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EISENHOWER CENTER 401 (K) PLAN & TRUST 401k Plan overview

Plan NameEISENHOWER CENTER 401 (K) PLAN & TRUST
Plan identification number 001

EISENHOWER CENTER 401 (K) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MORIAH INCORPORATED DBA EISENHOWER CENTER has sponsored the creation of one or more 401k plans.

Company Name:MORIAH INCORPORATED DBA EISENHOWER CENTER
Employer identification number (EIN):383118088
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about MORIAH INCORPORATED DBA EISENHOWER CENTER

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1983-03-14
Company Identification Number: 89797
Legal Registered Office Address: PO BOX 824

DORSET
United States of America (USA)
05251

More information about MORIAH INCORPORATED DBA EISENHOWER CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EISENHOWER CENTER 401 (K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01MATT INGRAM2023-07-11
0012020-10-01MATT INGRAM2022-07-11
0012019-10-01MATTHEW INGRAM2021-07-13
0012018-10-01MATTHEW INGRAM2020-07-14
0012017-10-01MATTHEW INGRAM2019-07-09
0012016-10-01
0012015-10-01
0012014-10-01MATTHEW INGRAM
0012013-10-01MATTHEW INGRAM
0012012-10-01MATTHEW INGRAM
0012011-10-01MATTHEW INGRAM
0012009-10-01MATTHEW INGRAM
0012008-10-01

Plan Statistics for EISENHOWER CENTER 401 (K) PLAN & TRUST

401k plan membership statisitcs for EISENHOWER CENTER 401 (K) PLAN & TRUST

Measure Date Value
2021: EISENHOWER CENTER 401 (K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-10-01345
Total number of active participants reported on line 7a of the Form 55002021-10-01151
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0164
Total of all active and inactive participants2021-10-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-011
Total participants2021-10-01216
Number of participants with account balances2021-10-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: EISENHOWER CENTER 401 (K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-10-01335
Total number of active participants reported on line 7a of the Form 55002020-10-01280
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0139
Total of all active and inactive participants2020-10-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-011
Total participants2020-10-01320
Number of participants with account balances2020-10-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: EISENHOWER CENTER 401 (K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-10-01293
Total number of active participants reported on line 7a of the Form 55002019-10-01231
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0164
Total of all active and inactive participants2019-10-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-011
Total participants2019-10-01296
Number of participants with account balances2019-10-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: EISENHOWER CENTER 401 (K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-10-01325
Total number of active participants reported on line 7a of the Form 55002018-10-01230
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0132
Total of all active and inactive participants2018-10-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01262
Number of participants with account balances2018-10-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: EISENHOWER CENTER 401 (K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-10-01318
Total number of active participants reported on line 7a of the Form 55002017-10-01248
Number of retired or separated participants receiving benefits2017-10-011
Number of other retired or separated participants entitled to future benefits2017-10-0139
Total of all active and inactive participants2017-10-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01288
Number of participants with account balances2017-10-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: EISENHOWER CENTER 401 (K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-10-01282
Total number of active participants reported on line 7a of the Form 55002016-10-01249
Number of retired or separated participants receiving benefits2016-10-014
Number of other retired or separated participants entitled to future benefits2016-10-0111
Total of all active and inactive participants2016-10-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01264
Number of participants with account balances2016-10-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: EISENHOWER CENTER 401 (K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-10-01264
Total number of active participants reported on line 7a of the Form 55002015-10-01231
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0120
Total of all active and inactive participants2015-10-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01251
Number of participants with account balances2015-10-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: EISENHOWER CENTER 401 (K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-10-01258
Total number of active participants reported on line 7a of the Form 55002014-10-01206
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0118
Total of all active and inactive participants2014-10-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01224
Number of participants with account balances2014-10-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-011
2013: EISENHOWER CENTER 401 (K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-10-01273
Total number of active participants reported on line 7a of the Form 55002013-10-01199
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0113
Total of all active and inactive participants2013-10-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01212
Number of participants with account balances2013-10-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: EISENHOWER CENTER 401 (K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-10-01258
Total number of active participants reported on line 7a of the Form 55002012-10-01227
Number of other retired or separated participants entitled to future benefits2012-10-0121
Total of all active and inactive participants2012-10-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01248
Number of participants with account balances2012-10-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: EISENHOWER CENTER 401 (K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-10-01260
Total number of active participants reported on line 7a of the Form 55002011-10-01199
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0112
Total of all active and inactive participants2011-10-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01211
Number of participants with account balances2011-10-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: EISENHOWER CENTER 401 (K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-10-01255
Total number of active participants reported on line 7a of the Form 55002009-10-01196
Number of retired or separated participants receiving benefits2009-10-015
Number of other retired or separated participants entitled to future benefits2009-10-0129
Total of all active and inactive participants2009-10-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01230
Number of participants with account balances2009-10-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on EISENHOWER CENTER 401 (K) PLAN & TRUST

