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VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameVANDEVERE 401K PROFIT SHARING PLAN AND TRUST
Plan identification number 001

VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:VANDEVERE, INC.
Employer identification number (EIN):340676529
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VANDEVERE 401K PROFIT SHARING PLAN AND TRUST

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
0012017-01-01MICHAEL J. VANDEVERE
0012016-01-01MICHAEL J. VANDEVERE
0012015-01-01MICHAEL J. VANDEVERE
0012014-01-01MICHAEL J. VANDEVERE
0012013-01-01MICHAEL VAN DEVERE
0012012-01-01MICHAEL VAN DEVERE
0012011-01-01MICHAEL VAN DEVERE
0012010-01-01MICHAEL VAN DEVERE
0012009-01-01MICHAEL VAN DEVERE
0012009-01-01MICHAEL VAN DEVERE

Plan Statistics for VANDEVERE 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for VANDEVERE 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01402
Total number of active participants reported on line 7a of the Form 55002022-01-01293
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01343
Number of participants with account balances2022-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0163
2021: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01393
Total number of active participants reported on line 7a of the Form 55002021-01-01284
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0196
Total of all active and inactive participants2021-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01380
Number of participants with account balances2021-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0134
2020: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01350
Total number of active participants reported on line 7a of the Form 55002020-01-01284
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0194
Total of all active and inactive participants2020-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01381
Number of participants with account balances2020-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0154
2019: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01339
Total number of active participants reported on line 7a of the Form 55002019-01-01275
Number of retired or separated participants receiving benefits2019-01-0156
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01331
Number of participants with account balances2019-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0131
2018: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01327
Total number of active participants reported on line 7a of the Form 55002018-01-01267
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0172
Total of all active and inactive participants2018-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01339
Number of participants with account balances2018-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0136
2017: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01325
Total number of active participants reported on line 7a of the Form 55002017-01-01263
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0164
Total of all active and inactive participants2017-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01327
Number of participants with account balances2017-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0131
2016: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01312
Total number of active participants reported on line 7a of the Form 55002016-01-01275
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01325
Number of participants with account balances2016-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0130
2015: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01356
Total number of active participants reported on line 7a of the Form 55002015-01-01275
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01312
Number of participants with account balances2015-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01321
Total number of active participants reported on line 7a of the Form 55002014-01-01270
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0186
Total of all active and inactive participants2014-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01356
Number of participants with account balances2014-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0135
2013: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01335
Total number of active participants reported on line 7a of the Form 55002013-01-01277
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01321
Number of participants with account balances2013-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0154
2012: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01326
Total number of active participants reported on line 7a of the Form 55002012-01-01263
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0151
Total of all active and inactive participants2012-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01314
Number of participants with account balances2012-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0137
2011: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01283
Total number of active participants reported on line 7a of the Form 55002011-01-01246
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0161
Total of all active and inactive participants2011-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01307
Number of participants with account balances2011-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0138
2010: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01263
Total number of active participants reported on line 7a of the Form 55002010-01-01223
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0138
Total of all active and inactive participants2010-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01261
Number of participants with account balances2010-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0113
2009: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01173
Total number of active participants reported on line 7a of the Form 55002009-01-01205
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-01242
Total participants2009-01-01242
Number of participants with account balances2009-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117

Financial Data on VANDEVERE 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,535
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,552,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,489,418
Value of total corrective distributions2022-12-31$352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,106,277
Value of total assets at end of year2022-12-31$19,284,230
Value of total assets at beginning of year2022-12-31$20,839,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$62,549
Total interest from all sources2022-12-31$15,026
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$930,073
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$930,073
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$1,630,620
Participant contributions at end of year2022-12-31$284,327
Participant contributions at beginning of year2022-12-31$472,987
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$96
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$227,063
Administrative expenses (other) incurred2022-12-31$25,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,554,854
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,284,230
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,839,084
