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JEFFERSON SOUTHERN 401K PLAN 401k Plan overview

Plan NameJEFFERSON SOUTHERN 401K PLAN
Plan identification number 001

JEFFERSON SOUTHERN 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JEFFERSON SOUTHERN CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:JEFFERSON SOUTHERN CORPORATION
Employer identification number (EIN):311722250
NAIC Classification:336300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFERSON SOUTHERN 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN A. STARR
0012016-01-01JOHN A. STARR
0012016-01-01JOHN A. STARR
0012015-01-01JOHN A. STARR
0012014-01-01JOHN A. STARR DEMETRIA STROZIER2015-10-15
0012013-01-01DEMETRIA STROZIER
0012012-01-01DEMETRIA STROZIER
0012011-01-01DEMETRIA STROZIER DEMETRIA STROZIER2014-10-14
0012009-01-01STEVE BLANKENSHIP

Plan Statistics for JEFFERSON SOUTHERN 401K PLAN

401k plan membership statisitcs for JEFFERSON SOUTHERN 401K PLAN

Measure Date Value
2022: JEFFERSON SOUTHERN 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01375
Total number of active participants reported on line 7a of the Form 55002022-01-01275
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0198
Total of all active and inactive participants2022-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01375
Number of participants with account balances2022-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0178
2021: JEFFERSON SOUTHERN 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01429
Total number of active participants reported on line 7a of the Form 55002021-01-01274
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01345
Number of participants with account balances2021-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0170
2020: JEFFERSON SOUTHERN 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01380
Total number of active participants reported on line 7a of the Form 55002020-01-01281
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-01138
Total of all active and inactive participants2020-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01429
Number of participants with account balances2020-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0198
2019: JEFFERSON SOUTHERN 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01303
Total number of active participants reported on line 7a of the Form 55002019-01-01287
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0178
Total of all active and inactive participants2019-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01367
Number of participants with account balances2019-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0150
2018: JEFFERSON SOUTHERN 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01308
Total number of active participants reported on line 7a of the Form 55002018-01-01247
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0153
Total of all active and inactive participants2018-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01300
Number of participants with account balances2018-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0171
2017: JEFFERSON SOUTHERN 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01239
Total number of active participants reported on line 7a of the Form 55002017-01-01225
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0169
Total of all active and inactive participants2017-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01294
Number of participants with account balances2017-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0157
2016: JEFFERSON SOUTHERN 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01250
Total number of active participants reported on line 7a of the Form 55002016-01-01194
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01228
Number of participants with account balances2016-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0150
2015: JEFFERSON SOUTHERN 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01204
Total number of active participants reported on line 7a of the Form 55002015-01-01191
Number of retired or separated participants receiving benefits2015-01-0159
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01250
Number of participants with account balances2015-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0155
2014: JEFFERSON SOUTHERN 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01176
Total number of active participants reported on line 7a of the Form 55002014-01-01186
Number of retired or separated participants receiving benefits2014-01-0118
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01204
Number of participants with account balances2014-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: JEFFERSON SOUTHERN 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01194
Total number of active participants reported on line 7a of the Form 55002013-01-01164
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01190
Number of participants with account balances2013-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: JEFFERSON SOUTHERN 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01184
Total number of active participants reported on line 7a of the Form 55002012-01-01170
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01194
Number of participants with account balances2012-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: JEFFERSON SOUTHERN 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01173
Total number of active participants reported on line 7a of the Form 55002011-01-01162
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01184
Number of participants with account balances2011-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JEFFERSON SOUTHERN 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01207
Total number of active participants reported on line 7a of the Form 55002009-01-01163
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01176
Number of participants with account balances2009-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on JEFFERSON SOUTHERN 401K PLAN

