?>
Logo

FREEBORN & PETERS RETIREMENT PLAN 401k Plan overview

Plan NameFREEBORN & PETERS RETIREMENT PLAN
Plan identification number 001

FREEBORN & PETERS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

FREEBORN & PETERS has sponsored the creation of one or more 401k plans.

Company Name:FREEBORN & PETERS
Employer identification number (EIN):363238755
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FREEBORN & PETERS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAMES TARNOWSKI2023-10-13 JAMES TARNOWSKI2023-10-13
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAMES TARNOWSKI
0012016-01-01JAMES TARNOWSKI
0012015-01-01JAMES TARNOWSKI JAMES TARNOWSKI2016-10-13
0012014-01-01JAMES TARNOWSKI JAMES TARNOWSKI2015-10-14
0012013-01-01JAMES TARNOWSKI JAMES TARNOWSKI2014-10-14
0012012-01-01JAMES TARNOWSKI JAMES TARNOWSKI2013-10-11
0012011-01-01JAMES TARNOWSKI
0012009-01-01JAMES TARNOWSKI

Plan Statistics for FREEBORN & PETERS RETIREMENT PLAN

401k plan membership statisitcs for FREEBORN & PETERS RETIREMENT PLAN

Measure Date Value
2022: FREEBORN & PETERS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01336
Total number of active participants reported on line 7a of the Form 55002022-01-01201
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01114
Total of all active and inactive participants2022-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01315
Number of participants with account balances2022-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: FREEBORN & PETERS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01335
Total number of active participants reported on line 7a of the Form 55002021-01-01233
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01102
Total of all active and inactive participants2021-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01336
Number of participants with account balances2021-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: FREEBORN & PETERS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01342
Total number of active participants reported on line 7a of the Form 55002020-01-01249
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0185
Total of all active and inactive participants2020-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01334
Number of participants with account balances2020-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: FREEBORN & PETERS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01334
Total number of active participants reported on line 7a of the Form 55002019-01-01265
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0175
Total of all active and inactive participants2019-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01340
Number of participants with account balances2019-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: FREEBORN & PETERS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01324
Total number of active participants reported on line 7a of the Form 55002018-01-01242
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0181
Total of all active and inactive participants2018-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01323
Number of participants with account balances2018-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: FREEBORN & PETERS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01313
Total number of active participants reported on line 7a of the Form 55002017-01-01226
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0186
Total of all active and inactive participants2017-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01312
Number of participants with account balances2017-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: FREEBORN & PETERS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01296
Total number of active participants reported on line 7a of the Form 55002016-01-01223
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0183
Total of all active and inactive participants2016-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01306
Number of participants with account balances2016-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FREEBORN & PETERS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01302
Total number of active participants reported on line 7a of the Form 55002015-01-01207
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0185
Total of all active and inactive participants2015-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01292
Number of participants with account balances2015-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: FREEBORN & PETERS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01299
Total number of active participants reported on line 7a of the Form 55002014-01-01219
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0178
Total of all active and inactive participants2014-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01297
Number of participants with account balances2014-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: FREEBORN & PETERS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01314
Total number of active participants reported on line 7a of the Form 55002013-01-01211
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0183
Total of all active and inactive participants2013-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01294
Number of participants with account balances2013-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: FREEBORN & PETERS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01315
Total number of active participants reported on line 7a of the Form 55002012-01-01226
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0188
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 balances2012-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: FREEBORN & PETERS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01308
Total number of active participants reported on line 7a of the Form 55002011-01-01224
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0184
Total of all active and inactive participants2011-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01308
Number of participants with account balances2011-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: FREEBORN & PETERS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01320
Total number of active participants reported on line 7a of the Form 55002009-01-01233
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0181
Total of all active and inactive participants2009-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01314
Number of participants with account balances2009-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on FREEBORN & PETERS RETIREMENT PLAN

Measure Date Value
2022 : FREEBORN & PETERS RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-16,255,772
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$14,101,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,984,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,471,773
Value of total assets at end of year2022-12-31$92,108,915
Value of total assets at beginning of year2022-12-31$122,466,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$116,718
Total interest from all sources2022-12-31$99,778
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,368,440
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,368,440
Administrative expenses professional fees incurred2022-12-31$34,048
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$2,668,233
Participant contributions at end of year2022-12-31$463,552
Participant contributions at beginning of year2022-12-31$439,552
Participant contributions at end of year2022-12-31$47,119
Participant contributions at beginning of year2022-12-31$40,825
Assets. Other investments not covered elsewhere at end of year2022-12-31$21,523,405
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$31,374,894
