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MACON RESOURCES INC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameMACON RESOURCES INC RETIREMENT SAVINGS PLAN
Plan identification number 001

MACON RESOURCES INC RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MACON RESOURCES INC has sponsored the creation of one or more 401k plans.

Company Name:MACON RESOURCES INC
Employer identification number (EIN):371224992
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MACON RESOURCES INC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01AMY BLIEFNICK
0012016-01-01AMY BLIEFNICK
0012015-01-01DREUX LEWANDOWSKI
0012014-01-01DREUX LEWANDOWSKI
0012013-01-01DREUX LEWANDOWSKI
0012012-01-01DREUX LEWANDOWSKI
0012011-01-01DREUX LEWANDOWSKI
0012009-01-01DREUX LEWANDOWSKI DREUX LEWANDOWSKI2010-07-29

Plan Statistics for MACON RESOURCES INC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for MACON RESOURCES INC RETIREMENT SAVINGS PLAN

Measure Date Value
2022: MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01237
Total number of active participants reported on line 7a of the Form 55002022-01-01172
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0165
Total of all active and inactive participants2022-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01237
Number of participants with account balances2022-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0131
2021: MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01252
Total number of active participants reported on line 7a of the Form 55002021-01-01175
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0156
Total of all active and inactive participants2021-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01234
Number of participants with account balances2021-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0123
2020: MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01271
Total number of active participants reported on line 7a of the Form 55002020-01-01206
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0141
Total of all active and inactive participants2020-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01247
Number of participants with account balances2020-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01299
Total number of active participants reported on line 7a of the Form 55002019-01-01238
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0134
Total of all active and inactive participants2019-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01272
Number of participants with account balances2019-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0131
2018: MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01309
Total number of active participants reported on line 7a of the Form 55002018-01-01256
Number of retired or separated participants receiving benefits2018-01-01249
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01532
Number of participants with account balances2018-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01252
Total number of active participants reported on line 7a of the Form 55002017-01-01254
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01307
Number of participants with account balances2017-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01245
Total number of active participants reported on line 7a of the Form 55002016-01-01244
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01257
Number of participants with account balances2016-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121
2015: MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01276
Total number of active participants reported on line 7a of the Form 55002015-01-01228
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01243
Number of participants with account balances2015-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01227
Total number of active participants reported on line 7a of the Form 55002014-01-01230
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01239
Number of participants with account balances2014-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01216
Total number of active participants reported on line 7a of the Form 55002013-01-01218
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01227
Number of participants with account balances2013-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01219
Total number of active participants reported on line 7a of the Form 55002012-01-01205
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01211
Number of participants with account balances2012-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01212
Total number of active participants reported on line 7a of the Form 55002011-01-01192
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01216
Number of participants with account balances2011-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2009: MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01213
Total number of active participants reported on line 7a of the Form 55002009-01-01166
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01191
Number of participants with account balances2009-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on MACON RESOURCES INC RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : MACON RESOURCES INC RETIREMENT SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-370,561
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$504,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$473,093
Value of total corrective distributions2022-12-31$1,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$488,933
Value of total assets at end of year2022-12-31$4,312,329
Value of total assets at beginning of year2022-12-31$5,187,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$30,375
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$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$267,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-875,462
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,312,329
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,187,791
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$20,644
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,746,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,040,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$110,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$454,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$146,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-859,494
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$221,886
Employer contributions (assets) at end of year2022-12-31$1,189
Employer contributions (assets) at beginning of year2022-12-31$1,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$473,093
Contract administrator fees2022-12-31$9,731
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,096,348
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,001,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$964,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$459,522
Value of total assets at end of year2021-12-31$5,187,791
Value of total assets at beginning of year2021-12-31$5,092,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$36,425
Total interest from all sources2021-12-31$3,149
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$194,153
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$194,153
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$251,410
Administrative expenses (other) incurred2021-12-31$6,359
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$95,348
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,187,791
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,092,443
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$27,208
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,040,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,901,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$146,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$189,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$439,524
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$208,112
Employer contributions (assets) at end of year2021-12-31$1,189
Employer contributions (assets) at beginning of year2021-12-31$1,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$964,575
Contract administrator fees2021-12-31$2,858
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,214,645
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,401,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,365,631
Value of total corrective distributions2020-12-31$1,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$465,760
Value of total assets at end of year2020-12-31$5,092,443
Value of total assets at beginning of year2020-12-31$5,278,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$34,146
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$159,497
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$159,497
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$264,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-186,405
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,092,443
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,278,848
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$27,381
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,901,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,002,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$189,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$275,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$589,388
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$201,466
Employer contributions (assets) at end of year2020-12-31$1,189
Employer contributions (assets) at beginning of year2020-12-31$393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,365,631
Contract administrator fees2020-12-31$6,765
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 name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,295,729
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$986,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$955,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$417,205
Value of total assets at end of year2019-12-31$5,278,848
Value of total assets at beginning of year2019-12-31$4,969,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,115
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$179,766
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$179,766
Administrative expenses professional fees incurred2019-12-31$1,426
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$237,012
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$8,836
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$309,205
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,278,848
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,969,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$25,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,002,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,954,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,954,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$275,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$698,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$180,193
Employer contributions (assets) at end of year2019-12-31$393
Employer contributions (assets) at beginning of year2019-12-31$6,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$955,409
Contract administrator fees2019-12-31$4,274
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : MACON RESOURCES INC RETIREMENT SAVINGS 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$0
Total income from all sources (including contributions)2018-12-31$402,090
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$750,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$745,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$671,167
Value of total assets at end of year2018-12-31$4,969,643
Value of total assets at beginning of year2018-12-31$5,318,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,995
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$234,022
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$234,022
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$226,655
Participant contributions at end of year2018-12-31$8,836
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$282,348
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$33
Administrative expenses (other) incurred2018-12-31$4,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-348,599
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,969,643
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,318,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,296,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,954,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$20,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$20,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-503,132