Measure Date Value
2022 : EISENHOWER CENTER 401 (K) PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-501,892
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$658,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$621,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$449,087
Value of total assets at end of year2022-09-30$4,634,658
Value of total assets at beginning of year2022-09-30$5,795,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$37,318
Total interest from all sources2022-09-30$4,040
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$39,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$39,102
Administrative expenses professional fees incurred2022-09-30$37,318
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$1,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30Yes
Amount of non-exempt transactions with any party-in-interest2022-09-30$1,714
Contributions received from participants2022-09-30$415,240
Participant contributions at end of year2022-09-30$89,165
Participant contributions at beginning of year2022-09-30$92,274
Participant contributions at beginning of year2022-09-30$19,050
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$33,847
Total non interest bearing cash at end of year2022-09-30$1,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-1,160,350
Value of net assets at end of year (total assets less liabilities)2022-09-30$4,634,658
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$5,795,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$486,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$634,587
Interest on participant loans2022-09-30$4,040
Value of interest in common/collective trusts at end of year2022-09-30$4,051,407
Value of interest in common/collective trusts at beginning of year2022-09-30$5,042,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$140
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$6,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$6,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-994,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$621,140
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30PLANTE & MORAN PLLC
Accountancy firm EIN2022-09-30381357951
2021 : EISENHOWER CENTER 401 (K) PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$1,682,325
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$396,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$365,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$645,841
Value of total assets at end of year2021-09-30$5,795,008
Value of total assets at beginning of year2021-09-30$4,508,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$30,823
Total interest from all sources2021-09-30$4,643
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$20,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$20,829
Administrative expenses professional fees incurred2021-09-30$30,823
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$1,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$484,799
Participant contributions at end of year2021-09-30$92,274
Participant contributions at beginning of year2021-09-30$114,154
Participant contributions at end of year2021-09-30$19,050
Participant contributions at beginning of year2021-09-30$21,478
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$161,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$1,286,280
Value of net assets at end of year (total assets less liabilities)2021-09-30$5,795,008
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$4,508,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$634,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$482,053
Interest on participant loans2021-09-30$4,643
Value of interest in common/collective trusts at end of year2021-09-30$5,042,379
Value of interest in common/collective trusts at beginning of year2021-09-30$3,884,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$688
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$6,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$6,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$1,011,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$365,222
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30PLANTE & MORAN PLLC
Accountancy firm EIN2021-09-30381357951
2020 : EISENHOWER CENTER 401 (K) PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,132,195
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$394,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$367,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$794,396
Value of total assets at end of year2020-09-30$4,508,728
Value of total assets at beginning of year2020-09-30$3,771,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$26,947
Total interest from all sources2020-09-30$7,277
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$14,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$14,957
Administrative expenses professional fees incurred2020-09-30$4,653
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$1,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$487,782
Participant contributions at end of year2020-09-30$114,154
Participant contributions at beginning of year2020-09-30$148,045
Participant contributions at end of year2020-09-30$21,478
Participant contributions at beginning of year2020-09-30$17,931
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$306,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$737,519
Value of net assets at end of year (total assets less liabilities)2020-09-30$4,508,728
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$3,771,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$22,294
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$482,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$462,587
Interest on participant loans2020-09-30$7,277
Value of interest in common/collective trusts at end of year2020-09-30$3,884,733
Value of interest in common/collective trusts at beginning of year2020-09-30$3,124,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$11
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$6,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$18,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$315,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$367,729
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30No
Opinion of an independent qualified public accountant for this plan2020-09-30Unqualified
Accountancy firm name2020-09-30PLANTE & MORAN PLLC
Accountancy firm EIN2020-09-30381357951
2019 : EISENHOWER CENTER 401 (K) PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$537,836
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$309,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$280,044
Value of total corrective distributions2019-09-30$3,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$433,858
Value of total assets at end of year2019-09-30$3,771,209
Value of total assets at beginning of year2019-09-30$3,542,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$26,007
Total interest from all sources2019-09-30$7,853
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$19,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$19,596
Administrative expenses professional fees incurred2019-09-30$8,690
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$1,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$424,007
Participant contributions at end of year2019-09-30$148,045
Participant contributions at beginning of year2019-09-30$137,849
Participant contributions at end of year2019-09-30$17,931
Participant contributions at beginning of year2019-09-30$9,237
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$9,851
Other income not declared elsewhere2019-09-30$142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$228,692
Value of net assets at end of year (total assets less liabilities)2019-09-30$3,771,209
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$3,542,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$16,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$462,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$413,734
Interest on participant loans2019-09-30$7,853
Value of interest in common/collective trusts at end of year2019-09-30$3,124,496
Value of interest in common/collective trusts at beginning of year2019-09-30$2,963,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$11
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$5
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$18,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$17,997
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-12,813
Net investment gain or loss from common/collective trusts2019-09-30$89,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$279,408