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,505,074
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$14,202
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$8,452
Other income not declared elsewhere2022-12-31$-3,972,117
Total non interest bearing cash at end of year2022-12-31$579,849
Total non interest bearing cash at beginning of year2022-12-31$152,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-30,357,306
Value of net assets at end of year (total assets less liabilities)2022-12-31$92,108,915
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$122,466,221
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$4,208
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$64,136,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$85,423,710
Interest on participant loans2022-12-31$23,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,045,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,491,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,491,952
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$76,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,223,646
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$1,298,466
Employer contributions (assets) at end of year2022-12-31$1,298,466
Employer contributions (assets) at beginning of year2022-12-31$1,534,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,984,816
Contract administrator fees2022-12-31$78,462
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 name2022-12-31PBG FINANCIAL SERVICES PLLC
Accountancy firm EIN2022-12-31844107940
2021 : FREEBORN & PETERS RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$22,983,678
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,990,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,885,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,434,910
Value of total assets at end of year2021-12-31$122,466,220
Value of total assets at beginning of year2021-12-31$105,473,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$105,078
Total interest from all sources2021-12-31$25,759
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,260,056
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$8,260,056
Administrative expenses professional fees incurred2021-12-31$24,596
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,853,646
Participant contributions at end of year2021-12-31$439,552
Participant contributions at beginning of year2021-12-31$595,079
Participant contributions at end of year2021-12-31$40,825
Participant contributions at beginning of year2021-12-31$85,394
Assets. Other investments not covered elsewhere at end of year2021-12-31$31,374,892
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$26,506,487
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$38,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$8,452
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$8,336
Other income not declared elsewhere2021-12-31$6,016,588
Administrative expenses (other) incurred2021-12-31$4,193
Total non interest bearing cash at end of year2021-12-31$152,181
Total non interest bearing cash at beginning of year2021-12-31$409,915
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$16,992,859
Value of net assets at end of year (total assets less liabilities)2021-12-31$122,466,220
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$105,473,361
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$76,289
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$85,423,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$71,518,295
Interest on participant loans2021-12-31$25,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,491,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,819,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,819,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,246,365
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$1,542,545
Employer contributions (assets) at end of year2021-12-31$1,534,655
Employer contributions (assets) at beginning of year2021-12-31$1,530,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,885,741
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 name2021-12-31PBG FINANCIAL SERVICES, PLLC
Accountancy firm EIN2021-12-31844107940
2020 : FREEBORN & PETERS RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$18,687,546
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,824,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,709,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,652,343
Value of total assets at end of year2020-12-31$105,473,361
Value of total assets at beginning of year2020-12-31$93,609,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$114,879
Total interest from all sources2020-12-31$51,507
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,701,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,701,815
Administrative expenses professional fees incurred2020-12-31$26,727
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$2,778,625
Participant contributions at end of year2020-12-31$595,079
Participant contributions at beginning of year2020-12-31$578,793
Participant contributions at end of year2020-12-31$85,394
Participant contributions at beginning of year2020-12-31$54,864
Assets. Other investments not covered elsewhere at end of year2020-12-31$26,506,487
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$26,786,795
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,436
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$8,336
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$15,359
Other income not declared elsewhere2020-12-31$2,260,766
Administrative expenses (other) incurred2020-12-31$4,254
Total non interest bearing cash at end of year2020-12-31$409,915
Total non interest bearing cash at beginning of year2020-12-31$49,789
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$11,863,383
Value of net assets at end of year (total assets less liabilities)2020-12-31$105,473,361
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$93,609,978
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$71,518,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$60,960,570
Interest on participant loans2020-12-31$32,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,819,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,494,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,494,521
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$19,036
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$52,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,021,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,861,282
Employer contributions (assets) at end of year2020-12-31$1,530,366
Employer contributions (assets) at beginning of year2020-12-31$1,669,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,656,408
Contract administrator fees2020-12-31$83,898
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31PBG FINANCIAL SERVICES, PLLC
Accountancy firm EIN2020-12-31844107940
2019 : FREEBORN & PETERS RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$22,316,668
Total income from all sources (including contributions)2019-12-31$22,316,668
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,727,206
Total of all expenses incurred2019-12-31$7,727,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,609,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,609,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,333,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,333,027
Value of total assets at end of year2019-12-31$93,609,978
Value of total assets at end of year2019-12-31$93,609,978
Value of total assets at beginning of year2019-12-31$79,020,516
Value of total assets at beginning of year2019-12-31$79,020,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$117,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$117,693
