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BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameBARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

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

Company Name:BARNALLEN TECHNOLOGIES, INC
Employer identification number (EIN):264243377
NAIC Classification:541600

Additional information about BARNALLEN TECHNOLOGIES, INC

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: D12907382

More information about BARNALLEN TECHNOLOGIES, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GORDON BARNABY2023-10-05 GORDON BARNABY2023-10-05
0012021-01-01GORDON BARNABY2022-10-06 GORDON BARNABY2022-10-06
0012020-01-01GORDON BARNABY2021-09-21 GORDON BARNABY2021-09-21
0012019-01-01GORDON BARNABY2020-10-13 GORDON BARNABY2020-10-13
0012019-01-01GORDON BARNABY2020-11-02 GORDON BARNABY2020-11-02
0012018-01-01GORDON BARNABY2019-10-04 GORDON BARNABY2019-10-04
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01GORDON BARNABY2015-06-05
0012013-01-01GORDON BARNABY2014-07-27 GORDON BARNABY2014-07-27
0012012-01-01GORDON BARNABY2013-07-27 GORDON BARNABY2013-07-27
0012011-01-01BARNALLEN TECHNOLOGIES INC2012-05-24

Plan Statistics for BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01384
Total number of active participants reported on line 7a of the Form 55002022-01-01192
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01153
Total of all active and inactive participants2022-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01345
Number of participants with account balances2022-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0122
2021: BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01420
Total number of active participants reported on line 7a of the Form 55002021-01-01241
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01136
Total of all active and inactive participants2021-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01377
Number of participants with account balances2021-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01437
Total number of active participants reported on line 7a of the Form 55002020-01-01231
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01175
Total of all active and inactive participants2020-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01406
Number of participants with account balances2020-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0130
2019: BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01416
Total number of active participants reported on line 7a of the Form 55002019-01-01333
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0194
Total of all active and inactive participants2019-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01427
Number of participants with account balances2019-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01295
Total number of active participants reported on line 7a of the Form 55002018-01-01341
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0164
Total of all active and inactive participants2018-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01405
Number of participants with account balances2018-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01172
Total number of active participants reported on line 7a of the Form 55002017-01-01219
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01272
Number of participants with account balances2017-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01148
Total number of active participants reported on line 7a of the Form 55002016-01-01150
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01168
Total participants2016-01-01168
Number of participants with account balances2016-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-145,644
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$918,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$895,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$915,967
Value of total assets at end of year2022-12-31$5,780,923
Value of total assets at beginning of year2022-12-31$6,845,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,120
Total interest from all sources2022-12-31$6,773
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$100,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$447,265
Participant contributions at end of year2022-12-31$37,905
Participant contributions at beginning of year2022-12-31$66,117
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,064,595
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,780,923
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,845,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$5,163,159
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,406,240
Interest on participant loans2022-12-31$2,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$579,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$373,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$373,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$4,134
Net investment gain/loss from pooled separate accounts2022-12-31$-1,068,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$467,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$895,831
Contract administrator fees2022-12-31$23,120
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LONG & ASSOCIATES
Accountancy firm EIN2022-12-31352009629
2021 : BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,702,565
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$746,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$720,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$894,455
Value of total assets at end of year2021-12-31$6,845,518
Value of total assets at beginning of year2021-12-31$5,889,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,927
Total interest from all sources2021-12-31$6,020
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$100,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$448,002
Participant contributions at end of year2021-12-31$66,117
Participant contributions at beginning of year2021-12-31$76,184
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$21,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$956,390
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,845,518
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,889,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$6,406,240
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,510,248
Interest on participant loans2021-12-31$2,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$373,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$302,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$302,696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,459
Net investment gain/loss from pooled separate accounts2021-12-31$802,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$425,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$720,248
Contract administrator fees2021-12-31$25,927
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31LONG & ASSOCIATES
Accountancy firm EIN2021-12-31352009629
2020 : BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,991,002
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$347,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$318,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,227,139
Value of total assets at end of year2020-12-31$5,889,128
Value of total assets at beginning of year2020-12-31$4,246,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$29,758
Total interest from all sources2020-12-31$9,889
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$497,804
Participant contributions at end of year2020-12-31$76,184
Participant contributions at beginning of year2020-12-31$105,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,643,076
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,889,128
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,246,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$5,510,248
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,881,413
Interest on participant loans2020-12-31$5,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$302,696
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$259,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$259,229
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,611
Net investment gain/loss from pooled separate accounts2020-12-31$753,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$729,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$318,168
Contract administrator fees2020-12-31$29,758
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LONG & ASSOCIATES PC
Accountancy firm EIN2020-12-31352009629
2019 : BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,010,785
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$271,637
Total of all expenses incurred2019-12-31$271,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$233,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$233,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,418,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,418,495
Value of total assets at end of year2019-12-31$4,246,052
Value of total assets at end of year2019-12-31$4,246,052
Value of total assets at beginning of year2019-12-31$2,506,904
Value of total assets at beginning of year2019-12-31$2,506,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,843
Total interest from all sources2019-12-31$7,406
Total interest from all sources2019-12-31$7,406
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000
Value of fidelity bond cover2019-12-31$100,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$498,577
Contributions received from participants2019-12-31$498,577
Participant contributions at end of year2019-12-31$105,410
Participant contributions at end of year2019-12-31$105,410
Participant contributions at beginning of year2019-12-31$32,760
Participant contributions at beginning of year2019-12-31$32,760
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$182,052
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$182,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,739,148
Value of net income/loss2019-12-31$1,739,148
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,246,052
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,246,052
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,506,904
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,506,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$3,881,413
Value of interest in pooled separate accounts at end of year2019-12-31$3,881,413
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,259,634
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,259,634
Interest on participant loans2019-12-31$3,527
Interest on participant loans2019-12-31$3,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$259,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$259,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$214,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$214,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$214,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$214,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,879
Net investment gain/loss from pooled separate accounts2019-12-31$584,884
Net investment gain/loss from pooled separate accounts2019-12-31$584,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$737,866
Contributions received in cash from employer2019-12-31$737,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$233,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$233,794
Contract administrator fees2019-12-31$37,843
Contract administrator fees2019-12-31$37,843
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LONG & ASSOCIATES PC
Accountancy firm name2019-12-31LONG & ASSOCIATES PC
Accountancy firm EIN2019-12-31352009629
Accountancy firm EIN2019-12-31352009629
2018 : BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$950,379
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$142,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$115,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,115,112
Value of total assets at end of year2018-12-31$2,506,904
Value of total assets at beginning of year2018-12-31$1,698,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26,446
Total interest from all sources2018-12-31$1,163
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$389,986
Participant contributions at end of year2018-12-31$32,760
Participant contributions at beginning of year2018-12-31$1,052
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$107,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$808,048
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,506,904
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,698,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,259,634
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,551,725
Interest on participant loans2018-12-31$1,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$214,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$146,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$146,079
Net investment gain/loss from pooled separate accounts2018-12-31$-165,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$617,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$115,885
Contract administrator fees2018-12-31$26,446
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LONG & ASSOCIATES PC
Accountancy firm EIN2018-12-31352009629
2017 : BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,091,111
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$108,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$93,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$949,394
Value of total assets at end of year2017-12-31$1,698,856
Value of total assets at beginning of year2017-12-31$716,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,013
Total interest from all sources2017-12-31$33
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$276,971
Participant contributions at end of year2017-12-31$1,052
Participant contributions at beginning of year2017-12-31$1,795
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$281,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$982,479
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,698,856
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$716,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$1,551,725
Value of interest in pooled separate accounts at beginning of year2017-12-31$627,517
Interest on participant loans2017-12-31$33
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$146,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$87,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$87,065
Net investment gain/loss from pooled separate accounts2017-12-31$141,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$390,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$93,619
Contract administrator fees2017-12-31$15,013
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LONG & ASSOCIATES PC
Accountancy firm EIN2017-12-31352009629
2016 : BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$476,134
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$111,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$101,421
Expenses. Certain deemed distributions of participant loans2016-12-31$467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$447,603
Value of total assets at end of year2016-12-31$716,377
Value of total assets at beginning of year2016-12-31$351,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,801
Total interest from all sources2016-12-31$1,062
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$143,584
Participant contributions at end of year2016-12-31$1,795
Participant contributions at beginning of year2016-12-31$2,500
Participant contributions at beginning of year2016-12-31$6,000
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$68,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$364,445
Value of net assets at end of year (total assets less liabilities)2016-12-31$716,377
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$351,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$627,517
Value of interest in pooled separate accounts at beginning of year2016-12-31$318,767
Interest on participant loans2016-12-31$75
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$87,065
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$24,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$24,665
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$987
Net investment gain/loss from pooled separate accounts2016-12-31$27,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$235,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$101,421
Contract administrator fees2016-12-31$9,801
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LONG & ASSOCIATES PC
Accountancy firm EIN2016-12-31352009629