Measure Date Value
2022 : JEFFERSON SOUTHERN 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-123,030
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,074,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,056,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$702,835
Value of total assets at end of year2022-12-31$4,501,484
Value of total assets at beginning of year2022-12-31$5,698,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$18,203
Total interest from all sources2022-12-31$15,260
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$314,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$314,940
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$529,277
Participant contributions at end of year2022-12-31$307,703
Participant contributions at beginning of year2022-12-31$317,100
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$9,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,197,431
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,501,484
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,698,915
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
Investment advisory and management fees2022-12-31$18,203
Value of interest in pooled separate accounts at end of year2022-12-31$3,744,327
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,930,332
Income. Interest from loans (other than to participants)2022-12-31$15,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$431,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$440,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,156,065
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$163,952
Employer contributions (assets) at end of year2022-12-31$18,158
Employer contributions (assets) at beginning of year2022-12-31$10,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,056,198
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 name2022-12-31CLAUSELL & ASSOCIATES, P.C.
Accountancy firm EIN2022-12-31581798795
2021 : JEFFERSON SOUTHERN 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,365,322
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$695,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$672,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$753,781
Value of total assets at end of year2021-12-31$5,698,915
Value of total assets at beginning of year2021-12-31$5,029,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,531
Total interest from all sources2021-12-31$10,996
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$619,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$619,527
Administrative expenses professional fees incurred2021-12-31$23,531
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$568,009
Participant contributions at end of year2021-12-31$317,100
Participant contributions at beginning of year2021-12-31$216,827
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$669,639
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,698,915
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,029,276
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$4,930,332
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,622,723
Interest on participant loans2021-12-31$10,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$440,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$189,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-18,982
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$181,603
Employer contributions (assets) at end of year2021-12-31$10,721
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$672,152
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLAUSELL & ASSOCIATES, P.C.
Accountancy firm EIN2021-12-31581798795
2020 : JEFFERSON SOUTHERN 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,460,142
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$897,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$886,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$944,357
Value of total assets at end of year2020-12-31$5,029,276
Value of total assets at beginning of year2020-12-31$4,466,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,116
Total interest from all sources2020-12-31$14,414
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$193,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$193,576
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$446,697
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$514,989
Participant contributions at end of year2020-12-31$216,827
Participant contributions at beginning of year2020-12-31$299,452
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$218,937
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$562,315
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,029,276
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,466,961
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$4,622,723
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,070,562
Interest on participant loans2020-12-31$14,414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$189,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$96,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$307,795
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$210,431
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$886,711
Contract administrator fees2020-12-31$11,116
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 name2020-12-31CLAUSELL & ASSOCIATES, P.C.
Accountancy firm EIN2020-12-31581798795
2019 : JEFFERSON SOUTHERN 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$41
Total income from all sources (including contributions)2019-12-31$1,581,951
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$423,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$409,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$883,391
Value of total assets at end of year2019-12-31$4,466,961
Value of total assets at beginning of year2019-12-31$3,308,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,854
Total interest from all sources2019-12-31$13,854
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$422,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$422,725
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$330,830
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$552,266
Participant contributions at end of year2019-12-31$299,452
Participant contributions at beginning of year2019-12-31$161,649
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$110,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$41
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$1,158,661
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,466,961
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,308,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$4,070,562
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,078,571
Interest on participant loans2019-12-31$13,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$96,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$63,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$261,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$220,791
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$4,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$409,436
Contract administrator fees2019-12-31$13,854
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLAUSELL & ASSOCIATES, P.C.
Accountancy firm EIN2019-12-31581798795
2018 : JEFFERSON SOUTHERN 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$41
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,087
Total income from all sources (including contributions)2018-12-31$696,689
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$441,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$412,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$974,453
Value of total assets at end of year2018-12-31$3,308,341
Value of total assets at beginning of year2018-12-31$3,056,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,089
Total interest from all sources2018-12-31$6,655
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$157,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$157,450
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$305,307
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$475,568
Participant contributions at end of year2018-12-31$161,649
Participant contributions at beginning of year2018-12-31$102,651
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$281,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$41
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$3,087
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$255,232
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,308,300
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,053,068
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$3,078,571
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,922,196
Interest on participant loans2018-12-31$6,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$63,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$29,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-441,869
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$217,454
Employer contributions (assets) at end of year2018-12-31$4,619
Employer contributions (assets) at beginning of year2018-12-31$1,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$412,368
Contract administrator fees2018-12-31$29,089
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31CLAUSELL & ASSOCIATES, P.C.
Accountancy firm EIN2018-12-31581798795
2017 : JEFFERSON SOUTHERN 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,087
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$1,054,729
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$243,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$226,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$628,285
Value of total assets at end of year2017-12-31$3,056,155
Value of total assets at beginning of year2017-12-31$2,241,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,134
Total interest from all sources2017-12-31$4,428
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$107,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$107,339
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$437,953
Participant contributions at end of year2017-12-31$102,651
Participant contributions at beginning of year2017-12-31$85,850
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3,087
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$15
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$811,691
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,053,068
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,241,377
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,122,046
Value of interest in pooled separate accounts at end of year2017-12-31$2,922,196
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$4,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$29,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$33,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$314,662
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$190,332
Employer contributions (assets) at end of year2017-12-31$1,555
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$226,904
Contract administrator fees2017-12-31$16,134
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31CLAUSELL & ASSOCIATES, P.C.
Accountancy firm EIN2017-12-31581798795