Total interest from all sources2019-12-31$102,346
Total interest from all sources2019-12-31$102,346
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,760,985
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,760,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,760,985
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,760,985
Administrative expenses professional fees incurred2019-12-31$28,806
Administrative expenses professional fees incurred2019-12-31$28,806
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,634,468
Contributions received from participants2019-12-31$2,634,468
Participant contributions at end of year2019-12-31$578,793
Participant contributions at end of year2019-12-31$578,793
Participant contributions at beginning of year2019-12-31$678,254
Participant contributions at beginning of year2019-12-31$678,254
Participant contributions at end of year2019-12-31$54,864
Participant contributions at end of year2019-12-31$54,864
Participant contributions at beginning of year2019-12-31$44,372
Participant contributions at beginning of year2019-12-31$44,372
Assets. Other investments not covered elsewhere at end of year2019-12-31$26,786,795
Assets. Other investments not covered elsewhere at end of year2019-12-31$26,786,795
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$22,860,120
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$22,860,120
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$29,272
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$29,272
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$15,359
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$15,359
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$25,347
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$25,347
Other income not declared elsewhere2019-12-31$4,967,178
Other income not declared elsewhere2019-12-31$4,967,178
Administrative expenses (other) incurred2019-12-31$420
Administrative expenses (other) incurred2019-12-31$420
Total non interest bearing cash at end of year2019-12-31$49,789
Total non interest bearing cash at end of year2019-12-31$49,789
Total non interest bearing cash at beginning of year2019-12-31$46,786
Total non interest bearing cash at beginning of year2019-12-31$46,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$14,589,462
Value of net income/loss2019-12-31$14,589,462
Value of net assets at end of year (total assets less liabilities)2019-12-31$93,609,978
Value of net assets at end of year (total assets less liabilities)2019-12-31$93,609,978
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$79,020,516
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$79,020,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$60,960,570
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$60,960,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$51,020,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$51,020,713
Interest on participant loans2019-12-31$34,479
Interest on participant loans2019-12-31$34,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,494,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,494,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,836,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,836,626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,836,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,836,626
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$67,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$67,867
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$51,412
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$51,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,153,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,153,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,669,287
Contributions received in cash from employer2019-12-31$1,669,287
Employer contributions (assets) at end of year2019-12-31$1,669,287
Employer contributions (assets) at end of year2019-12-31$1,669,287
Employer contributions (assets) at beginning of year2019-12-31$1,508,298
Employer contributions (assets) at beginning of year2019-12-31$1,508,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,558,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,558,101
Contract administrator fees2019-12-31$88,467
Contract administrator fees2019-12-31$88,467
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31PBG FINANCIAL SERVICES, LTD.
Accountancy firm name2019-12-31PBG FINANCIAL SERVICES, LTD.
Accountancy firm EIN2019-12-31363430638
Accountancy firm EIN2019-12-31363430638
2018 : FREEBORN & PETERS RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$144
Total income from all sources (including contributions)2018-12-31$2,838,215
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,041,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,929,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,500,017
Value of total assets at end of year2018-12-31$79,020,516
Value of total assets at beginning of year2018-12-31$81,224,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$112,117
Total interest from all sources2018-12-31$79,130
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,896,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,896,180
Assets. Real estate other than employer real property at beginning of year2018-12-31$341,620
Administrative expenses professional fees incurred2018-12-31$29,390
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$2,436,742
Participant contributions at end of year2018-12-31$678,254
Participant contributions at beginning of year2018-12-31$506,168
Participant contributions at end of year2018-12-31$44,372
Participant contributions at beginning of year2018-12-31$44,158
Assets. Other investments not covered elsewhere at end of year2018-12-31$22,860,120
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$228,313
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,554,977
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$25,347
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$26,521
Other income not declared elsewhere2018-12-31$-982,391
Administrative expenses (other) incurred2018-12-31$465
Liabilities. Value of operating payables at beginning of year2018-12-31$144
Total non interest bearing cash at end of year2018-12-31$46,786
Total non interest bearing cash at beginning of year2018-12-31$88,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,203,343
Value of net assets at end of year (total assets less liabilities)2018-12-31$79,020,516
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$81,223,859
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$82,262
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$51,020,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$64,629,975
Interest on participant loans2018-12-31$29,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,836,626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,787,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,787,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$50,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$981,557
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$49,952
Asset value of US Government securities at beginning of year2018-12-31$49,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,654,721
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$1,508,298
Employer contributions (assets) at end of year2018-12-31$1,508,298
Employer contributions (assets) at beginning of year2018-12-31$82,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,879,489
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$630,505
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$9,827,854
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MILLER, COOPER & CO.