Contract administrator fees2019-09-30$1,285
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30No
Opinion of an independent qualified public accountant for this plan2019-09-30Unqualified
Accountancy firm name2019-09-30PLANTE & MORAN PLLC
Accountancy firm EIN2019-09-30381357951
2018 : EISENHOWER CENTER 401 (K) PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$651,498
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$317,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$289,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$360,535
Value of total assets at end of year2018-09-30$3,542,517
Value of total assets at beginning of year2018-09-30$3,208,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$27,609
Total interest from all sources2018-09-30$4,720
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$19,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$19,269
Administrative expenses professional fees incurred2018-09-30$1,362
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$1,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$356,864
Participant contributions at end of year2018-09-30$137,849
Participant contributions at beginning of year2018-09-30$69,158
Participant contributions at end of year2018-09-30$9,237
Participant contributions at beginning of year2018-09-30$10,018
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$3,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$334,209
Value of net assets at end of year (total assets less liabilities)2018-09-30$3,542,517
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$3,208,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$19,169
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$413,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$454,950
Interest on participant loans2018-09-30$4,720
Value of interest in common/collective trusts at end of year2018-09-30$2,963,695
Value of interest in common/collective trusts at beginning of year2018-09-30$2,654,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$5
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$77
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$77
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$17,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$19,590
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$29,927
Net investment gain or loss from common/collective trusts2018-09-30$237,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$289,044
Contract administrator fees2018-09-30$7,078
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30No
Opinion of an independent qualified public accountant for this plan2018-09-30Unqualified
Accountancy firm name2018-09-30PLANTE & MORAN PLLC
Accountancy firm EIN2018-09-30381357951
2017 : EISENHOWER CENTER 401 (K) PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$922,561
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$164,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$141,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$539,070
Value of total assets at end of year2017-09-30$3,208,308
Value of total assets at beginning of year2017-09-30$2,450,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$23,723
Total interest from all sources2017-09-30$4,067
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$11,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$11,675
Administrative expenses professional fees incurred2017-09-30$1,660
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$1,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$295,814
Participant contributions at end of year2017-09-30$69,158
Participant contributions at beginning of year2017-09-30$96,905
Participant contributions at end of year2017-09-30$10,018
Participant contributions at beginning of year2017-09-30$6,662
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$240,630
Other income not declared elsewhere2017-09-30$74
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$757,563
Value of net assets at end of year (total assets less liabilities)2017-09-30$3,208,308
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$2,450,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$17,948
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$454,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$367,916
Interest on participant loans2017-09-30$4,067
Value of interest in common/collective trusts at end of year2017-09-30$2,654,515
Value of interest in common/collective trusts at beginning of year2017-09-30$1,960,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$77
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$152
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$19,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$18,217
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$76,663
Net investment gain or loss from common/collective trusts2017-09-30$291,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$2,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$140,639
Contract administrator fees2017-09-30$4,115
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30PLANTE & MORAN PLLC
Accountancy firm EIN2017-09-30381357951
2016 : EISENHOWER CENTER 401 (K) PLAN & TRUST 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$489,456
Total of all expenses incurred2016-09-30$366,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$344,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$261,988
Value of total assets at end of year2016-09-30$2,450,745
Value of total assets at beginning of year2016-09-30$2,327,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$22,405
Total interest from all sources2016-09-30$4,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$1,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$256,147
Participant contributions at end of year2016-09-30$96,905
Participant contributions at beginning of year2016-09-30$108,123
Participant contributions at end of year2016-09-30$6,662
Participant contributions at beginning of year2016-09-30$6,846
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$5,841
Other income not declared elsewhere2016-09-30$-1,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$122,846
Value of net assets at end of year (total assets less liabilities)2016-09-30$2,450,745
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$2,327,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$367,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$351,163
Interest on participant loans2016-09-30$4,155
Value of interest in common/collective trusts at end of year2016-09-30$1,960,893
Value of interest in common/collective trusts at beginning of year2016-09-30$1,841,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$152
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$123
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$18,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$19,685
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$2,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$39,940
Net investment gain or loss from common/collective trusts2016-09-30$184,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$341,391
Contract administrator fees2016-09-30$22,405
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Unqualified
Accountancy firm name2016-09-30PLANTE & MORAN PLLC
Accountancy firm EIN2016-09-30381357951
2015 : EISENHOWER CENTER 401 (K) PLAN & TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$-1,145
Total unrealized appreciation/depreciation of assets2015-09-30$-1,145
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$228,399
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$163,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$143,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$281,996
Value of total assets at end of year2015-09-30$2,327,899
Value of total assets at beginning of year2015-09-30$2,263,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$20,801
Total interest from all sources2015-09-30$4,635
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$1,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$256,468
Participant contributions at end of year2015-09-30$108,123
Participant contributions at beginning of year2015-09-30$113,395
Participant contributions at end of year2015-09-30$6,846
Participant contributions at beginning of year2015-09-30$7,704
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$25,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$64,570
Value of net assets at end of year (total assets less liabilities)2015-09-30$2,327,899
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$2,263,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$351,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$311,217
