,402 |
| Total plan assets at beginning of year | 2013-12-31 | $581,941 |
| Value of fidelity bond covering the plan | 2013-12-31 | $80,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $769 |
| Other income received | 2013-12-31 | $141,745 |
| Net income (gross income less expenses) | 2013-12-31 | $121,461 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $703,402 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $581,941 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $2,131 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $220 |
| 2012 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $82,568 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $18,656 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $17,837 |
| Total plan assets at end of year | 2012-12-31 | $581,941 |
| Total plan assets at beginning of year | 2012-12-31 | $518,029 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $769 |
| Other income received | 2012-12-31 | $80,526 |
| Net income (gross income less expenses) | 2012-12-31 | $63,912 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $581,941 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $518,029 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $2,042 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $50 |
| 2011 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $8,079 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $769 |
| Total plan assets at end of year | 2011-12-31 | $518,029 |
| Total plan assets at beginning of year | 2011-12-31 | $510,719 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $769 |
| Other income received | 2011-12-31 | $5,783 |
| Net income (gross income less expenses) | 2011-12-31 | $7,310 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $518,029 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $510,719 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $2,296 |
| 2010 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $47,022 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $769 |
| Total plan assets at end of year | 2010-12-31 | $510,719 |
| Total plan assets at beginning of year | 2010-12-31 | $464,466 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $769 |
| Other income received | 2010-12-31 | $45,023 |
| Net income (gross income less expenses) | 2010-12-31 | $46,253 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $510,719 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $464,466 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $1,999 |
| 2022: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) |
| Policy contract number | 153166 |
| Policy instance | 1 |
| Insurance contract or identification number | 153166 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-05-02 | | Insurance policy end date | 2023-05-01 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) |
| Policy contract number | 153166 |
| Policy instance | 1 |
| Insurance contract or identification number | 153166 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) |
| Policy contract number | 153166 |
| Policy instance | 1 |
| Insurance contract or identification number | 153166 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) |
| Policy contract number | 153166 |
| Policy instance | 1 |
| Insurance contract or identification number | 153166 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) |
| Policy contract number | 153166 |
| Policy instance | 1 |
| Insurance contract or identification number | 153166 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) |
| Policy contract number | 153166 |
| Policy instance | 1 |
| Insurance contract or identification number | 153166 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker name | JAMES CONRAD |
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| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) |
| Policy contract number | 153166 |
| Policy instance | 1 |
| Insurance contract or identification number | 153166 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $15 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15 | | Amount paid for insurance broker fees | 0 | | Insurance broker name | JAMES CONRAD |
|
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) |
| Policy contract number | 153166 |
| Policy instance | 1 |
| Insurance contract or identification number | 153166 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $15 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15 | | Insurance broker name | JAMES CONRAD |
|
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) |
| Policy contract number | 153166 |
| Policy instance | 1 |
| Insurance contract or identification number | 153166 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $15 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15 | | Insurance broker name | JAMES CONRAD |
|
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) |
| Policy contract number | 153166 |
| Policy instance | 1 |
| Insurance contract or identification number | 153166 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $15 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15 | | Insurance broker name | JAMES CONRAD |
|
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) |
| Policy contract number | 153166 |
| Policy instance | 1 |
| Insurance contract or identification number | 153166 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $15 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) |
| Policy contract number | 153166 |
| Policy instance | 1 |
| Insurance contract or identification number | 153166 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $15 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $769 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15 | | Insurance broker name | MICHAEL SCOLETTI |
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