Accountancy firm EIN2018-12-31362897372
2017 : FREEBORN & PETERS RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,501,178
Total unrealized appreciation/depreciation of assets2017-12-31$1,501,178
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$773
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$773
Total income from all sources (including contributions)2017-12-31$15,468,583
Total loss/gain on sale of assets2017-12-31$246,924
Total of all expenses incurred2017-12-31$7,005,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,903,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,416,286
Value of total assets at end of year2017-12-31$81,224,003
Value of total assets at beginning of year2017-12-31$72,760,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$101,291
Total interest from all sources2017-12-31$111,993
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,844,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,651,069
Assets. Real estate other than employer real property at end of year2017-12-31$341,620
Assets. Real estate other than employer real property at beginning of year2017-12-31$342,210
Administrative expenses professional fees incurred2017-12-31$23,652
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$2,297,450
Participant contributions at end of year2017-12-31$506,168
Participant contributions at beginning of year2017-12-31$734,582
Participant contributions at end of year2017-12-31$44,158
Assets. Other investments not covered elsewhere at end of year2017-12-31$228,313
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$206,716
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$36,347
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$26,521
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$13,045
Other income not declared elsewhere2017-12-31$30,342
Administrative expenses (other) incurred2017-12-31$3,406
Liabilities. Value of operating payables at end of year2017-12-31$144
Total non interest bearing cash at end of year2017-12-31$88,397
Total non interest bearing cash at beginning of year2017-12-31$284,279
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$8,463,240
Value of net assets at end of year (total assets less liabilities)2017-12-31$81,223,859
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$72,760,619
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$74,233
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$64,629,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$56,933,827
Interest on participant loans2017-12-31$29,051
Interest earned on other investments2017-12-31$48,706
Income. Interest from US Government securities2017-12-31$1,031
Income. Interest from corporate debt instruments2017-12-31$4,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,787,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,968,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,968,246
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$28,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$981,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$926,538
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$48,475
Asset value of US Government securities at end of year2017-12-31$49,344
Asset value of US Government securities at beginning of year2017-12-31$49,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,317,489
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$82,489
Employer contributions (assets) at end of year2017-12-31$82,489
Employer contributions (assets) at beginning of year2017-12-31$76,778
Income. Dividends from common stock2017-12-31$193,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,854,804
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$630,505
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$129,776
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$9,827,854
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$8,095,085
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
Aggregate proceeds on sale of assets2017-12-31$246,924
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MILLER, COOPER & CO.
Accountancy firm EIN2017-12-31362897372
2016 : FREEBORN & PETERS RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$531,709
Total unrealized appreciation/depreciation of assets2016-12-31$531,709
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
Expenses. Interest paid2016-12-31$817
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$817
Total income from all sources (including contributions)2016-12-31$9,881,189
Total loss/gain on sale of assets2016-12-31$210,829
Total of all expenses incurred2016-12-31$3,742,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,647,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,035,524
Value of total assets at end of year2016-12-31$72,760,619
Value of total assets at beginning of year2016-12-31$66,622,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$94,786
Total interest from all sources2016-12-31$90,517
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,198,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,022,891
Assets. Real estate other than employer real property at end of year2016-12-31$342,210
Assets. Real estate other than employer real property at beginning of year2016-12-31$329,009
Administrative expenses professional fees incurred2016-12-31$21,854
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$2,233,465
Participant contributions at end of year2016-12-31$734,582
Participant contributions at beginning of year2016-12-31$828,887
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$206,716
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$228,907
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,725,281
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$13,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$18,747
Other income not declared elsewhere2016-12-31$43,421
Administrative expenses (other) incurred2016-12-31$4,260
Total non interest bearing cash at end of year2016-12-31$284,279
Total non interest bearing cash at beginning of year2016-12-31$128,957
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$6,138,408
Value of net assets at end of year (total assets less liabilities)2016-12-31$72,760,619
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$66,622,211
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$68,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$56,933,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$52,239,469
Interest on participant loans2016-12-31$32,615
Interest earned on other investments2016-12-31$45,133
Income. Interest from US Government securities2016-12-31$238
Income. Interest from corporate debt instruments2016-12-31$3,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,968,246
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,918,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,918,422
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$9,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$926,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$869,243
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$52,536
Asset value of US Government securities at end of year2016-12-31$49,537
Asset value of US Government securities at beginning of year2016-12-31$2,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,771,088
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$76,778
Employer contributions (assets) at end of year2016-12-31$76,778
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from common stock2016-12-31$175,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,594,642
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$129,776
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$112,176
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$8,095,085
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$6,945,735
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
Aggregate proceeds on sale of assets2016-12-31$210,829
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MILLER, COOPER & CO.