2016 : JEFFERSON SOUTHERN 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$674,252
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$181,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$160,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$551,565
Value of total assets at end of year2016-12-31$2,241,377
Value of total assets at beginning of year2016-12-31$1,748,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,322
Total interest from all sources2016-12-31$3,488
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$54,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$54,312
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$385,716
Participant contributions at end of year2016-12-31$85,850
Participant contributions at beginning of year2016-12-31$74,212
Other income not declared elsewhere2016-12-31$785
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$493,073
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,241,377
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,748,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,122,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,659,970
Interest on participant loans2016-12-31$3,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$33,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$64,102
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$165,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$160,857
Contract administrator fees2016-12-31$20,322
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31CLAUSELL & ASSOCIATES, P.C.
Accountancy firm EIN2016-12-31581798795
2015 : JEFFERSON SOUTHERN 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$434,142
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$169,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$164,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$461,960
Value of total assets at end of year2015-12-31$1,748,304
Value of total assets at beginning of year2015-12-31$1,483,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,626
Total interest from all sources2015-12-31$3,626
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$50,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$50,119
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$315,727
Participant contributions at end of year2015-12-31$74,212
Participant contributions at beginning of year2015-12-31$73,585
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$264,860
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,748,304
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,483,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$4,626
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,659,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,408,723
Income. Interest from loans (other than to participants)2015-12-31$3,531
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$95
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-81,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$141,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$164,656
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLAUSELL & ASSOCIATES, P.C.
Accountancy firm EIN2015-12-31581798795
2014 : JEFFERSON SOUTHERN 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$349,550
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$714,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$725,943
Expenses. Certain deemed distributions of participant loans2014-12-31$-14,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$222,393
Value of total assets at end of year2014-12-31$1,483,444
Value of total assets at beginning of year2014-12-31$1,848,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,849
Total interest from all sources2014-12-31$3,735
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$123,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$123,422
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$165,193
Participant contributions at end of year2014-12-31$73,585
Participant contributions at beginning of year2014-12-31$87,171
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-365,075
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,483,444
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,848,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,849
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,408,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,761,348
Interest on participant loans2014-12-31$3,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$53,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$725,943
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLAUSELL & ASSOCIATES, P.C.
Accountancy firm EIN2014-12-31581798795
2013 : JEFFERSON SOUTHERN 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$560,380
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$298,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$283,409
Expenses. Certain deemed distributions of participant loans2013-12-31$13,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$180,365
Value of total assets at end of year2013-12-31$1,848,519
Value of total assets at beginning of year2013-12-31$1,586,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,800
Total interest from all sources2013-12-31$5,628
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$47,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$47,376
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$159,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$138,722
Participant contributions at end of year2013-12-31$87,171
Participant contributions at beginning of year2013-12-31$106,239
Administrative expenses (other) incurred2013-12-31$1,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$261,869
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,848,519
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,586,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,761,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,480,411
Interest on participant loans2013-12-31$5,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$327,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$41,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$283,409
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLAUSELL & ASSOCIATES, P.C.
Accountancy firm EIN2013-12-31581798795
2012 : JEFFERSON SOUTHERN 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$369,404
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$127,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$120,334
Expenses. Certain deemed distributions of participant loans2012-12-31$4,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$188,335
Value of total assets at end of year2012-12-31$1,586,650
Value of total assets at beginning of year2012-12-31$1,344,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,600
Total interest from all sources2012-12-31$4,736
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$53,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$53,634
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$135,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$147,622
Participant contributions at end of year2012-12-31$106,239
Participant contributions at beginning of year2012-12-31$102,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$2,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$242,111
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,586,650
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,344,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,480,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,242,260
Interest on participant loans2012-12-31$4,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$122,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$40,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$120,334
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JENNINGS & ASSOCIATES PC
Accountancy firm EIN2012-12-31582357052
2011 : JEFFERSON SOUTHERN 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$182,967
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$225,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$219,123
Expenses. Certain deemed distributions of participant loans2011-12-31$3,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$198,379
Value of total assets at end of year2011-12-31$1,344,539
Value of total assets at beginning of year2011-12-31$1,386,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,925
Total interest from all sources2011-12-31$4,493
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$22,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$22,708
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$139,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$156,975
Participant contributions at end of year2011-12-31$102,279
Participant contributions at beginning of year2011-12-31$80,656
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$2,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-42,386
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,344,539
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,386,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,242,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,306,269
Interest on participant loans2011-12-31$4,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-42,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$41,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$219,123
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JENNINGS & ASSOCIATES PC
Accountancy firm EIN2011-12-31582357052
2010 : JEFFERSON SOUTHERN 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$376,095
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$104,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$101,212
Expenses. Certain deemed distributions of participant loans2010-12-31$756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$219,463
Value of total assets at end of year2010-12-31$1,386,925
Value of total assets at beginning of year2010-12-31$1,115,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,800
Total interest from all sources2010-12-31$4,200
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$21,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$21,032
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$112,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$170,363
Participant contributions at end of year2010-12-31$80,656
Participant contributions at beginning of year2010-12-31$64,852
Administrative expenses (other) incurred2010-12-31$2,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$271,327
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,386,925
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,115,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,306,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,050,746
Interest on participant loans2010-12-31$4,198
Interest earned on other investments2010-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$131,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$49,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$101,212
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JENNINGS & ASSOCIATES PC
Accountancy firm EIN2010-12-31582357052
2009 : JEFFERSON SOUTHERN 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JEFFERSON SOUTHERN 401K PLAN