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$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,878,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,333,752
Interest on participant loans2022-12-31$13,506
Value of interest in common/collective trusts at end of year2022-12-31$1,187
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$120,652
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$45,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$45,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,053,916
Net investment gain or loss from common/collective trusts2022-12-31$5
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$1,248,594
Employer contributions (assets) at end of year2022-12-31$999,538
Employer contributions (assets) at beginning of year2022-12-31$987,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,489,418
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 name2022-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2022-12-31814504770
2021 : VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,924,309
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,867,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,751,819
Expenses. Certain deemed distributions of participant loans2021-12-31$37,138
Value of total corrective distributions2021-12-31$4,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,463,544
Value of total assets at end of year2021-12-31$20,839,084
Value of total assets at beginning of year2021-12-31$17,782,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$73,823
Total interest from all sources2021-12-31$17,425
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,059,768
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$1,059,768
Administrative expenses professional fees incurred2021-12-31$43,323
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 period2021-12-31Yes
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$1,217,350
Participant contributions at end of year2021-12-31$472,987
Participant contributions at beginning of year2021-12-31$434,634
Participant contributions at end of year2021-12-31$96
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$82,290
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$7,076
Administrative expenses (other) incurred2021-12-31$500
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$3,057,026
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,839,084
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,782,058
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
Investment advisory and management fees2021-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,333,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$16,907,949
Interest on participant loans2021-12-31$17,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$45,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-191,888
Net investment gain/loss from pooled separate accounts2021-12-31$1,575,460
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$1,163,904
Employer contributions (assets) at end of year2021-12-31$987,239
Employer contributions (assets) at beginning of year2021-12-31$419,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,751,819
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2021-12-31814504770
2020 : VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,071,815
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,301,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,219,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,536,027
Value of total assets at end of year2020-12-31$17,782,058
Value of total assets at beginning of year2020-12-31$15,011,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$82,179
Total interest from all sources2020-12-31$17,721
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$4,810
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$928,443
Participant contributions at end of year2020-12-31$434,634
Participant contributions at beginning of year2020-12-31$365,017
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$7,814
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$30,313
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$7,076
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$7,012
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash 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$2,770,260
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,782,058
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,011,798
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
Investment advisory and management fees2020-12-31$30,000
Value of interest in pooled separate accounts at end of year2020-12-31$16,907,949
Value of interest in pooled separate accounts at beginning of year2020-12-31$14,278,764
Interest on participant loans2020-12-31$17,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$34,379
Net investment gain/loss from pooled separate accounts2020-12-31$2,518,067
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$577,271
Employer contributions (assets) at end of year2020-12-31$419,751
Employer contributions (assets) at beginning of year2020-12-31$318,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,219,376
Contract administrator fees2020-12-31$47,369
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 name2020-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2020-12-31814504770
2019 : VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 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$0
Total income from all sources (including contributions)2019-12-31$3,851,616
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$628,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$543,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,363,926
Value of total assets at end of year2019-12-31$15,011,798
Value of total assets at beginning of year2019-12-31$11,788,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$85,093
Total interest from all sources2019-12-31$16,237
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$8,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$807,276
Participant contributions at end of year2019-12-31$365,017
Participant contributions at beginning of year2019-12-31$359,902
Participant contributions at end of year2019-12-31$7,814
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$76,018
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,946
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,223,248
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,011,798
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,788,550
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
Investment advisory and management fees2019-12-31$30,000
Value of interest in pooled separate accounts at end of year2019-12-31$14,278,764
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,189,471
Interest on participant loans2019-12-31$16,237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$34,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$20,314
Net investment gain/loss from pooled separate accounts2019-12-31$2,471,453
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$480,632
Employer contributions (assets) at end of year2019-12-31$318,812
Employer contributions (assets) at beginning of year2019-12-31$215,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$543,275
Contract administrator fees2019-12-31$46,593
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 name2019-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2019-12-31341082617
2018 : VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$702,786