Accountancy firm EIN2016-12-31362897372
2015 : FREEBORN & PETERS RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-174,235
Total unrealized appreciation/depreciation of assets2015-12-31$-174,235
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
Expenses. Interest paid2015-12-31$828
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$828
Total income from all sources (including contributions)2015-12-31$2,708,364
Total loss/gain on sale of assets2015-12-31$-103,212
Total of all expenses incurred2015-12-31$3,015,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,880,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,537,867
Value of total assets at end of year2015-12-31$66,622,211
Value of total assets at beginning of year2015-12-31$66,929,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$133,794
Total interest from all sources2015-12-31$80,935
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,089,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$924,573
Assets. Real estate other than employer real property at end of year2015-12-31$329,009
Assets. Real estate other than employer real property at beginning of year2015-12-31$336,156
Administrative expenses professional fees incurred2015-12-31$61,993
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$2,220,156
Participant contributions at end of year2015-12-31$828,887
Participant contributions at beginning of year2015-12-31$731,855
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$30,939
Assets. Other investments not covered elsewhere at end of year2015-12-31$228,907
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$238,171
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$317,711
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$18,747
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$26,714
Other income not declared elsewhere2015-12-31$120,908
Administrative expenses (other) incurred2015-12-31$6,882
Total non interest bearing cash at end of year2015-12-31$128,957
Total non interest bearing cash at beginning of year2015-12-31$66,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-306,963
Value of net assets at end of year (total assets less liabilities)2015-12-31$66,622,211
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$66,929,174
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$64,919
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$52,239,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$51,588,959
Interest on participant loans2015-12-31$29,690
Interest earned on other investments2015-12-31$45,755
Income. Interest from US Government securities2015-12-31$191
Income. Interest from corporate debt instruments2015-12-31$4,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,918,422
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,528,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,528,133
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$869,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$970,356
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$44,447
Asset value of US Government securities at end of year2015-12-31$2,659
Asset value of US Government securities at beginning of year2015-12-31$3,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-843,548
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$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$1,716,711
Income. Dividends from common stock2015-12-31$165,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,836,258
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$112,176
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$132,169
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$6,945,735
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$6,559,464
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
Aggregate proceeds on sale of assets2015-12-31$1,478,016
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,581,228
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MILLER, COOPER & CO.
Accountancy firm EIN2015-12-31362897372
2014 : FREEBORN & PETERS RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$633,710
Total unrealized appreciation/depreciation of assets2014-12-31$633,710
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
Expenses. Interest paid2014-12-31$589
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$589
Total income from all sources (including contributions)2014-12-31$8,087,541
Total loss/gain on sale of assets2014-12-31$94,994
Total of all expenses incurred2014-12-31$1,855,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,744,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,030,237
Value of total assets at end of year2014-12-31$66,929,174
Value of total assets at beginning of year2014-12-31$60,697,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$110,693
Total interest from all sources2014-12-31$94,976
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,046,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$900,855
Assets. Real estate other than employer real property at end of year2014-12-31$336,156
Assets. Real estate other than employer real property at beginning of year2014-12-31$262,967
Administrative expenses professional fees incurred2014-12-31$40,408
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$2,181,206
Participant contributions at end of year2014-12-31$731,855
Participant contributions at beginning of year2014-12-31$710,426
Participant contributions at end of year2014-12-31$30,939
Participant contributions at beginning of year2014-12-31$40,428
Assets. Other investments not covered elsewhere at end of year2014-12-31$238,171
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$268,443
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$132,320
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$26,714
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$29,395
Other income not declared elsewhere2014-12-31$56,481
Administrative expenses (other) incurred2014-12-31$5,679
Total non interest bearing cash at end of year2014-12-31$66,154
Total non interest bearing cash at beginning of year2014-12-31$458,449
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$6,231,671
Value of net assets at end of year (total assets less liabilities)2014-12-31$66,929,174
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$60,697,503
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$64,606
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$51,588,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$45,224,559
Interest on participant loans2014-12-31$27,717
Interest earned on other investments2014-12-31$57,063
Income. Interest from US Government securities2014-12-31$3,359
Income. Interest from corporate debt instruments2014-12-31$4,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,528,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,014,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,014,811
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$970,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$905,547
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$46,748
Asset value of US Government securities at end of year2014-12-31$3,393
Asset value of US Government securities at beginning of year2014-12-31$641,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,130,601
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$1,716,711
Employer contributions (assets) at end of year2014-12-31$1,716,711
Employer contributions (assets) at beginning of year2014-12-31$1,480,808
Income. Dividends from common stock2014-12-31$145,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,697,840
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$132,169
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$193,228
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$6,559,464
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$5,466,453
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
Aggregate proceeds on sale of assets2014-12-31$4,478,111
Aggregate carrying amount (costs) on sale of assets2014-12-31$4,383,117
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MILLER, COOPER & CO.