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$162,164
Employer contributions (assets) at end of year2018-12-31$6,703
Employer contributions (assets) at beginning of year2018-12-31$794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$745,694
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,071,295
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,108,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,101,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$292,127
Value of total assets at end of year2017-12-31$5,318,242
Value of total assets at beginning of year2017-12-31$5,355,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,061
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$129,086
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$129,086
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$141,610
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$58,322
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$7,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-36,840
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,318,242
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,355,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,296,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,161,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$20,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$193,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$193,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$650,082
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$92,195
Employer contributions (assets) at end of year2017-12-31$794
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,101,074
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$764,121
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$444,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$439,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$429,337
Value of total assets at end of year2016-12-31$5,355,082
Value of total assets at beginning of year2016-12-31$5,035,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,205
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$140,314
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$140,314
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$142,903
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$5,699
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,179
Administrative expenses (other) incurred2016-12-31$5,205
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$319,772
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,355,082
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,035,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,161,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,958,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$193,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$68,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$68,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$194,470
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$286,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$439,144
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$591,047
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$391,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$383,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$615,057
Value of total assets at end of year2015-12-31$5,035,310
Value of total assets at beginning of year2015-12-31$4,835,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,692
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$223,797
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$223,797
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$148,751
Participant contributions at end of year2015-12-31$5,699
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$157,769
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,179
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,080
Other income not declared elsewhere2015-12-31$2,159
Administrative expenses (other) incurred2015-12-31$7,692
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$199,520
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,035,310
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,835,790
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,958,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,502,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$68,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$52,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$52,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-249,966
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$308,537
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$278,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$383,835
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$715,878
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$531,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$522,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$428,153
Value of total assets at end of year2014-12-31$4,835,790
Value of total assets at beginning of year2014-12-31$4,650,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,888
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$166,780
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$166,780
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$112,352
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$37,025
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,080
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$1,791
Administrative expenses (other) incurred2014-12-31$8,888
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$184,841
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,835,790
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,650,949
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,502,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,607,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$52,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$43,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$43,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$119,154
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$278,776
Employer contributions (assets) at end of year2014-12-31$278,776
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$522,149
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,130,649
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$569,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$563,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$393,565
Value of total assets at end of year2013-12-31$4,650,949
Value of total assets at beginning of year2013-12-31$4,090,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,124
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$105,393
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$105,393
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$126,121
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,665
Other income not declared elsewhere2013-12-31$44
Administrative expenses (other) incurred2013-12-31$6,124
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$560,903
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,650,949
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,090,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,607,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,039,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$43,455
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$50,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$50,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$631,647
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$263,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$563,622
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$756,404
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$235,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$211,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$356,405
Value of total assets at end of year2012-12-31$4,090,046
Value of total assets at beginning of year2012-12-31$3,569,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,557
Total interest from all sources2012-12-31$12
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$37,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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 period2012-12-31Yes
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$116,834
Administrative expenses (other) incurred2012-12-31$23,557
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$520,993
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,090,046
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,569,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,039,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,940,811
Interest earned on other investments2012-12-31$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$50,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$19,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$19,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$608,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$362,097
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$239,571
Income. Dividends from common stock2012-12-31$37,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$211,854
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$312,188
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$436,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$408,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$350,284
Value of total assets at end of year2011-12-31$3,569,053
Value of total assets at beginning of year2011-12-31$3,693,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$27,810
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$93,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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$116,233
Administrative expenses (other) incurred2011-12-31$27,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-123,975
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,569,053
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,693,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,940,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,023,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$19,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$13,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$13,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$608,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$655,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-131,743
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$234,051
Income. Dividends from common stock2011-12-31$93,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$408,353
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : MACON RESOURCES INC RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$691,332
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$228,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$201,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$356,340
Value of total assets at end of year2010-12-31$3,693,028
Value of total assets at beginning of year2010-12-31$3,230,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27,084
Total interest from all sources2010-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$74,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$115,531
Administrative expenses (other) incurred2010-12-31$27,084
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$5,662
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$462,548
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,693,028
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,230,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,023,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,567,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$13,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$19,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$19,242
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$655,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$636,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$260,942
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$240,809
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$892
Income. Dividends from common stock2010-12-31$74,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$201,700
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for MACON RESOURCES INC RETIREMENT SAVINGS PLAN

