AQUAPOINT.3, LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2021: AQUAPOINT 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 4 |
Total of all active and inactive participants | 2021-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 14 |
Number of participants with account balances | 2021-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: AQUAPOINT 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 13 |
Number of participants with account balances | 2020-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: AQUAPOINT 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 11 |
Number of participants with account balances | 2019-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: AQUAPOINT 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 10 |
Number of participants with account balances | 2018-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: AQUAPOINT 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
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 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 10 |
Number of participants with account balances | 2017-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: AQUAPOINT 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
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 | 0 |
Total of all active and inactive participants | 2016-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 10 |
Number of participants with account balances | 2016-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
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2021 : AQUAPOINT 401(K) PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $135,198 |
Expenses. Total of all expenses incurred | 2021-12-31 | $2,711 |
Benefits paid (including direct rollovers) | 2021-12-31 | $2,711 |
Total plan assets at end of year | 2021-12-31 | $444,873 |
Total plan assets at beginning of year | 2021-12-31 | $312,386 |
Value of fidelity bond covering the plan | 2021-12-31 | $45,000 |
Total contributions received or receivable from participants | 2021-12-31 | $57,323 |
Other income received | 2021-12-31 | $54,624 |
Net income (gross income less expenses) | 2021-12-31 | $132,487 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $444,873 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $312,386 |
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 | 2021-12-31 | $3,088 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $23,251 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : AQUAPOINT 401(K) PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $97,083 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,730 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,730 |
Total plan assets at end of year | 2020-12-31 | $312,386 |
Total plan assets at beginning of year | 2020-12-31 | $217,033 |
Value of fidelity bond covering the plan | 2020-12-31 | $33,000 |
Total contributions received or receivable from participants | 2020-12-31 | $30,322 |
Other income received | 2020-12-31 | $40,870 |
Net income (gross income less expenses) | 2020-12-31 | $95,353 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $312,386 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $217,033 |
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 | 2020-12-31 | $502 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $25,891 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : AQUAPOINT 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $91,013 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,040 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,040 |
Total plan assets at end of year | 2019-12-31 | $217,033 |
Total plan assets at beginning of year | 2019-12-31 | $127,060 |
Value of fidelity bond covering the plan | 2019-12-31 | $21,800 |
Total contributions received or receivable from participants | 2019-12-31 | $35,319 |
Other income received | 2019-12-31 | $34,265 |
Net income (gross income less expenses) | 2019-12-31 | $89,973 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $217,033 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $127,060 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $21,429 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : AQUAPOINT 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $75,438 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,586 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,586 |
Total plan assets at end of year | 2018-12-31 | $127,060 |
Total plan assets at beginning of year | 2018-12-31 | $53,208 |
Value of fidelity bond covering the plan | 2018-12-31 | $12,800 |
Total contributions received or receivable from participants | 2018-12-31 | $31,190 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $33,282 |
Other income received | 2018-12-31 | $-10,829 |
Net income (gross income less expenses) | 2018-12-31 | $73,852 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $127,060 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $53,208 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $21,795 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : AQUAPOINT 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $49,610 |
Expenses. Total of all expenses incurred | 2017-12-31 | $121 |
Benefits paid (including direct rollovers) | 2017-12-31 | $21 |
Total plan assets at end of year | 2017-12-31 | $53,208 |
Total plan assets at beginning of year | 2017-12-31 | $3,719 |
Value of fidelity bond covering the plan | 2017-12-31 | $10,000 |
Total contributions received or receivable from participants | 2017-12-31 | $29,385 |
Other income received | 2017-12-31 | $2,917 |
Net income (gross income less expenses) | 2017-12-31 | $49,489 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $53,208 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,719 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $17,308 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : AQUAPOINT 401(K) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $3,719 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $3,719 |
Total plan assets at beginning of year | 2016-12-31 | $0 |
Total contributions received or receivable from participants | 2016-12-31 | $2,141 |
Other income received | 2016-12-31 | $-9 |
Net income (gross income less expenses) | 2016-12-31 | $3,719 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,719 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $1,587 |
2021: AQUAPOINT 401(K) PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
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: AQUAPOINT 401(K) PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
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: AQUAPOINT 401(K) PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
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: AQUAPOINT 401(K) PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
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: AQUAPOINT 401(K) PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
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: AQUAPOINT 401(K) PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | First time form 5500 has been submitted | Yes |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
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 |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 126968 |
Policy instance | 1 |
Insurance contract or identification number | 126968 | Number of Individuals Covered | 14 | 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 $283 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Amount paid for insurance broker fees | 170 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker organization code? | 5 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 126968 |
Policy instance | 1 |
Insurance contract or identification number | 126968 | Number of Individuals Covered | 12 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $100 | Total amount of fees paid to insurance company | USD $117 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Amount paid for insurance broker fees | 117 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $100 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 126968 |
Policy instance | 1 |
Insurance contract or identification number | 126968 | Number of Individuals Covered | 11 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $102 | Total amount of fees paid to insurance company | USD $83 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $100 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker organization code? | 5 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 126968 |
Policy instance | 1 |
Insurance contract or identification number | 126968 | Number of Individuals Covered | 10 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $39 | Total amount of fees paid to insurance company | USD $100 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Amount paid for insurance broker fees | 100 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $39 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 126968 |
Policy instance | 1 |
Insurance contract or identification number | 126968 | Number of Individuals Covered | 10 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $124 | Total amount of fees paid to insurance company | USD $520 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Amount paid for insurance broker fees | 420 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $124 | Insurance broker name | SWERDLIN NORTHEAST LLC |
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