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$578,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$540,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,289,010
Value of total assets at end of year2018-12-31$11,788,550
Value of total assets at beginning of year2018-12-31$11,664,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$38,148
Total interest from all sources2018-12-31$15,219
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$5,580
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$712,709
Participant contributions at end of year2018-12-31$359,902
Participant contributions at beginning of year2018-12-31$381,672
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$223,777
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,946
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,761
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$123,859
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,788,550
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,664,691
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
Investment advisory and management fees2018-12-31$17,855
Value of interest in pooled separate accounts at end of year2018-12-31$11,189,471
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,070,378
Interest on participant loans2018-12-31$15,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$20,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$23,182
Net investment gain/loss from pooled separate accounts2018-12-31$-601,443
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$352,524
Employer contributions (assets) at end of year2018-12-31$215,917
Employer contributions (assets) at beginning of year2018-12-31$187,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$540,779
Contract administrator fees2018-12-31$14,713
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 name2018-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2018-12-31341082617
2017 : VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,609,947
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$359,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$341,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$965,612
Value of total assets at end of year2017-12-31$11,664,691
Value of total assets at beginning of year2017-12-31$9,414,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,295
Total interest from all sources2017-12-31$12,585
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$6,702
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$656,335
Participant contributions at end of year2017-12-31$381,672
Participant contributions at beginning of year2017-12-31$358,882
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,002
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,761
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,238
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$2,250,306
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,664,691
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,414,385
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
Investment advisory and management fees2017-12-31$10,449
Value of interest in pooled separate accounts at end of year2017-12-31$11,070,378
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,923,540
Interest on participant loans2017-12-31$12,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$23,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$17,990
Net investment gain/loss from pooled separate accounts2017-12-31$1,631,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$297,275
Employer contributions (assets) at end of year2017-12-31$187,698
Employer contributions (assets) at beginning of year2017-12-31$111,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$341,346
Contract administrator fees2017-12-31$1,144
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 name2017-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2017-12-31341082617
2016 : VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,523,182
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,084,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,066,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$895,827
Value of total assets at end of year2016-12-31$9,414,385
Value of total assets at beginning of year2016-12-31$8,975,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,345
Total interest from all sources2016-12-31$10,162
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$7,092
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$633,290
Participant contributions at end of year2016-12-31$358,882
Participant contributions at beginning of year2016-12-31$256,797
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$37,421
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,095
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$438,990
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,414,385
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,975,395
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
Investment advisory and management fees2016-12-31$9,099
Value of interest in pooled separate accounts at end of year2016-12-31$8,923,540
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,500,122
Interest on participant loans2016-12-31$10,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$17,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$48,130
Net investment gain/loss from pooled separate accounts2016-12-31$617,193
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$225,116
Employer contributions (assets) at end of year2016-12-31$111,735
Employer contributions (assets) at beginning of year2016-12-31$168,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,066,847
Contract administrator fees2016-12-31$1,154
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 name2016-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2016-12-31341082617
2015 : VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 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$799,348
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$595,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$559,446
Expenses. Certain deemed distributions of participant loans2015-12-31$11,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$866,890
Value of total assets at end of year2015-12-31$8,975,395
Value of total assets at beginning of year2015-12-31$8,771,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,153
Total interest from all sources2015-12-31$8,201
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$592,353
Participant contributions at end of year2015-12-31$256,797
Participant contributions at beginning of year2015-12-31$251,237
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,095
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,581
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$203,881
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,975,395
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,771,514
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$11,973
Value of interest in pooled separate accounts at end of year2015-12-31$8,500,122
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,317,718
Interest on participant loans2015-12-31$8,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$48,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$13,137
Net investment gain/loss from pooled separate accounts2015-12-31$-75,743
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$274,537
Employer contributions (assets) at end of year2015-12-31$168,251