Accountancy firm EIN2014-12-31362897372
2013 : FREEBORN & PETERS RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$990,390
Total unrealized appreciation/depreciation of assets2013-12-31$990,390
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
Expenses. Interest paid2013-12-31$1,040
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$1,040
Total income from all sources (including contributions)2013-12-31$14,066,567
Total loss/gain on sale of assets2013-12-31$-143,164
Total of all expenses incurred2013-12-31$3,841,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,740,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,836,418
Value of total assets at end of year2013-12-31$60,697,503
Value of total assets at beginning of year2013-12-31$50,472,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$99,395
Total interest from all sources2013-12-31$98,814
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$766,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$644,492
Assets. Real estate other than employer real property at end of year2013-12-31$262,967
Assets. Real estate other than employer real property at beginning of year2013-12-31$112,568
Administrative expenses professional fees incurred2013-12-31$35,014
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$2,024,550
Participant contributions at end of year2013-12-31$710,426
Participant contributions at beginning of year2013-12-31$728,580
Participant contributions at end of year2013-12-31$40,428
Assets. Other investments not covered elsewhere at end of year2013-12-31$268,443
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$297,257
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$331,060
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$29,395
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$17,467
Other income not declared elsewhere2013-12-31$59,522
Administrative expenses (other) incurred2013-12-31$5,802
Total non interest bearing cash at end of year2013-12-31$458,449
Total non interest bearing cash at beginning of year2013-12-31$407,188
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$10,225,134
Value of net assets at end of year (total assets less liabilities)2013-12-31$60,697,503
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$50,472,369
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
Assets. partnership/joint venture interests at beginning of year2013-12-31$199,084
Investment advisory and management fees2013-12-31$58,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$45,224,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$37,147,584
Interest on participant loans2013-12-31$28,395
Interest earned on other investments2013-12-31$51,936
Income. Interest from US Government securities2013-12-31$4,412
Income. Interest from corporate debt instruments2013-12-31$10,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,014,811
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,363,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,363,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$905,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$841,886
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$46,636
Asset value of US Government securities at end of year2013-12-31$641,989
Asset value of US Government securities at beginning of year2013-12-31$777,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,458,303
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$1,480,808
Employer contributions (assets) at end of year2013-12-31$1,480,808
Income. Dividends from common stock2013-12-31$121,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,694,362
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$193,228
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$274,334
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$5,466,453
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$4,304,562
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
Aggregate proceeds on sale of assets2013-12-31$2,585,182
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,728,346
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MILLER, COOPER & CO.
Accountancy firm EIN2013-12-31362897372
2012 : FREEBORN & PETERS RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$655,033
Total unrealized appreciation/depreciation of assets2012-12-31$655,033
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
Expenses. Interest paid2012-12-31$191
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$191
Total income from all sources (including contributions)2012-12-31$8,267,229
Total loss/gain on sale of assets2012-12-31$137,591
Total of all expenses incurred2012-12-31$1,898,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,852,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,813,220
Value of total assets at end of year2012-12-31$50,472,369
Value of total assets at beginning of year2012-12-31$44,103,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$45,937
Total interest from all sources2012-12-31$94,822
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$818,578
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$680,635
Assets. Real estate other than employer real property at end of year2012-12-31$112,568
Assets. Real estate other than employer real property at beginning of year2012-12-31$74,530
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
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$2,077,273
Participant contributions at end of year2012-12-31$728,580
Participant contributions at beginning of year2012-12-31$664,233
Assets. Other investments not covered elsewhere at end of year2012-12-31$297,257
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$269,161
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$735,947
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$17,467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$19,622
Other income not declared elsewhere2012-12-31$130
Administrative expenses (other) incurred2012-12-31$615
Total non interest bearing cash at end of year2012-12-31$407,188
Total non interest bearing cash at beginning of year2012-12-31$446,993
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$6,368,814
Value of net assets at end of year (total assets less liabilities)2012-12-31$50,472,369
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$44,103,555
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
Assets. partnership/joint venture interests at end of year2012-12-31$199,084
Assets. partnership/joint venture interests at beginning of year2012-12-31$173,947
Investment advisory and management fees2012-12-31$45,322
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$37,147,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$31,562,415
Interest on participant loans2012-12-31$23,398
Interest earned on other investments2012-12-31$50,149
Income. Interest from US Government securities2012-12-31$4,506
Income. Interest from corporate debt instruments2012-12-31$13,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,363,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,915,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,915,436
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$841,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$779,576
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$54,343
Asset value of US Government securities at end of year2012-12-31$777,892
Asset value of US Government securities at beginning of year2012-12-31$759,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,747,855
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$0
Employer contributions (assets) at beginning of year2012-12-31$1,361,325
Income. Dividends from common stock2012-12-31$137,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,797,944
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$274,334
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$388,589
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$4,304,562
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$3,688,248
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$1,383,281
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,245,690
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MILLER, COOPER & CO.