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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835014
Policy instance 1
Insurance contract or identification numberGA-835014
Number of Individuals Covered346
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835014
Policy instance 1
Insurance contract or identification numberGA-835014
Number of Individuals Covered321
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,521
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2521
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835014
Policy instance 1
Insurance contract or identification numberGA-835014
Number of Individuals Covered409
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,046
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2046
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835014
Policy instance 1
Insurance contract or identification numberGA-835014
Number of Individuals Covered353
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,536
Total amount of fees paid to insurance companyUSD $1,758
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,536
Insurance broker organization code?7
Amount paid for insurance broker fees1758
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835014
Policy instance 1
Insurance contract or identification numberGA-835014
Number of Individuals Covered265
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,388
Total amount of fees paid to insurance companyUSD $1,176
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,388
Insurance broker organization code?7
Amount paid for insurance broker fees1176
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835014
Policy instance 1
Insurance contract or identification numberGA-835014
Number of Individuals Covered260
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $9,130
Total amount of fees paid to insurance companyUSD $1,522
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,130
Insurance broker organization code?7
Amount paid for insurance broker fees1522
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameFIRST PARTY ADMINISTRATORS, LLC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835014
Policy instance 1
Insurance contract or identification numberGA-835014
Number of Individuals Covered249
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,343
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,343
Insurance broker organization code?7
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835014
Policy instance 1
Insurance contract or identification numberGA-835014
Number of Individuals Covered196
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14,475
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,475
Insurance broker organization code?7
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES

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