Employer contributions (assets) at beginning of year2015-12-31$185,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$559,446
Contract administrator fees2015-12-31$12,180
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 name2015-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2015-12-31341082617
2014 : VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 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$1,179,726
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$918,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$886,922
Expenses. Certain deemed distributions of participant loans2014-12-31$8,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$809,276
Value of total assets at end of year2014-12-31$8,771,514
Value of total assets at beginning of year2014-12-31$8,510,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,589
Total interest from all sources2014-12-31$6,402
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$560,209
Participant contributions at end of year2014-12-31$251,237
Participant contributions at beginning of year2014-12-31$171,459
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,581
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$4,681
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$261,357
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,771,514
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,510,157
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$17,112
Value of interest in pooled separate accounts at end of year2014-12-31$8,317,718
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,052,472
Interest on participant loans2014-12-31$6,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$13,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$40,994
Net investment gain/loss from pooled separate accounts2014-12-31$364,048
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$249,067
Employer contributions (assets) at end of year2014-12-31$185,841
Employer contributions (assets) at beginning of year2014-12-31$245,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$886,922
Contract administrator fees2014-12-31$796
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 name2014-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2014-12-31341082617
2013 : VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 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$2,224,331
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$817,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$794,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$928,629
Value of total assets at end of year2013-12-31$8,510,157
Value of total assets at beginning of year2013-12-31$7,103,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,864
Total interest from all sources2013-12-31$5,116
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$541,288
Participant contributions at end of year2013-12-31$171,459
Participant contributions at beginning of year2013-12-31$147,130
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$47,051
Other income not declared elsewhere2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,406,550
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,510,157
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,103,607
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
Investment advisory and management fees2013-12-31$15,480
Value of interest in pooled separate accounts at end of year2013-12-31$8,052,472
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,710,753
Interest on participant loans2013-12-31$5,116
Interest earned on other investments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$40,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$31,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$1,290,586
Net investment gain or loss from common/collective trusts2013-12-31$0
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$340,290
Employer contributions (assets) at end of year2013-12-31$245,232
Employer contributions (assets) at beginning of year2013-12-31$214,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$794,917
Contract administrator fees2013-12-31$7,384
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 name2013-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2013-12-31341082617
2012 : VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 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$1,895,092
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$216,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$198,145
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,133,523
Value of total assets at end of year2012-12-31$7,103,607
Value of total assets at beginning of year2012-12-31$5,425,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,370
Total interest from all sources2012-12-31$4,703
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$0
Administrative expenses professional fees incurred2012-12-31$11,290
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$541,968
Participant contributions at end of year2012-12-31$147,130
Participant contributions at beginning of year2012-12-31$131,164
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$279,055
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,678,577
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,103,607
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,425,030
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
Investment advisory and management fees2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$6,710,753
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,078,293
Interest on participant loans2012-12-31$4,703
Interest earned on other investments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$31,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$756,866
Net investment gain or loss from common/collective trusts2012-12-31$0
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$312,500
Employer contributions (assets) at end of year2012-12-31$214,532
Employer contributions (assets) at beginning of year2012-12-31$206,371
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$198,145
Contract administrator fees2012-12-31$7,080
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
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 name2012-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2012-12-31341082617
2011 : VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 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$615,175
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$424,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$397,132
Value of total corrective distributions2011-12-31$13,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$792,638
Value of total assets at end of year2011-12-31$5,425,030
Value of total assets at beginning of year2011-12-31$5,234,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,244
Total interest from all sources2011-12-31$4,072
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$488,038
Participant contributions at end of year2011-12-31$131,164
Participant contributions at beginning of year2011-12-31$97,676
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,741
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$190,708
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,425,030
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,234,322
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
Investment advisory and management fees2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$5,078,293