Accountancy firm EIN2012-12-31362897372
2011 : FREEBORN & PETERS RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$392,658
Total unrealized appreciation/depreciation of assets2011-12-31$392,658
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$3,021,196
Total loss/gain on sale of assets2011-12-31$-132,465
Total of all expenses incurred2011-12-31$1,831,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,752,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,323,696
Value of total assets at end of year2011-12-31$44,103,555
Value of total assets at beginning of year2011-12-31$42,913,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$78,578
Total interest from all sources2011-12-31$105,609
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$669,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$573,495
Assets. Real estate other than employer real property at end of year2011-12-31$74,530
Administrative expenses professional fees incurred2011-12-31$38,708
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$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$1,871,145
Participant contributions at end of year2011-12-31$664,233
Participant contributions at beginning of year2011-12-31$576,391
Assets. Other investments not covered elsewhere at end of year2011-12-31$269,161
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$171,238
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$91,226
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$129
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$19,622
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$16,068
Other income not declared elsewhere2011-12-31$203
Administrative expenses (other) incurred2011-12-31$800
Total non interest bearing cash at end of year2011-12-31$446,993
Total non interest bearing cash at beginning of year2011-12-31$573,723
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$1,190,047
Value of net assets at end of year (total assets less liabilities)2011-12-31$44,103,555
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$42,913,508
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
Assets. partnership/joint venture interests at end of year2011-12-31$173,947
Assets. partnership/joint venture interests at beginning of year2011-12-31$161,646
Investment advisory and management fees2011-12-31$39,070
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$31,562,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$30,751,390
Interest on participant loans2011-12-31$21,700
Interest earned on other investments2011-12-31$47,488
Income. Interest from US Government securities2011-12-31$13,669
Income. Interest from corporate debt instruments2011-12-31$14,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,915,436
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,068,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,068,065
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$8,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$779,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$720,764
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$49,865
Asset value of US Government securities at end of year2011-12-31$759,480
Asset value of US Government securities at beginning of year2011-12-31$758,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,337,758
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$1,361,325
Employer contributions (assets) at end of year2011-12-31$1,361,325
Employer contributions (assets) at beginning of year2011-12-31$1,450,794
Income. Dividends from common stock2011-12-31$95,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,702,577
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$388,589
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$441,197
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$3,688,248
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,223,567
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
Aggregate proceeds on sale of assets2011-12-31$1,834,330
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,966,795
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MILLER, COOPER & CO.
Accountancy firm EIN2011-12-31362897372
2010 : FREEBORN & PETERS RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$313,588
Total unrealized appreciation/depreciation of assets2010-12-31$313,588
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
Expenses. Interest paid2010-12-31$21
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$21
Total income from all sources (including contributions)2010-12-31$8,722,664
Total loss/gain on sale of assets2010-12-31$528,036
Total of all expenses incurred2010-12-31$2,868,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,817,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,283,888
Value of total assets at end of year2010-12-31$42,913,508
Value of total assets at beginning of year2010-12-31$37,059,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$51,025
Total interest from all sources2010-12-31$119,010
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$638,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$446,353
Administrative expenses professional fees incurred2010-12-31$16,714
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$76
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$1,833,094
Participant contributions at end of year2010-12-31$576,391
Participant contributions at beginning of year2010-12-31$343,805
Assets. Other investments not covered elsewhere at end of year2010-12-31$171,238
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$79,378
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$16,068
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$15,784
Other income not declared elsewhere2010-12-31$537
Administrative expenses (other) incurred2010-12-31$774
Total non interest bearing cash at end of year2010-12-31$573,723
Total non interest bearing cash at beginning of year2010-12-31$585,951
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$5,854,393
Value of net assets at end of year (total assets less liabilities)2010-12-31$42,913,508
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$37,059,115
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
Assets. partnership/joint venture interests at end of year2010-12-31$161,646
Assets. partnership/joint venture interests at beginning of year2010-12-31$130,387
Investment advisory and management fees2010-12-31$33,537
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$30,751,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$26,154,692
Interest on participant loans2010-12-31$18,996
Interest earned on other investments2010-12-31$41,234
Income. Interest from US Government securities2010-12-31$19,708
Income. Interest from corporate debt instruments2010-12-31$26,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,068,065
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,318,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,318,720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$12,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$720,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$659,039
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$49,055
Asset value of US Government securities at end of year2010-12-31$758,665
Asset value of US Government securities at beginning of year2010-12-31$464,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,839,160
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$1,450,794
Employer contributions (assets) at end of year2010-12-31$1,450,794
Employer contributions (assets) at beginning of year2010-12-31$1,544,744
Income. Dividends from preferred stock2010-12-31$2
Income. Dividends from common stock2010-12-31$192,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,768,170
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$441,197
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$513,019
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,223,567
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$3,248,928
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
Aggregate proceeds on sale of assets2010-12-31$3,521,464
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,993,428
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MILLER, COOPER & CO.