2022: MACON RESOURCES INC RETIREMENT SAVINGS 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: MACON RESOURCES INC RETIREMENT SAVINGS 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: MACON RESOURCES INC RETIREMENT SAVINGS 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: MACON RESOURCES INC RETIREMENT SAVINGS 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: MACON RESOURCES INC RETIREMENT SAVINGS 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MACON RESOURCES INC RETIREMENT SAVINGS 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MACON RESOURCES INC RETIREMENT SAVINGS 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MACON RESOURCES INC RETIREMENT SAVINGS 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MACON RESOURCES INC RETIREMENT SAVINGS 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MACON RESOURCES INC RETIREMENT SAVINGS 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MACON RESOURCES INC RETIREMENT SAVINGS 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: MACON RESOURCES INC RETIREMENT SAVINGS 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: MACON RESOURCES INC RETIREMENT SAVINGS 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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781329-01
Policy instance 1
Insurance contract or identification number781329-01
Number of Individuals Covered5
Insurance policy start date2022-10-29
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $132
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $66
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63046-1
Policy instance 1
Insurance contract or identification numberMR 63046-1
Number of Individuals Covered170
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $700
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $606
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63046-1
Policy instance 1
Insurance contract or identification numberMR 63046-1
Number of Individuals Covered174
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $590
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $266
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63046-1
Policy instance 1
Insurance contract or identification numberMR 63046-1
Number of Individuals Covered172
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,073
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $469
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B3-TT27
Policy instance 1
Insurance contract or identification numberGAP-B3-TT27
Number of Individuals Covered159
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,782
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,782
Insurance broker organization code?4
Insurance broker nameFIRST HEARTLAND CAPITAL INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B3-TT27
Policy instance 1
Insurance contract or identification numberGAP-B3-TT27
Number of Individuals Covered178
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,503
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B3-TT27
Policy instance 1
Insurance contract or identification numberGAP-B3-TT27
Number of Individuals Covered173
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,524
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $2,524
Insurance broker organization code?4
Insurance broker nameFIRST HEARTLAND CAPITAL INC

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