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,945,858
Interest on participant loans2011-12-31$4,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$23,452
Net investment gain/loss from pooled separate accounts2011-12-31$-181,535
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$292,859
Employer contributions (assets) at end of year2011-12-31$206,371
Employer contributions (assets) at beginning of year2011-12-31$167,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$397,132
Contract administrator fees2011-12-31$14,244
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 name2011-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2011-12-31341082617
2010 : VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 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$1,091,055
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$342,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$312,953
Value of total corrective distributions2010-12-31$17,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$515,089
Value of total assets at end of year2010-12-31$5,234,322
Value of total assets at beginning of year2010-12-31$4,486,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,823
Total interest from all sources2010-12-31$3,958
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$298,296
Participant contributions at end of year2010-12-31$97,676
Participant contributions at beginning of year2010-12-31$96,210
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$43,104
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$748,075
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,234,322
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,486,247
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 pooled separate accounts at end of year2010-12-31$4,945,858
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,246,576
Interest on participant loans2010-12-31$3,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$23,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,993
Net investment gain/loss from pooled separate accounts2010-12-31$572,008
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$216,793
Employer contributions (assets) at end of year2010-12-31$167,336
Employer contributions (assets) at beginning of year2010-12-31$95,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$312,953
Contract administrator fees2010-12-31$12,823
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 name2010-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2010-12-31341082617
2009 : VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 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 VANDEVERE 401K PROFIT SHARING PLAN AND TRUST

2022: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: VANDEVERE 401K PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26984
Policy instance 1
Insurance contract or identification number26984
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-10-18
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,061
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
Amount paid for insurance broker fees13061
Additional information about fees paid to insurance brokerTPA FEES, COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26984
Policy instance 1
Insurance contract or identification number26984
Number of Individuals Covered368
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 $12,297
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
Amount paid for insurance broker fees12297
Additional information about fees paid to insurance brokerTPA FEES, COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26984
Policy instance 1
Insurance contract or identification number26984
Number of Individuals Covered318
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,103
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 fees15103
Additional information about fees paid to insurance brokerTPA FEES, COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26984
Policy instance 1
Insurance contract or identification number26984
Number of Individuals Covered319
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,659
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
Amount paid for insurance broker fees11659
Additional information about fees paid to insurance brokerTPA FEES, COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26984
Policy instance 1
Insurance contract or identification number26984
Number of Individuals Covered300
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,874
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
Amount paid for insurance broker fees11874
Additional information about fees paid to insurance brokerTPA FEES, COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameTRINITY PENSION CONSULTANTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26984
Policy instance 1
Insurance contract or identification number26984
Number of Individuals Covered313
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $42,733
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
Amount paid for insurance broker fees26977
Additional information about fees paid to insurance brokerRIA FEES PAID
Insurance broker organization code?3
Insurance broker nameTRINITY PENSION CONSULTANTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26984
Policy instance 1
Insurance contract or identification number26984
Number of Individuals Covered355
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $34,642
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
Amount paid for insurance broker fees25673
Additional information about fees paid to insurance brokerRIA FEES PAID
Insurance broker organization code?3
Insurance broker nameTRINITY PENSION CONSULTANTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26984
Policy instance 1
Insurance contract or identification number26984
Number of Individuals Covered287
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $33,786
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 $0
Amount paid for insurance broker fees23225
Additional information about fees paid to insurance brokerRIA FEES PAID
Insurance broker organization code?3
Insurance broker nameTEGRIT RETIREMENT PLAN SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26984
Policy instance 1
Insurance contract or identification number26984
Number of Individuals Covered278
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $19,620
Total amount of fees paid to insurance companyUSD $8,519
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 $19,620
Insurance broker organization code?3
Amount paid for insurance broker fees8519
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker nameTEGRIT RETIREMENT PLAN SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26984
Policy instance 1
Insurance contract or identification number26984
Number of Individuals Covered279
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $15,978
Total amount of fees paid to insurance companyUSD $5,655
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26984
Policy instance 1
Insurance contract or identification number26984
Number of Individuals Covered235
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,642
Total amount of fees paid to insurance companyUSD $5,355
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 $13,642
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees5355
Insurance broker nameSUMMIT RETIREMENT PLAN SERVICES

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