Accountancy firm EIN2010-12-31362897372
2009 : FREEBORN & PETERS RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FREEBORN & PETERS RETIREMENT PLAN

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

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number24219
Policy instance 1
Insurance contract or identification number24219
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number24219
Policy instance 1
Insurance contract or identification number24219
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $226
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees226
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION OR BENEFITS
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number24219
Policy instance 2
Insurance contract or identification number24219
Number of Individuals Covered1
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 $226
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees226
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION OR BENEFITS
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3346935
Policy instance 1
Insurance contract or identification number3346935
Number of Individuals Covered1
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 $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3346935
Policy instance 1
Insurance contract or identification number3346935
Number of Individuals Covered1
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 $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number24219
Policy instance 2
Insurance contract or identification number24219
Number of Individuals Covered1
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 $226
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees226
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION OR BENEFITS
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3346935
Policy instance 1
Insurance contract or identification number3346935
Number of Individuals Covered1
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 $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number24219
Policy instance 2
Insurance contract or identification number24219
Number of Individuals Covered1
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 $226
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees226
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION OR BENEFITS
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number24219
Policy instance 2
Insurance contract or identification number24219
Number of Individuals Covered1
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 $226
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees226
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION OR BENEFITS
Insurance broker organization code?3
Insurance broker nameBENJAMIN F VOIGT
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3346935
Policy instance 1
Insurance contract or identification number3346935
Number of Individuals Covered1
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 $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number23802
Policy instance 2
Insurance contract or identification number23802
Number of Individuals Covered1
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 $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3346935
Policy instance 3
Insurance contract or identification number3346935
Number of Individuals Covered1
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 $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number24219
Policy instance 1
Insurance contract or identification number24219
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $695
Total amount of fees paid to insurance companyUSD $193
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $278
Amount paid for insurance broker fees24
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION OR BENEFITS
Insurance broker organization code?3
Insurance broker nameJOHN WILLIAM MCTIGUE
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3346935
Policy instance 3
Insurance contract or identification number3346935
Number of Individuals Covered1
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 $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number23802
Policy instance 2
Insurance contract or identification number23802
Number of Individuals Covered1
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 $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number24219
Policy instance 1
Insurance contract or identification number24219
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $695
Total amount of fees paid to insurance companyUSD $194
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $271
Amount paid for insurance broker fees103
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION OR BENEFITS
Insurance broker organization code?3
Insurance broker nameMCTIGUE FNCL GROUP INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3346935
Policy instance 3
Insurance contract or identification number3346935
Number of Individuals Covered1
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 $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number23802
Policy instance 2
Insurance contract or identification number23802
Number of Individuals Covered1
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 $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number24219
Policy instance 1
Insurance contract or identification number24219
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,111
Total amount of fees paid to insurance companyUSD $353
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $542
Amount paid for insurance broker fees207
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION OR BENEFITS
Insurance broker organization code?3
Insurance broker nameMCTIGUE FNCL GROUP INC
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number24219
Policy instance 1
Insurance contract or identification number24219
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,112
Total amount of fees paid to insurance companyUSD $353
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $542
Amount paid for insurance broker fees207
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION OR BENEFITS
Insurance broker organization code?3
Insurance broker nameMCTIGUE FNCL GROUP INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3346935
Policy instance 3
Insurance contract or identification number3346935
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number23802
Policy instance 2
Insurance contract or identification number23802
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3346935
Policy instance 3
Insurance contract or identification number3346935
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number23802
Policy instance 2
Insurance contract or identification number23802
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number24219
Policy instance 1
Insurance contract or identification number24219
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $834
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number23802
Policy instance 2
Insurance contract or identification number23802
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number24219
Policy instance 1
Insurance contract or identification number24219
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $834
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $542
Insurance broker organization code?3
Insurance broker nameJOHN W. MCTIGUE
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3346935
Policy instance 3
Insurance contract or identification number3346935
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3