Interest on participant loans2015-09-30$4,635
Value of interest in common/collective trusts at end of year2015-09-30$1,841,959
Value of interest in common/collective trusts at beginning of year2015-09-30$1,810,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$123
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$19,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$20,830
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-10,952
Net investment gain or loss from common/collective trusts2015-09-30$-46,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$142,788
Contract administrator fees2015-09-30$20,801
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30No
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30PLANTE & MORAN PLLC
Accountancy firm EIN2015-09-30381357951
2014 : EISENHOWER CENTER 401 (K) PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$501,835
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$315,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$280,320
Expenses. Certain deemed distributions of participant loans2014-09-30$3,682
Value of total corrective distributions2014-09-30$12,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$296,257
Value of total assets at end of year2014-09-30$2,263,329
Value of total assets at beginning of year2014-09-30$2,077,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$18,751
Total interest from all sources2014-09-30$4,118
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$1,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$261,434
Participant contributions at end of year2014-09-30$113,395
Participant contributions at beginning of year2014-09-30$116,259
Participant contributions at end of year2014-09-30$7,704
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$34,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$186,328
Value of net assets at end of year (total assets less liabilities)2014-09-30$2,263,329
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$2,077,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$311,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$1,721,891
Interest on participant loans2014-09-30$4,118
Value of interest in common/collective trusts at end of year2014-09-30$1,810,060
Value of interest in common/collective trusts at beginning of year2014-09-30$216,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$20,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$21,813
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$108,629
Net investment gain or loss from common/collective trusts2014-09-30$92,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$280,080
Contract administrator fees2014-09-30$18,751
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30No
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30PLANTE & MORAN PLLC
Accountancy firm EIN2014-09-30381357951
2013 : EISENHOWER CENTER 401 (K) PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$509,158
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$155,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$138,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$258,423
Value of total assets at end of year2013-09-30$2,077,001
Value of total assets at beginning of year2013-09-30$1,723,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$16,729
Total interest from all sources2013-09-30$3,800
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$1,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$258,423
Participant contributions at end of year2013-09-30$116,259
Participant contributions at beginning of year2013-09-30$87,910
Participant contributions at beginning of year2013-09-30$6,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$353,793
Value of net assets at end of year (total assets less liabilities)2013-09-30$2,077,001
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$1,723,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$1,721,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$1,469,357
Interest on participant loans2013-09-30$3,800
Interest earned on other investments2013-09-30$0
Value of interest in common/collective trusts at end of year2013-09-30$216,916
Value of interest in common/collective trusts at beginning of year2013-09-30$136,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$21,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$22,544
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$244,811
Net investment gain or loss from common/collective trusts2013-09-30$2,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$138,396
Contract administrator fees2013-09-30$16,729
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30No
Opinion of an independent qualified public accountant for this plan2013-09-30Unqualified
Accountancy firm name2013-09-30PLANTE & MORAN PLLC
Accountancy firm EIN2013-09-30381357951
2012 : EISENHOWER CENTER 401 (K) PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$523,695
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$298,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$276,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$241,462
Value of total assets at end of year2012-09-30$1,723,208
Value of total assets at beginning of year2012-09-30$1,498,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$21,751
Total interest from all sources2012-09-30$2,703
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$1,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$241,462
Participant contributions at end of year2012-09-30$87,910
Participant contributions at beginning of year2012-09-30$82,671
Participant contributions at end of year2012-09-30$6,884
Participant contributions at beginning of year2012-09-30$6,902
Other income not declared elsewhere2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$225,156
Value of net assets at end of year (total assets less liabilities)2012-09-30$1,723,208
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$1,498,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$1,469,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$1,275,526
Interest on participant loans2012-09-30$2,703
Value of interest in common/collective trusts at end of year2012-09-30$136,392
Value of interest in common/collective trusts at beginning of year2012-09-30$109,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$22,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$23,090
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$277,101
Net investment gain or loss from common/collective trusts2012-09-30$2,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$276,548
Contract administrator fees2012-09-30$21,751
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30PLANTE & MORAN PLLC
Accountancy firm EIN2012-09-30381357951
2011 : EISENHOWER CENTER 401 (K) PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$213,497
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$237,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$214,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$228,923
Value of total assets at end of year2011-09-30$1,498,052
Value of total assets at beginning of year2011-09-30$1,522,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$23,046
Total interest from all sources2011-09-30$2,999
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$228,923
Participant contributions at end of year2011-09-30$82,671
Participant contributions at beginning of year2011-09-30$50,460
Participant contributions at end of year2011-09-30$6,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-24,345
Value of net assets at end of year (total assets less liabilities)2011-09-30$1,498,052
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$1,522,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$1,275,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$1,353,666
Interest on participant loans2011-09-30$2,999
Value of interest in common/collective trusts at end of year2011-09-30$109,729
Value of interest in common/collective trusts at beginning of year2011-09-30$94,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$23,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$23,468
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-19,953
Net investment gain or loss from common/collective trusts2011-09-30$1,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$214,556
Contract administrator fees2011-09-30$23,046
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30PLANTE & MORAN, LLC
Accountancy firm EIN2011-09-30381357951
2010 : EISENHOWER CENTER 401 (K) PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for EISENHOWER CENTER 401 (K) PLAN & TRUST