Form 5500 Responses for BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST

2022: BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BARNALLEN TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 19331
Policy instance 1
Insurance contract or identification numberGP 19331
Number of Individuals Covered289
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $15,362
Total amount of fees paid to insurance companyUSD $3,072
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,362
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
Amount paid for insurance broker fees3072
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number19331
Policy instance 1
Insurance contract or identification number19331
Number of Individuals Covered316
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $15,238
Total amount of fees paid to insurance companyUSD $3,058
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,238
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
Amount paid for insurance broker fees3048
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP19331
Policy instance 1
Insurance contract or identification numberGP19331
Number of Individuals Covered332
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $11,035
Total amount of fees paid to insurance companyUSD $2,207
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,035
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
Amount paid for insurance broker fees2207
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA19331
Policy instance 1
Insurance contract or identification numberGA19331
Number of Individuals Covered337
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,018
Total amount of fees paid to insurance companyUSD $1,600
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,472
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
Amount paid for insurance broker fees1600
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 19331
Policy instance 1
Insurance contract or identification numberGP 19331
Number of Individuals Covered292
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,142
Total amount of fees paid to insurance companyUSD $946
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,142
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
Amount paid for insurance broker fees946
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 19331
Policy instance 1
Insurance contract or identification numberGP 19331
Number of Individuals Covered206
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,632
Total amount of fees paid to insurance companyUSD $568
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees568
Additional information about fees paid to insurance brokerTPA AWARDS
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $2,632
Insurance broker name1ST GLOBAL CAPITAL CORPORATION

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