2021: EISENHOWER CENTER 401 (K) PLAN & TRUST 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: EISENHOWER CENTER 401 (K) PLAN & TRUST 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: EISENHOWER CENTER 401 (K) PLAN & TRUST 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: EISENHOWER CENTER 401 (K) PLAN & TRUST 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: EISENHOWER CENTER 401 (K) PLAN & TRUST 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: EISENHOWER CENTER 401 (K) PLAN & TRUST 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: EISENHOWER CENTER 401 (K) PLAN & TRUST 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: EISENHOWER CENTER 401 (K) PLAN & TRUST 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: EISENHOWER CENTER 401 (K) PLAN & TRUST 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: EISENHOWER CENTER 401 (K) PLAN & TRUST 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: EISENHOWER CENTER 401 (K) PLAN & TRUST 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: EISENHOWER CENTER 401 (K) PLAN & TRUST 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: EISENHOWER CENTER 401 (K) PLAN & TRUST 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400072
Policy instance 1
Insurance contract or identification number97400072
Number of Individuals Covered2
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400072
Policy instance 1
Insurance contract or identification number97400072
Number of Individuals Covered2
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400072
Policy instance 1
Insurance contract or identification number97400072
Number of Individuals Covered2
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400072
Policy instance 1
Insurance contract or identification number97400072
Number of Individuals Covered2
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400072
Policy instance 1
Insurance contract or identification number97400072
Number of Individuals Covered2
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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